Invesco Ltd. Increases Stake in MercadoLibre, Inc. $MELI

Invesco Ltd. grew its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 8.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 489,786 shares of the company’s stock after purchasing an additional 39,320 shares during the quarter. Invesco Ltd. owned approximately 0.97% of MercadoLibre worth $1,144,601,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Bison Wealth LLC bought a new stake in MercadoLibre during the 4th quarter valued at $206,000. Empowered Funds LLC boosted its position in MercadoLibre by 6.9% during the 1st quarter. Empowered Funds LLC now owns 760 shares of the company’s stock valued at $1,483,000 after buying an additional 49 shares during the period. Focus Partners Wealth grew its holdings in MercadoLibre by 42.0% in the 1st quarter. Focus Partners Wealth now owns 602 shares of the company’s stock worth $1,176,000 after acquiring an additional 178 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of MercadoLibre in the second quarter valued at about $261,000. Finally, Savant Capital LLC increased its position in shares of MercadoLibre by 23.3% in the second quarter. Savant Capital LLC now owns 408 shares of the company’s stock valued at $1,065,000 after acquiring an additional 77 shares during the period. Institutional investors own 87.62% of the company’s stock.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Many analysts remain constructive on MELI over the longer term — consensus still shows heavy buy/support and a well-above-current average price target, underscoring that several firms view the pullback as a buying opportunity. Article Title
• Neutral Sentiment: Morgan Stanley trimmed its price target to $2,600 — a downgrade in view but still a level implying meaningful upside versus today’s price, reflecting mixed near-term views but continued fundamental support from some large brokers. Article Title
• Neutral Sentiment: MercadoLibre committed $3.4 billion of investment in Argentina for 2026 (logistics, tech, fintech) — this should support long-term market share and growth but will pressure margins and cash flow in the near term. Article Title
• Negative Sentiment: JPMorgan downgraded MELI from Overweight to Neutral and cut its price target to $2,100, flagging margin pressure from heavy reinvestment — that call triggered immediate selling and is the main proximate cause of today’s decline. Article Title
• Negative Sentiment: Broader concerns are weighing on risk-assets: investors are pricing in margin compression from continued heavy spending (logistics, credit expansion, marketing) and short-term geopolitical risk that has amplified selling in the session. Recent coverage highlights the margin squeeze and macro/geopolitical sensitivity. Article Title

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. UBS Group dropped their target price on shares of MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating for the company in a report on Friday, February 27th. Wedbush reduced their price target on MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating on the stock in a report on Wednesday, February 25th. Barclays lowered their price target on MercadoLibre from $2,900.00 to $2,600.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. Morgan Stanley dropped their price objective on MercadoLibre from $2,800.00 to $2,600.00 and set an “overweight” rating for the company in a report on Monday. Finally, Weiss Ratings cut MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $2,725.33.

MercadoLibre Price Performance

Shares of NASDAQ MELI opened at $1,680.27 on Friday. MercadoLibre, Inc. has a twelve month low of $1,631.18 and a twelve month high of $2,645.22. The firm has a market cap of $85.19 billion, a P/E ratio of 42.65, a PEG ratio of 0.94 and a beta of 1.48. The company has a 50 day moving average of $2,002.29 and a 200 day moving average of $2,124.62. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.68.

MercadoLibre (NASDAQ:MELI) last issued its earnings results on Tuesday, February 24th. The company reported $11.03 EPS for the quarter, missing the consensus estimate of $11.66 by ($0.63). The business had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.45 billion. MercadoLibre had a net margin of 6.91% and a return on equity of 33.73%. The business’s revenue for the quarter was up 44.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $12.61 earnings per share. As a group, research analysts expect that MercadoLibre, Inc. will post 43.96 EPS for the current fiscal year.

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.