Handelsbanken Fonder AB Cuts Stock Position in MercadoLibre, Inc. $MELI

Handelsbanken Fonder AB trimmed its holdings in MercadoLibre, Inc. (NASDAQ:MELI) by 1.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,643 shares of the company’s stock after selling 325 shares during the period. Handelsbanken Fonder AB’s holdings in MercadoLibre were worth $52,915,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. Highview Capital Management LLC DE bought a new position in MercadoLibre in the 2nd quarter worth approximately $559,000. Resona Asset Management Co. Ltd. lifted its holdings in shares of MercadoLibre by 4.0% in the second quarter. Resona Asset Management Co. Ltd. now owns 15,308 shares of the company’s stock worth $39,900,000 after buying an additional 585 shares in the last quarter. Weitz Investment Management Inc. purchased a new position in shares of MercadoLibre in the third quarter worth $8,647,000. Achmea Investment Management B.V. boosted its position in shares of MercadoLibre by 10.9% during the second quarter. Achmea Investment Management B.V. now owns 5,326 shares of the company’s stock worth $13,921,000 after acquiring an additional 525 shares during the last quarter. Finally, Barlow Wealth Partners Inc. boosted its position in shares of MercadoLibre by 126.7% during the third quarter. Barlow Wealth Partners Inc. now owns 11,505 shares of the company’s stock worth $26,886,000 after acquiring an additional 6,429 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: Bull case: analysts and commentators call the post‑earnings pullback a buying opportunity given persistent high‑teens to mid‑40s revenue growth, fintech momentum and long runway in Latin America. MarketBeat argues the sell‑off is an overreaction to investment spending and highlights institutional accumulation. MercadoLibre Sold Off After Earnings—Why Bulls See a Buy-the-Dip Setup
• Positive Sentiment: Long‑term growth thesis: Seeking Alpha and Zacks pieces emphasize MercadoLibre’s durable market leadership, strong fintech expansion and attractive valuation after the pullback — arguing upside once investment spend normalizes. MercadoLibre: World-Class Execution And Undervalued
• Neutral Sentiment: Management and results detail: the Q4 earnings transcript highlights robust GMV and sold‑items growth (Brazil +35% GMV, sold items +45%) and management points to AI and other investments as drivers of future monetization — facts that support longer‑term growth but also explain current margin pressure. MercadoLibre (MELI) Q4 2025 Earnings Transcript
• Neutral Sentiment: Analyst tone mixed but constructive: earlier Wedbush notes kept an Outperform stance while trimming targets; some analysts trimmed price targets modestly but maintained bullish commentary. Wedbush Notes MercadoLibre, Inc. (MELI) Well-Positioned Going Into Q4
• Negative Sentiment: Earnings miss and margin compression triggered selling: MELI reported an EPS miss (EPS below consensus) despite a revenue beat; higher spending on logistics, lower free‑shipping thresholds and credit expansion compressed margins and sparked a notable share drop and a 52‑week low. Why MercadoLibre (MELI) Shares Are Getting Obliterated Today
• Negative Sentiment: Analyst cut: Wedbush recently lowered its price target (from $2,600 to $2,400) while keeping Outperform—an acknowledgement of near‑term earnings pressure that can weigh on sentiment. Wedbush Lowers MercadoLibre (MELI) Price Target amid Ongoing Investment Spending

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on MELI. Wedbush reduced their price target on shares of MercadoLibre from $2,600.00 to $2,400.00 and set an “outperform” rating on the stock in a report on Wednesday. Zacks Research upgraded MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. BTIG Research reduced their target price on MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a report on Wednesday. Itau BBA Securities reiterated an “outperform” rating on shares of MercadoLibre in a research report on Wednesday. Finally, Barclays cut their price target on MercadoLibre from $2,900.00 to $2,600.00 and set an “overweight” rating for the company in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, MercadoLibre currently has an average rating of “Moderate Buy” and an average target price of $2,808.67.

MercadoLibre Stock Performance

MercadoLibre stock opened at $1,757.58 on Friday. The company’s 50-day moving average price is $2,047.63 and its 200-day moving average price is $2,162.22. 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 company has a market cap of $89.11 billion, a PE ratio of 44.61, a price-to-earnings-growth ratio of 0.86 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.

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

Insider Activity

In other news, Director Henrique Vasoncelos Dubugras sold 845 shares of MercadoLibre 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 value of $1,713,778.30. The sale 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 the business’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $2,047.88, for a total value of $503,778.48. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,136 shares of company stock valued at $2,308,788 in the last ninety days. Insiders own 0.25% of the company’s stock.

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.