Mirabella Financial Services LLP Acquires 441 Shares of MercadoLibre, Inc. $MELI

Mirabella Financial Services LLP lifted its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 86.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 954 shares of the company’s stock after buying an additional 441 shares during the period. Mirabella Financial Services LLP’s holdings in MercadoLibre were worth $2,225,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Highview Capital Management LLC DE purchased a new stake in MercadoLibre in the second quarter worth approximately $559,000. Weitz Investment Management Inc. purchased a new stake in MercadoLibre during the 3rd quarter valued at $8,647,000. Barlow Wealth Partners Inc. raised its stake in MercadoLibre by 126.7% during the 3rd quarter. Barlow Wealth Partners Inc. now owns 11,505 shares of the company’s stock valued at $26,886,000 after buying an additional 6,429 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of MercadoLibre by 14.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 86,699 shares of the company’s stock valued at $202,610,000 after buying an additional 10,849 shares during the period. Finally, Principal Financial Group Inc. lifted its holdings in shares of MercadoLibre by 18.7% during the 3rd quarter. Principal Financial Group Inc. now owns 48,103 shares of the company’s stock valued at $112,414,000 after buying an additional 7,570 shares during the period. 87.62% of the stock is currently owned by institutional investors.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: GMV and top-line growth came in ahead of expectations, led by strong Brazil performance — evidence that commerce demand remains healthy and supports long-term revenue trajectories. MercadoLibre (MELI) GMV Beats Expectations with Strong Brazil Growth
• Positive Sentiment: Mercado Pago (fintech) is showing accelerating asset growth, credit origination and AUM gains, which investors view as a durable, higher-margin revenue engine over time. This helps justify a longer-term bullish case despite near-term margin tradeoffs. MercadoLibre’s Fintech Momentum Builds: Can It Boost Revenues?
• Positive Sentiment: Analysts and bullish write-ups (e.g., Seeking Alpha) argue MELI is executing a deliberate, margin-sacrificing growth playbook with attractive valuation metrics (low EV/revenue, forward PEG <1), which could support a recovery if execution continues. MercadoLibre: Playing Chess, Not Checkers
• Neutral Sentiment: Market commentary highlights MELI’s high growth profile despite a Q4 decline in profits — mixed signals that make the stock sensitive to quarterly margin commentary and macro swings. 2026 Market Drop. 5 Stocks to Buy Right Now.
• Negative Sentiment: Q4 operating-margin decline and an EPS miss have triggered selling pressure and sent the stock lower as investors fret about the timing of margin recovery. MercadoLibre (MELI) Slid Following a Decline in Operating Margin
• Negative Sentiment: Short-term price weakness is being reinforced by coverage moves: Raymond James trimmed its price target (still a Strong Buy), and market headlines note MELI trading down more than the broader market — increasing downside momentum. MercadoLibre’s Fintech Momentum Builds: Can It Boost Revenues?
• Negative Sentiment: Passive/active manager commentary (Polen Capital) referenced in investor letters points to performance headwinds in 2025, which can amplify investor caution and outflows into underperforming large growth names. MercadoLibre (MELI) Registers a Bigger Fall Than the Market: Important Facts to Note

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Barclays cut their price objective on MercadoLibre from $2,900.00 to $2,600.00 and set an “overweight” rating for the company in a report on Wednesday, February 25th. UBS Group lowered their target price on MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating on the stock in a report on Friday, February 27th. Weiss Ratings downgraded MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 8th. Cantor Fitzgerald reduced their price target on shares of MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. Finally, JPMorgan Chase & Co. cut shares of MercadoLibre from an “overweight” rating to a “neutral” rating and lowered their price objective for the stock from $2,650.00 to $2,100.00 in a research note on Thursday, March 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $2,725.33.

MercadoLibre Trading Down 2.2%

NASDAQ:MELI opened at $1,690.26 on Thursday. MercadoLibre, Inc. has a one year low of $1,631.18 and a one year high of $2,645.22. The business has a fifty day moving average price of $1,969.27 and a 200-day moving average price of $2,102.06. The firm has a market capitalization of $85.70 billion, a price-to-earnings ratio of 42.90, a price-to-earnings-growth ratio of 0.85 and a beta of 1.48. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.17 and a quick ratio of 1.15.

MercadoLibre (NASDAQ:MELI) last released its quarterly earnings results on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.66 by ($0.63). The company had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.45 billion. MercadoLibre had a net margin of 6.91% and a return on equity of 33.73%. The business’s revenue for the quarter was up 44.6% on a year-over-year basis. During the same period in the prior year, the firm posted $12.61 EPS. Sell-side analysts forecast that MercadoLibre, Inc. will post 43.96 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.