Sequoia Financial Advisors LLC lifted its position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 23.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 1,455 shares of the company’s stock after purchasing an additional 277 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in MercadoLibre were worth $2,515,000 at the end of the most recent reporting period.
A number of other hedge funds have also made changes to their positions in MELI. Baillie Gifford & Co. grew its stake in MercadoLibre by 4.9% during the fourth quarter. Baillie Gifford & Co. now owns 3,481,563 shares of the company’s stock worth $7,012,773,000 after buying an additional 164,120 shares during the last quarter. Capital Research Global Investors boosted its holdings in shares of MercadoLibre by 22.5% in the 4th quarter. Capital Research Global Investors now owns 2,225,031 shares of the company’s stock worth $4,481,812,000 after acquiring an additional 408,939 shares in the last quarter. Capital International Investors boosted its holdings in shares of MercadoLibre by 7.3% in the 4th quarter. Capital International Investors now owns 1,725,125 shares of the company’s stock worth $3,474,880,000 after acquiring an additional 118,018 shares in the last quarter. Price T Rowe Associates Inc. MD grew its position in MercadoLibre by 9.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,583,071 shares of the company’s stock worth $3,188,718,000 after acquiring an additional 137,100 shares during the last quarter. Finally, Janus Henderson Group PLC grew its position in MercadoLibre by 26.4% during the 4th quarter. Janus Henderson Group PLC now owns 604,096 shares of the company’s stock worth $1,216,807,000 after acquiring an additional 126,294 shares during the last quarter. Institutional investors and hedge funds own 87.62% of the company’s stock.
Insider Buying and Selling
In other news, Director Alejandro Nicolas Aguzin acquired 600 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was purchased at an average cost of $1,655.93 per share, with a total value of $993,558.00. Following the acquisition, the director owned 5,355 shares of the company’s stock, valued at $8,867,505.15. This trade represents a 12.62% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.26% of the stock is currently owned by insiders.
Key Stories Impacting MercadoLibre
- Positive Sentiment: MercadoLibre highlighted the growth opportunity in Mercado Pago Brazil in a new Investor Relations podcast episode, with management discussing strategy, competitive advantages, and credit quality. The message reinforces confidence in the fintech unit’s expansion potential. Article: Andre Chaves, Senior VP and Country Head for Mercado Pago Brazil, Discusses Fintech in Brazil, Credit Quality, and the Growth Opportunity
- Positive Sentiment: Analyst coverage remains constructive overall, with Wall Street’s average recommendation still pointing to Buy and several articles noting that MercadoLibre continues to earn favorable investor attention. Citi also recently maintained a Hold rating while citing solid credit performance and no sign of weakening. Article: Is MercadoLibre (MELI) One of the Most Promising Fintech Stocks to Buy?
- Positive Sentiment: New commentary points to cross-border trade as a possible next growth driver, noting that this business surged 68% in Q1 2026 as global merchants expanded selection across Latin America. That suggests another avenue for revenue growth beyond core e-commerce. Article: Can Cross-Border Trade Become MercadoLibre’s Next Growth Pillar?
- Neutral Sentiment: Several recent articles are broadly bullish on MELI’s long-term story, arguing the stock could be a “once-in-a-decade” opportunity because growth remains strong and valuation is more attractive, but these pieces are opinion-driven rather than new company-specific catalysts. Article: Could MercadoLibre Stock Be a Once-in-a-Decade Buying Opportunity?
- Negative Sentiment: Some investors remain focused on margin pressure, since MercadoLibre’s heavy spending on free shipping and other investments is weighing on profitability in the near term, and the company has also posted recent EPS misses despite strong revenue growth. Article: 3 Reasons to Buy This Beaten-Down Stock on the Dip
MercadoLibre Stock Up 0.4%
Shares of MELI opened at $1,873.88 on Wednesday. The firm has a market capitalization of $95.01 billion, a price-to-earnings ratio of 49.46, a PEG ratio of 1.15 and a beta of 1.35. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.14 and a current ratio of 1.16. The business’s fifty day moving average price is $1,678.50 and its two-hundred day moving average price is $1,824.88. MercadoLibre, Inc. has a 52 week low of $1,495.00 and a 52 week high of $2,548.50.
MercadoLibre (NASDAQ:MELI – Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $8.23 EPS for the quarter, missing the consensus estimate of $8.75 by ($0.52). MercadoLibre had a net margin of 6.04% and a return on equity of 29.58%. The firm had revenue of $8.85 billion during the quarter, compared to analyst estimates of $8.29 billion. During the same period last year, the business posted $9.74 earnings per share. The firm’s quarterly revenue was up 49.0% on a year-over-year basis. On average, analysts predict that MercadoLibre, Inc. will post 40.97 earnings per share for the current year.
Wall Street Analysts Forecast Growth
Several equities analysts have issued reports on MELI shares. Barclays cut their price objective on MercadoLibre from $2,500.00 to $2,300.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Zacks Research lowered MercadoLibre from a “hold” rating to a “strong sell” rating in a research note on Wednesday, April 22nd. Morgan Stanley cut their price target on MercadoLibre from $2,600.00 to $2,450.00 and set an “overweight” rating for the company in a report on Monday, May 11th. UBS Group cut their price target on MercadoLibre from $2,050.00 to $1,750.00 and set a “neutral” rating for the company in a report on Wednesday, May 13th. Finally, BTIG Research reiterated a “buy” rating and set a $2,150.00 price target on shares of MercadoLibre in a research report on Tuesday, June 2nd. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, MercadoLibre has an average rating of “Moderate Buy” and an average price target of $2,255.33.
Get Our Latest Stock Analysis on MercadoLibre
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.
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