Weitz Investment Management Inc. Buys Shares of 3,700 MercadoLibre, Inc. $MELI

Weitz Investment Management Inc. purchased a new position in shares of MercadoLibre, Inc. (NASDAQ:MELI) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,700 shares of the company’s stock, valued at approximately $8,647,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Bison Wealth LLC acquired a new stake in MercadoLibre during the 4th quarter worth approximately $206,000. Empowered Funds LLC increased its position in shares of MercadoLibre by 6.9% during the first quarter. Empowered Funds LLC now owns 760 shares of the company’s stock worth $1,483,000 after acquiring an additional 49 shares during the period. Focus Partners Wealth raised its stake in shares of MercadoLibre by 42.0% in the first quarter. Focus Partners Wealth now owns 602 shares of the company’s stock valued at $1,176,000 after acquiring an additional 178 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in MercadoLibre in the second quarter valued at $261,000. Finally, Brookstone Capital Management purchased a new position in MercadoLibre in the second quarter valued at $227,000. Hedge funds and other institutional investors own 87.62% of the company’s stock.

Trending Headlines about MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Big revenue beat and sustained growth — Q4 net revenue rose ~45% YoY, topping Street revenue estimates and highlighting continued scale across MercadoLibre’s commerce and fintech businesses. Read More.
• Positive Sentiment: Strong GMV and regional execution — Gross merchandise volume grew robustly (about 35% in Brazil and Mexico), signaling continued market-share gains in the region’s two largest markets. Read More.
• Positive Sentiment: Fintech and subscription momentum — Mercado Pago and subscription offerings expanded, supporting higher monetization per user and diversifying revenue beyond pure marketplace sales. Read More.
• Neutral Sentiment: Investments framed as long‑term strategy — Management emphasized continued spending on AI and logistics to capture share; that supports the growth story but clouds near‑term margin visibility. Read More.
• Neutral Sentiment: Valuation context — Analysts are reassessing MELI after the quarter; the company still trades at a premium multiple but has high growth assumptions (many analysts remain bullish while models are being updated). Read More.
• Negative Sentiment: EPS missed and margin compression — EPS of $11.03 missed consensus (down from $12.61 a year ago), reflecting margin pressure from accelerated investments; net income was lower vs. prior period. Read More.
• Negative Sentiment: Profitability near‑term risk — Reuters and other reports highlight that profit fell short of estimates despite the revenue beat, which could keep volatility in the share price while investors gauge payback on the investments. Read More.

MercadoLibre Trading Up 3.1%

Shares of MELI opened at $1,922.56 on Wednesday. The firm has a 50 day simple moving average of $2,059.88 and a 200-day simple moving average of $2,171.73. MercadoLibre, Inc. has a 1-year low of $1,723.90 and a 1-year high of $2,645.22. The stock has a market cap of $97.47 billion, a price-to-earnings ratio of 46.91, a price-to-earnings-growth ratio of 0.92 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 (NASDAQ:MELI) last issued its quarterly earnings results on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.66 by ($0.63). MercadoLibre had a return on equity of 39.03% and a net margin of 7.93%.The business had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.45 billion. During the same period in the previous year, the business posted $12.61 earnings per share. The firm’s quarterly revenue was up 44.6% on a year-over-year basis. Equities analysts forecast that MercadoLibre, Inc. will post 43.96 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on MELI shares. Weiss Ratings downgraded MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 8th. Barclays upped their target price 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. BTIG Research reduced their target price on shares of MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a report on Wednesday. Cantor Fitzgerald lowered their price target on shares of MercadoLibre from $2,900.00 to $2,750.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. Finally, JPMorgan Chase & Co. raised shares of MercadoLibre from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $2,650.00 to $2,800.00 in a research report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $2,865.33.

Insider Activity at MercadoLibre

In other news, Director Stelleo Tolda sold 246 shares of the business’s stock in a transaction 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 transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Emiliano Calemzuk sold 45 shares of MercadoLibre 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 value of $91,231.65. Following the sale, the director owned 257 shares in the company, valued at $521,034.09. This represents a 14.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,136 shares of company stock worth $2,308,788. 0.25% of the stock is currently owned by corporate insiders.

About MercadoLibre

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.