AMS Capital Ltda Sells 1,359 Shares of MercadoLibre, Inc. $MELI

AMS Capital Ltda trimmed its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 62.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 826 shares of the company’s stock after selling 1,359 shares during the period. MercadoLibre makes up about 0.8% of AMS Capital Ltda’s investment portfolio, making the stock its 12th largest holding. AMS Capital Ltda’s holdings in MercadoLibre were worth $1,930,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Capital Research Global Investors lifted its holdings in shares of MercadoLibre by 3.4% during the third quarter. Capital Research Global Investors now owns 1,816,092 shares of the company’s stock valued at $4,244,604,000 after purchasing an additional 59,838 shares in the last quarter. Capital World Investors boosted its position in shares of MercadoLibre by 1.3% during the third quarter. Capital World Investors now owns 1,740,129 shares of the company’s stock valued at $4,067,194,000 after buying an additional 22,659 shares during the last quarter. Lavaca Capital LLC increased its holdings in MercadoLibre by 140,201.3% in the 2nd quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company’s stock worth $2,786,888,000 after buying an additional 1,065,530 shares in the last quarter. Schroder Investment Management Group raised its position in MercadoLibre by 9.8% in the 3rd quarter. Schroder Investment Management Group now owns 572,726 shares of the company’s stock worth $1,432,565,000 after buying an additional 50,893 shares during the last quarter. Finally, WCM Investment Management LLC raised its position in MercadoLibre by 0.4% in the 3rd quarter. WCM Investment Management LLC now owns 497,518 shares of the company’s stock worth $1,244,447,000 after buying an additional 1,833 shares during the last quarter. Institutional investors own 87.62% of the company’s stock.

MercadoLibre News Roundup

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

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on MELI. Dbs Bank raised shares of MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. Wedbush decreased their price objective on shares of MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating for the company in a report on Wednesday, February 25th. Weiss Ratings downgraded shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 8th. UBS Group dropped their target price 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. Finally, Zacks Research raised shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, MercadoLibre currently has a consensus rating of “Moderate Buy” and an average target price of $2,725.33.

MercadoLibre Trading Down 2.2%

MercadoLibre stock opened at $1,690.26 on Thursday. MercadoLibre, Inc. has a 52-week low of $1,631.18 and a 52-week high of $2,645.22. The company has a market cap of $85.70 billion, a P/E ratio of 42.90, a P/E/G ratio of 0.85 and a beta of 1.48. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.68. The business has a 50-day simple moving average of $1,969.27 and a two-hundred day simple moving average of $2,102.06.

MercadoLibre (NASDAQ:MELI) last issued its quarterly earnings data 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). The business 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 for the quarter was up 44.6% on a year-over-year basis. During the same quarter last year, the company earned $12.61 EPS. Analysts predict that MercadoLibre, Inc. will post 43.96 EPS for the current year.

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.