What is the 13F Pro Quality Score for EA?

13F Pro ranks ELECTRONIC ARTS INC. (EA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View EA's current score at https://13fpro.ai/research/EA (free sign-up required for the full ranking).

Which hedge funds own the most EA stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of EA include BlackRock,, PUBLIC INVESTMENT FUND, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/EA as soon as new 13F filings post.

Where does 13F Pro source EA data?

All ELECTRONIC ARTS INC. fundamentals and ownership data come directly from SEC EDGAR. ELECTRONIC ARTS INC. files with the SEC under CIK 712515. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is EA in?

ELECTRONIC ARTS INC. (EA) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives EA's revenue?

Per ELECTRONIC ARTS INC.'s latest 10-K filed with the SEC on 2026-05-11, the biggest revenue drivers are: Live Services and Other ($5,383M, -1% YoY); Full Game Downloads ($1,708M, +16% YoY); Packaged Goods ($440M, -16% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/EA.

What are EA's largest expenses?

ELECTRONIC ARTS INC.'s latest 10-K reports these as the largest expense items: Research and Development ($2,828M, +10% YoY); Marketing and Sales ($1,128M, +17% YoY); Cost of Revenue ($1,584M, +3% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (year ended March 31, 2026).

How often is EA research updated on 13F Pro?

EA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ELECTRONIC ARTS INC.(EA)Stock Analysis

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13F Pro Quality Score

71.1/100

Rank #276 of 2,879 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

77.7/100

Profitability

66.5/100

Balance Sheet

72.4/100

Earnings Quality

13.5/100

Free Cash Flow

90.6/100

Institutional Flow

73.1/100

Revenue Scale

83.7/100

Dilution Risk

18.6/100

EA Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ELECTRONIC ARTS INC. (EA), a Technology sector company. 13F Pro's AI-powered ranking engine scores EA at 71.1/100 on a 32-signal composite quality model, placing it at rank #276 of 2,879 stocks — the top 10% of the AI-ranked universe. EA scores in the top quartile across free cash flow (90.6), revenue scale (83.7), revenue growth (77.7). Areas of concern include earnings quality (13.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 18.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), ELECTRONIC ARTS INC. reports net income of $461.0M, free cash flow of $580.0M. Top institutional holders of EA by reported 13-F value include BlackRock,, PUBLIC INVESTMENT FUND, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. EA trades on the Nasdaq exchange and files with the SEC under CIK 712515. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ELECTRONIC ARTS INC. directly from SEC EDGAR. ELECTRONIC ARTS INC.'s 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 71.1 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about ELECTRONIC ARTS INC.

Quirks, history, and lore behind EA — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. interactive entertainment company · large-cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Annual revenue in the range of $7–8 billion, driven heavily by live services and in-game purchases rather than just selling boxed titles.
3
The History
Founded in 1982 by a group of ex-Apple employees, it was one of the first companies to put developers' names on game packaging — a radical idea at the time.
4
The Secret
It has won the "Worst Company in America" public poll not once but twice — a trophy no investor relations team puts in the lobby.
5
The Lore
Its Ultimate Team mode — a card-collecting mechanic inside its sports games — generates billions in revenue annually and has been called a license to print money by critics and shareholders alike.
6
The Giveaway
Madden, FIFA/FC, Apex Legends, The Sims — if it has a sports license or a battle royale, there's a good chance this two-letter-ticker giant made it.

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What's Driving EA's Business? Latest 10-K Breakdown

AI-extracted from ELECTRONIC ARTS INC.'s 10-K filed 2026-05-11 — FY2026 (year ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

EA's net revenue grew 1% YoY to $7.5B, driven by Battlefield 6 launch, but live services declined 1% and operating income fell 24% due to higher R&D and marketing spending.

Biggest Revenue Drivers

Total revenue: $7,531M+1% YoY

Live Services and Other$5,383M-1% YoY

Decreased extra content sales for Apex Legends and Ultimate Team within Madden NFL, partially offset by global football franchise growth.

Full Game Downloads$1,708M+16% YoY

Increased digital sales driven by Battlefield 6 release, partially offset by EA SPORTS College Football decline.

Packaged Goods$440M-16% YoY

Continuing shift toward digital distribution channels as consumers increasingly purchase games digitally.

Largest Expense Items

Research and Development$2,828M+10% YoY

$144M increase in personnel-related costs, $53M increase in contracted services, $45M increase in digital infrastructure costs.

Marketing and Sales$1,128M+17% YoY

Higher advertising and marketing spending related to Battlefield 6 release, partially offset by decreased spending for Apex Legends.

Cost of Revenue$1,584M+3% YoY

Net increase in royalty costs from foreign exchange impact and higher online hosting fees, partially offset by lower product-related costs.

General and Administrative$763M+2% YoY

$28M merger-related fees and expenses, partially offset by $7M decrease in IT costs.

Watch Items from the Filing

Sony and Microsoft represent 39% and 16% of total net revenue, respectively. Platform dependencies expose EA to significant concentration risk if either partner changes distribution terms or prioritizes competitors.
Pending $210/share acquisition by consortium including PIF, Silver Lake, and Affinity; subject to regulatory approvals with limited reviews outstanding. Merger Agreement includes $1B termination fee and contains business restrictions.
Live services revenue declined 1% YoY to $5.4B; Ultimate Team and Apex Legends both showed decreased extra content sales. Live services represented 71% of total revenue—any further deterioration material to results.
Operating income declined 24% YoY to $1.2B despite flat revenue, signaling margin compression. R&D expenses rose 10% and marketing 17%, indicating elevated investment levels ahead of anticipated consumer spending.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Net Income

