§ MEDIA
USD · Media

EA

ELECTRONIC ARTS INC
USDSector · MediaBeta · 0.73
LAST · AS OF SEP 22
209.70
−0.21 ▼ 0.10%PREV CLOSE · $209.91
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 209.92HIGH 210.20LOW 209.7052W 131.15 — 204.88
EVENTSJUL 16 · SV SELLMAR 31 · EARNINGS −36.0%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
466 increased/new, 374 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$1M
3 txns · 90d

§ 04 · FUNDAMENTALS · THE BOOKS

P/E74.9P/B5.90
EPS (TTM)2.67Dividend0.38%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.25.1M0.1%−2%
PUBLIC INVESTMENT FUND24.8Mn/a±0%
VANGUARD CAPITAL MANAGEMENT LLC15.5Mn/an/a
State Street14.1M0.1%−5%
Pentwater Capital Management LP12.8M13.5%+17%
VANGUARD PORTFOLIO MANAGEMENT LLC11.1Mn/an/a
◇ AC INTELLIGENCE

Top institutional owners for EA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER50.0% · 836 holders
DEALER / BANK17.6% · 79 holders
PASSIVE / INDEX16.6% · 14 holders
QUALITY / COMPOUNDER8.0% · 36 holders
TACTICAL / MACRO4.9% · 7 holders
SYSTEMATIC / QUANT2.4% · 17 holders
INCOME / DEFENSIVE1.9% · 45 holders
DEEP VALUE0.1% · 3 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
JUL 16Singh VijayanthimalaSELL600−$124K
JUL 16Miele LauraSELL1K−$228K
JUL 16Wilson AndrewSELL3K−$663K
JUN 16Singh VijayanthimalaSELL1K−$244K
JUN 16Miele LauraSELL3K−$508K
JUN 16Wilson AndrewSELL5K−$1M
◇ AC INTELLIGENCE

0 insider buys, 17 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES