Optiver Holding B.V. Invests $939,000 in MercadoLibre, Inc. $MELI

Optiver Holding B.V. purchased a new stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) during the 3rd quarter, Holdings Channel reports. The institutional investor purchased 402 shares of the company’s stock, valued at approximately $939,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Thoroughbred Financial Services LLC lifted its position in MercadoLibre by 1.6% during the third quarter. Thoroughbred Financial Services LLC now owns 3,956 shares of the company’s stock valued at $9,246,000 after buying an additional 63 shares during the period. Weitz Investment Management Inc. purchased a new stake in shares of MercadoLibre in the 3rd quarter worth about $8,647,000. Greenland Capital Management LP increased its stake in shares of MercadoLibre by 799.2% in the 3rd quarter. Greenland Capital Management LP now owns 1,097 shares of the company’s stock worth $2,564,000 after acquiring an additional 975 shares in the last quarter. Heirloom Wealth Management lifted its position in MercadoLibre by 2.6% during the 3rd quarter. Heirloom Wealth Management now owns 6,191 shares of the company’s stock valued at $14,468,000 after acquiring an additional 159 shares during the period. Finally, Krane Funds Advisors LLC lifted its position in MercadoLibre by 61.9% during the 3rd quarter. Krane Funds Advisors LLC now owns 400 shares of the company’s stock valued at $935,000 after acquiring an additional 153 shares during the period. 87.62% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

MELI has been the subject of a number of analyst reports. UBS Group decreased their target price on shares of MercadoLibre from $3,000.00 to $2,900.00 and set a “buy” rating for the company in a research note on Monday, November 24th. Zacks Research upgraded MercadoLibre from a “strong sell” rating to a “hold” rating in a research note on Friday, February 6th. Dbs Bank raised MercadoLibre from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, December 2nd. Weiss Ratings downgraded MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 8th. Finally, Itau BBA Securities reissued an “outperform” rating on shares of MercadoLibre in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, MercadoLibre has an average rating of “Moderate Buy” and a consensus target price of $2,808.67.

Insider Activity

In related news, Director Emiliano Calemzuk sold 45 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $2,027.37, for a total transaction of $91,231.65. Following the transaction, the director owned 257 shares in the company, valued at $521,034.09. This represents a 14.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Stelleo Tolda sold 246 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $2,047.88, for a total transaction of $503,778.48. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,136 shares of company stock valued at $2,308,788 in the last 90 days. 0.25% of the stock is currently owned by insiders.

MercadoLibre Stock Down 8.1%

MercadoLibre stock opened at $1,767.71 on Thursday. MercadoLibre, Inc. has a 12 month low of $1,654.24 and a 12 month high of $2,645.22. The stock has a fifty day simple moving average of $2,056.91 and a two-hundred day simple moving average of $2,168.91. The company has a current ratio of 1.17, a quick ratio of 1.15 and a debt-to-equity ratio of 0.55. The firm has a market cap of $89.62 billion, a price-to-earnings ratio of 44.87, a PEG ratio of 0.95 and a beta of 1.44.

MercadoLibre (NASDAQ:MELI) last announced its quarterly earnings results on Tuesday, February 24th. The company reported $11.03 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.66 by ($0.63). MercadoLibre had a net margin of 6.91% and a return on equity of 35.38%. The business had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.45 billion. During the same period in the previous year, the company earned $12.61 earnings per share. The company’s revenue for the quarter was up 44.6% compared to the same quarter last year. Equities analysts predict that MercadoLibre, Inc. will post 43.96 EPS for the current fiscal year.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Q4 revenue substantially beat expectations (≈45% YoY growth driven by commerce and fintech), reinforcing long‑term growth narrative. Business Wire Q4 Release
• Positive Sentiment: Company highlights continued investments in AI and shipping that it says are supporting efficiency and market share gains — an investor case for higher long‑term GMV and fintech adoption. Seeking Alpha AI & Shipping
• Positive Sentiment: Institutional interest and selective buying cited by analysts after the pullback; a new stake (89,000 shares) by Squadra signals fresh institutional accumulation. Fool: Squadra Purchase
• Neutral Sentiment: Analysts broadly remain constructive (buy/overweight/outperform), but several firms lowered price targets (e.g., Barclays, Cantor Fitzgerald, Wedbush, BTIG) — a short‑term headwind to sentiment despite maintained positive ratings. Benzinga: PT Revisions
• Neutral Sentiment: Market commentary frames the post‑earnings decline as a potential buy‑the‑dip for long‑term holders given high revenue growth and sizable addressable market in Latin America. MarketBeat Buy‑the‑Dip
• Negative Sentiment: EPS missed estimates (Q4 EPS $11.03 vs. consensus ≈$11.65–$12.09), driven by heavier investment and margin pressure — the primary catalyst for the share drop in extended trading. Benzinga: EPS Miss
• Negative Sentiment: Margin compression from accelerated spending on logistics, incentives and fintech could keep near‑term profitability volatile; investors should expect quarter‑to‑quarter EPS variability. Zacks: Margin Pressure

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.