American Century Companies Inc. decreased its position in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 23.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 119,729 shares of the company’s stock after selling 36,462 shares during the period. American Century Companies Inc.’s holdings in MercadoLibre were worth $279,799,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Highview Capital Management LLC DE bought a new stake in MercadoLibre in the 2nd quarter valued at about $559,000. Resona Asset Management Co. Ltd. boosted its holdings in MercadoLibre by 4.0% in the second quarter. Resona Asset Management Co. Ltd. now owns 15,308 shares of the company’s stock worth $39,900,000 after acquiring an additional 585 shares in the last quarter. Weitz Investment Management Inc. acquired a new stake in MercadoLibre in the third quarter valued at approximately $8,647,000. Achmea Investment Management B.V. increased its holdings in shares of MercadoLibre by 10.9% during the second quarter. Achmea Investment Management B.V. now owns 5,326 shares of the company’s stock valued at $13,921,000 after acquiring an additional 525 shares in the last quarter. Finally, Barlow Wealth Partners Inc. increased its holdings in shares of MercadoLibre by 126.7% during the third quarter. Barlow Wealth Partners Inc. now owns 11,505 shares of the company’s stock valued at $26,886,000 after acquiring an additional 6,429 shares in the last quarter. Institutional investors own 87.62% of the company’s stock.
Wall Street Analyst Weigh In
A number of brokerages recently issued reports on MELI. UBS Group cut their target price on MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating on the stock in a report on Friday. Dbs Bank raised shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, December 2nd. Morgan Stanley lifted their price objective on shares of MercadoLibre from $2,850.00 to $2,950.00 and gave the company an “overweight” rating in a report on Monday, November 3rd. Barclays decreased their target price on shares of MercadoLibre from $2,900.00 to $2,600.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Wedbush dropped their price target on shares of MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating on the stock in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, MercadoLibre presently has a consensus rating of “Moderate Buy” and a consensus target price of $2,795.33.
MercadoLibre Stock Up 1.0%
MercadoLibre stock opened at $1,757.58 on Friday. MercadoLibre, Inc. has a fifty-two week low of $1,654.24 and a fifty-two week high of $2,645.22. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.15 and a current ratio of 1.17. The firm’s 50-day simple moving average is $2,047.63 and its 200 day simple moving average is $2,160.91. The stock has a market cap of $89.11 billion, a PE ratio of 44.61, a price-to-earnings-growth ratio of 0.87 and a beta of 1.44.
MercadoLibre (NASDAQ:MELI – Get Free Report) last posted its earnings results on Tuesday, February 24th. The company reported $11.03 EPS for the quarter, missing the consensus estimate of $11.66 by ($0.63). MercadoLibre had a return on equity of 35.38% and a net margin of 6.91%.The firm had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.45 billion. During the same period in the prior year, the business earned $12.61 EPS. MercadoLibre’s quarterly revenue was up 44.6% compared to the same quarter last year. Research analysts predict that MercadoLibre, Inc. will post 43.96 EPS for the current fiscal year.
Insider Buying and Selling
In other MercadoLibre news, Director Stelleo Tolda sold 246 shares of the business’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. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Henrique Vasoncelos Dubugras sold 845 shares of the company’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $2,028.14, for a total value of $1,713,778.30. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,136 shares of company stock worth $2,308,788. 0.25% of the stock is owned by company insiders.
MercadoLibre News Roundup
Here are the key news stories impacting MercadoLibre this week:
- Positive Sentiment: Bull case: analysts and commentators call the post‑earnings pullback a buying opportunity given persistent high‑teens to mid‑40s revenue growth, fintech momentum and long runway in Latin America. MarketBeat argues the sell‑off is an overreaction to investment spending and highlights institutional accumulation. MercadoLibre Sold Off After Earnings—Why Bulls See a Buy-the-Dip Setup
- Positive Sentiment: Long‑term growth thesis: Seeking Alpha and Zacks pieces emphasize MercadoLibre’s durable market leadership, strong fintech expansion and attractive valuation after the pullback — arguing upside once investment spend normalizes. MercadoLibre: World-Class Execution And Undervalued
- Neutral Sentiment: Management and results detail: the Q4 earnings transcript highlights robust GMV and sold‑items growth (Brazil +35% GMV, sold items +45%) and management points to AI and other investments as drivers of future monetization — facts that support longer‑term growth but also explain current margin pressure. MercadoLibre (MELI) Q4 2025 Earnings Transcript
- Neutral Sentiment: Analyst tone mixed but constructive: earlier Wedbush notes kept an Outperform stance while trimming targets; some analysts trimmed price targets modestly but maintained bullish commentary. Wedbush Notes MercadoLibre, Inc. (MELI) Well-Positioned Going Into Q4
- Negative Sentiment: Earnings miss and margin compression triggered selling: MELI reported an EPS miss (EPS below consensus) despite a revenue beat; higher spending on logistics, lower free‑shipping thresholds and credit expansion compressed margins and sparked a notable share drop and a 52‑week low. Why MercadoLibre (MELI) Shares Are Getting Obliterated Today
- Negative Sentiment: Analyst cut: Wedbush recently lowered its price target (from $2,600 to $2,400) while keeping Outperform—an acknowledgement of near‑term earnings pressure that can weigh on sentiment. Wedbush Lowers MercadoLibre (MELI) Price Target amid Ongoing Investment Spending
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.
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