Ithaka Group LLC Acquires 1,227 Shares of MercadoLibre, Inc. $MELI

Ithaka Group LLC lifted its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 19.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,612 shares of the company’s stock after buying an additional 1,227 shares during the quarter. MercadoLibre makes up about 3.0% of Ithaka Group LLC’s investment portfolio, making the stock its 10th largest holding. Ithaka Group LLC’s holdings in MercadoLibre were worth $17,789,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Darwin Wealth Management LLC bought a new position in MercadoLibre during the 2nd quarter valued at $29,000. Stone House Investment Management LLC bought a new stake in shares of MercadoLibre in the 2nd quarter worth about $39,000. Steigerwald Gordon & Koch Inc. acquired a new position in MercadoLibre in the third quarter worth about $35,000. Cullen Frost Bankers Inc. increased its holdings in MercadoLibre by 100.0% in the third quarter. Cullen Frost Bankers Inc. now owns 16 shares of the company’s stock valued at $37,000 after buying an additional 8 shares during the last quarter. Finally, Rothschild Investment LLC increased its holdings in MercadoLibre by 35.7% in the third quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock valued at $44,000 after buying an additional 5 shares during the last quarter. Institutional investors own 87.62% of the company’s stock.

Insider Transactions at MercadoLibre

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

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Itau BBA Securities reaffirmed an “outperform” rating on shares of MercadoLibre in a report on Wednesday. Dbs Bank upgraded MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. BTIG Research reduced their price objective on MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a research note on Wednesday. Cantor Fitzgerald decreased their price objective on shares of MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating for the company in a report on Wednesday. Finally, Benchmark lowered their target price on shares of 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. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $2,808.67.

More MercadoLibre News

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 Trading Down 1.5%

NASDAQ:MELI opened at $1,740.88 on Friday. The firm has a market capitalization of $88.26 billion, a P/E ratio of 44.18, a P/E/G ratio of 0.87 and a beta of 1.44. The business has a 50 day simple moving average of $2,052.43 and a 200 day simple moving average of $2,165.94. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.17 and a quick ratio of 1.15. MercadoLibre, Inc. has a 12-month low of $1,654.24 and a 12-month high of $2,645.22.

MercadoLibre (NASDAQ:MELI) last issued 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). The company had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.45 billion. MercadoLibre had a return on equity of 35.38% and a net margin of 6.91%.MercadoLibre’s quarterly revenue was up 44.6% on a year-over-year basis. During the same period in the prior year, the business earned $12.61 earnings per share. Equities research analysts predict that MercadoLibre, Inc. will post 43.96 EPS for the current 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.