SEA (NYSE:SE) CFO Tianyu Hou Sells 5,000 Shares

Sea Limited Sponsored ADR (NYSE:SE) CFO Tianyu Hou sold 5,000 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $128.28, for a total transaction of $641,400.00. Following the sale, the chief financial officer directly owned 40,000 shares of the company’s stock, valued at $5,131,200. This represents a 11.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website.

Tianyu Hou also recently made the following trade(s):

• On Wednesday, July 1st, Tianyu Hou sold 5,000 shares of SEA stock. The shares were sold at an average price of $100.09, for a total transaction of $500,450.00.
• On Thursday, June 18th, Tianyu Hou sold 10,000 shares of SEA stock. The stock was sold at an average price of $90.77, for a total value of $907,700.00.

SEA Stock Performance

SE stock opened at $128.62 on Thursday. The stock has a 50-day moving average price of $101.21 and a 200-day moving average price of $96.74. Sea Limited Sponsored ADR has a 1-year low of $77.05 and a 1-year high of $199.30. The company has a current ratio of 1.58, a quick ratio of 1.56 and a debt-to-equity ratio of 0.05. The firm has a market cap of $78.59 billion, a PE ratio of 49.66, a price-to-earnings-growth ratio of 1.28 and a beta of 1.54.

SEA (NYSE:SE) last issued its earnings results on Tuesday, August 11th. The Internet company based in Singapore reported $0.70 earnings per share for the quarter, missing analysts’ consensus estimates of $0.86 by ($0.16). The business had revenue of $7.79 billion during the quarter, compared to the consensus estimate of $7.12 billion. SEA had a return on equity of 13.84% and a net margin of 5.98%.The company’s revenue for the quarter was up 48.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.65 earnings per share. As a group, equities research analysts expect that Sea Limited Sponsored ADR will post 3.19 earnings per share for the current year.

Hedge Funds Weigh In On SEA

Hedge funds have recently added to or reduced their stakes in the stock. OVERSEA CHINESE BANKING Corp Ltd increased its holdings in SEA by 24.4% during the 4th 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 purchasing an additional 350,840 shares in the last quarter. SG Americas Securities LLC lifted its holdings in shares of SEA by 5.7% in the first quarter. SG Americas Securities LLC now owns 1,642,304 shares of the Internet company based in Singapore’s stock valued at $135,999,000 after purchasing an additional 88,431 shares in the last quarter. Charles Lim Capital Ltd lifted its holdings in shares of SEA by 172.7% in the fourth quarter. Charles Lim Capital Ltd now owns 750,000 shares of the Internet company based in Singapore’s stock valued at $95,678,000 after purchasing an additional 475,000 shares in the last quarter. State of Tennessee Department of Treasury boosted its position in shares of SEA by 32.4% during the fourth quarter. State of Tennessee Department of Treasury now owns 718,949 shares of the Internet company based in Singapore’s stock valued at $83,750,000 after buying an additional 175,746 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab purchased a new position in shares of SEA during the fourth quarter valued at approximately $26,282,000. Institutional investors and hedge funds own 59.53% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently commented on SE shares. Sanford C. Bernstein restated an “outperform” rating on shares of SEA in a research note on Monday, July 20th. JPMorgan Chase & Co. dropped their price target on SEA from $168.00 to $163.00 and set an “overweight” rating on the stock in a research note on Thursday, May 14th. Morgan Stanley reiterated an “overweight” rating on shares of SEA in a report on Thursday. Jefferies Financial Group reissued a “buy” rating on shares of SEA in a research note on Tuesday, May 12th. Finally, TD Cowen decreased their price objective on SEA from $108.00 to $100.00 and set a “hold” rating for the company in a report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $148.70.

Key Stories Impacting SEA

Here are the key news stories impacting SEA this week:

• Positive Sentiment: Revenue and business growth beat expectations: Sea reported second-quarter revenue of $7.79 billion, up 48.1% year over year and above the $7.12 billion consensus estimate. Gross profit rose 47.3% to $3.5 billion, while net income reached $458.1 million and adjusted EBITDA increased 10.6% to $917.2 million. Growth across Shopee, Monee and Garena supported the initial earnings-driven rally. Sea Limited Reports Second Quarter 2026 Results
• Positive Sentiment: Shopee profitability outlook improved: Management maintained its 25% gross merchandise value growth target and lifted its Shopee adjusted EBITDA expectation to approximately $1 billion, up from a previous floor of $881 million. The guidance suggests stronger monetization and improving e-commerce economics. SE Q2 Earnings Call Keeps Shopee Growth Outlook Intact
• Positive Sentiment: Analyst support increased: Benchmark raised its price target from $140 to $175 and reiterated a “buy” rating. The broader analyst consensus remains “Moderate Buy,” with an average target of $148.30.
• Positive Sentiment: Short interest declined: Short interest fell 36.5% to 12.3 million shares as of July 31, representing about 2% of shares outstanding. Reduced bearish positioning may provide technical support.
• Neutral Sentiment: Sea’s investments in AI, fulfillment, digital financial services and Garena could expand long-term growth and efficiency, though the financial impact remains prospective.
• Negative Sentiment: EPS missed estimates: Quarterly EPS was $0.70 versus the $0.86 analyst consensus. The miss suggests that operating costs, investment spending or credit provisions remain a concern despite rapid revenue growth. Sea Limited misses EPS but revenue beat pushes shares higher
• Negative Sentiment: Insider selling may reinforce profit-taking: COO Ye Gang sold 40,000 shares for approximately $4.6 million, while Yanjun Wang sold 1,500 shares in a recent transaction. Both insiders retained sizable positions, limiting the significance, but the sales add caution after the rally. Sea Limited COO Ye Gang Sells 40,000 Shares

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.