Optiver Holding B.V. Takes Position in MercadoLibre, Inc. $MELI

Optiver Holding B.V. acquired a new position in shares of MercadoLibre, Inc. (NASDAQ:MELI) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 402 shares of the company’s stock, valued at approximately $939,000.

A number of other institutional investors have also added to or reduced their stakes in MELI. Darwin Wealth Management LLC bought a new stake in MercadoLibre during the second quarter worth about $29,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of MercadoLibre during the 3rd quarter valued at about $35,000. Cullen Frost Bankers Inc. lifted its position in MercadoLibre by 100.0% in 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 bought a new stake in MercadoLibre in the 2nd quarter worth approximately $39,000. Finally, Rothschild Investment LLC boosted its stake in MercadoLibre by 35.7% in the third quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock worth $44,000 after buying an additional 5 shares in the last quarter. Institutional investors own 87.62% of the company’s stock.

MercadoLibre Trading Down 8.1%

MELI opened at $1,767.71 on Thursday. MercadoLibre, Inc. has a one year low of $1,654.24 and a one year high of $2,645.22. 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 business has a 50 day simple moving average of $2,056.91 and a two-hundred day simple moving average of $2,168.91. The firm has a market capitalization of $89.62 billion, a price-to-earnings ratio of 44.87, a PEG ratio of 0.95 and a beta of 1.44.

MercadoLibre (NASDAQ:MELI) last issued its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 earnings per share for the quarter, missing analysts’ consensus estimates of $11.66 by ($0.63). MercadoLibre had a return on equity of 35.38% and a net margin of 6.91%.The business had revenue of $8.76 billion during the quarter, compared to the consensus estimate of $8.45 billion. During the same quarter in the prior year, the business posted $12.61 earnings per share. MercadoLibre’s quarterly revenue was up 44.6% compared to the same quarter last year. Analysts predict that MercadoLibre, Inc. will post 43.96 EPS for the current year.

Insider Activity at MercadoLibre

In other news, Director Henrique Vasoncelos Dubugras sold 845 shares of the firm’s stock in a transaction dated 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 Securities & Exchange Commission, which can be accessed through this link. Also, Director Stelleo Tolda sold 246 shares of MercadoLibre stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total transaction of $503,778.48. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,136 shares of company stock worth $2,308,788 over the last quarter. Corporate insiders own 0.25% of the company’s stock.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Q4 revenue substantially beat expectations (≈45% YoY growth driven by commerce and fintech), reinforcing long‑term growth narrative. Business Wire Q4 Release
• Positive Sentiment: Company highlights continued investments in AI and shipping that it says are supporting efficiency and market share gains — an investor case for higher long‑term GMV and fintech adoption. Seeking Alpha AI & Shipping
• Positive Sentiment: Institutional interest and selective buying cited by analysts after the pullback; a new stake (89,000 shares) by Squadra signals fresh institutional accumulation. Fool: Squadra Purchase
• Neutral Sentiment: Analysts broadly remain constructive (buy/overweight/outperform), but several firms lowered price targets (e.g., Barclays, Cantor Fitzgerald, Wedbush, BTIG) — a short‑term headwind to sentiment despite maintained positive ratings. Benzinga: PT Revisions
• Neutral Sentiment: Market commentary frames the post‑earnings decline as a potential buy‑the‑dip for long‑term holders given high revenue growth and sizable addressable market in Latin America. MarketBeat Buy‑the‑Dip
• Negative Sentiment: EPS missed estimates (Q4 EPS $11.03 vs. consensus ≈$11.65–$12.09), driven by heavier investment and margin pressure — the primary catalyst for the share drop in extended trading. Benzinga: EPS Miss
• Negative Sentiment: Margin compression from accelerated spending on logistics, incentives and fintech could keep near‑term profitability volatile; investors should expect quarter‑to‑quarter EPS variability. Zacks: Margin Pressure

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. BTIG Research decreased their target price on shares of MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a research report on Wednesday. Itau BBA Securities reaffirmed an “outperform” rating on shares of MercadoLibre in a research note on Wednesday. Zacks Research upgraded MercadoLibre from a “strong sell” rating to a “hold” rating in a report on Friday, February 6th. JPMorgan Chase & Co. raised MercadoLibre from a “neutral” rating to an “overweight” rating and boosted their target price for the company from $2,650.00 to $2,800.00 in a research note on Thursday, February 12th. Finally, Cantor Fitzgerald lowered their price objective on MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating for the company in a research report on Wednesday. One 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 stock. According to MarketBeat.com, MercadoLibre presently has a consensus rating of “Moderate Buy” and a consensus target price of $2,808.67.

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.