MercadoLibre, Inc. $MELI Stock Position Lessened by Shell Asset Management Co.

Shell Asset Management Co. trimmed its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 68.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 816 shares of the company’s stock after selling 1,804 shares during the period. Shell Asset Management Co.’s holdings in MercadoLibre were worth $1,907,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Lavaca Capital LLC raised its position in shares of MercadoLibre by 140,201.3% during 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. Norges Bank bought a new position in shares of MercadoLibre in the second quarter valued at approximately $698,848,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake 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 valued at $666,744,000 after acquiring an additional 192,071 shares during the period. Flossbach Von Storch SE raised its holdings in 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 purchasing an additional 171,449 shares in the last quarter. Finally, Durable Capital Partners LP lifted its position in MercadoLibre by 155.3% in the second quarter. Durable Capital Partners LP now owns 147,984 shares of the company’s stock worth $386,775,000 after purchasing an additional 90,026 shares during the period. Institutional investors and hedge funds own 87.62% of the company’s stock.

Insider Buying and Selling at MercadoLibre

In other news, Director Stelleo Tolda sold 246 shares of the company’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $2,047.88, for a total value of $503,778.48. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Henrique Vasoncelos Dubugras sold 845 shares of the stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $2,028.14, for a total transaction of $1,713,778.30. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,136 shares of company stock valued at $2,308,788 in the last 90 days. 0.25% of the stock is currently owned by corporate insiders.

MercadoLibre Trading Down 0.9%

MercadoLibre stock opened at $1,988.26 on Friday. MercadoLibre, Inc. has a 52 week low of $1,723.90 and a 52 week high of $2,645.22. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.15 and a current ratio of 1.17. The firm has a market capitalization of $100.80 billion, a price-to-earnings ratio of 48.52, a P/E/G ratio of 0.99 and a beta of 1.44. The company has a 50 day moving average price of $2,066.21 and a 200 day moving average price of $2,192.82.

Analyst Ratings Changes

Several brokerages have recently issued reports on MELI. Zacks Research upgraded MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. UBS Group lowered their target price on MercadoLibre from $3,000.00 to $2,900.00 and set a “buy” rating on the stock in a report on Monday, November 24th. BTIG Research reissued a “buy” rating and issued a $2,750.00 price target on shares of MercadoLibre in a report on Wednesday, February 4th. Benchmark reduced their price objective 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. Finally, Cantor Fitzgerald reduced their target price on shares of MercadoLibre from $2,900.00 to $2,750.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $2,886.25.

Key MercadoLibre News

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: JPMorgan upgraded MELI to overweight and raised its price target to $2,800, citing easing competition and a steadier outlook — a clear analyst catalyst that can support upside. JPMorgan Upgrade
• Positive Sentiment: Partnership with Brazilian food retailer Assaí to sell and store products on MercadoLibre’s platform strengthens marketplace assortment and logistics monetization in Brazil — supportive for revenue and fulfillment scale. Assaí Partnership
• Positive Sentiment: Buy-side conviction: Loomis Sayles highlighted MELI as trading at a discount in its Q4 letter, signaling institutional interest that can underpin longer-term demand. Loomis Sayles Letter
• Neutral Sentiment: MercadoLibre set Q4 2025 earnings release and webcast for Feb 24 — this is the immediate catalyst that could drive volatility depending on results and guidance. Earnings Release Notice
• Neutral Sentiment: Analyst commentary and valuation pieces (Zacks, Yahoo, The Globe & Mail) debate whether MELI’s multiple (P/E and PEG) fairly prices fintech and logistics growth versus near-term credit headwinds — keeps investor views split. Valuation Discussion
• Negative Sentiment: Reports of insider selling and heavy investment spending are weighing on market confidence; investors worry about return on capital and near-term dilution of margins. Insider Selling Report
• Negative Sentiment: Credit trends: coverage notes rising bad-loan expenses in Mercado Crédito and slower fintech growth as one reason for recent share underperformance, a direct risk to profitability and investor sentiment. Credit/Fintech Concerns

About MercadoLibre

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.