MercadoLibre, Inc. $MELI Shares Sold by Achmea Investment Management B.V.

Achmea Investment Management B.V. cut its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 39.4% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 3,230 shares of the company’s stock after selling 2,096 shares during the quarter. Achmea Investment Management B.V.’s holdings in MercadoLibre were worth $7,548,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in MELI. Darwin Wealth Management LLC acquired a new stake in MercadoLibre during the 2nd quarter worth approximately $29,000. Steigerwald Gordon & Koch Inc. acquired a new position in MercadoLibre during the third quarter valued at approximately $35,000. Caitong International Asset Management Co. Ltd acquired a new position in MercadoLibre during the third quarter valued at approximately $35,000. Cullen Frost Bankers Inc. grew its stake in MercadoLibre by 100.0% during the third 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 period. Finally, Rothschild Investment LLC grew its stake in MercadoLibre by 35.7% during the third quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock worth $44,000 after buying an additional 5 shares during the period. 87.62% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: GMV and top-line growth came in ahead of expectations, led by strong Brazil performance — evidence that commerce demand remains healthy and supports long-term revenue trajectories. MercadoLibre (MELI) GMV Beats Expectations with Strong Brazil Growth
• Positive Sentiment: Mercado Pago (fintech) is showing accelerating asset growth, credit origination and AUM gains, which investors view as a durable, higher-margin revenue engine over time. This helps justify a longer-term bullish case despite near-term margin tradeoffs. MercadoLibre’s Fintech Momentum Builds: Can It Boost Revenues?
• Positive Sentiment: Analysts and bullish write-ups (e.g., Seeking Alpha) argue MELI is executing a deliberate, margin-sacrificing growth playbook with attractive valuation metrics (low EV/revenue, forward PEG <1), which could support a recovery if execution continues. MercadoLibre: Playing Chess, Not Checkers
• Neutral Sentiment: Market commentary highlights MELI’s high growth profile despite a Q4 decline in profits — mixed signals that make the stock sensitive to quarterly margin commentary and macro swings. 2026 Market Drop. 5 Stocks to Buy Right Now.
• Negative Sentiment: Q4 operating-margin decline and an EPS miss have triggered selling pressure and sent the stock lower as investors fret about the timing of margin recovery. MercadoLibre (MELI) Slid Following a Decline in Operating Margin
• Negative Sentiment: Short-term price weakness is being reinforced by coverage moves: Raymond James trimmed its price target (still a Strong Buy), and market headlines note MELI trading down more than the broader market — increasing downside momentum. MercadoLibre’s Fintech Momentum Builds: Can It Boost Revenues?
• Negative Sentiment: Passive/active manager commentary (Polen Capital) referenced in investor letters points to performance headwinds in 2025, which can amplify investor caution and outflows into underperforming large growth names. MercadoLibre (MELI) Registers a Bigger Fall Than the Market: Important Facts to Note

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on MELI. Itau BBA Securities reiterated an “outperform” rating on shares of MercadoLibre in a research note on Wednesday, February 25th. BTIG Research lowered their price objective on shares of MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating for the company in a research report on Wednesday, February 25th. Zacks Research upgraded shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a research note on Friday, February 6th. Dbs Bank upgraded shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, December 2nd. Finally, UBS Group lowered their price target on shares of MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating for the company in a report on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, MercadoLibre currently has an average rating of “Moderate Buy” and an average price target of $2,725.33.

MercadoLibre Price Performance

Shares of NASDAQ MELI opened at $1,690.26 on Thursday. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.68. MercadoLibre, Inc. has a fifty-two week low of $1,631.18 and a fifty-two week high of $2,645.22. The business has a 50 day moving average price of $1,969.27 and a two-hundred day moving average price of $2,102.06. The firm has a market cap of $85.70 billion, a PE ratio of 42.90, a price-to-earnings-growth ratio of 0.85 and a beta of 1.48.

MercadoLibre (NASDAQ:MELI) last announced its 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 business had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.45 billion. MercadoLibre had a net margin of 6.91% and a return on equity of 33.73%. The business’s revenue for the quarter was up 44.6% on a year-over-year basis. During the same period in the previous year, the company earned $12.61 earnings per share. Sell-side 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.