Dakota Wealth Management Trims Stock Holdings in MercadoLibre, Inc. $MELI

Dakota Wealth Management lowered its stake in MercadoLibre, Inc. (NASDAQ:MELI) by 28.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,247 shares of the company’s stock after selling 1,309 shares during the quarter. Dakota Wealth Management’s holdings in MercadoLibre were worth $7,588,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. Quadcap Wealth Management LLC lifted its holdings in shares of MercadoLibre by 4.2% in the 2nd quarter. Quadcap Wealth Management LLC now owns 124 shares of the company’s stock worth $324,000 after acquiring an additional 5 shares during the last quarter. PFW Advisors LLC raised its position in MercadoLibre by 4.8% in the third quarter. PFW Advisors LLC now owns 110 shares of the company’s stock valued at $257,000 after purchasing an additional 5 shares during the period. Yousif Capital Management LLC lifted its stake in MercadoLibre by 3.5% during the third quarter. Yousif Capital Management LLC now owns 147 shares of the company’s stock worth $344,000 after purchasing an additional 5 shares in the last quarter. Wilkinson Global Asset Management LLC lifted its stake in MercadoLibre by 2.3% during the third quarter. Wilkinson Global Asset Management LLC now owns 226 shares of the company’s stock worth $528,000 after purchasing an additional 5 shares in the last quarter. Finally, Hardy Reed LLC boosted its position in shares of MercadoLibre by 4.0% during the third quarter. Hardy Reed LLC now owns 131 shares of the company’s stock worth $306,000 after buying an additional 5 shares during the period. 87.62% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts recently issued reports on MELI shares. Wedbush decreased their target price on MercadoLibre from $2,700.00 to $2,600.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 17th. JPMorgan Chase & Co. upgraded shares of MercadoLibre from a “neutral” rating to an “overweight” rating and lifted their price objective for the company from $2,650.00 to $2,800.00 in a report on Thursday, February 12th. Cantor Fitzgerald reduced their target price on shares of MercadoLibre from $2,900.00 to $2,750.00 and set an “overweight” rating on the stock in a report on Thursday, October 30th. Dbs Bank raised shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, December 2nd. Finally, Weiss Ratings lowered MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 8th. One research 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’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $2,872.00.

MercadoLibre Trading Up 3.1%

NASDAQ MELI opened at $1,922.56 on Wednesday. MercadoLibre, Inc. has a 52 week low of $1,723.90 and a 52 week high of $2,645.22. The firm has a 50 day moving average of $2,059.88 and a two-hundred day moving average of $2,171.73. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.55. The stock has a market capitalization of $97.47 billion, a PE ratio of 46.91, a price-to-earnings-growth ratio of 0.92 and a beta of 1.44.

MercadoLibre (NASDAQ:MELI) last released its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.66 by ($0.63). The firm had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.45 billion. MercadoLibre had a return on equity of 39.03% and a net margin of 7.93%.MercadoLibre’s revenue for the quarter was up 44.6% on a year-over-year basis. During the same period last year, the firm 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.

Insiders Place Their Bets

In other news, Director Stelleo Tolda sold 246 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $2,047.88, for a total transaction of $503,778.48. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Emiliano Calemzuk sold 45 shares of the business’s 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 of the company’s stock, valued at approximately $521,034.09. The trade was a 14.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,136 shares of company stock valued at $2,308,788 in the last ninety days. Insiders own 0.25% of the company’s stock.

Trending Headlines about MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Q4 revenue and financial income beat expectations — total revenue of $8.8B, up ~45% YoY, capping a year of +39% full‑year revenue growth and operating income expansion. This validates demand and scale across MercadoLibre’s core e-commerce and fintech ecosystem. Mercado Libre Caps Stellar 2025 Performance
• Positive Sentiment: Strong operating traction in Mexico and growth in the subscription business drove upside, signaling improving monetization in key markets and recurring revenue acceleration. MercadoLibre gains after strong results in Mexico business
• Positive Sentiment: Analyst sentiment is supportive — recent JPMorgan upgrade highlighted easing competition and fintech strength (Brazil/Mexico momentum), which underpins expectations for better monetization and market-share gains. Should JPMorgan’s Upgrade…
• Neutral Sentiment: User metrics improved — unique active buyers rose in Q4, supporting ongoing GMV and payment volume growth; this is positive for long-term growth but not an immediate earnings lever. Q4 CY2025 Sales Top Estimates
• Negative Sentiment: Bottom-line miss and margin pressure — EPS came in at $11.03 vs. a ~$11.65 consensus (and net income $559M), reflecting margin compression from aggressive investments in logistics, free-shipping, and product development. That explains the mixed reaction despite the revenue beat. MercadoLibre misses quarterly profit estimates

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.