AIA Group Ltd Increases Holdings in MercadoLibre, Inc. $MELI

AIA Group Ltd lifted its holdings in MercadoLibre, Inc. (NASDAQ:MELI) by 23.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,043 shares of the company’s stock after acquiring an additional 1,743 shares during the period. AIA Group Ltd’s holdings in MercadoLibre were worth $21,133,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC bought a new stake in shares of MercadoLibre in the 2nd quarter valued at approximately $29,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of MercadoLibre in the 3rd quarter worth approximately $35,000. Caitong International Asset Management Co. Ltd bought a new position in shares of MercadoLibre during the 3rd quarter valued at approximately $35,000. Cullen Frost Bankers Inc. increased its position in shares of MercadoLibre by 100.0% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 16 shares of the company’s stock valued at $37,000 after purchasing an additional 8 shares during the last quarter. Finally, Rothschild Investment LLC raised its holdings in MercadoLibre by 35.7% during the 3rd quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock valued at $44,000 after buying an additional 5 shares during the period. Hedge funds and other institutional investors own 87.62% of the company’s stock.

MercadoLibre Trading Down 2.2%

Shares of MELI opened at $1,690.26 on Thursday. The firm has a market capitalization of $85.70 billion, a price-to-earnings ratio of 42.90, a PEG ratio of 0.85 and a beta of 1.48. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.17 and a quick ratio of 1.15. MercadoLibre, Inc. has a 1-year low of $1,631.18 and a 1-year high of $2,645.22. The company has a 50-day moving average of $1,969.27 and a 200 day moving average of $2,102.06.

MercadoLibre (NASDAQ:MELI) last issued its earnings results on Tuesday, February 24th. The company reported $11.03 EPS for the quarter, missing analysts’ consensus estimates of $11.66 by ($0.63). The company had revenue of $8.76 billion during the quarter, compared to the consensus estimate of $8.45 billion. MercadoLibre had a return on equity of 33.73% and a net margin of 6.91%.MercadoLibre’s revenue was up 44.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $12.61 earnings per share. On average, research analysts expect that MercadoLibre, Inc. will post 43.96 EPS for the current year.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: GMV and top-line growth came in ahead of expectations, led by strong Brazil performance — evidence that commerce demand remains healthy and supports long-term revenue trajectories. MercadoLibre (MELI) GMV Beats Expectations with Strong Brazil Growth
• Positive Sentiment: Mercado Pago (fintech) is showing accelerating asset growth, credit origination and AUM gains, which investors view as a durable, higher-margin revenue engine over time. This helps justify a longer-term bullish case despite near-term margin tradeoffs. MercadoLibre’s Fintech Momentum Builds: Can It Boost Revenues?
• Positive Sentiment: Analysts and bullish write-ups (e.g., Seeking Alpha) argue MELI is executing a deliberate, margin-sacrificing growth playbook with attractive valuation metrics (low EV/revenue, forward PEG <1), which could support a recovery if execution continues. MercadoLibre: Playing Chess, Not Checkers
• Neutral Sentiment: Market commentary highlights MELI’s high growth profile despite a Q4 decline in profits — mixed signals that make the stock sensitive to quarterly margin commentary and macro swings. 2026 Market Drop. 5 Stocks to Buy Right Now.
• Negative Sentiment: Q4 operating-margin decline and an EPS miss have triggered selling pressure and sent the stock lower as investors fret about the timing of margin recovery. MercadoLibre (MELI) Slid Following a Decline in Operating Margin
• Negative Sentiment: Short-term price weakness is being reinforced by coverage moves: Raymond James trimmed its price target (still a Strong Buy), and market headlines note MELI trading down more than the broader market — increasing downside momentum. MercadoLibre’s Fintech Momentum Builds: Can It Boost Revenues?
• Negative Sentiment: Passive/active manager commentary (Polen Capital) referenced in investor letters points to performance headwinds in 2025, which can amplify investor caution and outflows into underperforming large growth names. MercadoLibre (MELI) Registers a Bigger Fall Than the Market: Important Facts to Note

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Morgan Stanley lowered their price target on MercadoLibre from $2,800.00 to $2,600.00 and set an “overweight” rating for the company in a research report on Monday, March 9th. Itau BBA Securities reissued an “outperform” rating on shares of MercadoLibre in a research note on Wednesday, February 25th. Zacks Research upgraded shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a report on Friday, February 6th. Dbs Bank raised shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, December 2nd. Finally, UBS Group cut their price target on shares of MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating on the stock in a report on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, MercadoLibre currently has an average rating of “Moderate Buy” and an average price target of $2,725.33.

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.