American Century Companies Inc. Has $279.80 Million Stock Holdings in MercadoLibre, Inc. $MELI

American Century Companies Inc. reduced its stake in MercadoLibre, Inc. (NASDAQ:MELI) by 23.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 119,729 shares of the company’s stock after selling 36,462 shares during the period. American Century Companies Inc. owned 0.24% of MercadoLibre worth $279,799,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Lavaca Capital LLC grew its stake in MercadoLibre by 140,201.3% in the 2nd quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock valued at $2,786,888,000 after buying an additional 1,065,530 shares during the last quarter. Norges Bank acquired a new stake in MercadoLibre during the second quarter worth approximately $698,848,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in shares of MercadoLibre by 304.7% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 255,103 shares of the company’s stock worth $666,744,000 after acquiring an additional 192,071 shares during the period. Flossbach Von Storch SE boosted its holdings in shares of MercadoLibre by 1,669.4% during the third quarter. Flossbach Von Storch SE now owns 181,719 shares of the company’s stock worth $424,666,000 after acquiring an additional 171,449 shares during the period. Finally, Durable Capital Partners LP grew its position in shares of MercadoLibre by 155.3% in the second quarter. Durable Capital Partners LP now owns 147,984 shares of the company’s stock valued at $386,775,000 after purchasing an additional 90,026 shares during the last quarter. 87.62% of the stock is owned by institutional investors.

Trending Headlines about MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Bull case: analysts and commentators call the post‑earnings pullback a buying opportunity given persistent high‑teens to mid‑40s revenue growth, fintech momentum and long runway in Latin America. MarketBeat argues the sell‑off is an overreaction to investment spending and highlights institutional accumulation. MercadoLibre Sold Off After Earnings—Why Bulls See a Buy-the-Dip Setup
• Positive Sentiment: Long‑term growth thesis: Seeking Alpha and Zacks pieces emphasize MercadoLibre’s durable market leadership, strong fintech expansion and attractive valuation after the pullback — arguing upside once investment spend normalizes. MercadoLibre: World-Class Execution And Undervalued
• Neutral Sentiment: Management and results detail: the Q4 earnings transcript highlights robust GMV and sold‑items growth (Brazil +35% GMV, sold items +45%) and management points to AI and other investments as drivers of future monetization — facts that support longer‑term growth but also explain current margin pressure. MercadoLibre (MELI) Q4 2025 Earnings Transcript
• Neutral Sentiment: Analyst tone mixed but constructive: earlier Wedbush notes kept an Outperform stance while trimming targets; some analysts trimmed price targets modestly but maintained bullish commentary. Wedbush Notes MercadoLibre, Inc. (MELI) Well-Positioned Going Into Q4
• Negative Sentiment: Earnings miss and margin compression triggered selling: MELI reported an EPS miss (EPS below consensus) despite a revenue beat; higher spending on logistics, lower free‑shipping thresholds and credit expansion compressed margins and sparked a notable share drop and a 52‑week low. Why MercadoLibre (MELI) Shares Are Getting Obliterated Today
• Negative Sentiment: Analyst cut: Wedbush recently lowered its price target (from $2,600 to $2,400) while keeping Outperform—an acknowledgement of near‑term earnings pressure that can weigh on sentiment. Wedbush Lowers MercadoLibre (MELI) Price Target amid Ongoing Investment Spending

Analyst Upgrades and Downgrades

MELI has been the subject of several recent research reports. Wedbush reduced their price target on MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating for the company in a research note on Wednesday. Dbs Bank raised shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, December 2nd. JPMorgan Chase & Co. upgraded shares of MercadoLibre from a “neutral” rating to an “overweight” rating and upped their price target for the company from $2,650.00 to $2,800.00 in a research note on Thursday, February 12th. Weiss Ratings cut shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Finally, UBS Group cut their price objective on shares of MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating for the company in a report on Friday. One research 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 MarketBeat, MercadoLibre has an average rating of “Moderate Buy” and a consensus price target of $2,795.33.

Insider Buying and Selling at MercadoLibre

In other news, Director Stelleo Tolda sold 246 shares of the firm’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 value of $503,778.48. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Henrique Vasoncelos Dubugras sold 845 shares of MercadoLibre stock in a transaction that occurred on 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 SEC filing for this sale provides additional information. Insiders have sold a total of 1,136 shares of company stock worth $2,308,788 over the last 90 days. Insiders own 0.25% of the company’s stock.

MercadoLibre Stock Performance

NASDAQ MELI opened at $1,757.58 on Friday. The firm’s 50 day simple moving average is $2,047.63 and its 200 day simple moving average is $2,160.91. The firm has a market capitalization of $89.11 billion, a price-to-earnings ratio of 44.61, a P/E/G ratio of 0.87 and a beta of 1.44. The company has a current ratio of 1.17, a quick ratio of 1.15 and a debt-to-equity ratio of 0.55. MercadoLibre, Inc. has a 1 year low of $1,654.24 and a 1 year high of $2,645.22.

MercadoLibre (NASDAQ:MELI) last released its earnings results on Tuesday, February 24th. The company reported $11.03 earnings per share for the quarter, missing the consensus estimate of $11.66 by ($0.63). MercadoLibre had a return on equity of 35.38% and a net margin of 6.91%.The business had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.45 billion. During the same quarter in the previous year, the company earned $12.61 earnings per share. The firm’s revenue for the quarter was up 44.6% on a year-over-year basis. As a group, research analysts expect that MercadoLibre, Inc. will post 43.96 earnings per share for the current fiscal year.

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.