EA at a glance
Electronic Arts (EA, SEC CIK 712515) filed its latest 10-K annual report on May 11, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as August 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), Electronic Arts (EA) reported revenue of $7.5 billion (up 0.9% from FY2025) and net income of $887.0 million. Diluted EPS was $3.51.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding Electronic Arts (EA) shares worth $21.6 billion in 13F-HR filings.
- In the last 90 days, EA insiders reported 0 open-market purchases ($0) and 6 open-market sales ($1.8M) on Form 4, a net sale of $1.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $7.5B
- +0.9% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$1.8M
- 13F holders
- 41 funds
- $21.6B · −3 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 7.01 · Item 3.03 · Item 8.01 · Item 1.01 · Item 1.02 · Item 5.01 · Item 2.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Stockholder returns: $48 million in quarterly cash dividends
- Cash and equivalents: $456 million domiciled in foreign tax jurisdictions
- Foreign cash: Fully available for repatriation without material tax cost
- Liquidity risks: Customer demand, collections, release schedules, competition, seasonality, and economic conditions
Risk Factors
- Merger delay or failure risk, triggered by September 28, 2025 acquisition agreement with investor Consortium
- Merger-related litigation risk, with stockholder complaints potentially delaying or preventing closing
- Competitive risk, as rivals’ more successful products could reduce EA revenue, margins, and profitability
- Cybersecurity risk, including AI-enabled attacks and potential privacy penalties or legal claims
- Franchise concentration risk, with EA SPORTS FC underperformance disproportionately affecting financial results
AI summary of the EA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing text contains only standard Regulation FD disclaimer language
- No substantive business, financial, or market-moving disclosure provided in the excerpt
Item 3.03: Material Modification to Rights of Security Holders
- Merger converted each outstanding EA common share into merger consideration at the Effective Time
- Existing EA shareholders’ ownership and security-holder rights changed through the merger transaction
Item 8.01: Other Events
- Electronic Arts completed its merger on August 4, 2026
- Completion marks the closing of a material corporate transaction, potentially changing EA’s ownership and operating structure
Item 1.01: Entry into a Material Definitive Agreement
- Banks may have conflicts from prior or future advisory relationships with Electronic Arts
- Disclosure supports transaction transparency, but provides no deal economics or new financial obligations
Item 1.02: Termination of a Material Definitive Agreement
- Section references banking and financial advisory relationships with EA and affiliates
- Advisors received customary fees and expenses for services
Item EX-99.1: Item EX-99.1
- Acquisition by PIF, Silver Lake, and Affinity Partners completed after stockholder approval on December 22, 2025
- EA stockholders receive $210 cash per share, crystallizing consideration at closing
Item 5.01: Changes in Control of Registrant
- Approximately $55 billion total merger consideration signals a transformative change-of-control transaction
- Equity and debt financing funded the merger, implying significant leverage and sponsor capital involvement
Item 2.01: Completion of Acquisition or Disposition of Assets
- Merger legally completed August 4, 2026 through Delaware certificate of merger filing
- EA became the surviving corporation under an amended and restated charter
Item 8.01: Other Events
- All required regulatory approvals obtained as of July 30, 2026, materially reducing remaining merger hurdles
- EA expects consortium acquisition to close around market close on August 4, 2026
Item 8.01: Other Events
- Quarterly cash dividend of $0.19 per common share declared by EA’s Board
