Banco Santander S.A. Lowers Stock Position in MercadoLibre, Inc. $MELI

Banco Santander S.A. trimmed its position in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 81.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 517 shares of the company’s stock after selling 2,235 shares during the period. Banco Santander S.A.’s holdings in MercadoLibre were worth $1,208,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Artisan Partners Limited Partnership increased its stake in MercadoLibre by 15.3% during the third quarter. Artisan Partners Limited Partnership now owns 242,903 shares of the company’s stock worth $567,650,000 after acquiring an additional 32,251 shares during the last quarter. Close Asset Management Ltd grew its holdings in shares of MercadoLibre by 4,433.3% during the 3rd quarter. Close Asset Management Ltd now owns 544 shares of the company’s stock worth $1,272,000 after purchasing an additional 532 shares during the period. Xponance Inc. increased its position in MercadoLibre by 6.3% during the 3rd quarter. Xponance Inc. now owns 2,901 shares of the company’s stock worth $6,779,000 after purchasing an additional 171 shares in the last quarter. Integrated Advisors Network LLC increased its position in MercadoLibre by 53.3% during the 3rd quarter. Integrated Advisors Network LLC now owns 558 shares of the company’s stock worth $1,305,000 after purchasing an additional 194 shares in the last quarter. Finally, Hohimer Wealth Management LLC raised its holdings in MercadoLibre by 8.0% in the third quarter. Hohimer Wealth Management LLC now owns 378 shares of the company’s stock valued at $883,000 after buying an additional 28 shares during the period. Institutional investors and hedge funds own 87.62% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on MELI shares. Dbs Bank upgraded shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, December 2nd. Cantor Fitzgerald decreased their price target on shares of MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating for the company in a research report on Wednesday. Wedbush lowered their price target on MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating for the company in a report on Wednesday. Weiss Ratings cut MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Finally, UBS Group decreased their target price on MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating for the company in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, MercadoLibre presently has a consensus rating of “Moderate Buy” and a consensus price target of $2,795.33.

Insider Buying and Selling at MercadoLibre

In related news, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Emiliano Calemzuk sold 45 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $2,027.37, for a total transaction of $91,231.65. Following the transaction, the director owned 257 shares in the company, valued at $521,034.09. This trade represents a 14.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,136 shares of company stock valued at $2,308,788 in the last three months. Corporate insiders own 0.25% of the company’s stock.

MercadoLibre News Summary

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 Stock Performance

NASDAQ:MELI opened at $1,757.58 on Friday. The firm has a 50-day moving average of $2,047.63 and a two-hundred day moving average of $2,160.91. 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 stock has a market cap of $89.11 billion, a P/E ratio of 44.61, a PEG ratio of 0.87 and a beta of 1.44. MercadoLibre, Inc. has a 1-year low of $1,654.24 and a 1-year high of $2,645.22.

MercadoLibre (NASDAQ:MELI) last released its quarterly 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). The business had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.45 billion. MercadoLibre had a return on equity of 35.38% and a net margin of 6.91%.The company’s revenue was up 44.6% compared to the same quarter last year. During the same quarter last year, the firm posted $12.61 EPS. On average, research analysts expect that MercadoLibre, Inc. will post 43.96 earnings per share for the current fiscal year.

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.