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/company/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/company/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-Q filed with the SEC on 2026-08-03, the biggest revenue drivers are: Live services and other ($1,472M, +7% YoY); Full game ($514M, +78% YoY); Full game downloads ($438M, +88% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/EA.

What are EA's largest expenses?

ELECTRONIC ARTS INC.'s latest 10-Q reports these as the largest expense items: Research and development ($743M, +5% YoY); Marketing and sales ($263M, +23% YoY); General and administrative ($181M, -2% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (quarter ended June 30, 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

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Technology →Nasdaqlarge

Institutional-grade research for retail investors

SEC EDGAR: CIK 712515 EA stock profile & AI dashboard →

13F Pro Quality Score

62.9/100

Rank #671 of 2,961 stocksTOP 25%

View Technology peers →

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

Revenue Growth

21.5/100

Profitability

73.3/100

Balance Sheet

83.4/100

Earnings Quality

71.4/100

Free Cash Flow

84.8/100

Institutional Flow

86.4/100

Revenue Scale

83.2/100

Dilution Risk

17.8/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why EA Scores 62/100

exact factor attribution · 2026-08-29

EA's composite is driven by scale and free cash flow, held back by revenue growth and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.3 pts

85th pct

Free cash flow

+4.6 pts

80th pct

Profitability

+3.1 pts

71th pct

Capital efficiency

+3.1 pts

81th pct

Earnings quality

+2.1 pts

71th pct

Institutional flow

+1.7 pts

85th pct

Earnings growth

-1.1 pts

28th pct

Shareholder dilution

-1.6 pts

18th pct

Revenue growth

-5.6 pts

22th pct

Latest change (2026-08-04): 71 → 55 · ↓ Revenue growth 78→38; ↓ Free cash flow 91→40; despite ↑ Earnings growth 14→26

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in EA

Events flagged as statistical outliers against EA's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-04
EA quality score dropped 16 points (71→55) on a new filing
View source filing →

EA Stock Analysis & AI Quality Score

Data updated 2026-08-29

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 62.9/100 on a 32-signal composite quality model, placing it at rank #671 of 2,961 stocks — the top 25% of the AI-ranked universe. EA scores in the top quartile across institutional flow (86.4), free cash flow (84.8), balance sheet strength (83.4). Areas of concern include revenue growth (21.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ELECTRONIC ARTS INC. reports quarterly revenue of $2.0B, net income of $397.0M. 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 55 and 77 since 2021, currently 62.9 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

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.

▶ Think you know your stocks? Play the Daily Ticker

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

✓ 27/27 datapoints verified

AI-extracted from ELECTRONIC ARTS INC.'s 10-Q filed 2026-08-03 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

EA's pending $210/share take-private acquisition by a PIF/Silver Lake/Affinity consortium is set to close around August 4, 2026, as Q1 revenue rose 19% YoY to $1,986M and operating income nearly doubled to $513M.

Biggest Revenue Drivers

Live services and other$1,472M+7% YoY

Increased sales of extra content within EA SPORTS FC and Battlefield 6, partially offset by decreased Ultimate Team sales within EA SPORTS College Football

Full game$514M+78% YoY

Primarily due to Battlefield 6, partially offset by Split Fiction

Biggest Revenue Drivers

Total revenue: $1,986M+19% YoY

Live services and other$1,472M+7% YoY

Increased sales of extra content within EA SPORTS FC and Battlefield 6, partially offset by decreased Ultimate Team sales within EA SPORTS College Football

Full game$514M+78% YoY

Primarily due to Battlefield 6, partially offset by Split Fiction

Within Full game

Full game downloads$438M+88% YoY

Packaged goods$76M+36% YoY

Largest Expense Items

Research and development$743M+5% YoY

Increase in digital infrastructure costs, personnel-related costs, and studio-related contracted services

Marketing and sales$263M+23% YoY

Increase in advertising and marketing spending driven by EA SPORTS FC and personnel-related costs

General and administrative$181M-2% YoY

Decrease in facility-related costs, partially offset by higher personnel costs and stock-based compensation

Cost of revenue$274M-2% YoY

Decrease in royalty costs driven by the mix of sales from royalty-bearing titles

Margins: Gross margin was 86.2%, up 3 percentage points YoY, as cost of revenue fell on a favorable royalty-bearing title mix, while operating income grew 89% YoY to $513M as revenue growth outpaced a 7% rise in operating expenses.

Watch Items from the Filing

EA expects its $210/share merger with the PIF/Silver Lake/Affinity consortium to close around August 4, 2026, after all regulatory approvals were obtained; the agreement carries a termination fee of up to $1 billion.
Stockholder class action complaints have been filed in connection with the Merger Agreement, which the company says could delay or prevent the transaction from closing.
Deferred net revenue (online-enabled games) fell from $2,233M to $1,583M quarter-over-quarter, contributing to operating cash outflow of $242M versus $17M cash provided a year ago.
A significant portion of revenue is concentrated in a few franchises (EA SPORTS FC, Madden/College Football, Apex Legends, Battlefield, The Sims); underperformance of one major title has previously had a material adverse impact on results.
International net revenue comprised 60% of total net revenue in FY2026, exposing results to foreign currency fluctuations only partially mitigated by hedging.

