LRI Investments LLC trimmed its position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 52.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 276 shares of the company’s stock after selling 310 shares during the quarter. LRI Investments LLC’s holdings in MercadoLibre were worth $556,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also modified their holdings of MELI. Bison Wealth LLC acquired a new stake in shares of MercadoLibre in the fourth quarter worth $206,000. Empowered Funds LLC lifted its stake in shares of MercadoLibre by 6.9% in the first quarter. Empowered Funds LLC now owns 760 shares of the company’s stock worth $1,483,000 after buying an additional 49 shares during the last quarter. Focus Partners Wealth lifted its stake in shares of MercadoLibre by 42.0% in the first quarter. Focus Partners Wealth now owns 602 shares of the company’s stock worth $1,176,000 after buying an additional 178 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of MercadoLibre in the second quarter worth $261,000. Finally, Gamco Investors INC. ET AL increased its position in MercadoLibre by 21.4% during the second quarter. Gamco Investors INC. ET AL now owns 170 shares of the company’s stock worth $444,000 after acquiring an additional 30 shares during the period. 87.62% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
MELI has been the topic of a number of research reports. Itau BBA Securities reaffirmed an “outperform” rating on shares of MercadoLibre in a research report on Wednesday, February 25th. Barclays dropped their target price on shares of MercadoLibre from $2,600.00 to $2,500.00 and set an “overweight” rating on the stock in a research report on Monday, April 20th. Zacks Research lowered shares of MercadoLibre from a “hold” rating to a “strong sell” rating in a research report on Wednesday, April 22nd. Raymond James Financial set a $2,000.00 target price on shares of MercadoLibre in a research report on Friday. Finally, BTIG Research dropped their target price on shares of MercadoLibre from $2,400.00 to $2,150.00 and set a “buy” rating on the stock in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $2,465.33.
MercadoLibre Stock Performance
Shares of MercadoLibre stock opened at $1,632.52 on Monday. The firm has a market capitalization of $82.77 billion, a PE ratio of 43.09, a price-to-earnings-growth ratio of 0.83 and a beta of 1.41. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.17 and a quick ratio of 1.15. The company’s fifty day moving average price is $1,755.81 and its two-hundred day moving average price is $1,967.33. MercadoLibre, Inc. has a 52-week low of $1,593.21 and a 52-week high of $2,645.22.
MercadoLibre (NASDAQ:MELI – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The company reported $8.23 earnings per share (EPS) for the quarter, missing the consensus estimate of $8.75 by ($0.52). The business had revenue of $8.85 billion during the quarter, compared to the consensus estimate of $8.29 billion. MercadoLibre had a net margin of 6.04% and a return on equity of 30.84%. The company’s quarterly revenue was up 49.0% compared to the same quarter last year. During the same period last year, the firm earned $9.74 EPS. On average, analysts expect that MercadoLibre, Inc. will post 47.84 EPS for the current year.
More MercadoLibre News
Here are the key news stories impacting MercadoLibre this week:
- Positive Sentiment: MercadoLibre reported 49% year-over-year revenue growth to about $8.85 billion, showing continued strength in commerce, fintech, and ad sales, and management said strategic investments are driving market share gains. Article: Mercado Libre Kicks Off 2026 with Fastest Revenue Growth in Almost Four Years as Strategic Investments Drive Market Share Gains
- Positive Sentiment: Despite the selloff, multiple firms still kept buy or outperform ratings, including Benchmark, BTIG, and Scotiabank, signaling that some analysts still see substantial upside from current levels. Article: Analyst price target updates
- Neutral Sentiment: Management emphasized that it is prioritizing growth investments such as free shipping, a Mercado Pago credit card, first-party selection, and cross-border trade, which supports long-term expansion but can weigh on near-term margins. Article: Mercado Libre Sacrifices Short-Term Profits to Fuel Growth
- Neutral Sentiment: The company’s earnings call and transcripts reinforced the same message: strong revenue momentum, but continued investment posture and pressure on profitability metrics. Article: MercadoLibre, Inc. (MELI) Q1 2026 Earnings Call Transcript
- Negative Sentiment: MercadoLibre posted $8.23 EPS, missing analyst expectations even though revenue beat estimates, which is the main reason the stock is reacting negatively. Article: MercadoLibre (NASDAQ:MELI) Exceeds Q1 CY2026 Expectations But Stock Drops
- Negative Sentiment: Analysts turned more cautious after the report: Daiwa downgraded MELI to hold, and Benchmark, BTIG, and Scotiabank all cut price targets, which adds to near-term sentiment headwinds. Article: Benchmark price target lowered
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.
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