DNB Asset Management AS Trims Holdings in MercadoLibre, Inc. $MELI

DNB Asset Management AS lowered its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 2.1% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 42,602 shares of the company’s stock after selling 906 shares during the period. DNB Asset Management AS owned approximately 0.08% of MercadoLibre worth $99,558,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Highview Capital Management LLC DE acquired a new stake in MercadoLibre during the 2nd quarter worth approximately $559,000. Resona Asset Management Co. Ltd. increased its position in shares of MercadoLibre by 4.0% during the second quarter. Resona Asset Management Co. Ltd. now owns 15,308 shares of the company’s stock worth $39,900,000 after acquiring an additional 585 shares during the period. Weitz Investment Management Inc. acquired a new stake in shares of MercadoLibre in the third quarter valued at $8,647,000. Achmea Investment Management B.V. boosted its holdings in MercadoLibre by 10.9% in the second quarter. Achmea Investment Management B.V. now owns 5,326 shares of the company’s stock valued at $13,921,000 after purchasing an additional 525 shares during the period. Finally, Barlow Wealth Partners Inc. grew its stake in MercadoLibre by 126.7% during the 3rd 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 in the last quarter. Institutional investors and hedge funds own 87.62% of the company’s stock.

MercadoLibre Stock Performance

Shares of MercadoLibre stock opened at $1,740.88 on Friday. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.55. MercadoLibre, Inc. has a 52 week low of $1,654.24 and a 52 week high of $2,645.22. The firm’s 50 day moving average is $2,052.43 and its two-hundred day moving average is $2,165.94. The firm has a market capitalization of $88.26 billion, a P/E ratio of 44.18, a P/E/G ratio of 0.87 and a beta of 1.44.

MercadoLibre (NASDAQ:MELI) last issued its earnings results 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 company had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.45 billion. MercadoLibre had a net margin of 6.91% and a return on equity of 35.38%. The company’s quarterly revenue was up 44.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $12.61 EPS. Research analysts forecast that MercadoLibre, Inc. will post 43.96 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on MELI shares. Benchmark reduced their price target on MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. Weiss Ratings cut shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 8th. Zacks Research upgraded shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a research note on Friday, February 6th. Morgan Stanley increased their price objective on shares of MercadoLibre from $2,850.00 to $2,950.00 and gave the company an “overweight” rating in a research report on Monday, November 3rd. Finally, Dbs Bank upgraded shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. One research 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 company’s stock. According to MarketBeat, MercadoLibre presently has an average rating of “Moderate Buy” and a consensus target price of $2,808.67.

Key Headlines Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Very strong top‑line and segment growth — Q4 revenue rose ~44–45%, GMV and fintech (Mercado Pago) surged, and user additions accelerated; company cites AI investments as a revenue/efficiency driver. Article Title
• Positive Sentiment: Market/institutional view: some analysts and institutional holders see the pullback as a buying opportunity — institutional ownership is high and a number of firms retained Buy/Outperform ratings after the print. Article Title
• Positive Sentiment: Recent inflows/new positions: at least one asset manager (SQUADRA) initiated/added a material stake, signaling active investor interest on weakness. Article Title
• Neutral Sentiment: Analyst reactions: several firms cut price targets (examples: Barclays, Cantor, Wedbush, BTIG) but generally kept positive ratings — view is that cuts reflect near‑term margin pressure rather than a change to the long‑term thesis. Article Title
• Neutral Sentiment: Leadership/strategy update: management is accelerating investments in AI, logistics and credit to capture penetration in Brazil, Mexico and Argentina — a strategic choice that supports long‑term TAM but clouds near‑term profitability. Article Title
• Negative Sentiment: EPS miss and margin compression: Q4 EPS (~$11.03) missed consensus, driven by higher spending (lowered free‑shipping thresholds, logistics and credit growth) — investors punished the miss and the uncertainty about when margins will recover. Article Title
• Negative Sentiment: Aftermath: the mixed print triggered sharp intraday selling and some analysts trimmed near‑term estimates; margin risk is the principal downside catalyst while revenue growth is intact. Article Title

Insider Buying and Selling at MercadoLibre

In other news, Director Henrique Vasoncelos Dubugras sold 845 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $2,028.14, for a total value of $1,713,778.30. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Stelleo Tolda sold 246 shares of the company’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. The disclosure for this sale is available in the SEC filing. Insiders sold 1,136 shares of company stock worth $2,308,788 over the last 90 days. Corporate insiders own 0.25% of the company’s stock.

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.