SEA (NYSE:SE) COO Gang Ye Sells 20,000 Shares of Stock

Sea Limited Sponsored ADR (NYSE:SE) COO Gang Ye sold 20,000 shares of SEA stock in a transaction on Friday, July 24th. The shares were sold at an average price of $99.91, for a total transaction of $1,998,200.00. Following the transaction, the chief operating officer owned 220,000 shares in the company, valued at approximately $21,980,200. This trade represents a 8.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available 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 value 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 value 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 value of $2,073,800.00.
• On Monday, July 13th, Gang Ye sold 20,000 shares of SEA stock. The stock was sold at an average price of $112.62, for a total value 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 value 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 transaction 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 transaction of $926,300.00.
• On Friday, June 26th, Gang Ye sold 10,000 shares of SEA stock. The stock was sold at an average price of $89.58, for a total transaction of $895,800.00.

SEA Stock Performance

Shares of NYSE SE opened at $107.70 on Wednesday. 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 company has a market cap of $65.81 billion, a P/E ratio of 42.40, a P/E/G ratio of 1.01 and a beta of 1.55. The firm’s fifty day moving average is $95.93 and its two-hundred day moving average is $97.65. Sea Limited Sponsored ADR has a 52-week low of $77.05 and a 52-week high of $199.30.

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 for the quarter, compared to the consensus estimate of $6.46 billion. SEA had a net margin of 6.41% and a return on equity of 14.12%. The firm’s revenue for the quarter was up 46.6% on a year-over-year basis. During the same period last year, the company earned $0.65 EPS. As a group, analysts anticipate that Sea Limited Sponsored ADR will post 3.23 EPS for the current fiscal year.

Key SEA News

Here are the key news stories impacting SEA this week:

• Positive Sentiment: Investor optimism has been supported by Sea’s strong first-quarter performance, including substantial revenue growth and adjusted EBITDA of approximately $1 billion. Management also reaffirmed its 2026 outlook, including roughly 25% Shopee GMV growth and full-year adjusted EBITDA at least equal to 2025 levels. A recent bullish analyst note citing stable e-commerce pricing may have further supported the stock. Why Sea Limited Stock Is Up Today
• Positive Sentiment: Analyst expectations remain constructive: four recent price targets cited a median target of $136, above the recent trading level. This suggests some analysts see additional upside if Sea sustains its growth and profitability improvements.
• Neutral Sentiment: Sea Limited will report second-quarter 2026 results before the U.S. market opens on August 11, followed by a management conference call. The event creates a near-term catalyst, with investors likely positioning ahead of results and looking for updates on Shopee growth, profitability and guidance. Sea Limited to Report Second Quarter 2026 Results
• Neutral Sentiment: Institutional positioning was mixed in the latest quarter, with 385 investors adding shares and 383 reducing holdings. Large additions from T. Rowe Price and WCM Investment Management were offset by sizable reductions from Arrowstreet, FMR and Point72.
• Negative Sentiment: Insiders disclosed repeated sales during July. COO Gang Ye sold 80,000 shares across four transactions for roughly $8.3 million, while Yanjun Wang sold 3,600 shares for approximately $372,000. The sales reduced their respective holdings and add to a broader pattern of insider selling without reported open-market purchases, which could raise concerns about insider conviction.

Hedge Funds Weigh In On SEA

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Zions Bancorporation National Association UT increased its position in shares of SEA by 539.6% during the 4th quarter. Zions Bancorporation National Association UT now owns 307 shares of the Internet company based in Singapore’s stock valued at $39,000 after purchasing an additional 259 shares during the last quarter. Cornerstone Planning Group LLC lifted its position in SEA by 26.5% in the first quarter. Cornerstone Planning Group LLC now owns 831 shares of the Internet company based in Singapore’s stock worth $70,000 after buying an additional 174 shares during the last quarter. Cullen Frost Bankers Inc. lifted its position in SEA by 102.5% in the fourth quarter. Cullen Frost Bankers Inc. now owns 1,132 shares of the Internet company based in Singapore’s stock worth $144,000 after buying an additional 573 shares during the last quarter. Osbon Capital Management LLC purchased a new position in SEA during the fourth quarter worth $175,000. Finally, EverSource Wealth Advisors LLC boosted its stake in SEA by 43.1% during the first quarter. EverSource Wealth Advisors LLC now owns 2,493 shares of the Internet company based in Singapore’s stock worth $206,000 after buying an additional 751 shares during the period. Hedge funds and other institutional investors own 59.53% of the company’s stock.

Analyst Ratings Changes

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