MercadoLibre, Inc. $MELI Stake Trimmed by Axiom Investment Management LLC

Axiom Investment Management LLC reduced its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 45.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 421 shares of the company’s stock after selling 351 shares during the quarter. Axiom Investment Management LLC’s holdings in MercadoLibre were worth $728,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. BlackRock Inc. purchased a new stake in MercadoLibre in the 2nd quarter worth approximately $2,246,015,000. Janus Henderson Group PLC grew its stake in shares of MercadoLibre by 1.7% during the 1st quarter. Janus Henderson Group PLC now owns 614,238 shares of the company’s stock worth $1,062,019,000 after purchasing an additional 10,142 shares during the period. Linonia Partnership LP grew its stake in shares of MercadoLibre by 325.1% during the 2nd quarter. Linonia Partnership LP now owns 553,788 shares of the company’s stock worth $939,994,000 after purchasing an additional 423,527 shares during the period. Jupiter Topco LLC purchased a new position in shares of MercadoLibre during the 2nd quarter valued at approximately $917,123,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of MercadoLibre by 7.9% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 533,816 shares of the company’s stock valued at $906,094,000 after purchasing an additional 38,871 shares in the last quarter. 87.62% of the stock is owned by institutional investors and hedge funds.

MercadoLibre News Roundup

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Third-quarter revenue and financial income rose 45% year over year to $10.75 billion, beating estimates; growth was broad-based, with Brazil especially strong and fintech continuing to expand. Mercado Libre Revenue Reaches $10.75 Billion in Q3 2026
• Positive Sentiment: Management is investing in fulfillment capacity, shipping and marketing to attract and retain customers, arguing the spending can support longer-term growth. The company also outlined further fulfillment expansion. MercadoLibre Plunged After Earnings. Here’s Why I’m Not Selling.
• Neutral Sentiment: Some brokers kept positive ratings despite reducing price targets, indicating continued confidence in MELI’s longer-term prospects but greater caution about near-term expectations. Scotiabank analyst rating and price target
• Negative Sentiment: Quarterly EPS of $8.83 missed estimates. Operating income fell 6% to $676 million, and the operating margin narrowed to 6.3% from 9.8% a year earlier as fulfillment, shipping subsidies and marketing costs increased. Investors are concerned that growth is coming at the expense of near-term earnings. MercadoLibre Pays Up to Win Shoppers’ Loyalty
• Negative Sentiment: Reports also cite foreign-exchange exposure and regional political uncertainty, including Brazil’s election aftermath, as risks that could add volatility to results. Q3 Earnings Have Investors Wondering: Is Mercado Libre Finally a Buy?

Analyst Ratings Changes

MELI has been the subject of several analyst reports. Scotiabank decreased their target price on shares of MercadoLibre from $2,800.00 to $2,300.00 and set a “sector outperform” rating for the company in a research note on Thursday. Zacks Research raised shares of MercadoLibre from a “strong sell” rating to a “hold” rating in a report on Monday, July 13th. Cantor Fitzgerald dropped their price target on shares of MercadoLibre from $2,200.00 to $2,000.00 and set an “overweight” rating on the stock in a research report on Thursday. New Street Research assumed coverage on shares of MercadoLibre in a research report on Wednesday, September 23rd. They issued a “buy” rating and a $2,450.00 price objective for the company. Finally, BTIG Research decreased their price objective on shares of MercadoLibre from $2,150.00 to $2,050.00 and set a “buy” rating for the company in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, MercadoLibre has an average rating of “Moderate Buy” and an average target price of $2,198.75.

MercadoLibre Stock Performance

Shares of MELI stock opened at $1,510.00 on Friday. The company has a current ratio of 1.12, a quick ratio of 1.10 and a debt-to-equity ratio of 0.53. MercadoLibre, Inc. has a 12-month low of $1,469.01 and a 12-month high of $2,342.00. The business’s 50 day moving average is $1,808.01 and its two-hundred day moving average is $1,804.55. The company has a market capitalization of $76.56 billion, a P/E ratio of 40.50, a P/E/G ratio of 1.06 and a beta of 1.42.

MercadoLibre (NASDAQ:MELI) last posted its quarterly earnings data on Wednesday, November 4th. The company reported $8.83 EPS for the quarter, missing analysts’ consensus estimates of $9.27 by ($0.44). The business had revenue of $10.75 billion during the quarter, compared to analysts’ expectations of $10.69 billion. MercadoLibre had a net margin of 4.91% and a return on equity of 25.93%. The firm’s quarterly revenue was up 45.1% compared to the same quarter last year. During the same quarter last year, the firm earned $8.32 earnings per share. Analysts expect that MercadoLibre, Inc. will post 38.21 EPS for the current fiscal year.

MercadoLibre Profile

MercadoLibre, Inc operates an online commerce and financial technology platform focused on Latin America. Founded in Argentina in 1999, the company connects buyers and sellers through its marketplace, where businesses and individuals can list and purchase a wide range of products.

The company’s services also include Mercado Pago, which offers digital payment and financial services for transactions on and off its marketplace. MercadoLibre supports commerce with services such as Mercado Envíos, its shipping and logistics platform, and provides advertising tools for merchants and brands.

MercadoLibre serves customers and businesses across numerous Latin American markets, including Brazil, Mexico and Argentina.