- Ex-dividend eligibility tied to May 27, 2026 record date
Item 2.02: Results of Operations and Financial Condition
- EA reported fourth-quarter and fiscal-year results for the periods ended March 31, 2026
- Press release contains the substantive financial results and management commentary
AI summaries of EA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EA
Don't miss the next EA filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wilson Andrew | D | Aug 4, 2026 | 160,339 | - |
| Wilson Andrew | D | Aug 4, 2026 | 44,121 | - |
| Wilson Andrew | D | Aug 4, 2026 | 41,045 | $210.00 |
| Wilson Andrew | D | Aug 4, 2026 | 150,772 | - |
| Bruce Kofi A | D | Aug 4, 2026 | 7,746 | $210.00 |
| Wilson Andrew | D | Aug 4, 2026 | 24,237 | - |
| Wilson Andrew | D | Aug 4, 2026 | 75,974 | $210.00 |
| Bruce Kofi A | D | Aug 4, 2026 | 1,452 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.5B | $7.5B |
| Gross Profit | - | $5.9B | $5.9B |
| Operating Income | $1.5B | $1.5B | $1.2B |
| Net Income | $1.3B | $1.1B | $887.0M |
| Gross Margin | - | 79.3% | 79.0% |
| Op. Margin | - | 20.4% | 15.4% |
| Net Margin | - | 15.0% | 11.8% |
| Balance Sheet | |||
| Total Assets | - | $12.4B | $13.1B |
| Equity | - | $6.4B | $6.8B |
| ROE | - | 17.6% | 13.1% |
| Per Share | |||
| EPS | $4.68 | $4.25 | $3.51 |
| Cash Flow | |||
| Operating CF | $2.3B | $2.1B | $2.6B |
Source: XBRL data in Electronic Arts (EA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $21.59B |
| Q1 2026 | 44 | $20.94B |
| Q4 2025 | 43 | $21.40B |
| Q3 2025 | 44 | $21.88B |
| Q2 2025 | 38 | $17.32B |
| Q1 2025 | 34 | $11.17B |
| Q4 2024 | 30 | $9.24B |
| Q3 2024 | 28 | $4.52B |
- Citadel Advisors LLC+3.00M (+103%)
- JPMorgan Chase & Co+598.3K (+34%)
- Goldman Sachs Group+517.5K (+24%)
- Invesco Ltd+314.4K (+4%)
- Vanguard Portfolio Management LLC+270.9K (+2%)
- Dimensional Fund Advisors−1.70M (-82%)
- AQR Capital Management−280.0K (-29%)
- Morgan Stanley−208.3K (-6%)
- BlackRock−103.3K (-0%)
- State Street Corp−95.3K (-1%)
- Bridgewater Associates LP−12.4K
- Marex Group plc−1.6K
- StoneX Group Inc.−1.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 302 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
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EA SEC filings: frequently asked questions
Are EA insiders buying or selling?
In the last 90 days, Electronic Arts (EA) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $1.8 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EA stock?
As of June 30, 2026, the largest Electronic Arts (EA) holders among the 13F filers tracked by SignalX were BlackRock ($5.1 billion), Vanguard Capital Management LLC ($3.2 billion), State Street Corp ($2.9 billion), Vanguard Portfolio Management LLC ($2.3 billion), Invesco Ltd ($1.8 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EA's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), Electronic Arts (EA) reported revenue of $7.5 billion (up 0.9% from FY2025) and net income of $887.0 million. Diluted EPS was $3.51. The figures come from the XBRL data in the 10-K.
What did EA report in its latest 8-K?
Electronic Arts (EA) filed an 8-K on August 4, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item 3.03 (Material Modification to Rights of Security Holders), Item 8.01 (Other Events), Item 1.01 (Entry into a Material Definitive Agreement), Item 1.02 (Termination of a Material Definitive Agreement), Item 5.01 (Changes in Control of Registrant) and Item 2.01 (Completion of Acquisition or Disposition of Assets). Filing text contains only standard Regulation FD disclaimer language.
What are the latest EA SEC filings?
Electronic Arts (EA) filed its latest 10-K annual report on May 11, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on August 4, 2026.
What is EA's SEC CIK number?
Electronic Arts (EA)'s SEC Central Index Key (CIK) is 712515. EDGAR lists every EA filing under that number.
Ask anything about EA
The research agent reads EA's filings, financials, insider trades and 13F holders, then answers with sources.