Electronic Arts Inc. reported that its Chairman and Chief Executive Officer, Andrew Wilson, sold a total of $997,484 in company common stock on February 17, 2026. The transactions comprised 5,000 shares executed in two tranches and were carried out through a pre-arranged 10b5-1 trading plan set up on August 1, 2025, by Mr. Wilson and the Wilson Family Trust.
Transaction details show the sale prices ranged between $199.4829 and $200.18 per share. Specifically, 4,900 shares were disposed of at a weighted average price of $199.4829, while the remaining 100 shares were sold at $200.18.
Following these sales, Wilson still holds indirect positions through family trusts. The filings indicate he continues to own 33,858 shares via the Wilson Family 2015 Trust and an additional 41,045 shares held in trust for the benefit of his descendants. Based on the prevailing market quote of $200.19, those remaining interests are valued at roughly $15 million.
Market context in which the trade occurred shows EA shares trading near a 52-week high of $204.88 and having posted a year-over-year gain of 56.75 percent, according to InvestingPro data cited in company reporting. Independent valuation measures referenced in the filings place the shares above their Fair Value, with a reported price-to-earnings ratio of 74.69. Analyst price targets for EA span a wide range from $160 to $250, reflecting divergent views among sell-side and independent analysts on the companys near-term trajectory.
Recent corporate developments noted alongside the insider sale include regulatory and strategic milestones tied to a proposed transaction. The Hart-Scott-Rodino Act waiting period has expired, which the company characterized as a notable step toward completing the proposed merger with an investor group that includes the Public Investment Fund and Silver Lake Technology Management.
On the operating performance front, Electronic Arts released fiscal third-quarter results showing bookings increased by 38 percent year-over-year, outpacing market expectations of 31 percent. Adjusted Operating Income rose 67 percent, a figure that marginally exceeded analyst forecasts. Following those results, UBS maintained a Neutral rating on EA and kept a $210.00 price target.
Not all market participants have taken a bullish stance. Raymond James lowered its outlook for Electronic Arts, citing negative data trends tied to the companys Battlefield RedSec title as it moves toward a live services model. Third-party data referenced by the firm indicates the game delivered strong initial performance but has experienced a loss of momentum as it transitions.
Separately, Electronic Arts announced plans for a paid expansion to its F1 25 title that will include the 2026 Formula One World Championship season, incorporating updates tied to the significant sport changes scheduled for that season.
These combined threads - insider stock sales, a share price trading near its yearly high, mixed analyst valuation assessments, evolving game performance data, and progress on a proposed transaction - frame the immediate public disclosures from Electronic Arts and provide context for investors monitoring insider activity and company fundamentals.