Caprock Group LLC Takes Position in MercadoLibre, Inc. $MELI

Caprock Group LLC bought a new position in shares of MercadoLibre, Inc. (NASDAQ:MELI) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 752 shares of the company’s stock, valued at approximately $1,860,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Highview Capital Management LLC DE bought a new stake in MercadoLibre during the second quarter valued at $559,000. Resona Asset Management Co. Ltd. lifted its stake in shares of MercadoLibre by 4.0% in the 2nd quarter. Resona Asset Management Co. Ltd. now owns 15,308 shares of the company’s stock valued at $39,900,000 after purchasing an additional 585 shares during the period. Jennison Associates LLC boosted its position in shares of MercadoLibre by 7.0% during the 2nd quarter. Jennison Associates LLC now owns 1,235,240 shares of the company’s stock valued at $3,228,460,000 after purchasing an additional 81,124 shares in the last quarter. Achmea Investment Management B.V. grew its stake in MercadoLibre by 10.9% during the second quarter. Achmea Investment Management B.V. now owns 5,326 shares of the company’s stock worth $13,921,000 after purchasing an additional 525 shares during the period. Finally, Barlow Wealth Partners Inc. increased its holdings in MercadoLibre by 126.7% in the third 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. 87.62% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting MercadoLibre

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

Wall Street Analysts Forecast Growth

MELI has been the subject of several recent analyst reports. Zacks Research raised shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. Dbs Bank upgraded shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. JPMorgan Chase & Co. upgraded MercadoLibre from a “neutral” rating to an “overweight” rating and raised their target price for the company from $2,650.00 to $2,800.00 in a research note on Thursday. Morgan Stanley upped their price target on MercadoLibre from $2,850.00 to $2,950.00 and gave the stock an “overweight” rating in a research note on Monday, November 3rd. Finally, Cantor Fitzgerald reduced their price objective on MercadoLibre from $2,900.00 to $2,750.00 and set an “overweight” rating for the company in a research note on Thursday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $2,886.25.

MercadoLibre Trading Down 0.9%

Shares of MELI stock opened at $1,988.26 on Friday. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.15 and a current ratio of 1.17. The company has a market capitalization of $100.80 billion, a price-to-earnings ratio of 48.52, a PEG ratio of 1.00 and a beta of 1.44. The company has a 50-day simple moving average of $2,066.21 and a two-hundred day simple moving average of $2,194.16. MercadoLibre, Inc. has a 52-week low of $1,723.90 and a 52-week high of $2,645.22.

Insider Activity at MercadoLibre

In other MercadoLibre news, Director Henrique Vasoncelos Dubugras sold 845 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $2,028.14, for a total transaction of $1,713,778.30. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Stelleo Tolda sold 246 shares of the business’s stock in a transaction that occurred 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,136 shares of company stock worth $2,308,788. Company insiders own 0.25% of the company’s stock.

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.