Erste Asset Management GmbH Cuts Position in MercadoLibre, Inc. $MELI

Erste Asset Management GmbH lessened its position in MercadoLibre, Inc. (NASDAQ:MELI) by 6.1% during the third quarter, Holdings Channel reports. The fund owned 19,878 shares of the company’s stock after selling 1,288 shares during the period. Erste Asset Management GmbH’s holdings in MercadoLibre were worth $49,452,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC bought a new position in shares of MercadoLibre during the 2nd quarter valued at about $29,000. Steigerwald Gordon & Koch Inc. bought a new stake in MercadoLibre in the 3rd quarter worth approximately $35,000. Cullen Frost Bankers Inc. boosted its stake in MercadoLibre by 100.0% in the third quarter. Cullen Frost Bankers Inc. now owns 16 shares of the company’s stock worth $37,000 after buying an additional 8 shares in the last quarter. Stone House Investment Management LLC bought a new position in MercadoLibre during the second quarter valued at approximately $39,000. Finally, Rothschild Investment LLC grew its position in MercadoLibre by 35.7% during the third quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock valued at $44,000 after acquiring an additional 5 shares during the last quarter. Institutional investors own 87.62% of the company’s stock.

MercadoLibre Trading Down 1.5%

Shares of MELI opened at $1,740.88 on Friday. The stock has a market capitalization of $88.26 billion, a P/E ratio of 44.18, a PEG ratio of 0.87 and a beta of 1.44. MercadoLibre, Inc. has a twelve month low of $1,654.24 and a twelve month high of $2,645.22. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.55. The firm has a fifty day simple moving average of $2,052.43 and a two-hundred day simple moving average of $2,165.94.

MercadoLibre (NASDAQ:MELI) last issued its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 EPS for the quarter, missing the consensus estimate of $11.66 by ($0.63). The firm had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.45 billion. MercadoLibre had a net margin of 6.91% and a return on equity of 35.38%. The business’s revenue was up 44.6% on a year-over-year basis. During the same period last year, the company posted $12.61 earnings per share. On average, research analysts anticipate that MercadoLibre, Inc. will post 43.96 EPS for the current year.

Insider Buying and Selling at MercadoLibre

In other MercadoLibre news, Director Emiliano Calemzuk sold 45 shares of the stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $2,027.37, for a total value of $91,231.65. Following the completion of the sale, the director owned 257 shares in the company, valued at approximately $521,034.09. This trade represents a 14.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Stelleo Tolda sold 246 shares of MercadoLibre stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $2,047.88, for a total value of $503,778.48. The disclosure for this sale is available in the SEC filing. Insiders sold 1,136 shares of company stock valued at $2,308,788 in the last 90 days. Insiders own 0.25% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on MELI shares. UBS Group lowered their price objective on shares of MercadoLibre from $3,000.00 to $2,900.00 and set a “buy” rating for the company in a report on Monday, November 24th. BTIG Research decreased their target price on shares of MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a research report on Wednesday. Benchmark cut their price target on shares of MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating for the company in a research report on Thursday, October 30th. JPMorgan Chase & Co. raised MercadoLibre from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $2,650.00 to $2,800.00 in a research note on Thursday, February 12th. Finally, Dbs Bank upgraded MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. One investment 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 stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $2,808.67.

Trending Headlines about MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Very strong top‑line and segment growth — Q4 revenue rose ~44–45%, GMV and fintech (Mercado Pago) surged, and user additions accelerated; company cites AI investments as a revenue/efficiency driver. Article Title
• Positive Sentiment: Market/institutional view: some analysts and institutional holders see the pullback as a buying opportunity — institutional ownership is high and a number of firms retained Buy/Outperform ratings after the print. Article Title
• Positive Sentiment: Recent inflows/new positions: at least one asset manager (SQUADRA) initiated/added a material stake, signaling active investor interest on weakness. Article Title
• Neutral Sentiment: Analyst reactions: several firms cut price targets (examples: Barclays, Cantor, Wedbush, BTIG) but generally kept positive ratings — view is that cuts reflect near‑term margin pressure rather than a change to the long‑term thesis. Article Title
• Neutral Sentiment: Leadership/strategy update: management is accelerating investments in AI, logistics and credit to capture penetration in Brazil, Mexico and Argentina — a strategic choice that supports long‑term TAM but clouds near‑term profitability. Article Title
• Negative Sentiment: EPS miss and margin compression: Q4 EPS (~$11.03) missed consensus, driven by higher spending (lowered free‑shipping thresholds, logistics and credit growth) — investors punished the miss and the uncertainty about when margins will recover. Article Title
• Negative Sentiment: Aftermath: the mixed print triggered sharp intraday selling and some analysts trimmed near‑term estimates; margin risk is the principal downside catalyst while revenue growth is intact. Article Title

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.