Electronic Arts Inc SEC Filings

EA insider Laura Miele has filed a Form 144 notice indicating an intention to sell 10,000 shares of the issuer’s common stock through Morgan Stanley Smith Barney on NASDAQ, with an approximate aggregate market value of $2,006,200. The filing notes that 250,253,713 shares of common stock are outstanding. The shares to be sold were acquired as 10,000 restricted stock units from the issuer on May 17, 2025. The notice also lists two recent 10b5-1 plan sales of 2,500 shares each on December 15, 2025 and January 15, 2026.

Electronic Arts Inc. reports that the U.S. antitrust waiting period for its planned sale to an investor consortium has expired without action from regulators. The waiting period under the Hart-Scott-Rodino Antitrust Improvements Act ended at 11:59 p.m. Eastern Time on February 9, 2026, satisfying one of the conditions required to close the merger.

The merger would combine Electronic Arts with Oak-Eagle MergerCo, Inc., leaving Electronic Arts as a wholly owned subsidiary of Oak-Eagle AcquireCo, Inc., entities formed by a consortium including the Public Investment Fund, Silver Lake–affiliated funds, and Affinity. The transaction still depends on other required regulatory clearances and closing conditions and is expected to close during the first quarter of Electronic Arts’ fiscal year ending March 31, 2027, corresponding to April 1, 2026 through June 30, 2026.

Electronic Arts Inc. director Talbott Hoskins Roche reported a small equity compensation transaction. On 02/02/2026, Roche received a non-qualified stock option for 114 shares of common stock at an exercise price of $186.4035 per share, issued in lieu of $21,250 of Board cash compensation. The option was immediately exercised, resulting in the acquisition of 114 shares of common stock at $203.6 per share. After this transaction, Roche directly beneficially owned 27,221 shares of Electronic Arts common stock.

Electronic Arts director Jeff Huber reported a small equity-based compensation transaction. He received 102 non-qualified stock options on February 2, 2026, issued in lieu of $18,750 in Board cash compensation, with an exercise price of $203.60 per share.

According to the filing, this option was immediately exercised, resulting in the acquisition of 102 shares of Electronic Arts common stock at a price of $199.89 per share. After this transaction, Huber indirectly held 2,082 common shares through a trust.

Electronic Arts Inc. reported relatively flat quarterly revenue but sharply lower profit while progressing toward a planned sale to a private investor consortium. For the quarter ended December 31, 2025, net revenue was $1,901 million versus $1,883 million a year earlier, but net income fell to $88 million from $293 million as operating expenses rose, including higher research and development, marketing, and merger-related acquisition expenses.

The company agreed to be acquired by an investor group led by The Public Investment Fund, Silver Lake–affiliated funds, and Affinity Partners for $210 per share in cash, with stockholder approval already obtained and financing commitments in place. Closing remains subject to antitrust, CFIUS and other regulatory approvals, after which EA’s stock would be delisted. Despite lower earnings, net bookings grew 38% to $3,046 million, driven by global football, Battlefield, and live services growth, while a change in revenue recognition timing modestly reduced reported revenue and earnings per share.

Electronic Arts Inc. filed a current report describing two key updates. The company issued a press release with its financial results for the third fiscal quarter ended December 31, 2025, which is attached as an exhibit.

EA’s Audit Committee, on behalf of the Board, also declared a cash dividend of $0.19 per share on its common stock. The dividend will be paid on March 18, 2026 to shareholders recorded as of the close of business on February 25, 2026, signaling an ongoing return of cash to investors through regular dividends.

Electronic Arts Inc. Chairman & CEO Andrew Wilson, through the Wilson Family Trust, reported the sale of 5,000 shares of EA common stock on January 15, 2026. The transaction was an open-market sale under a Rule 10b5-1 trading plan established by Mr. Wilson and the Wilson Family Trust on August 1, 2025.

The weighted average sale price was $204.2604 per share, with individual sale prices ranging from $204.13 to $204.37. Following this sale, the Wilson Family Trust held 38,858 shares of EA common stock, and separate trusts for Mr. Wilson’s descendants each held 41,045 shares, over which he maintains investment control and a pecuniary interest.

Electronic Arts Inc. insider reporting shows a sale of 1,200 shares of common stock at $204.30 per share by the Singh-Force Family Trust, which is associated with Chief People Officer Vijayanthimala Singh. After this transaction on January 15, 2026, the trust beneficially owns 32,360 shares of Electronic Arts common stock indirectly. The sale was carried out under a pre-established Rule 10b5-1 trading plan created by Ms. Singh and the Singh-Force Family Trust on May 28, 2025, providing a structured approach to selling shares over time.

Electronic Arts Inc. executive Laura Miele, President of EA Entertainment, reported selling 2,500 shares of the company’s common stock on January 15, 2026. The shares were sold at a weighted average price of $204.2669 per share, with actual sale prices ranging from $204.15 to $204.37. The transaction was made under a pre-established Rule 10b5-1 trading plan that Ms. Miele set up on August 8, 2025, which is designed to provide an affirmative defense against insider trading concerns. Following this sale, Ms. Miele directly beneficially owned 50,648 shares of Electronic Arts common stock.