Insider sale and mechanics
Electronic Arts (NASDAQ:EA) Chief People Officer Vijayanthimala Singh disposed of 1,200 shares of the company’s common stock on February 17, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The shares sold at $200.63 per share produced total proceeds of $240,756. The filing records that the sale was conducted under a pre-arranged 10b5-1 trading plan that Singh established on May 28, 2025.
Post-transaction holdings and valuation context
Following the disposition, Singh continues to indirectly own 31,160 shares of Electronic Arts through a family trust. At the time of the filing, InvestingPro valuation snapshots show EA trading near its 52-week high of $204.88, and delivering a 56.75% return over the past year. InvestingPro data also indicates a market capitalization of $50.13 billion and a price-to-earnings ratio of 74.69, suggesting the stock is priced at premium multiples on several commonly used metrics.
Operational performance and analyst reactions
Operationally, Electronic Arts reported a 38% year-over-year increase in bookings for the fiscal third quarter, exceeding market expectations of 31%. Adjusted Operating Income expanded by 67%, a figure that slightly topped analyst forecasts. UBS responded to those fiscal results by maintaining a Neutral rating on the stock and keeping a price target of $210.00.
Despite those results, the company faces some analyst headwinds: eight analysts have recently reduced earnings estimates for the upcoming period. Raymond James specifically trimmed its outlook, pointing to negative data trends tied to the transition of Battlefield RedSec to a live services model and noting that recent game launches have shown lower momentum than previously observed.
M&A progress and product plans
On the corporate front, a material regulatory condition for a proposed merger has been cleared: the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act expired, satisfying a key step toward closing. The proposed transaction would make Electronic Arts a wholly owned subsidiary of Oak-Eagle AcquireCo, which is controlled by a consortium of investors that includes the Public Investment Fund and Silver Lake Technology Management.
Separately, Electronic Arts announced it will provide the 2026 Formula One World Championship season as a paid expansion for its F1 25 title, reflecting planned substantive changes for that season within the game.
Balance sheet and liquidity notes
InvestingPro commentary included with the filing summary notes EA remains profitable with robust cash flows and holds more cash than debt on its balance sheet. For readers seeking additional valuation metrics and deeper financial analysis, InvestingPro offers an extended Pro Research Report covering those details.