Intech Investment Management LLC Cuts Stake in MercadoLibre, Inc. $MELI

Intech Investment Management LLC trimmed its stake in MercadoLibre, Inc. (NASDAQ:MELI) by 26.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,298 shares of the company’s stock after selling 830 shares during the quarter. Intech Investment Management LLC’s holdings in MercadoLibre were worth $5,370,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Lavaca Capital LLC grew its stake in shares of MercadoLibre by 140,201.3% during the 2nd quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock valued at $2,786,888,000 after buying an additional 1,065,530 shares during the period. Schroder Investment Management Group raised its holdings in shares of MercadoLibre by 16.6% in the 2nd quarter. Schroder Investment Management Group now owns 521,833 shares of the company’s stock worth $1,363,878,000 after purchasing an additional 74,201 shares during the period. WCM Investment Management LLC grew its holdings in shares of MercadoLibre by 0.4% during the 3rd quarter. WCM Investment Management LLC now owns 497,518 shares of the company’s stock worth $1,244,447,000 after purchasing an additional 1,833 shares during the period. Ameriprise Financial Inc. increased its position in MercadoLibre by 3.6% during the 2nd quarter. Ameriprise Financial Inc. now owns 271,202 shares of the company’s stock worth $709,535,000 after purchasing an additional 9,474 shares in the last quarter. Finally, Norges Bank purchased a new position in MercadoLibre in the second quarter valued at approximately $698,848,000. Institutional investors and hedge funds own 87.62% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on MELI. Morgan Stanley boosted their price objective on MercadoLibre from $2,850.00 to $2,950.00 and gave the stock an “overweight” rating in a research note on Monday, November 3rd. BTIG Research decreased their target price on shares of MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating for the company in a research note on Wednesday. UBS Group dropped their target price on MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating on the stock in a research report on Friday. Dbs Bank raised MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. Finally, Cantor Fitzgerald dropped 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 note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $2,795.33.

MercadoLibre Trading Up 1.0%

NASDAQ MELI opened at $1,757.58 on Friday. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.15 and a current ratio of 1.17. MercadoLibre, Inc. has a one year low of $1,654.24 and a one year high of $2,645.22. The company has a 50-day simple moving average of $2,047.63 and a 200-day simple moving average of $2,160.91. The firm has a market capitalization 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) last issued 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 the consensus estimate of $8.45 billion. MercadoLibre had a return on equity of 35.38% and a net margin of 6.91%.The business’s revenue was up 44.6% on a year-over-year basis. During the same period in the prior year, the business earned $12.61 EPS. On average, equities analysts forecast that MercadoLibre, Inc. will post 43.96 earnings per share for the current year.

Insider Activity 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 stock was sold at an average price of $2,028.14, for a total transaction of $1,713,778.30. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Stelleo Tolda sold 246 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total value of $503,778.48. The disclosure for this sale is available in the SEC filing. Insiders sold 1,136 shares of company stock worth $2,308,788 in the last 90 days. 0.25% of the stock is currently owned by company insiders.

Key Headlines Impacting MercadoLibre

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

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.