Achmea Investment Management B.V. Decreases Position in MercadoLibre, Inc. $MELI

Achmea Investment Management B.V. lowered its position in MercadoLibre, Inc. (NASDAQ:MELI) by 39.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,230 shares of the company’s stock after selling 2,096 shares during the quarter. Achmea Investment Management B.V.’s holdings in MercadoLibre were worth $7,548,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in MELI. Sunbelt Securities Inc. boosted its position in shares of MercadoLibre by 21.8% in the 3rd quarter. Sunbelt Securities Inc. now owns 263 shares of the company’s stock worth $615,000 after buying an additional 47 shares in the last quarter. Captrust Financial Advisors grew its stake in MercadoLibre by 6.1% in the 3rd quarter. Captrust Financial Advisors now owns 2,247 shares of the company’s stock valued at $5,252,000 after acquiring an additional 130 shares during the last quarter. Coldstream Capital Management Inc. increased its holdings in MercadoLibre by 45.0% during the 3rd quarter. Coldstream Capital Management Inc. now owns 699 shares of the company’s stock valued at $1,634,000 after acquiring an additional 217 shares in the last quarter. Avity Investment Management Inc. raised its position in MercadoLibre by 4.2% during the third quarter. Avity Investment Management Inc. now owns 12,660 shares of the company’s stock worth $29,586,000 after acquiring an additional 506 shares during the last quarter. Finally, Danske Bank A S acquired a new position in MercadoLibre during the third quarter worth about $81,108,000. Institutional investors and hedge funds own 87.62% of the company’s stock.

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

MercadoLibre Stock Down 2.2%

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

MercadoLibre (NASDAQ:MELI) last issued its quarterly 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 net margin of 6.91% and a return on equity of 33.73%. The business had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.45 billion. During the same quarter last year, the firm posted $12.61 earnings per share. The company’s revenue was up 44.6% on a year-over-year basis. As a group, sell-side analysts anticipate that MercadoLibre, Inc. will post 43.96 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Dbs Bank upgraded shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, December 2nd. Morgan Stanley cut their price objective 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. Weiss Ratings lowered MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Itau BBA Securities reiterated an “outperform” rating on shares of MercadoLibre in a report on Wednesday, February 25th. Finally, UBS Group dropped their price target on MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating for the company in a research report on Friday, February 27th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $2,725.33.

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.