Kids Capital Management L.P. Reduces Stock Position in MercadoLibre, Inc. $MELI

Kids Capital Management L.P. decreased its position in MercadoLibre, Inc. (NASDAQ:MELI) by 6.8% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 6,800 shares of the company’s stock after selling 500 shares during the period. MercadoLibre makes up about 12.2% of Kids Capital Management L.P.’s investment portfolio, making the stock its 3rd largest position. Kids Capital Management L.P.’s holdings in MercadoLibre were worth $15,891,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Quadcap Wealth Management LLC raised its position in MercadoLibre by 4.2% in the second quarter. Quadcap Wealth Management LLC now owns 124 shares of the company’s stock worth $324,000 after acquiring an additional 5 shares in the last quarter. PFW Advisors LLC lifted its holdings in MercadoLibre by 4.8% in the 3rd quarter. PFW Advisors LLC now owns 110 shares of the company’s stock valued at $257,000 after acquiring an additional 5 shares during the last quarter. Yousif Capital Management LLC boosted its position in shares of MercadoLibre by 3.5% during the 3rd quarter. Yousif Capital Management LLC now owns 147 shares of the company’s stock valued at $344,000 after purchasing an additional 5 shares in the last quarter. Wilkinson Global Asset Management LLC boosted its position in shares of MercadoLibre by 2.3% during the 3rd quarter. Wilkinson Global Asset Management LLC now owns 226 shares of the company’s stock valued at $528,000 after purchasing an additional 5 shares in the last quarter. Finally, Hardy Reed LLC grew its stake in shares of MercadoLibre by 4.0% in the 3rd quarter. Hardy Reed LLC now owns 131 shares of the company’s stock worth $306,000 after purchasing an additional 5 shares during the last quarter. Institutional investors own 87.62% of the company’s stock.

MercadoLibre Stock Down 0.6%

MELI stock opened at $1,670.00 on Monday. The firm has a market cap of $84.67 billion, a PE ratio of 42.39, a PEG ratio of 0.89 and a beta of 1.48. MercadoLibre, Inc. has a 1 year low of $1,631.18 and a 1 year high of $2,645.22. The company has a fifty day simple moving average of $1,996.22 and a 200 day simple moving average of $2,115.41. The company has a current ratio of 1.17, a quick ratio of 1.15 and a debt-to-equity ratio of 0.68.

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

Key MercadoLibre News

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Analysts and commentators still point to MELI’s long track record of “monster” growth and say the stock looks cheaper on valuation metrics versus its historical multiple, which supports a longer‑term recovery thesis. The Latin American Stock Delivering Monster Growth at a Record-Low Valuation
• Neutral Sentiment: Consensus analyst positioning remains skewed positive (many buy/strong‑buy ratings and a substantially higher consensus price target), creating a potential catalyst for a rebound if sentiment stabilizes — but that gap also highlights downside risk while catalysts play out. MercadoLibre’s $2,100 Price Target: Can MELI Recover From Its 17% Monthly Slide?
• Negative Sentiment: JPMorgan downgraded MELI from Overweight to Neutral and cut its price target (from $2,650 to $2,100), explicitly flagging margin pressures and reducing its bullish stance — a primary driver of the recent selloff. MercadoLibre (MELI) Stock Plummets 7% as JPMorgan Abandons Bullish Stance
• Negative Sentiment: MercadoLibre’s plan to invest ~$3.4B in Argentina (expanding logistics, fintech and hiring) is growth‑oriented but raises near‑term margin and cash‑flow concerns; investors are weighing capex upside vs immediate profit pressure. MercadoLibre’s Argentina Bet Expands Logistics And Fintech But Tests Margins
• Negative Sentiment: Macro/geopolitical risk (intensifying U.S.‑Israeli conflict with Iran) has hit growth names and specifically pressured MELI shares in recent sessions as investors move to de‑risk. Why MercadoLibre (MELI) Shares Are Sliding Today
• Negative Sentiment: Short‑term sentiment also reflects recent earnings dynamics (an EPS miss vs. estimates despite strong revenue growth) and analysts’ margin concerns, magnifying downside after the downgrade and headlines. Here’s Why MercadoLibre (MELI) Fell More Than Broader Market

Analyst Ratings Changes

A number of analysts recently commented on the stock. Cantor Fitzgerald dropped their target price on shares of MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating on the stock in a report on Wednesday, February 25th. UBS Group decreased their price target on shares of MercadoLibre from $2,900.00 to $2,700.00 and set a “buy” rating on the stock in a research report on Friday, February 27th. Dbs Bank raised MercadoLibre from a “hold” rating to a “moderate buy” rating in a report on Tuesday, December 2nd. Weiss Ratings downgraded MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 8th. Finally, JPMorgan Chase & Co. cut MercadoLibre from an “overweight” rating to a “neutral” rating and decreased their target price for the stock from $2,650.00 to $2,100.00 in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $2,725.33.

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.