Varma Mutual Pension Insurance Co Acquires 600 Shares of MercadoLibre, Inc. $MELI

Varma Mutual Pension Insurance Co lifted its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 9.2% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,121 shares of the company’s stock after buying an additional 600 shares during the period. Varma Mutual Pension Insurance Co’s holdings in MercadoLibre were worth $16,641,000 as of its most recent filing with the SEC.

Other large investors have also bought and sold shares of the company. Highview Capital Management LLC DE bought a new stake in MercadoLibre during the 2nd quarter worth $559,000. Resona Asset Management Co. Ltd. raised its position in MercadoLibre by 4.0% in the second quarter. Resona Asset Management Co. Ltd. now owns 15,308 shares of the company’s stock valued at $39,900,000 after purchasing an additional 585 shares during the last quarter. Jennison Associates LLC boosted its stake in shares of MercadoLibre by 7.0% during the second quarter. Jennison Associates LLC now owns 1,235,240 shares of the company’s stock valued at $3,228,460,000 after purchasing an additional 81,124 shares in the last quarter. Achmea Investment Management B.V. grew its holdings in shares of MercadoLibre by 10.9% during the second quarter. Achmea Investment Management B.V. now owns 5,326 shares of the company’s stock worth $13,921,000 after purchasing an additional 525 shares during the last quarter. Finally, Barlow Wealth Partners Inc. grew its holdings in shares of MercadoLibre by 126.7% during the third quarter. Barlow Wealth Partners Inc. now owns 11,505 shares of the company’s stock worth $26,886,000 after purchasing an additional 6,429 shares during the last quarter. 87.62% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: JPMorgan upgraded MELI from Neutral to Overweight and raised its target to $2,800, citing easing competition and a steadier outlook — a clear catalyst for investor optimism and multiple expansion. JPMorgan upgrade
• Positive Sentiment: MercadoLibre struck a deal to sell and store products for Brazilian food retailer Assaí — expands marketplace assortment and logistics utilization in Brazil, which can boost GMV, merchant scale and fulfillment revenue over time. Assaí partnership
• Positive Sentiment: Industry write-ups are bullish on MELI’s long-term story (fintech growth + logistics scale), with some analysts/name-brand outlets including MercadoLibre among top growth picks — supports investor conviction despite near-term noise. Bullish feature
• Neutral Sentiment: Zacks notes MELI is trading at a rich valuation but argues rising estimates and fintech/logistics execution could justify the premium — watch earnings and guidance for confirmation. Zacks valuation note
• Neutral Sentiment: Investors should watch the upcoming earnings print (projected release this week) as a near-term catalyst that could validate the upgrade or amplify concerns. Earnings projection
• Neutral Sentiment: Some broker commentary remains mixed/neutral despite the upgrade, reflecting divergent views on competitive dynamics (e.g., Shopee) and take-rate pressure. Broker nuance
• Negative Sentiment: Insider selling and heavy ongoing investment (capex/expansion) have dented market confidence — investors worry about dilution of near-term margins and the signaling effect of insider exits. Insider selling
• Negative Sentiment: Coverage also flags rising bad-loan expenses in MercadoLibre’s fintech arm as a drag on near-term results and a reason for slower recent stock performance versus peers. Bad-loan concerns

Insider Activity

In other MercadoLibre news, Director Emiliano Calemzuk sold 45 shares of the stock in a transaction that occurred on 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 transaction, the director directly owned 257 shares in the company, valued at approximately $521,034.09. This represents a 14.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Stelleo Tolda sold 246 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was 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 have sold 1,136 shares of company stock valued at $2,308,788 in the last ninety days. 0.25% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Dbs Bank upgraded shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. UBS Group decreased 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 research report on Monday, November 24th. Weiss Ratings downgraded shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Barclays boosted their price objective on shares of MercadoLibre from $2,800.00 to $2,900.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Finally, Zacks Research upgraded MercadoLibre from a “strong sell” rating to a “hold” rating in a report on Friday, February 6th. One 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 company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $2,886.25.

MercadoLibre Stock Down 0.6%

Shares of NASDAQ MELI opened at $2,007.00 on Friday. The company’s 50 day moving average price is $2,067.77 and its 200-day moving average price is $2,196.70. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.15 and a current ratio of 1.17. MercadoLibre, Inc. has a 52-week low of $1,723.90 and a 52-week high of $2,645.22. The company has a market capitalization of $101.75 billion, a P/E ratio of 48.98, a price-to-earnings-growth ratio of 1.01 and a beta of 1.44.

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.