MercadoLibre, Inc. $MELI Shares Purchased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 5.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 46,459 shares of the company’s stock after buying an additional 2,410 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in MercadoLibre were worth $108,572,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. Parametrica Management Ltd boosted its position in shares of MercadoLibre by 26.7% during the 3rd quarter. Parametrica Management Ltd now owns 1,602 shares of the company’s stock valued at $3,741,000 after acquiring an additional 338 shares during the last quarter. AlphaCore Capital LLC acquired a new stake in MercadoLibre during the third quarter worth about $645,000. Sumitomo Life Insurance Co. raised its stake in MercadoLibre by 61.8% during the third quarter. Sumitomo Life Insurance Co. now owns 5,500 shares of the company’s stock worth $12,853,000 after purchasing an additional 2,100 shares during the period. Cypress Asset Management Inc. TX raised its stake in MercadoLibre by 1.5% during the third quarter. Cypress Asset Management Inc. TX now owns 5,475 shares of the company’s stock worth $12,795,000 after purchasing an additional 80 shares during the period. Finally, US Bancorp DE boosted its holdings in MercadoLibre by 4.2% in the 3rd quarter. US Bancorp DE now owns 35,209 shares of the company’s stock valued at $82,281,000 after purchasing an additional 1,428 shares during the last quarter. 87.62% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

MELI has been the subject of a number of recent analyst reports. UBS Group cut their price target on shares of MercadoLibre from $3,000.00 to $2,900.00 and set a “buy” rating for the company in a report on Monday, November 24th. 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. BTIG Research reduced their target price on MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a research report on Wednesday. Barclays decreased 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. Finally, JPMorgan Chase & Co. raised MercadoLibre from a “neutral” rating to an “overweight” rating and raised their price objective for the stock from $2,650.00 to $2,800.00 in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $2,808.67.

MercadoLibre Stock Down 1.5%

NASDAQ:MELI opened at $1,740.88 on Friday. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.55. The stock’s fifty day moving average is $2,052.43 and its two-hundred day moving average is $2,165.94. MercadoLibre, Inc. has a 52 week low of $1,654.24 and a 52 week high of $2,645.22. The stock has a market capitalization of $88.26 billion, a price-to-earnings ratio of 44.18, a price-to-earnings-growth ratio of 0.87 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). The firm 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 35.38%. The company’s quarterly revenue was up 44.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $12.61 earnings per share. Research analysts anticipate that MercadoLibre, Inc. will post 43.96 EPS for the current year.

Insider Buying and Selling at MercadoLibre

In other news, Director Emiliano Calemzuk sold 45 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were 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 trade represents a 14.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Stelleo Tolda sold 246 shares of MercadoLibre 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 transaction of $503,778.48. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,136 shares of company stock valued at $2,308,788 in the last three months. 0.25% of the stock is owned by corporate insiders.

Key Headlines Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Very strong top‑line and segment growth — Q4 revenue rose ~44–45%, GMV and fintech (Mercado Pago) surged, and user additions accelerated; company cites AI investments as a revenue/efficiency driver. Article Title
• Positive Sentiment: Market/institutional view: some analysts and institutional holders see the pullback as a buying opportunity — institutional ownership is high and a number of firms retained Buy/Outperform ratings after the print. Article Title
• Positive Sentiment: Recent inflows/new positions: at least one asset manager (SQUADRA) initiated/added a material stake, signaling active investor interest on weakness. Article Title
• Neutral Sentiment: Analyst reactions: several firms cut price targets (examples: Barclays, Cantor, Wedbush, BTIG) but generally kept positive ratings — view is that cuts reflect near‑term margin pressure rather than a change to the long‑term thesis. Article Title
• Neutral Sentiment: Leadership/strategy update: management is accelerating investments in AI, logistics and credit to capture penetration in Brazil, Mexico and Argentina — a strategic choice that supports long‑term TAM but clouds near‑term profitability. Article Title
• Negative Sentiment: EPS miss and margin compression: Q4 EPS (~$11.03) missed consensus, driven by higher spending (lowered free‑shipping thresholds, logistics and credit growth) — investors punished the miss and the uncertainty about when margins will recover. Article Title
• Negative Sentiment: Aftermath: the mixed print triggered sharp intraday selling and some analysts trimmed near‑term estimates; margin risk is the principal downside catalyst while revenue growth is intact. Article Title

MercadoLibre Company 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.