Market Cap
$52.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 28, 2026 | Argus Research | DOWNGRADE | Hold | 54% |
| May 7, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 20 | 0 | 0 | 31% | |
| Aug 1, 2026 | 3 | 6 | 20 | 0 | 0 | 31% | |
| Jul 1, 2026 | 3 | 6 | 20 | 0 | 0 | 31% | |
| Jun 1, 2026 | 3 | 6 | 20 | 0 | 0 | 31% | |
| May 1, 2026 | 5 | 6 | 21 | 0 | 0 | 34% | |
| Apr 1, 2026 | 5 | 6 | 21 | 0 | 0 | 34% | |
| Mar 1, 2026 | 5 | 6 | 21 | 1 | 0 | 33% | |
| Feb 1, 2026 | 5 | 6 | 21 | 1 | 1 | 32% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.00 | $1.50–$2.52 | 65.3% | +1.5% | 3↑ 3↓ | $2.0B | 9 |
| Next Q | $3.78 | $2.49–$4.46 | -21.7% | +0.1% | 1↑ 5↓ | $2.7B | 8 |
| Current FY | $8.55 | $8.55–$8.55 | 8.5% | -4.4% | 0↑ 2↓ | $8.1B | 1 |
| Next FY | $9.65 | $8.40–$11.38 | 12.9% | -0.8% | 1↑ 0↓ | $8.8B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.997 | — |
| 7d ago | $1.969 | +0.029 |
| 30d ago | $1.969 | +0.029 |
| 60d ago | $1.945 | +0.053 |
| 90d ago | $1.969 | +0.029 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,999,210 | $5.1B | 12.7% | — |
| PUBLIC INVESTMENT FUND | 24,807,932 | $5.1B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,567,893 | $3.2B | 7.9% | — |
| STATE STREET CORP | 14,048,406 | $2.9B | 7.2% | — |
| Pentwater Capital Management LP | 13,475,000 | $2.8B | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,378,171 | $2.3B | 5.8% | — |
| Invesco Ltd. | 8,882,143 | $1.8B | 4.5% | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 7,919,500 | $1.6B | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,553,613 | $1.5B | 3.8% | — |
| CITADEL ADVISORS LLC | 5,906,884 | $1.2B | 3.0% | DOUBLED +103.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | 2,910,304 | 5,906,884 | +103.0% | $1.2B |
| UBS Group AG | TRIM | 6,426,839 | 4,288,153 | -33.3% | $879.2M |
| NORGES BANK | NEW | — | 3,683,691 | — | $755.3M |
| JPMORGAN CHASE & CO | DOUBLED | 545,915 | 2,346,758 | +329.9% | $481.2M |
| Amundi | ADD | 1,391,151 | 1,934,012 | +39.0% | $396.5M |
| HSBC HOLDINGS PLC | DOUBLED | 659,936 | 1,807,224 | +173.8% | $370.9M |
| Ninety One UK Ltd | TRIM | 4,175,633 | 1,590,445 | -61.9% | $326.1M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 256,787 | 1,296,189 | +404.8% | $265.8M |
| Verition Fund Management LLC | ADD | 821,970 | 1,069,568 | +30.1% | $219.3M |
| Qube Research & Technologies Ltd | DOUBLED | 385,373 | 900,179 | +133.6% | $184.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Bruce Kofi A | Director | D | 7,746 | $210.00 | $1.6M |
| Aug 4, 2026 | Bruce Kofi A | Director | D | 1,452 | — | — |
| Aug 4, 2026 | Wilson Andrew | Chairman & CEO | D | 24,237 | — | — |
| Aug 4, 2026 | Singh Vijayanthimala | Chief People Officer | D | 25,160 | $210.00 | $5.3M |
| Aug 4, 2026 | Wilson Andrew | Chairman & CEO | D | 44,121 | — | — |
| Aug 4, 2026 | Wilson Andrew | Chairman & CEO | D | 75,974 | $210.00 | $16.0M |
| Aug 4, 2026 | Wilson Andrew | Chairman & CEO | D | 41,045 | $210.00 | $8.6M |
| Aug 4, 2026 | Singh Vijayanthimala | Chief People Officer | D | 19,130 | $210.00 | $4.0M |
| Aug 4, 2026 | Canfield Stuart | EVP & Chief Financial Officer | D | 14,119 | — | — |
| Aug 4, 2026 | Singh Vijayanthimala | Chief People Officer | D | 7,271 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Electronic Arts Inc | Sep 11, 2026(38d) |
| Aug 5, 2026 | Angus King | O | SENATE | SELL | $15,001 - $50,000 | Electronic Arts Inc | Sep 14, 2026(40d) |
| Aug 4, 2026 | Alan Armstrong | R | SENATE | SELL | $1,001 - $15,000 | Electronic Arts Inc | Sep 17, 2026(45d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Electronic Arts Inc | Sep 7, 2026(53d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Electronic Arts Inc | Jul 3, 2026(18d) |