Insider Selling: SEA (NYSE:SE) COO Sells 20,000 Shares of Stock

Sea Limited Sponsored ADR (NYSE:SE) COO Gang Ye sold 20,000 shares of the company’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $108.41, for a total transaction of $2,168,200.00. Following the transaction, the chief operating officer owned 160,000 shares of the company’s stock, valued at $17,345,600. This represents a 11.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Gang Ye also recently made the following trade(s):

• On Wednesday, July 22nd, Gang Ye sold 20,000 shares of SEA stock. The shares were sold at an average price of $105.20, for a total transaction of $2,104,000.00.
• On Monday, July 20th, Gang Ye sold 20,000 shares of SEA stock. The shares were sold at an average price of $106.62, for a total transaction of $2,132,400.00.
• On Monday, July 27th, Gang Ye sold 20,000 shares of SEA stock. The stock was sold at an average price of $103.69, for a total transaction of $2,073,800.00.
• On Friday, July 24th, Gang Ye sold 20,000 shares of SEA stock. The stock was sold at an average price of $99.91, for a total transaction of $1,998,200.00.
• On Monday, July 13th, Gang Ye sold 20,000 shares of SEA stock. The shares were sold at an average price of $112.62, for a total transaction of $2,252,400.00.
• On Friday, July 10th, Gang Ye sold 20,000 shares of SEA stock. The shares were sold at an average price of $113.94, for a total transaction of $2,278,800.00.
• On Wednesday, July 8th, Gang Ye sold 20,000 shares of SEA stock. The stock was sold at an average price of $103.00, for a total value of $2,060,000.00.
• On Monday, July 6th, Gang Ye sold 20,000 shares of SEA stock. The stock was sold at an average price of $104.41, for a total value of $2,088,200.00.
• On Wednesday, July 1st, Gang Ye sold 20,000 shares of SEA stock. The shares were sold at an average price of $100.89, for a total value of $2,017,800.00.
• On Monday, June 29th, Gang Ye sold 10,000 shares of SEA stock. The stock was sold at an average price of $92.63, for a total value of $926,300.00.

SEA Stock Up 0.6%

Shares of SE opened at $108.09 on Thursday. The stock has a 50 day moving average price of $96.36 and a 200 day moving average price of $97.47. Sea Limited Sponsored ADR has a one year low of $77.05 and a one year high of $199.30. The company has a debt-to-equity ratio of 0.05, a quick ratio of 1.56 and a current ratio of 1.58. The stock has a market capitalization of $66.05 billion, a price-to-earnings ratio of 42.56, a PEG ratio of 1.04 and a beta of 1.55.

SEA (NYSE:SE) last announced its quarterly earnings data on Tuesday, May 12th. The Internet company based in Singapore reported $0.67 earnings per share for the quarter, missing analysts’ consensus estimates of $0.75 by ($0.08). SEA had a net margin of 6.41% and a return on equity of 14.12%. The firm had revenue of $7.10 billion during the quarter, compared to analysts’ expectations of $6.46 billion. During the same quarter in the previous year, the business posted $0.65 EPS. The company’s revenue for the quarter was up 46.6% on a year-over-year basis. Equities research analysts forecast that Sea Limited Sponsored ADR will post 3.23 earnings per share for the current fiscal year.

Institutional Trading of SEA

Several hedge funds have recently made changes to their positions in the company. Capstone Capital Management Ltd purchased a new stake in shares of SEA during the 1st quarter valued at approximately $1,612,000. OVERSEA CHINESE BANKING Corp Ltd grew its position in SEA by 24.4% in the fourth quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 1,791,660 shares of the Internet company based in Singapore’s stock worth $228,549,000 after acquiring an additional 350,840 shares during the period. Ramirez Asset Management Inc. acquired a new stake in SEA during the fourth quarter worth $3,560,000. Equitable Trust Co. increased its stake in SEA by 30.9% during the first quarter. Equitable Trust Co. now owns 187,558 shares of the Internet company based in Singapore’s stock worth $15,532,000 after acquiring an additional 44,252 shares during the last quarter. Finally, Charles Lim Capital Ltd increased its stake in SEA by 172.7% during the fourth quarter. Charles Lim Capital Ltd now owns 750,000 shares of the Internet company based in Singapore’s stock worth $95,678,000 after acquiring an additional 475,000 shares during the last quarter. Hedge funds and other institutional investors own 59.53% of the company’s stock.

Key Headlines Impacting SEA

Here are the key news stories impacting SEA this week:

• Positive Sentiment: Analyst sentiment remains favorable. Sea has a consensus “Moderate Buy” rating, with a reported average price target of $155.54, implying potential upside if the company maintains strong e-commerce growth and profitability. Earlier targets from Barclays and TD Cowen were also raised, although JPMorgan reduced its target while retaining an overweight rating.
• Positive Sentiment: Sea’s latest reported quarter showed strong operating momentum, with revenue increasing 46.6% year over year to $7.10 billion, exceeding expectations of $6.46 billion. This growth and management’s reaffirmed outlook for Shopee and adjusted EBITDA continue to support the bullish case.
• Neutral Sentiment: Sea will release second-quarter 2026 results before the U.S. market opens on August 11 and host a conference call afterward. The report is a significant near-term catalyst, with investors likely focused on Shopee gross merchandise volume, margins, digital financial services and full-year guidance. Sea Limited to Report Second Quarter 2026 Results
• Neutral Sentiment: Sea has attracted increased investor attention, which may be contributing to trading interest but does not by itself change the company’s fundamentals. Sea Limited Attracting Investor Attention
• Negative Sentiment: Insider selling is the main counterweight. COO Gang Ye sold 80,000 shares across four recent transactions for approximately $8.3 million, while Yanjun Wang sold 3,600 shares for about $372,000. The repeated sales reduced their holdings and could raise concerns about insider conviction, although the transactions may also reflect personal financial planning rather than a change in business expectations. SEA Insider Selling

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Zacks Research upgraded SEA from a “strong sell” rating to a “hold” rating in a report on Monday, June 1st. TD Cowen increased their price target on SEA from $100.00 to $108.00 and gave the company a “hold” rating in a report on Wednesday, May 13th. Barclays lifted their price objective on SEA from $120.00 to $122.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. lowered their price objective on SEA from $168.00 to $163.00 and set an “overweight” rating on the stock in a research note on Thursday, May 14th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of SEA in a report on Monday, July 20th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $155.54.

About SEA

Sea Limited (NYSE: SE) is a Singapore-based consumer internet company that operates a trio of interconnected businesses across digital entertainment, e-commerce and digital financial services. Founded in 2009 as Garena and later rebranded as Sea, the company is headquartered in Singapore and listed on the New York Stock Exchange. Sea positions itself as a technology platform focused on enabling online consumers, merchants and developers primarily across Southeast Asia and adjacent markets.

Sea’s digital entertainment arm, Garena, is a game developer and publisher that also organizes esports initiatives and operates online gaming platforms.