MercadoLibre, Inc. $MELI Stake Lifted by Candriam S.C.A.

Candriam S.C.A. lifted its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 11.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,668 shares of the company’s stock after acquiring an additional 1,231 shares during the quarter. Candriam S.C.A.’s holdings in MercadoLibre were worth $20,242,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MELI. BlackRock Inc. acquired a new stake in MercadoLibre in the second quarter worth approximately $2,246,015,000. Janus Henderson Group PLC increased its position in shares of MercadoLibre by 1.7% during the 1st quarter. Janus Henderson Group PLC now owns 614,238 shares of the company’s stock valued at $1,062,019,000 after purchasing an additional 10,142 shares during the period. Linonia Partnership LP raised its stake in shares of MercadoLibre by 325.1% in the 2nd quarter. Linonia Partnership LP now owns 553,788 shares of the company’s stock worth $939,994,000 after buying an additional 423,527 shares in the last quarter. Jupiter Topco LLC bought a new stake in shares of MercadoLibre in the 2nd quarter worth $917,123,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of MercadoLibre by 7.9% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 533,816 shares of the company’s stock worth $906,094,000 after buying an additional 38,871 shares in the last quarter. 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: Third-quarter revenue and financial income rose 45% year over year to $10.75 billion, beating estimates; growth was broad-based, with Brazil especially strong and fintech continuing to expand. Mercado Libre Revenue Reaches $10.75 Billion in Q3 2026
• Positive Sentiment: Management is investing in fulfillment capacity, shipping and marketing to attract and retain customers, arguing the spending can support longer-term growth. The company also outlined further fulfillment expansion. MercadoLibre Plunged After Earnings. Here’s Why I’m Not Selling.
• Neutral Sentiment: Some brokers kept positive ratings despite reducing price targets, indicating continued confidence in MELI’s longer-term prospects but greater caution about near-term expectations. Scotiabank analyst rating and price target
• Negative Sentiment: Quarterly EPS of $8.83 missed estimates. Operating income fell 6% to $676 million, and the operating margin narrowed to 6.3% from 9.8% a year earlier as fulfillment, shipping subsidies and marketing costs increased. Investors are concerned that growth is coming at the expense of near-term earnings. MercadoLibre Pays Up to Win Shoppers’ Loyalty
• Negative Sentiment: Reports also cite foreign-exchange exposure and regional political uncertainty, including Brazil’s election aftermath, as risks that could add volatility to results. Q3 Earnings Have Investors Wondering: Is Mercado Libre Finally a Buy?

Analysts Set New Price Targets

Several brokerages have recently weighed in on MELI. Scotiabank cut their price objective on MercadoLibre from $2,800.00 to $2,300.00 and set a “sector outperform” rating for the company in a report on Thursday. JPMorgan Chase & Co. raised their target price on MercadoLibre from $1,900.00 to $2,150.00 and gave the company a “neutral” rating in a research note on Tuesday, August 11th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of MercadoLibre in a report on Tuesday, September 29th. Cantor Fitzgerald dropped their price target on shares of MercadoLibre from $2,200.00 to $2,000.00 and set an “overweight” rating on the stock in a research report on Thursday. Finally, Zacks Research raised shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, MercadoLibre has a consensus rating of “Moderate Buy” and an average price target of $2,198.75.

MercadoLibre Stock Performance

MercadoLibre stock opened at $1,510.00 on Monday. The firm has a market cap of $76.56 billion, a price-to-earnings ratio of 40.50, a price-to-earnings-growth ratio of 1.06 and a beta of 1.42. MercadoLibre, Inc. has a 1 year low of $1,469.01 and a 1 year high of $2,342.00. The firm’s 50 day moving average price is $1,808.01 and its two-hundred day moving average price is $1,804.55. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.10 and a current ratio of 1.12.

MercadoLibre (NASDAQ:MELI) last announced its quarterly earnings data on Wednesday, November 4th. The company reported $8.83 EPS for the quarter, missing analysts’ consensus estimates of $9.27 by ($0.44). MercadoLibre had a net margin of 4.91% and a return on equity of 25.93%. The company had revenue of $10.75 billion for the quarter, compared to analyst estimates of $10.69 billion. During the same quarter last year, the company posted $8.32 EPS. MercadoLibre’s revenue was up 45.1% on a year-over-year basis. On average, research analysts predict that MercadoLibre, Inc. will post 38.21 EPS for the current fiscal year.

MercadoLibre Company Profile

MercadoLibre, Inc operates an online commerce and financial technology platform focused on Latin America. Founded in Argentina in 1999, the company connects buyers and sellers through its marketplace, where businesses and individuals can list and purchase a wide range of products.

The company’s services also include Mercado Pago, which offers digital payment and financial services for transactions on and off its marketplace. MercadoLibre supports commerce with services such as Mercado Envíos, its shipping and logistics platform, and provides advertising tools for merchants and brands.

MercadoLibre serves customers and businesses across numerous Latin American markets, including Brazil, Mexico and Argentina.