Dakota Wealth Management cut its stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 28.7% in the third quarter, Holdings Channel.com reports. The fund owned 3,247 shares of the company’s stock after selling 1,309 shares during the quarter. Dakota Wealth Management’s holdings in MercadoLibre were worth $7,588,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds also recently made changes to their positions in the company. Darwin Wealth Management LLC acquired a new stake in shares of MercadoLibre during the second quarter worth about $29,000. Steigerwald Gordon & Koch Inc. purchased a new position in MercadoLibre during the 3rd quarter worth approximately $35,000. Cullen Frost Bankers Inc. grew its stake 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 buying an additional 8 shares during the last quarter. Stone House Investment Management LLC acquired a new position in MercadoLibre during the second quarter worth approximately $39,000. Finally, Rothschild Investment LLC lifted its stake in MercadoLibre by 35.7% in the third quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock valued at $44,000 after buying an additional 5 shares during the last quarter. Hedge funds and other institutional investors own 87.62% of the company’s stock.
Trending Headlines about MercadoLibre
Here are the key news stories impacting MercadoLibre this week:
- Positive Sentiment: Q4 revenue and financial income beat expectations — total revenue of $8.8B, up ~45% YoY, capping a year of +39% full‑year revenue growth and operating income expansion. This validates demand and scale across MercadoLibre’s core e-commerce and fintech ecosystem. Mercado Libre Caps Stellar 2025 Performance
- Positive Sentiment: Strong operating traction in Mexico and growth in the subscription business drove upside, signaling improving monetization in key markets and recurring revenue acceleration. MercadoLibre gains after strong results in Mexico business
- Positive Sentiment: Analyst sentiment is supportive — recent JPMorgan upgrade highlighted easing competition and fintech strength (Brazil/Mexico momentum), which underpins expectations for better monetization and market-share gains. Should JPMorgan’s Upgrade…
- Neutral Sentiment: User metrics improved — unique active buyers rose in Q4, supporting ongoing GMV and payment volume growth; this is positive for long-term growth but not an immediate earnings lever. Q4 CY2025 Sales Top Estimates
- Negative Sentiment: Bottom-line miss and margin pressure — EPS came in at $11.03 vs. a ~$11.65 consensus (and net income $559M), reflecting margin compression from aggressive investments in logistics, free-shipping, and product development. That explains the mixed reaction despite the revenue beat. MercadoLibre misses quarterly profit estimates
MercadoLibre Stock Up 3.1%
MercadoLibre (NASDAQ:MELI – Get Free Report) last issued its quarterly earnings results on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.66 by ($0.63). The firm had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.45 billion. MercadoLibre had a return on equity of 39.03% and a net margin of 7.93%.The company’s revenue was up 44.6% compared to the same quarter last year. During the same quarter last year, the firm earned $12.61 earnings per share. On average, analysts forecast that MercadoLibre, Inc. will post 43.96 earnings per share for the current year.
Analyst Ratings Changes
MELI has been the topic of a number of research reports. Benchmark lowered their target price on shares of MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. Cantor Fitzgerald decreased their price target on shares of MercadoLibre from $2,900.00 to $2,750.00 and set an “overweight” rating for the company in a research note on Thursday, October 30th. BTIG Research reissued a “buy” rating and set a $2,750.00 price objective on shares of MercadoLibre in a research report on Wednesday, February 4th. Wedbush dropped their price objective on shares of MercadoLibre from $2,700.00 to $2,600.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 17th. Finally, Barclays increased their target price on shares of MercadoLibre from $2,800.00 to $2,900.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $2,872.00.
Check Out Our Latest Analysis on MercadoLibre
Insiders Place Their Bets
In related news, Director Emiliano Calemzuk sold 45 shares of MercadoLibre stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $2,027.37, for a total value of $91,231.65. Following the sale, the director directly owned 257 shares in the company, valued at $521,034.09. The trade was 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 through this link. Also, Director Stelleo Tolda sold 246 shares of the company’s stock in a transaction on Tuesday, December 9th. The stock was 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. In the last 90 days, insiders have sold 1,136 shares of company stock worth $2,308,788. Company insiders own 0.25% of the company’s stock.
MercadoLibre 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.
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