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

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

Revenue

Q2 2026

$2.0B

Net Income

Q2 2026

$397.0M

ROIC

Q2 2026

29.0%

Period

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 2022	FY 2021
Revenue	$7.53B +0.9%	$7.46B -1.3%	$7.56B +1.8%	$7.43B +6.2%	$6.99B +24.2%	$5.63B
Net Income	$887.0M -20.9%	$1.12B -11.9%	$1.27B +58.7%	$802.0M +1.6%	$789.0M -5.7%	$837.0M
Operating Income	$1.16B -23.6%	$1.52B +0.1%	$1.52B +14.0%	$1.33B +18.0%	$1.13B +7.9%	$1.05B
EPS (Diluted)	$3.51 -17.4%	$4.25 -9.2%	$4.68 +62.5%	$2.88 +4.3%	$2.76 -3.8%	$2.87
Total Assets	$13.13B +6.2%	$12.37B -7.8%	$13.42B -0.3%	$13.46B -2.5%	$13.80B +3.9%	$13.29B
Operating Cash Flow	$2.55B +22.8%	$2.08B -10.2%	$2.31B +49.4%	$1.55B -18.4%	$1.90B -1.8%	$1.93B

Get alerted when EA's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

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.
$5.1B24,999,210 sh
PUBLIC INVESTMENT FUND
$5.1B24,807,932 sh
VANGUARD CAPITAL MANAGEMENT LLC
$3.2B15,567,893 sh
STATE STREET CORP
$2.9B14,048,406 sh
Pentwater Capital Management LP
$2.8B13,475,000 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.3B11,378,171 sh
Invesco Ltd.
$1.8B8,882,143 sh
FARALLON CAPITAL MANAGEMENT LLC
$1.6B7,919,500 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.5B7,553,613 sh
CITADEL ADVISORS LLC
$1.2B5,906,884 sh

Fund	Value	Shares
BlackRock, Inc.	$5.1B	24,999,210
PUBLIC INVESTMENT FUND	$5.1B	24,807,932
VANGUARD CAPITAL MANAGEMENT LLC	$3.2B	15,567,893
STATE STREET CORP	$2.9B	14,048,406
Pentwater Capital Management LP	$2.8B	13,475,000
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.3B	11,378,171
Invesco Ltd.	$1.8B	8,882,143
FARALLON CAPITAL MANAGEMENT LLC	$1.6B	7,919,500
GEODE CAPITAL MANAGEMENT, LLC	$1.5B	7,553,613
CITADEL ADVISORS LLC	$1.2B	5,906,884

Companies Similar to EA

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

NXPI

NXP Semiconductors N.V.

AI score

Very similar · 29 shared holders

National Pension Service VOLORIDGE INVESTMENT MANAGEMENT, LLC NORDEA INVESTMENT MANAGEMENT AB

QRVO

Qorvo, Inc.

AI score

Very similar · 23 shared holders

AQR Arbitrage LLC ALPINE ASSOCIATES MANAGEMENT INC.Westchester Capital Management, LLC

AGILENT TECHNOLOGIES, INC.

AI score

Very similar · 24 shared holders

VOLORIDGE INVESTMENT MANAGEMENT, LLC National Pension Service NORDEA INVESTMENT MANAGEMENT AB

NTAP

NetApp, Inc.

AI score

Very similar · 30 shared holders

VOLORIDGE INVESTMENT MANAGEMENT, LLC National Pension Service NORDEA INVESTMENT MANAGEMENT AB

ILMN

ILLUMINA, INC.

AI score

Very similar · 21 shared holders

National Pension Service NORDEA INVESTMENT MANAGEMENT AB PFA Pension, Forsikringsaktieselskab

QCOM

QUALCOMM INC/DE

AI score

Very similar · 33 shared holders

Ninety One UK Ltd Capitolis Liquid Global Markets LLC National Pension Service

ABNB

Airbnb, Inc.

AI score

Very similar · 30 shared holders

National Pension Service Quinn Opportunity Partners LLC NORDEA INVESTMENT MANAGEMENT AB

FFIV

F5, INC.

AI score

Very similar · 28 shared holders

Swedbank AB FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND APG Asset Management N.V.

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Technology Companies

View all Technology →

AGILENT TECHNOLOGIES, INC.

AAOI

APPLIED OPTOELECTRONICS, INC.

AAPL

Apple Inc.

ABNB

Airbnb, Inc.

ACCL

Acco Group Holdings Ltd

ACCS

ACCESS Newswire Inc.

ACFN

ACORN ENERGY, INC.

ACIW

ACI WORLDWIDE, INC.

Put EA on your watchlist

Track score changes the day ELECTRONIC ARTS INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

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. EA is classified as a large company.

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.