Entropy Technologies LP Invests $678,000 in Sea Limited Sponsored ADR $SE

Entropy Technologies LP acquired a new stake in Sea Limited Sponsored ADR (NYSE:SE) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 8,183 shares of the Internet company based in Singapore’s stock, valued at approximately $678,000.

Several other hedge funds and other institutional investors have also made changes to their positions in SE. Woodline Partners LP acquired a new position in SEA during the first quarter worth $4,028,000. BI Asset Management Fondsmaeglerselskab A S lifted its stake in SEA by 248.7% in the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 39,192 shares of the Internet company based in Singapore’s stock valued at $6,268,000 after acquiring an additional 27,953 shares during the last quarter. Captrust Financial Advisors grew its position in shares of SEA by 4.2% in the 2nd quarter. Captrust Financial Advisors now owns 27,188 shares of the Internet company based in Singapore’s stock valued at $4,348,000 after acquiring an additional 1,084 shares during the period. State of Tennessee Department of Treasury grew its position in shares of SEA by 5.4% in the 2nd quarter. State of Tennessee Department of Treasury now owns 543,203 shares of the Internet company based in Singapore’s stock valued at $86,880,000 after acquiring an additional 27,964 shares during the period. Finally, Morse Asset Management Inc grew its position in shares of SEA by 21.1% in the 2nd quarter. Morse Asset Management Inc now owns 12,168 shares of the Internet company based in Singapore’s stock valued at $1,946,000 after acquiring an additional 2,121 shares during the period. 59.53% of the stock is owned by institutional investors.

Insider Buying and Selling

In other SEA news, COO Gang Ye sold 20,000 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $100.89, for a total value of $2,017,800.00. Following the transaction, the chief operating officer directly owned 540,000 shares of the company’s stock, valued at $54,480,600. This represents a 3.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In the last quarter, insiders have sold 469,600 shares of company stock valued at $44,915,924. 0.22% of the stock is currently owned by corporate insiders.

Key Stories 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

SEA Trading Up 0.6%

SE stock opened at $108.09 on Thursday. The company has a debt-to-equity ratio of 0.05, a current ratio of 1.58 and a quick ratio of 1.56. The company has a fifty day moving average price of $96.36 and a two-hundred 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 stock has a market cap of $66.05 billion, a price-to-earnings ratio of 42.56, a price-to-earnings-growth ratio of 1.04 and a beta of 1.55.

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

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. TD Cowen upped their target price on shares of SEA from $100.00 to $108.00 and gave the company a “hold” rating in a report on Wednesday, May 13th. Zacks Research upgraded SEA from a “strong sell” rating to a “hold” rating in a report on Monday, June 1st. JPMorgan Chase & Co. lowered their price target on SEA from $168.00 to $163.00 and set an “overweight” rating on the stock in a research report on Thursday, May 14th. Jefferies Financial Group reissued a “buy” rating on shares of SEA in a research report on Tuesday, May 12th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of SEA in a research note on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $155.54.

SEA Company Profile

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.