Public Sector Pension Investment Board Grows Position in MercadoLibre, Inc. $MELI

Public Sector Pension Investment Board boosted its stake in MercadoLibre, Inc. (NASDAQ:MELI) by 26.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,686 shares of the company’s stock after purchasing an additional 2,000 shares during the quarter. Public Sector Pension Investment Board’s holdings in MercadoLibre were worth $22,636,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the company. Jennison Associates LLC boosted its holdings in shares of MercadoLibre by 7.0% in the second quarter. Jennison Associates LLC now owns 1,235,240 shares of the company’s stock worth $3,228,460,000 after buying an additional 81,124 shares during the last quarter. Lavaca Capital LLC increased its stake in MercadoLibre by 140,201.3% in the 2nd quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock worth $2,786,888,000 after buying an additional 1,065,530 shares in the last quarter. Schroder Investment Management Group raised its stake in MercadoLibre by 16.6% during the 2nd quarter. Schroder Investment Management Group now owns 521,833 shares of the company’s stock valued at $1,363,878,000 after purchasing an additional 74,201 shares during the period. WCM Investment Management LLC raised its position in shares of MercadoLibre by 0.4% during the third quarter. WCM Investment Management LLC now owns 497,518 shares of the company’s stock valued at $1,244,447,000 after buying an additional 1,833 shares during the last quarter. Finally, Ameriprise Financial Inc. lifted its stake in MercadoLibre by 3.6% in 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. 87.62% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Emiliano Calemzuk sold 45 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $2,027.37, for a total transaction of $91,231.65. Following the completion of the transaction, the director directly owned 257 shares of the company’s stock, valued at $521,034.09. This represents a 14.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Stelleo Tolda sold 246 shares of MercadoLibre stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total transaction of $503,778.48. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,136 shares of company stock worth $2,308,788. Corporate insiders own 0.25% of the company’s stock.

Key MercadoLibre News

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: JPMorgan upgraded MELI to overweight and raised its price target to $2,800, citing easing competition and a steadier outlook — a clear analyst catalyst that can support upside. JPMorgan Upgrade
• Positive Sentiment: Partnership with Brazilian food retailer Assaí to sell and store products on MercadoLibre’s platform strengthens marketplace assortment and logistics monetization in Brazil — supportive for revenue and fulfillment scale. Assaí Partnership
• Positive Sentiment: Buy-side conviction: Loomis Sayles highlighted MELI as trading at a discount in its Q4 letter, signaling institutional interest that can underpin longer-term demand. Loomis Sayles Letter
• Neutral Sentiment: MercadoLibre set Q4 2025 earnings release and webcast for Feb 24 — this is the immediate catalyst that could drive volatility depending on results and guidance. Earnings Release Notice
• Neutral Sentiment: Analyst commentary and valuation pieces (Zacks, Yahoo, The Globe & Mail) debate whether MELI’s multiple (P/E and PEG) fairly prices fintech and logistics growth versus near-term credit headwinds — keeps investor views split. Valuation Discussion
• Negative Sentiment: Reports of insider selling and heavy investment spending are weighing on market confidence; investors worry about return on capital and near-term dilution of margins. Insider Selling Report
• Negative Sentiment: Credit trends: coverage notes rising bad-loan expenses in Mercado Crédito and slower fintech growth as one reason for recent share underperformance, a direct risk to profitability and investor sentiment. Credit/Fintech Concerns

MercadoLibre Trading Down 0.9%

MELI stock opened at $1,988.26 on Friday. The business has a fifty day moving average price of $2,066.21 and a 200 day moving average price of $2,194.16. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.17 and a quick ratio of 1.15. MercadoLibre, Inc. has a fifty-two week low of $1,723.90 and a fifty-two week high of $2,645.22. The stock has a market capitalization of $100.80 billion, a price-to-earnings ratio of 48.52, a P/E/G ratio of 1.00 and a beta of 1.44.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MELI. Wedbush decreased their price objective on MercadoLibre from $2,800.00 to $2,700.00 and set an “outperform” rating on the stock in a research report on Friday, December 19th. JPMorgan Chase & Co. raised MercadoLibre from a “neutral” rating to an “overweight” rating and increased their price objective for the stock from $2,650.00 to $2,800.00 in a research note on Thursday. Weiss Ratings downgraded shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Benchmark cut their target price on MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating on the stock in a research note on Thursday, October 30th. Finally, Zacks Research raised MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $2,886.25.

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.