GS Investments Inc. Decreases Stock Position in MercadoLibre, Inc. $MELI

GS Investments Inc. trimmed its position in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 17.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,145 shares of the company’s stock after selling 250 shares during the quarter. GS Investments Inc.’s holdings in MercadoLibre were worth $2,676,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Jennison Associates LLC boosted its stake in shares of MercadoLibre by 7.0% during the 2nd quarter. Jennison Associates LLC now owns 1,235,240 shares of the company’s stock worth $3,228,460,000 after purchasing an additional 81,124 shares during the period. Lavaca Capital LLC boosted its position in shares of MercadoLibre by 140,201.3% during the second quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock valued at $2,786,888,000 after buying an additional 1,065,530 shares during the period. Schroder Investment Management Group boosted its position in shares of MercadoLibre by 16.6% during the second quarter. Schroder Investment Management Group now owns 521,833 shares of the company’s stock valued at $1,363,878,000 after buying an additional 74,201 shares during the period. WCM Investment Management LLC grew its stake in shares of MercadoLibre by 0.4% during the third quarter. WCM Investment Management LLC now owns 497,518 shares of the company’s stock valued at $1,244,447,000 after buying an additional 1,833 shares during the last quarter. Finally, Ameriprise Financial Inc. raised its holdings in shares of MercadoLibre by 3.6% in the second quarter. Ameriprise Financial Inc. now owns 271,202 shares of the company’s stock worth $709,535,000 after buying an additional 9,474 shares during the period. Institutional investors own 87.62% of the company’s stock.

Key MercadoLibre News

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: JPMorgan upgraded MELI from neutral to overweight and raised its price target to $2,800, citing easing competition (Shopee slowdown) and a steadier outlook — a clear near-term positive for sentiment and institutional demand. JPMorgan upgrades MercadoLibre on easing competition and steadier outlook
• Positive Sentiment: MercadoLibre will list and store products for Brazilian food retailer Assaí on its platform — an expansion of marketplace inventory and logistics volume in Brazil that can boost GMV and fulfillment scale. MercadoLibre’s platform to sell, store products of Brazil food retailer Assai
• Neutral Sentiment: Analyst commentary highlights a rich current valuation (P/E noted) but argues fintech momentum, logistics scale and rising estimates could justify the premium — useful for longer-term holders but less immediately directional. MELI Stock Trades at a P/E of 32.02X: Should You Buy, Sell or Hold It?
• Neutral Sentiment: MELI is expected to report earnings this week — a scheduled catalyst that could amplify moves in either direction depending on beat/miss and guidance. Positioning and execution on fintech and logistics will be watched closely. MercadoLibre (MELI) Projected to Post Earnings on Thursday
• Negative Sentiment: A recent report highlights significant insider selling alongside heavy ongoing investment, which has challenged market confidence by raising near-term cash-use and dilution worries. MercadoLibre Insider Selling And Heavy Investment Challenge Market Confidence
• Negative Sentiment: William Blair trimmed its rating/position on MELI (and commentators flagged the trim), renewing questions about valuation and near-term upside — a headwind for momentum investors. Assessing MercadoLibre (NasdaqGS:MELI) Valuation After William Blair Trim And Continued Ecosystem Growth

Insider Activity

In other MercadoLibre news, Director Emiliano Calemzuk sold 45 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $2,027.37, for a total transaction of $91,231.65. Following the completion of the sale, the director owned 257 shares in the company, valued at $521,034.09. This represents a 14.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Stelleo Tolda sold 246 shares of the stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total value of $503,778.48. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,136 shares of company stock worth $2,308,788. Corporate insiders own 0.25% of the company’s stock.

MercadoLibre Stock Performance

MELI stock opened at $2,007.00 on Friday. MercadoLibre, Inc. has a 1-year low of $1,723.90 and a 1-year high of $2,645.22. The business has a 50-day moving average price of $2,067.77 and a 200 day moving average price of $2,196.70. The company has a market capitalization of $101.75 billion, a P/E ratio of 48.98, a PEG ratio of 1.01 and a beta of 1.44. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.17 and a quick ratio of 1.15.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. BTIG Research restated a “buy” rating and set a $2,750.00 price objective on shares of MercadoLibre in a report on Wednesday, February 4th. JPMorgan Chase & Co. raised shares of MercadoLibre from a “neutral” rating to an “overweight” rating and boosted their target price for the company from $2,650.00 to $2,800.00 in a research note on Thursday. Zacks Research upgraded shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a report on Friday, February 6th. Weiss Ratings lowered shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 8th. Finally, Wedbush lowered their price objective on shares of MercadoLibre from $2,800.00 to $2,700.00 and set an “outperform” rating for the company in a research report on Friday, December 19th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $2,886.25.

MercadoLibre Company Profile

MercadoLibre, Inc operates an integrated e-commerce and fintech ecosystem serving consumers and businesses across Latin America. The company provides an online marketplace that connects buyers and sellers for a wide range of goods and services, supported by tools for merchants, advertising, and classifieds. Over time MercadoLibre has expanded beyond its marketplace roots into complementary areas that support digital commerce end to end.

Key offerings include its marketplace platform and a suite of logistics and payment services.