Healthcare of Ontario Pension Plan Trust Fund 13F: Adds $42M to EA Stake

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.

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.

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.

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.