Electronic Arts Inc.

NasdaqGS:EA Stock Report

Market Cap: US$50.2b

Electronic Arts Dividends and Buybacks

Dividend criteria checks 0/6

Electronic Arts is a dividend paying company with a current yield of 0.38%. Next payment date is on 17th June, 2026 with an ex-dividend date of 27th May, 2026.

Key information

0.4%

Dividend yield

1.9%

Buyback Yield

Total Shareholder Yield2.3%
Future Dividend Yield0.3%
Dividend Growth9.4%
Next dividend pay date17 Jun 26
Ex dividend date27 May 26
Dividend per sharen/a
Payout ratio21%

Recent dividend and buyback updates

Recent updates

Narrative Update May 02

EA: Debt Package And Cost Cuts Will Shape Future Risk Reward

Analysts have trimmed their price target for Electronic Arts by about $2.92, reflecting updated assumptions for slightly lower revenue growth, a modestly adjusted discount rate, and a somewhat higher profit margin outlook, alongside a similar future P/E expectation. What's in the News Christopher McQuarrie and Michael B.
Narrative Update Apr 17

EA: Debt Package And Cost Realignment Will Shape Future Risk Reward

Analysts have slightly adjusted their price target for Electronic Arts. This reflects a refined view on the discount rate, revenue growth, profit margin, and future P/E assumptions, resulting in a modestly updated valuation in dollar terms for the stock.
Narrative Update Apr 03

EA: Debt Package, Cost Cuts And Player Engagement Will Shape Future Returns

Analysts maintained the fair value estimate for Electronic Arts at $205.59. Slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions form the basis for this updated price target view.
Narrative Update Mar 20

EA: Job Cuts And Player Retention Trends Will Shape Future Returns

Analysts have kept their price target on Electronic Arts steady at $205.59, citing only very small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially change their valuation view. What's in the News EA is cutting an unspecified number of roles across its Battlefield studios, including Criterion, Dice, Ripple Effect and Motive, as part of a broader realignment while continuing live service support for Battlefield 6 following its 2025 launch (IGN).
Narrative Update Mar 05

EA: Take Private Deal And Player Retention Trends Will Shape Future Returns

Analysts have kept their fair value estimate for Electronic Arts steady at $205.59 per share, with only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions explaining the unchanged price target despite updated inputs. What's in the News Multiplayer shooter "ARC Raiders," from Nexon owned Embark Studios, is reported to have retained 91% of its peak Steam player base since launch.
Narrative Update Feb 18

EA: Take Private Deal And Player Retention Headwinds Will Shape Returns

Analysts have nudged their fair value estimate for Electronic Arts higher to about $206 from roughly $204, pointing to slightly stronger projected revenue growth and a higher future P/E multiple, partly offset by a small shift in expected profit margins and discount rate assumptions. What's in the News EA has scheduled a special shareholder meeting for December 22, 2025, to vote on a proposed merger that would take the company private, including approval of the merger agreement, an advisory vote on executive compensation tied to the deal, and a potential adjournment to solicit additional proxies if needed.
Seeking Alpha Feb 05

Electronic Arts: 5% Upside From Merger Arbitrage

Summary Electronic Arts is expected to merge with Silver Lake and the Public Investment Fund, offering $210 per share in cash by Q1 2027. With EA trading just under $200, the merger arbitrage spread is about 5%, which I view as unattractive for the holding period. EA's recent earnings show declining revenue and profit, rising operating expenses, and shrinking Live Services, raising concerns about capital allocation. The market sees the merger as highly probable, reflected in the narrow spread, but risks remain if the deal fails or is delayed. Read the full article on Seeking Alpha
Narrative Update Feb 04

EA: Take Private Deal And Player Engagement Trends Will Shape Returns

Analysts have raised their fair value estimate for Electronic Arts by about $2 per share. The change reflects updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, a lower discount rate, and a somewhat reduced future P/E multiple.
Narrative Update Jan 21

EA: Take Private Proposal And Game Engagement Trends Will Shape Future Returns

Analysts have nudged their price target on Electronic Arts slightly higher to US$202.36, citing small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions that leave their overall valuation framework largely unchanged. What's in the News EA agreed to be acquired by an investor consortium for US$210.00 per share in cash, a deal that would take the company private if completed, and has drawn a shareholder class action lawsuit focused on valuation, process, potential conflicts of interest, and disclosure around the buyout terms (Kaskela Law LLC).
Narrative Update Jan 07

EA: Buyout Offer And Mixed Engagement Trends Will Shape Balanced Return Outlook

Analysts have kept their fair value estimate for Electronic Arts steady at about US$202.36 per share. A slightly lower discount rate and marginally adjusted long term revenue growth, profit margin and future P/E assumptions have guided this unchanged price target.
Narrative Update Dec 14

