Vanguard Group Inc. Purchases 3,684 Shares of MercadoLibre, Inc. $MELI

Vanguard Group Inc. grew its position in MercadoLibre, Inc. (NASDAQ:MELI) by 1.7% during the third quarter, Holdings Channel reports. The institutional investor owned 216,877 shares of the company’s stock after acquiring an additional 3,684 shares during the quarter. Vanguard Group Inc.’s holdings in MercadoLibre were worth $506,829,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Lavaca Capital LLC grew its holdings in MercadoLibre by 140,201.3% in the second quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock worth $2,786,888,000 after purchasing an additional 1,065,530 shares during the last quarter. Norges Bank acquired a new stake in shares of MercadoLibre in the 2nd quarter worth $698,848,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in MercadoLibre by 304.7% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 255,103 shares of the company’s stock worth $666,744,000 after buying an additional 192,071 shares during the last quarter. Flossbach Von Storch SE increased its position in MercadoLibre by 1,669.4% during the 3rd quarter. Flossbach Von Storch SE now owns 181,719 shares of the company’s stock valued at $424,666,000 after buying an additional 171,449 shares in the last quarter. Finally, Durable Capital Partners LP increased its position in MercadoLibre by 155.3% during the 2nd quarter. Durable Capital Partners LP now owns 147,984 shares of the company’s stock valued at $386,775,000 after buying an additional 90,026 shares in the last quarter. Hedge funds and other institutional investors own 87.62% of the company’s stock.

MercadoLibre Trading Down 8.1%

NASDAQ MELI opened at $1,767.71 on Thursday. The company has a fifty day moving average of $2,056.91 and a 200 day moving average of $2,168.91. The company has a market capitalization of $89.62 billion, a PE ratio of 44.87, a P/E/G ratio of 0.95 and a beta of 1.44. 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 1 year low of $1,654.24 and a 1 year high of $2,645.22.

MercadoLibre (NASDAQ:MELI) last issued its earnings results on Tuesday, February 24th. The company reported $11.03 EPS 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 company had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.45 billion. During the same quarter in the previous year, the company earned $12.61 EPS. The firm’s quarterly revenue was up 44.6% compared to the same quarter last year. Research analysts forecast that MercadoLibre, Inc. will post 43.96 earnings per share for the current year.

MercadoLibre News Summary

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Q4 revenue and fintech momentum — Net revenue grew ~45% YoY, GMV and Mercado Pago showed double‑digit acceleration, and management highlighted AI and shipping investments as growth drivers. Business Wire: Q4 release
• Positive Sentiment: Institutional buying — Squadra disclosed a new position of ~89,000 MELI shares, signalling institutional interest during the post-earnings weakness. Fool: Squadra position
• Neutral Sentiment: Analysts largely keep bullish ratings despite cuts — several firms lowered price targets but maintained overweight/buy ratings, reflecting confidence in long-term growth even as near-term margins suffer. TickerReport: price target moves
• Negative Sentiment: EPS miss and margin pressure — MELI reported EPS below expectations (higher investment spend compressed margins), which is the primary catalyst behind the stock decline. Investors worried about the pace and return on those investments pushed the sell-off. Benzinga: earnings reaction Zacks: earnings analysis
• Negative Sentiment: Near-term target cuts increase uncertainty — Multiple shops trimmed targets (Barclays, Cantor, Wedbush, BTIG noted in reports) which can prolong downside or slow a recovery until margins show improvement. Reuters: earnings summary & analyst reaction

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Barclays dropped their price target on MercadoLibre from $2,900.00 to $2,600.00 and set an “overweight” rating on the stock in a research note on Wednesday. Weiss Ratings downgraded shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 8th. 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 cut their target price on MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, Morgan Stanley raised their target price 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. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, MercadoLibre has an average rating of “Moderate Buy” and a consensus target price of $2,808.67.

Insider Activity at MercadoLibre

In related 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 value of $91,231.65. Following the completion of the transaction, the director owned 257 shares of the company’s stock, valued at approximately $521,034.09. This represents a 14.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Stelleo Tolda sold 246 shares of the firm’s stock in a transaction that occurred 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 SEC filing for this sale provides additional information. Insiders sold a total of 1,136 shares of company stock worth $2,308,788 in the last three months. Company insiders own 0.25% of the company’s stock.

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.