MercadoLibre, Inc. $MELI Shares Purchased by Sarasin & Partners LLP

Sarasin & Partners LLP increased its position in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 1.9% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 71,555 shares of the company’s stock after buying an additional 1,305 shares during the quarter. MercadoLibre makes up 1.4% of Sarasin & Partners LLP’s portfolio, making the stock its 25th largest holding. Sarasin & Partners LLP’s holdings in MercadoLibre were worth $121,457,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MELI. Laurel Wealth Advisors LLC acquired a new position in shares of MercadoLibre in the fourth quarter worth about $26,000. Transamerica Financial Advisors LLC acquired a new stake in shares of MercadoLibre during the 4th quarter valued at about $26,000. Purpose Unlimited Inc. acquired a new stake in shares of MercadoLibre during the 4th quarter valued at about $28,000. Darwin Wealth Management LLC purchased a new position in shares of MercadoLibre in the 2nd quarter valued at about $29,000. Finally, Curio Wealth LLC purchased a new position in shares of MercadoLibre in the 4th quarter valued at about $30,000. Institutional investors and hedge funds own 87.62% of the company’s stock.

Insider Activity

In other news, Director Alejandro Nicolas Aguzin purchased 600 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The stock was purchased at an average cost of $1,655.93 per share, for a total transaction of $993,558.00. Following the completion of the transaction, 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 ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through the SEC website. 0.26% of the stock is owned by corporate insiders.

MercadoLibre Trading Down 4.8%

Shares of MercadoLibre stock opened at $1,830.00 on Friday. The company has a current ratio of 1.16, a quick ratio of 1.14 and a debt-to-equity ratio of 0.63. MercadoLibre, Inc. has a twelve month low of $1,495.00 and a twelve month high of $2,548.50. The firm has a market capitalization of $92.78 billion, a PE ratio of 49.77, a P/E/G ratio of 1.18 and a beta of 1.34. The firm’s 50-day moving average price is $1,745.36 and its 200 day moving average price is $1,796.86.

MercadoLibre (NASDAQ:MELI) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $9.19 EPS for the quarter, topping the consensus estimate of $8.65 by $0.54. MercadoLibre had a return on equity of 27.60% and a net margin of 5.30%.The company had revenue of $10.17 billion during the quarter, compared to analyst estimates of $9.79 billion. During the same period in the previous year, the business earned $10.31 EPS. MercadoLibre’s quarterly revenue was up 49.8% on a year-over-year basis. On average, sell-side analysts predict that MercadoLibre, Inc. will post 41 EPS for the current fiscal year.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Q2 revenue rose 49.8% year over year to $10.17 billion, exceeding the $9.79 billion consensus estimate, while GAAP EPS of $9.19 also topped expectations. The quarter marked MercadoLibre’s first time surpassing $10 billion in quarterly revenue. Mercado Libre Q2 2026 Revenue Surpasses $10 Billion
• Positive Sentiment: Commerce and fintech engagement continued to strengthen. Lowering Brazil’s free-shipping threshold reportedly converted more monthly shoppers into daily active users, while advertising revenue climbed 73%, supporting customer acquisition and expansion into lower-income markets. Mercado Libre Free Shipping Converts Monthly Shoppers Into Daily Active Users
• Positive Sentiment: Analysts remained constructive: Cantor Fitzgerald raised its price target to $2,300 and maintained an overweight rating, while BTIG reaffirmed its buy rating with a $2,150 target.
• Neutral Sentiment: Management is prioritizing ecosystem scale and user engagement over near-term profitability, investing in free shipping, first-party inventory, credit, card issuance and artificial intelligence. The strategy could deepen MercadoLibre’s competitive moat, but its payoff depends on sustained future growth. MercadoLibre Q2 Earnings Call Focuses on Engagement Over Margin
• Negative Sentiment: Investors focused on profitability concerns: operating margin was 6.7%, and net margin was 4.6%, with reports citing roughly 550 basis points of margin contraction. Strategic spending is also pressuring cash flow, while the expanding credit portfolio brings exposure to rising nonperforming loans and regional economic headwinds.
• Negative Sentiment: Although EPS beat estimates, it declined from $10.31 a year earlier. The combination of margin compression, increased credit risk and a premium valuation has outweighed the otherwise impressive revenue growth, contributing to the stock’s decrease.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. UBS Group lowered their price target on MercadoLibre from $2,050.00 to $1,750.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 13th. Cantor Fitzgerald boosted their price objective on MercadoLibre from $2,150.00 to $2,300.00 and gave the company an “overweight” rating in a research report on Thursday. Zacks Research raised MercadoLibre from a “strong sell” rating to a “hold” rating in a research note on Monday, July 13th. Scotiabank decreased their target price on MercadoLibre from $3,500.00 to $2,800.00 and set a “sector outperform” rating on the stock in a research report on Thursday, May 7th. Finally, Benchmark dropped their price target on shares of MercadoLibre from $2,780.00 to $2,380.00 and set a “buy” rating on the stock in a research note on Friday, May 8th. Eleven equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, MercadoLibre presently has an average rating of “Moderate Buy” and a consensus price target of $2,255.33.

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.