EA: Go-Private Deal Will Limit Near-Term Upside Yet Support Franchise Leadership

Analysts have modestly lifted their price target on Electronic Arts to align more closely with the proposed $210 per share take private valuation. This reflects the view that the all cash offer provides limited upside from current levels while effectively setting a ceiling on near term market appreciation.
Narrative Update Nov 30

EA: Go-Private Deal Will Cap Upside While Supporting Industry Leadership

Electronic Arts' analyst price target has been raised to $210 per share. This change reflects the recently announced go-private deal, which analysts say establishes a clear valuation benchmark for the company, given the limited expectations of additional bids or obstacles to closing.
Narrative Update Nov 16

EA: Go-Private Deal Will Limit Upside While Backing Future Execution

Electronic Arts’ analyst price target has increased to $210 as a result of the company’s agreement to be taken private. Analysts cite the acquisition premium and strong deal terms as the rationale for the upward revision.
Narrative Update Nov 01

EA: A Pending Buyout And New Releases Will Shape The Outlook

Electronic Arts' analyst price target has increased from approximately $193.88 to $202.36 per share. Analysts cite higher projected revenue growth, improved profit margins, and a pending go-private deal valued at $210 per share as reasons for the increase.
Narrative Update Oct 18

Live Services And New Game Releases Will Drive Engagement

Electronic Arts' analyst price target has edged down slightly to $193.88. This reflects the prevailing view among analysts that the pending $210 per share buyout limits further upside for the stock under current market fundamentals.
Narrative Update Oct 04

Live Services And New Game Releases Will Drive Engagement

Electronic Arts' fair value estimate has increased significantly from $175.53 to $194.69 per share, as analysts cite the premium offered in the company’s go-private deal and the limited likelihood of further competing bids. Analyst Commentary The agreement for Electronic Arts to go private has prompted a series of analyst reactions that reflect both optimism and caution regarding the company's future prospects and valuation.
Narrative Update Aug 27

Live Services And New Game Releases Will Drive Engagement

Upward revisions to Electronic Arts’ price target reflect much stronger-than-expected player engagement around Battlefield 6’s open beta, supportive legal developments improving digital distribution profitability, and dismissal of short-term negative feedback, resulting in a modest increase in consensus analyst fair value from $172.30 to $174.11. Analyst Commentary Bullish analysts sharply raised Battlefield 6 open beta player base estimates, expecting nearly 20 million participants versus prior forecasts of just over 5 million, indicating a much stronger franchise draw.
Analysis Article Jul 20

Calculating The Fair Value Of Electronic Arts Inc. (NASDAQ:EA)

Key Insights The projected fair value for Electronic Arts is US$160 based on 2 Stage Free Cash Flow to Equity Current...
Analysis Article Jul 02

We Think Electronic Arts (NASDAQ:EA) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jun 14

The Returns At Electronic Arts (NASDAQ:EA) Aren't Growing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analysis Article May 14

Electronic Arts' (NASDAQ:EA) Soft Earnings Are Actually Better Than They Appear

The market for Electronic Arts Inc.'s ( NASDAQ:EA ) shares didn't move much after it posted weak earnings recently. We...
Seeking Alpha Apr 12

Electronic Arts: Stability, Digital Strategy, And Billion-Dollar Cash

Summary Electronic Arts has transitioned to a mature, strategic growth phase, focusing on digital services, recurring revenue, and efficient cash flow management. EA's strong financial position is highlighted by a 26% EBITDA margin, minimal debt, and consistent free cash flow above $1.5 billion annually. Despite steady profitability, EA's revenue growth has slowed, and its shares are fairly valued; I assign a "Hold" rating, considering buying at $105-110. Key risks include competition from platform owners, regulation of loot boxes, and dependence on external licenses, while sports games and multiplatform IP development drive growth. Read the full article on Seeking Alpha

Upcoming Dividend Payment

TodayMay 11 2026Ex Dividend DateMay 27 2026Dividend Pay DateJun 17 202621 days from Ex DividendBuy in the next 15 days to receive the upcoming dividend

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: EA is not paying a notable dividend for the US market, therefore no need to check if payments are stable.

Growing Dividend: EA is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.


Dividend Yield vs Market

Electronic Arts Dividend Yield vs Market
How does EA dividend yield compare to the market?
SegmentDividend Yield
Company (EA)0.4%
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Entertainment)1.5%
Analyst forecast (EA) (up to 3 years)0.3%

Notable Dividend: EA's dividend (0.38%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.41%).

High Dividend: EA's dividend (0.38%) is low compared to the top 25% of dividend payers in the US market (4.21%).


Earnings Payout to Shareholders

Earnings Coverage: EA is not paying a notable dividend for the US market.


Cash Payout to Shareholders

Cash Flow Coverage: EA is not paying a notable dividend for the US market.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 18:28
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Electronic Arts Inc. is covered by 51 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MakArete Research Services LLP
Joseph BonnerArgus Research Company
Edward WooAscendiant Capital Markets LLC