Electronic Arts Inc. (NASDAQ: EA), a powerhouse in interactive entertainment, announced today, September 29, 2025, at 10:11 PM JST, that it has agreed to be acquired by a consortium led by the Public Investment Fund (PIF), Silver Lake, and Affinity Partners in an all-cash deal valuing the company at approximately $55 billion. This marks the largest all-cash sponsor take-private investment in history and positions EA to accelerate its innovation and growth in the entertainment space.
Under the terms, the consortium will buy 100% of EA, with PIF rolling over its existing 9.9% stake. EA stockholders will receive $210 per share, a 25% premium over the unaffected closing price of $168.32 on September 25, 2025 (the last unaffected trading day), and above the all-time high of $179.01 from August 14, 2025. As shown in the finance card above, EA’s current price is $203.858, reflecting a significant jump since the announcement, though the deal price of $210 per share remains the agreed value.
The consortium brings deep expertise and capital from gaming, entertainment, and sports, offering EA new opportunities to merge physical and digital experiences. Andrew Wilson, EA’s Chairman and CEO, said, “This is a powerful recognition of our teams’ remarkable work. With our partners, we’ll push boundaries and create transformative experiences.” Turqi Alnowaiser of PIF highlighted their focus on gaming ecosystems, while Egon Durban of Silver Lake praised EA’s growth under Wilson, who doubled revenue and nearly tripled EBITDA. Jared Kushner of Affinity Partners expressed excitement as a longtime fan, and Luis A. Ubiñas, Lead Independent Director, noted the deal’s value for stockholders.
The transaction, backed by $36 billion in equity (including PIF’s rollover) and $20 billion in debt financing from JPMorgan Chase (with $18 billion at close), is expected to wrap up in Q1 FY27, pending regulatory approvals and stockholder votes. Post-deal, EA will delist from public markets and stay headquartered in Redwood City, California, with Wilson at the helm.
This move could impact EA’s stock trajectory, especially given its recent surge to $203.858 (as per the finance card above), though the $210 per share offer sets a firm ceiling if the deal closes. What do you think about this massive acquisition and its potential for EA’s future? I’d love to hear your thoughts!
Source: EA Investor Relations
