Oxbow Advisors LLC Increases Stock Holdings in MercadoLibre, Inc. $MELI

Oxbow Advisors LLC grew its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 1,995.3% during the fourth quarter, HoldingsChannel reports. The firm owned 2,242 shares of the company’s stock after purchasing an additional 2,135 shares during the quarter. Oxbow Advisors LLC’s holdings in MercadoLibre were worth $4,516,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Baillie Gifford & Co. grew its holdings in shares of MercadoLibre by 4.9% during the 4th quarter. Baillie Gifford & Co. now owns 3,481,563 shares of the company’s stock worth $7,012,773,000 after acquiring an additional 164,120 shares during the period. Capital Research Global Investors lifted its stake in shares of MercadoLibre by 3.4% in the 3rd 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 during the period. 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 purchasing an additional 22,659 shares in the last quarter. Schroder Investment Management Group boosted its position in shares of MercadoLibre by 9.8% during the third quarter. Schroder Investment Management Group now owns 572,726 shares of the company’s stock valued at $1,432,565,000 after purchasing an additional 50,893 shares in the last quarter. Finally, WCM Investment Management LLC grew its stake in MercadoLibre by 0.4% in the third quarter. WCM Investment Management LLC now owns 497,518 shares of the company’s stock worth $1,244,447,000 after purchasing an additional 1,833 shares during the period. Hedge funds and other institutional investors own 87.62% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on MELI shares. Jefferies Financial Group raised shares of MercadoLibre from a “hold” rating to a “buy” rating and dropped their price objective for the stock from $2,800.00 to $2,600.00 in a research note on Tuesday, April 7th. Scotiabank decreased their target price on shares of MercadoLibre from $3,500.00 to $2,800.00 and set a “sector outperform” rating for the company in a research note on Thursday. JPMorgan Chase & Co. lowered shares of MercadoLibre from an “overweight” rating to a “neutral” rating and lowered their target price for the company from $2,650.00 to $2,100.00 in a report on Thursday, March 12th. Daiwa Securities Group downgraded MercadoLibre from a “buy” rating to a “hold” rating and set a $1,800.00 price target on the stock. in a research note on Friday. Finally, Barclays reduced their price objective on MercadoLibre from $2,600.00 to $2,500.00 and set an “overweight” rating for the company in a research report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $2,465.33.

More MercadoLibre News

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: MercadoLibre reported 49% year-over-year revenue growth to about $8.85 billion, showing continued strength in commerce, fintech, and ad sales, and management said strategic investments are driving market share gains. Article: Mercado Libre Kicks Off 2026 with Fastest Revenue Growth in Almost Four Years as Strategic Investments Drive Market Share Gains
• Positive Sentiment: Despite the selloff, multiple firms still kept buy or outperform ratings, including Benchmark, BTIG, and Scotiabank, signaling that some analysts still see substantial upside from current levels. Article: Analyst price target updates
• Neutral Sentiment: Management emphasized that it is prioritizing growth investments such as free shipping, a Mercado Pago credit card, first-party selection, and cross-border trade, which supports long-term expansion but can weigh on near-term margins. Article: Mercado Libre Sacrifices Short-Term Profits to Fuel Growth
• Neutral Sentiment: The company’s earnings call and transcripts reinforced the same message: strong revenue momentum, but continued investment posture and pressure on profitability metrics. Article: MercadoLibre, Inc. (MELI) Q1 2026 Earnings Call Transcript
• Negative Sentiment: MercadoLibre posted $8.23 EPS, missing analyst expectations even though revenue beat estimates, which is the main reason the stock is reacting negatively. Article: MercadoLibre (NASDAQ:MELI) Exceeds Q1 CY2026 Expectations But Stock Drops
• Negative Sentiment: Analysts turned more cautious after the report: Daiwa downgraded MELI to hold, and Benchmark, BTIG, and Scotiabank all cut price targets, which adds to near-term sentiment headwinds. Article: Benchmark price target lowered

MercadoLibre Stock Performance

NASDAQ:MELI opened at $1,632.52 on Friday. The stock has a 50-day simple moving average of $1,755.81 and a two-hundred day simple moving average of $1,967.33. MercadoLibre, Inc. has a 52-week low of $1,593.21 and a 52-week high of $2,645.22. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.15 and a current ratio of 1.17. The firm has a market capitalization of $82.76 billion, a PE ratio of 43.09, a P/E/G ratio of 0.83 and a beta of 1.41.

MercadoLibre (NASDAQ:MELI) last announced its quarterly earnings data on Thursday, May 7th. The company reported $8.23 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $8.75 by ($0.52). MercadoLibre had a return on equity of 30.84% and a net margin of 6.04%.The firm had revenue of $8.85 billion during the quarter, compared to analysts’ expectations of $8.29 billion. During the same period last year, the company earned $9.74 earnings per share. The business’s revenue for the quarter was up 49.0% on a year-over-year basis. Analysts forecast that MercadoLibre, Inc. will post 47.84 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.