Q4 2026

$461.0M

Free Cash Flow

Q4 2026

$580.0M

ROIC

Q4 2026

8.3%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+0.9% YoY

$7.53BFY 2026

FY23 $7.43BFY24 $7.56BFY25 $7.46BFY26 $7.53B

Net Income

-20.9% YoY

$887.0MFY 2026

FY23 $802.0MFY24 $1.27BFY25 $1.12BFY26 $887.0M

Operating Income

-23.6% YoY

$1.16BFY 2026

FY23 $1.33BFY24 $1.52BFY25 $1.52BFY26 $1.16B

EPS (Diluted)

-17.4% YoY

$3.51FY 2026

FY23 $2.88FY24 $4.68FY25 $4.25FY26 $3.51

Total Assets

+6.2% YoY

$13.13BFY 2026

FY23 $13.46BFY24 $13.42BFY25 $12.37BFY26 $13.13B

Op. Cash Flow

+22.8% YoY

$2.55BFY 2026

FY23 $1.55BFY24 $2.31BFY25 $2.08BFY26 $2.55B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2021	FY 2019
Revenue	$7.53B +0.9%	$7.46B -1.3%	$7.56B +1.8%	$7.43B +31.9%	$5.63B +13.7%	$4.95B
Net Income	$887.0M -20.9%	$1.12B -11.9%	$1.27B +58.7%	$802.0M -4.2%	$837.0M -17.9%	$1.02B
Operating Income	$1.16B -23.6%	$1.52B +0.1%	$1.52B +14.0%	$1.33B +27.3%	$1.05B +5.0%	$996.0M
EPS (Diluted)	$3.51 -17.4%	$4.25 -9.2%	$4.68 +62.5%	$2.88 +0.3%	$2.87 -13.8%	$3.33
Total Assets	$13.13B +6.2%	$12.37B -7.8%	$13.42B -0.3%	$13.46B +1.3%	$13.29B +48.4%	$8.96B
Operating Cash Flow	$2.55B +22.8%	$2.08B -10.2%	$2.31B +49.4%	$1.55B -19.9%	$1.93B +25.0%	$1.55B

AI Insight: EA Financial Trends

Q1 2026 operating income surged to $564M — the highest in the dataset — reversing a five-quarter margin compression trend.

• Operating income collapsed from $395M in Q1 2025 to $127M in Q4 2025, a 68% decline over four quarters.

• Q1 2026 snapped the downturn: revenue rose to $2,120M and net income jumped to $461M, both dataset highs.

• Operating cash flow peaked at $1,826M in Q4 2025, up from $1,176M in Q4 2024, showing strong seasonal cash generation.

• Equity declined from $7,412M in Q4 2024 to $6,000M in Q3 2025, a $1.4B erosion over three quarters.

⚠ Q1 2026 rebound is sharp but follows three consecutive quarters of deteriorating margins — sustainability is unconfirmed.

⚠ Operating cash flow dropped to just $17M in Q2 2025 — watch for a repeat trough in the upcoming Q2 2026.

⚠ Equity stabilized at $6,764M in Q1 2026 after five quarters of decline — monitor whether the recovery holds.

AI Insight: EA Ratio Trends

Q1 2026 profitability surged to multi-period highs, but TTM figures reveal the drag from two consecutive weak quarters in Q3–Q4 2025.

• Operating margin rebounded sharply to 26.6% in Q1 2026 after collapsing to 6.7% in Q4 2025 — a 19.9pp swing.

• ROIC peaked at 33.4% in Q1 2026, up from a trough of 8.3% in Q4 2025, reversing a three-quarter deterioration.

• TTM operating margin of 15.4% and ROIC of 17.2% remain well below Q2 2024 levels of 21.9% and 19.7% respectively.

• NPM dropped from 16.9% in Q2 2024 to a low of 4.6% in Q4 2025, reflecting significant mid-cycle earnings pressure.

⚠ Q3–Q4 2025 weakness (OpMargin averaged ~8.8%) raises questions about whether Q1 2026 strength is seasonal or structural.

⚠ ROA dropped to 2.6% in Q4 2025 before recovering to 14.0% in Q1 2026 — watch for consistency across upcoming quarters.

⚠ D/E data is absent across all periods, leaving leverage and balance-sheet risk unquantifiable from this dataset.

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Available Research

13F Pro tracks comprehensive data for ELECTRONIC ARTS INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of EA

BlackRock, Inc.
$5.1B25,102,510 sh
PUBLIC INVESTMENT FUND
$5.1B24,807,932 sh
VANGUARD CAPITAL MANAGEMENT LLC
$3.2B15,478,804 sh
STATE STREET CORP
$2.9B14,143,686 sh
Pentwater Capital Management LP
$2.6B12,807,500 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.3B11,107,312 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.5B7,522,237 sh
UBS Group AG
$1.3B6,426,839 sh
MILLENNIUM MANAGEMENT LLC
$871.7M4,275,528 sh
Ninety One UK Ltd
$851.3M4,175,633 sh

Fund	Value	Shares
BlackRock, Inc.	$5.1B	25,102,510
PUBLIC INVESTMENT FUND	$5.1B	24,807,932
VANGUARD CAPITAL MANAGEMENT LLC	$3.2B	15,478,804
STATE STREET CORP	$2.9B	14,143,686
Pentwater Capital Management LP	$2.6B	12,807,500
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.3B	11,107,312
GEODE CAPITAL MANAGEMENT, LLC	$1.5B	7,522,237
UBS Group AG	$1.3B	6,426,839
MILLENNIUM MANAGEMENT LLC	$871.7M	4,275,528
Ninety One UK Ltd	$851.3M	4,175,633

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Is EA a good stock to buy?

13F Pro's AI-powered analysis of ELECTRONIC ARTS INC. (EA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EA are available on the EA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own EA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ELECTRONIC ARTS INC.'s investment landscape.