TIAA Trust National Association Acquires 1,904 Shares of MercadoLibre, Inc. $MELI

TIAA Trust National Association boosted its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 23.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,928 shares of the company’s stock after buying an additional 1,904 shares during the quarter. TIAA Trust National Association’s holdings in MercadoLibre were worth $23,201,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MELI. Darwin Wealth Management LLC acquired a new stake in shares of MercadoLibre during the 2nd quarter worth approximately $29,000. Steigerwald Gordon & Koch Inc. bought a new stake in MercadoLibre in the third quarter valued at $35,000. Cullen Frost Bankers Inc. boosted its holdings in MercadoLibre by 100.0% in the third quarter. Cullen Frost Bankers Inc. now owns 16 shares of the company’s stock worth $37,000 after acquiring an additional 8 shares in the last quarter. Stone House Investment Management LLC acquired a new stake in MercadoLibre in the second quarter valued at approximately $39,000. Finally, Rothschild Investment LLC grew its position in MercadoLibre by 35.7% in the 3rd quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock valued at $44,000 after purchasing an additional 5 shares during the period. 87.62% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at MercadoLibre

In related news, Director Emiliano Calemzuk sold 45 shares of MercadoLibre stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $2,027.37, for a total value of $91,231.65. Following the completion of the sale, the director owned 257 shares of the company’s stock, valued at $521,034.09. The trade was a 14.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Stelleo Tolda sold 246 shares of the 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 transaction of $503,778.48. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 1,136 shares of company stock valued at $2,308,788. 0.25% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have commented on MELI shares. Morgan Stanley boosted their price objective on MercadoLibre from $2,850.00 to $2,950.00 and gave the stock an “overweight” rating in a report on Monday, November 3rd. BTIG Research cut their target price on MercadoLibre from $2,750.00 to $2,650.00 and set a “buy” rating on the stock in a research note on Wednesday. Weiss Ratings cut shares of MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Itau BBA Securities restated an “outperform” rating on shares of MercadoLibre in a research note on Wednesday. Finally, Wedbush dropped their price objective 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. 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 company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $2,808.67.

Key Headlines Impacting MercadoLibre

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

MercadoLibre Price Performance

Shares of MercadoLibre stock opened at $1,757.58 on Friday. The stock has a market capitalization of $89.11 billion, a price-to-earnings ratio of 44.61, a price-to-earnings-growth ratio of 0.86 and a beta of 1.44. MercadoLibre, Inc. has a 52-week low of $1,654.24 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 company has a fifty day moving average of $2,047.63 and a 200-day moving average of $2,162.22.

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). The business had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.45 billion. MercadoLibre had a return on equity of 35.38% and a net margin of 6.91%.The business’s revenue was up 44.6% compared to the same quarter last year. During the same period in the previous year, the business earned $12.61 EPS. Equities research analysts expect that MercadoLibre, Inc. will post 43.96 EPS for the current year.

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.