Electronic Arts CEO Andrew Wilson Sells Shares

Andrew Wilson sold 5,000 shares of Electronic Arts worth $1.02 million as part of a planned transaction.

Key Points

  • Electronic Arts CEO Andrew Wilson sold 5,000 shares on June 15, 2026, valued at $1.02 million.
  • Electronic Arts has a market cap of $50.9 billion with a P/E ratio of 57.7 and a beta of 0.645.
  • Insider activity includes sales and purchases by executives, with analysts maintaining a 'hold' rating.

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On June 15, 2026, Andrew Wilson, Chairman and CEO of Electronic Arts Inc. (NasdaqGS: EA), executed a planned sale of 5,000 shares. The shares were sold at an average price of $203.12, totaling approximately $1.02 million.

Insider Buying and Selling at Electronic Arts Inc.

Andrew Wilson's sale was part of a pre-arranged trading plan. On the same day, several other executives were involved in stock transactions. Stuart Canfield, the EVP & Chief Financial Officer, and Laura Miele, President of Enterprise Development, each bought 60,309 shares. Meanwhile, Chief People Officer Vijayanthimala Singh sold 1,200 shares at $203 per share under a planned sale, while also acquiring 40,924 shares.

Other Institutional Activity in Electronic Arts

Institutional investors have also been active with Electronic Arts. BlackRock, Inc. reduced its stake by 443,206 shares, bringing its total to 25,102,510 shares valued at about $5.12 billion. The Public Investment Fund maintained its position at 24,807,932 shares worth approximately $5.06 billion. Vanguard Capital Management LLC added 15,478,804 shares, matching its ending stake, valued at about $3.16 billion. Meanwhile, State Street Corp cut its holdings by 803,442 shares to 14,143,686 shares, worth roughly $2.88 billion. Pentwater Capital Management LP increased its position by 1,857,500 shares, ending with 12,807,500 shares valued at $2.61 billion.

Electronic Arts Stock Snapshot

Shares of EA traded near $203.12, close to its 52-week high of $204.89. The company boasts a market cap of $50.9 billion, a P/E ratio of 57.7, and a forward P/E of 21.2. With a beta of 0.645, the stock has shown less volatility compared to the broader market. Its 50-day moving average is $202.21, while the 200-day moving average is $198.79. EA maintains a current ratio of 1.046 and a quick ratio of 0.951, with a debt-to-equity ratio of 27.41.

Year to date

$EA stock price

Daily closing prices, year to date. Not investment advice.

Recent Earnings

Electronic Arts reported revenue of $7.53 billion, reflecting a growth of 11.9%. The company's net margin stands at 11.78%, with a return on equity of 13.49%. Earnings per share came in at $3.52. The next earnings announcement is scheduled for July 28, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

C+ 64/100

Reported May 5, 2026

  1. Forward outlook

    1 analysts raised price targets.

  2. EPS & revenue

    EPS missed estimates by 36.0%. Revenue beat estimates by 2.3%.

  3. Profit surprise

    EBITDA missed by 55 percent. Operating income missed by 30 percent.

  4. Pre-earnings setup

    Expectations were about average.

  5. Analyst signal

    1 target raise.

  6. Earnings quality

    Gross margin up 3.3 points. Operating margin up 4.9 points. Positive free cash flow.

Earnings Call Summary

EA delivered revenue of $2.1 billion in the quarter, beating expectations, driven by strong Global Football results and better-than-expected performance from Apex Legends and catalog titles. However, earnings per share came in at $0.79, well below the $2.25 consensus, due to increased marketing spending for upcoming launches including Madden NFL 26, FC 26, and especially Battlefield 6. Management expressed excitement about Battlefield 6 and the upcoming game releases, positioning the back half as the most important period of the year.

Guidance EA reaffirmed full year guidance without change. They expect Q2 net bookings between $1.8 billion and $1.9 billion, down 9 to 13 percent year over year. The company said timing shifts in sports games and deluxe edition content will weigh on Q2, but growth should return in the second half of the year.

Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.

Dividend

Electronic Arts offers an annual dividend rate of $0.76, yielding 0.37%. The dividend payout ratio is 21.65%, which suggests a balanced approach to rewarding shareholders while retaining earnings for growth.

Analysts Set New Price Targets

Analysts have maintained a cautious stance on EA. On May 7, 2026, Citigroup maintained its 'hold' rating with a price target of $204. Morgan Stanley also kept its 'hold' rating, targeting $210. Overall, the consensus recommendation remains 'hold' with a mean target price of $202.8 based on 15 analyst opinions.

About Electronic Arts

Electronic Arts Inc., headquartered in Redwood City, California, is a major player in the electronic gaming and multimedia industry. The company designs, markets, and distributes video games and related content for consoles, PCs, and mobile devices. Known for popular franchises like EA SPORTS Madden NFL, The Sims, and Apex Legends, EA reaches a global audience through both digital and retail channels. Established in 1982, the company employs approximately 14,600 people under the leadership of CEO Andrew Wilson.

Bottom Line

Andrew Wilson's planned sale of Electronic Arts shares is a notable insider transaction, reflecting personal financial planning rather than a shift in company fundamentals. Investors keep a close watch on insider activities as part of their broader analysis of stock performance. As always, it's important to remember that filings like these are historical records and may not represent the current state of holdings.

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