ABN Amro Investment Solutions Cuts Stake in MercadoLibre, Inc. $MELI

ABN Amro Investment Solutions lessened its holdings in MercadoLibre, Inc. (NASDAQ:MELI) by 7.2% during the third quarter, Holdings Channel.com reports. The firm owned 6,122 shares of the company’s stock after selling 475 shares during the quarter. ABN Amro Investment Solutions’ holdings in MercadoLibre were worth $14,307,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in MELI. Darwin Wealth Management LLC bought a new position in shares of MercadoLibre during the second quarter valued at about $29,000. Steigerwald Gordon & Koch Inc. purchased a new stake in MercadoLibre during the 3rd quarter valued at about $35,000. Cullen Frost Bankers Inc. grew its position in MercadoLibre by 100.0% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 16 shares of the company’s stock worth $37,000 after acquiring an additional 8 shares during the last quarter. Curio Wealth LLC grew its position in MercadoLibre by 1,400.0% during the 2nd quarter. Curio Wealth LLC now owns 15 shares of the company’s stock worth $39,000 after acquiring an additional 14 shares during the last quarter. Finally, Stone House Investment Management LLC purchased a new position in MercadoLibre in the 2nd quarter worth approximately $39,000. 87.62% of the stock is owned by institutional investors.

Insider Transactions at MercadoLibre

In other news, Director Henrique Vasoncelos Dubugras sold 845 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $2,028.14, for a total value of $1,713,778.30. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Emiliano Calemzuk sold 45 shares of MercadoLibre stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $2,027.37, for a total value of $91,231.65. Following 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,136 shares of company stock valued at $2,308,788. Corporate insiders own 0.25% of the company’s stock.

MercadoLibre Stock Performance

Shares of MELI opened at $1,988.26 on Friday. The company has a 50-day simple moving average of $2,066.21 and a two-hundred day simple moving average of $2,192.82. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.17 and a quick ratio of 1.15. The firm has a market capitalization of $100.80 billion, a PE ratio of 48.52, a price-to-earnings-growth ratio of 0.99 and a beta of 1.44. MercadoLibre, Inc. has a one year low of $1,723.90 and a one year high of $2,645.22.

MercadoLibre News Roundup

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: JPMorgan upgraded MELI to overweight and raised its price target to $2,800, citing easing competition and a steadier outlook — a clear analyst catalyst that can support upside. JPMorgan Upgrade
• Positive Sentiment: Partnership with Brazilian food retailer Assaí to sell and store products on MercadoLibre’s platform strengthens marketplace assortment and logistics monetization in Brazil — supportive for revenue and fulfillment scale. Assaí Partnership
• Positive Sentiment: Buy-side conviction: Loomis Sayles highlighted MELI as trading at a discount in its Q4 letter, signaling institutional interest that can underpin longer-term demand. Loomis Sayles Letter
• Neutral Sentiment: MercadoLibre set Q4 2025 earnings release and webcast for Feb 24 — this is the immediate catalyst that could drive volatility depending on results and guidance. Earnings Release Notice
• Neutral Sentiment: Analyst commentary and valuation pieces (Zacks, Yahoo, The Globe & Mail) debate whether MELI’s multiple (P/E and PEG) fairly prices fintech and logistics growth versus near-term credit headwinds — keeps investor views split. Valuation Discussion
• Negative Sentiment: Reports of insider selling and heavy investment spending are weighing on market confidence; investors worry about return on capital and near-term dilution of margins. Insider Selling Report
• Negative Sentiment: Credit trends: coverage notes rising bad-loan expenses in Mercado Crédito and slower fintech growth as one reason for recent share underperformance, a direct risk to profitability and investor sentiment. Credit/Fintech Concerns

Analyst Upgrades and Downgrades

MELI has been the topic of several recent analyst reports. Morgan Stanley raised their target price on shares of MercadoLibre from $2,850.00 to $2,950.00 and gave the stock an “overweight” rating in a report on Monday, November 3rd. UBS Group dropped their price target on shares of MercadoLibre from $3,000.00 to $2,900.00 and set a “buy” rating for the company in a research report on Monday, November 24th. Zacks Research upgraded shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. 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 note on Friday, December 19th. Finally, Weiss Ratings cut MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, MercadoLibre presently has a consensus rating of “Moderate Buy” and a consensus target price of $2,886.25.

About MercadoLibre

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.