SEA (NYSE:SE) COO Gang Ye Sells 10,000 Shares of Stock

Sea Limited Sponsored ADR (NYSE:SE) COO Gang Ye sold 10,000 shares of SEA stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $80.60, for a total transaction of $806,000.00. Following the completion of the sale, the chief operating officer owned 440,000 shares of the company’s stock, valued at $35,464,000. This trade represents a 2.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

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

• On Monday, March 23rd, Gang Ye sold 10,000 shares of SEA stock. The shares were sold at an average price of $80.06, for a total transaction of $800,600.00.
• On Friday, March 20th, Gang Ye sold 10,000 shares of SEA stock. The shares were sold at an average price of $80.79, for a total transaction of $807,900.00.
• On Wednesday, March 18th, Gang Ye sold 10,000 shares of SEA stock. The stock was sold at an average price of $85.17, for a total transaction of $851,700.00.

SEA Trading Down 3.2%

SEA stock opened at $79.79 on Friday. Sea Limited Sponsored ADR has a one year low of $77.05 and a one year high of $199.30. The company’s fifty day moving average price is $103.89 and its two-hundred day moving average price is $136.20. The company has a debt-to-equity ratio of 0.04, a current ratio of 1.58 and a quick ratio of 1.57. The company has a market capitalization of $47.01 billion, a price-to-earnings ratio of 31.66, a PEG ratio of 0.76 and a beta of 1.59.

SEA (NYSE:SE) last announced its quarterly earnings results on Tuesday, March 3rd. The Internet company based in Singapore reported $0.63 earnings per share for the quarter, missing analysts’ consensus estimates of $0.91 by ($0.28). The company had revenue of $6.85 billion during the quarter, compared to analyst estimates of $6.42 billion. SEA had a return on equity of 15.20% and a net margin of 6.93%.SEA’s quarterly revenue was up 38.4% on a year-over-year basis. During the same period in the prior year, the firm earned $0.39 EPS. On average, analysts forecast that Sea Limited Sponsored ADR will post 0.74 earnings per share for the current fiscal year.

Key SEA News

Here are the key news stories impacting SEA this week:

• Positive Sentiment: Broker consensus remains constructive (average rating ~“Moderate Buy”), which can limit downside and attract long‑term buyers.
• Positive Sentiment: Large institutional investors have recently increased positions (multiple funds reported stake increases), providing a demand base under the shares.
• Neutral Sentiment: Retail and analyst interest is high (multiple “Is SE a buy now?”/trending articles), keeping the name in the spotlight even as short‑term flows swing. Trending / Zacks coverage
• Negative Sentiment: Morgan Stanley trimmed its price target (to $121 from $173), flagging higher reinvestments into e‑commerce and fintech that will pressure near‑term margins despite solid top‑line growth. MS price target cut article
• Negative Sentiment: Peer comparison: analysts highlight MercadoLibre (MELI) as a stronger fintech and logistics story, suggesting SE may face tougher relative performance and investor rotation into MELI. MELI vs SE analysis
• Negative Sentiment: Insider selling increased this week (including a material sale by COO Gang Ye and multiple smaller officer/director disposals), which likely pressured intraday flows and investor sentiment. Insider trade — Gang Ye
• Negative Sentiment: Market commentary notes SE posted a recent EPS miss despite strong revenue growth, a dynamic that keeps the stock sensitive to margin/reinvestment guidance and analyst revisions. Earnings summary / MarketBeat
• Negative Sentiment: Price‑action coverage: recent writeups highlight that SE is underperforming the broader market today, reinforcing short‑term bearish momentum. Price drop coverage

Analyst Ratings Changes

SE has been the topic of several analyst reports. Wedbush lowered their price target on SEA from $190.00 to $170.00 and set an “outperform” rating on the stock in a report on Friday, December 19th. Zacks Research downgraded shares of SEA from a “hold” rating to a “strong sell” rating in a report on Wednesday, December 10th. Bank of America reiterated a “buy” rating and issued a $125.00 target price on shares of SEA in a research note on Monday, March 9th. Barclays dropped their target price on shares of SEA from $226.00 to $120.00 and set an “overweight” rating on the stock in a report on Thursday, March 5th. Finally, Sanford C. Bernstein cut their target price on shares of SEA from $170.00 to $150.00 and set an “outperform” rating for the company in a research report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, SEA presently has an average rating of “Moderate Buy” and an average target price of $166.83.

Institutional Investors Weigh In On SEA

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Lingohr Asset Management GmbH lifted its holdings in shares of SEA by 219.4% during the 3rd quarter. Lingohr Asset Management GmbH now owns 12,700 shares of the Internet company based in Singapore’s stock worth $2,270,000 after acquiring an additional 8,724 shares during the period. Andra AP fonden boosted its holdings in SEA by 7.0% during the third quarter. Andra AP fonden now owns 144,300 shares of the Internet company based in Singapore’s stock valued at $25,791,000 after purchasing an additional 9,400 shares in the last quarter. Baird Financial Group Inc. grew its stake in shares of SEA by 14.4% in the 2nd quarter. Baird Financial Group Inc. now owns 555,983 shares of the Internet company based in Singapore’s stock valued at $88,924,000 after purchasing an additional 70,070 shares during the period. Fred Alger Management LLC grew its stake in shares of SEA by 22.1% in the 3rd quarter. Fred Alger Management LLC now owns 2,886,441 shares of the Internet company based in Singapore’s stock valued at $515,894,000 after purchasing an additional 521,782 shares during the period. Finally, BNP Paribas raised its holdings in shares of SEA by 34.9% in the 2nd quarter. BNP Paribas now owns 28,907 shares of the Internet company based in Singapore’s stock worth $4,624,000 after buying an additional 7,480 shares in the last quarter. Institutional investors and hedge funds own 59.53% of the company’s stock.

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.