ABN Amro Investment Solutions Reduces Stock Holdings in MercadoLibre, Inc. $MELI

ABN Amro Investment Solutions reduced its position in MercadoLibre, Inc. (NASDAQ:MELI) by 7.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,122 shares of the company’s stock after selling 475 shares during the quarter. ABN Amro Investment Solutions’ holdings in MercadoLibre were worth $14,307,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently made changes to their positions in the company. Lavaca Capital LLC increased its holdings in MercadoLibre by 140,201.3% in the 2nd quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock worth $2,786,888,000 after acquiring an additional 1,065,530 shares during the last quarter. Norges Bank bought a new position in MercadoLibre during the second quarter worth about $698,848,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in shares of MercadoLibre by 304.7% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 255,103 shares of the company’s stock worth $666,744,000 after purchasing an additional 192,071 shares in the last quarter. Flossbach Von Storch SE raised its position in shares of MercadoLibre by 1,669.4% in the third quarter. Flossbach Von Storch SE now owns 181,719 shares of the company’s stock valued at $424,666,000 after purchasing an additional 171,449 shares during the period. Finally, Durable Capital Partners LP raised its position in shares of MercadoLibre by 155.3% in the second quarter. Durable Capital Partners LP now owns 147,984 shares of the company’s stock valued at $386,775,000 after purchasing an additional 90,026 shares during the period. 87.62% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently commented on MELI. UBS Group cut their price objective 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. JPMorgan Chase & Co. raised MercadoLibre from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $2,650.00 to $2,800.00 in a report on Thursday. Morgan Stanley boosted their price objective on MercadoLibre from $2,850.00 to $2,950.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Dbs Bank raised MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. Finally, Barclays raised their target price on MercadoLibre from $2,800.00 to $2,900.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, MercadoLibre has a consensus rating of “Moderate Buy” and an average target price of $2,886.25.

Insider Activity at MercadoLibre

In other news, Director Henrique Vasoncelos Dubugras sold 845 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $2,028.14, for a total transaction of $1,713,778.30. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Stelleo Tolda sold 246 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total value of $503,778.48. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,136 shares of company stock valued at $2,308,788 over the last 90 days. 0.25% of the stock is owned by insiders.

MercadoLibre News Roundup

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: JPMorgan upgraded MELI to overweight and raised its price target to $2,800, citing easing competition and a steadier outlook — a clear analyst catalyst that can support upside. JPMorgan Upgrade
• Positive Sentiment: Partnership with Brazilian food retailer Assaí to sell and store products on MercadoLibre’s platform strengthens marketplace assortment and logistics monetization in Brazil — supportive for revenue and fulfillment scale. Assaí Partnership
• Positive Sentiment: Buy-side conviction: Loomis Sayles highlighted MELI as trading at a discount in its Q4 letter, signaling institutional interest that can underpin longer-term demand. Loomis Sayles Letter
• Neutral Sentiment: MercadoLibre set Q4 2025 earnings release and webcast for Feb 24 — this is the immediate catalyst that could drive volatility depending on results and guidance. Earnings Release Notice
• Neutral Sentiment: Analyst commentary and valuation pieces (Zacks, Yahoo, The Globe & Mail) debate whether MELI’s multiple (P/E and PEG) fairly prices fintech and logistics growth versus near-term credit headwinds — keeps investor views split. Valuation Discussion
• Negative Sentiment: Reports of insider selling and heavy investment spending are weighing on market confidence; investors worry about return on capital and near-term dilution of margins. Insider Selling Report
• Negative Sentiment: Credit trends: coverage notes rising bad-loan expenses in Mercado Crédito and slower fintech growth as one reason for recent share underperformance, a direct risk to profitability and investor sentiment. Credit/Fintech Concerns

MercadoLibre Price Performance

MELI stock opened at $1,988.26 on Friday. The firm has a 50 day simple moving average of $2,066.21 and a two-hundred day simple moving average of $2,192.82. The stock has a market cap of $100.80 billion, a PE ratio of 48.52, a P/E/G ratio of 0.99 and a beta of 1.44. MercadoLibre, Inc. has a one year low of $1,723.90 and a one year high of $2,645.22. 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 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.