Healthcare of Ontario Pension Plan Trust Fund Adds $42M in Electronic Arts Inc. ($EA)
The fund increased its stake in EA by 121.6%, reflecting confidence in the gaming giant.
Key Points
- Healthcare of Ontario Pension Plan Trust Fund boosted its stake in Electronic Arts by 121.6%, adding 204,307 shares to hold a total of 372,273 shares valued at $75.8 million.
- Electronic Arts' stock traded at $203.58 on Wednesday, with a market cap of approximately $50.9 billion and a forward P/E ratio of 21.1.
- Insiders at Electronic Arts, including CEO Andrew Wilson, have been active, with both buying and selling activities reported in June 2026.
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Healthcare of Ontario Pension Plan Trust Fund has significantly increased its holdings in Electronic Arts Inc. (NasdaqGS: EA). According to their latest 13F filing with the SEC, the fund added 204,307 shares, boosting its position by 121.6% to a total of 372,273 shares. This stake is valued at about $75.8 million as of the end of the reporting period.
Healthcare of Ontario Pension Plan Trust Fund vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Healthcare of Ontario Pension Plan's Electronic Arts Position
The Healthcare of Ontario Pension Plan Trust Fund increased its stake in Electronic Arts from 167,966 shares to 372,273 shares, marking a 121.6% increase. The additional 204,307 shares reflect a strong vote of confidence in the gaming company, with the total position now valued at approximately $75.8 million.
Other Institutional Activity in Electronic Arts
In other institutional activity, BlackRock, Inc. reduced its holdings in Electronic Arts by 443,206 shares, bringing its total to 25,102,510 shares valued at about $5.12 billion, a 1.7% decrease. The Public Investment Fund maintained its position with 24,807,932 shares worth approximately $5.06 billion. Vanguard Capital Management LLC opened a new position with 15,478,804 shares valued at around $3.16 billion. State Street Corp trimmed its holdings by 803,442 shares, now holding 14,143,686 shares worth about $2.88 billion, representing a 5.4% decrease. Pentwater Capital Management LP increased its stake by 1,857,500 shares, a 17% increase, ending with 12,807,500 shares valued at $2.61 billion.
Electronic Arts Stock Snapshot
Shares of Electronic Arts (NasdaqGS: EA) traded near $203.58 on Wednesday. The company has a market cap of approximately $50.9 billion, with a P/E ratio of 57.7 and a forward P/E of 21.1, indicating expectations for future earnings growth. The beta of 0.645 suggests lower volatility compared to the market. Over the past year, the stock has ranged from a low of $146.97 to a high of $204.89. EA's 50-day moving average is $202.13, and its 200-day moving average is $199.26.
$EA stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Electronic Arts reported revenue of approximately $7.53 billion, with a growth rate of 11.9%. The company's net margin stands at 11.8%, and it achieved a return on equity of 13.5%. Earnings per share came in at $3.52. The company is set to announce its next earnings on July 28, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
1 analysts raised price targets.
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EPS & revenue
EPS missed estimates by 36.0%. Revenue beat estimates by 2.3%.
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Profit surprise
EBITDA missed by 55 percent. Operating income missed by 30 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 target raise.
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Earnings quality
Gross margin up 3.3 points. Operating margin up 4.9 points. Positive free cash flow.
Earnings Call Summary
EA delivered revenue of $2.1 billion in the quarter, beating expectations, driven by strong Global Football results and better-than-expected performance from Apex Legends and catalog titles. However, earnings per share came in at $0.79, well below the $2.25 consensus, due to increased marketing spending for upcoming launches including Madden NFL 26, FC 26, and especially Battlefield 6. Management expressed excitement about Battlefield 6 and the upcoming game releases, positioning the back half as the most important period of the year.
Guidance EA reaffirmed full year guidance without change. They expect Q2 net bookings between $1.8 billion and $1.9 billion, down 9 to 13 percent year over year. The company said timing shifts in sports games and deluxe edition content will weigh on Q2, but growth should return in the second half of the year.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Dividend
Electronic Arts pays an annual dividend of $0.76 per share, yielding 0.38%. The dividend payout ratio is 21.65%, indicating a conservative payout policy.
Insider Buying and Selling at Electronic Arts Inc.
Recent insider activity at Electronic Arts includes buying and selling by key executives. On June 22, 2026, EVP and CFO Stuart Canfield sold 3,188 shares and also bought the same amount. Earlier, on June 15, 2026, CEO Andrew Wilson sold 5,000 shares at an average price of $203.12 under a 10b5-1 plan. President of Enterprise Development Laura Miele acquired 60,309 shares.
Analysts Set New Price Targets
On May 7, 2026, Citigroup maintained its hold rating on Electronic Arts with a price target of $204. The consensus among analysts is to hold, with a mean price target of $202.80 based on 15 analyst opinions.
About Electronic Arts
Electronic Arts Inc., headquartered in Redwood City, California, is a leading player in the electronic gaming and multimedia industry. The company develops and markets video games, content, and services for various platforms including game consoles, PCs, and mobile phones. Known for popular franchises like The Sims, Apex Legends, and Madden NFL, EA distributes its products through digital and retail channels. Led by CEO Andrew Wilson, EA employs around 14,600 people globally.
Bottom Line
The Healthcare of Ontario Pension Plan Trust Fund's significant increase in its stake in Electronic Arts suggests a strong belief in the company's future potential. While 13F filings provide a snapshot of past holdings, they offer valuable insight into institutional sentiment. Investors often track such moves to gauge interest in key sectors like gaming, where EA is a prominent player.
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