BTC Capital Management Inc. Takes $799,000 Position in MercadoLibre, Inc. $MELI

BTC Capital Management Inc. purchased a new stake in MercadoLibre, Inc. (NASDAQ:MELI) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 342 shares of the company’s stock, valued at approximately $799,000.

A number of other large investors have also recently bought and sold shares of MELI. Bison Wealth LLC acquired a new stake in shares of MercadoLibre during the fourth quarter worth about $206,000. Empowered Funds LLC raised its stake in MercadoLibre by 6.9% during the 1st quarter. Empowered Funds LLC now owns 760 shares of the company’s stock valued at $1,483,000 after acquiring an additional 49 shares during the last quarter. Focus Partners Wealth lifted its position in MercadoLibre by 42.0% during the 1st quarter. Focus Partners Wealth now owns 602 shares of the company’s stock worth $1,176,000 after acquiring an additional 178 shares during the period. Sivia Capital Partners LLC acquired a new stake in MercadoLibre during the 2nd quarter worth approximately $261,000. Finally, CWM LLC grew its stake in shares of MercadoLibre by 13.9% in the 2nd quarter. CWM LLC now owns 1,040 shares of the company’s stock valued at $2,718,000 after purchasing an additional 127 shares during the last quarter. Institutional investors and hedge funds own 87.62% of the company’s stock.

MercadoLibre Stock Down 0.9%

MELI stock opened at $1,988.26 on Friday. The company has a current ratio of 1.17, a quick ratio of 1.15 and a debt-to-equity ratio of 0.55. The company’s 50-day moving average price is $2,066.21 and its 200 day moving average price is $2,192.82. MercadoLibre, Inc. has a 52 week low of $1,723.90 and a 52 week high of $2,645.22. The company has a market cap of $100.80 billion, a P/E ratio of 48.52, a P/E/G ratio of 0.99 and a beta of 1.44.

Insiders Place Their Bets

In other news, Director Stelleo Tolda sold 246 shares of MercadoLibre stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $2,047.88, for a total transaction of $503,778.48. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Emiliano Calemzuk sold 45 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $2,027.37, for a total transaction of $91,231.65. Following the completion of the sale, the director owned 257 shares in the company, valued at $521,034.09. This represents a 14.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,136 shares of company stock worth $2,308,788. 0.25% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Benchmark cut their price target on MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating for the company in a research note on Thursday, October 30th. Morgan Stanley upped their price objective on shares of MercadoLibre from $2,850.00 to $2,950.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. BTIG Research restated a “buy” rating and issued a $2,750.00 target price on shares of MercadoLibre in a research note on Wednesday, February 4th. Barclays boosted their price target on shares of MercadoLibre from $2,800.00 to $2,900.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Finally, Weiss Ratings downgraded shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, MercadoLibre has a consensus rating of “Moderate Buy” and an average target price of $2,886.25.

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

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.