TD Asset Management Inc Sells 337 Shares of MercadoLibre, Inc. $MELI

TD Asset Management Inc trimmed its holdings in MercadoLibre, Inc. (NASDAQ:MELI) by 1.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 34,679 shares of the company’s stock after selling 337 shares during the quarter. TD Asset Management Inc owned 0.07% of MercadoLibre worth $81,043,000 as of its most recent filing with the Securities and Exchange Commission.

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

Insider Buying and Selling at MercadoLibre

In other news, Director Emiliano Calemzuk sold 45 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $2,027.37, for a total value of $91,231.65. Following the sale, the director owned 257 shares in the company, valued at approximately $521,034.09. The trade was a 14.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Henrique Vasoncelos Dubugras sold 845 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $2,028.14, for a total transaction of $1,713,778.30. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,136 shares of company stock valued at $2,308,788. 0.25% of the stock is currently owned by company insiders.

MercadoLibre News Roundup

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Very strong top‑line and segment growth — Q4 revenue rose ~44–45%, GMV and fintech (Mercado Pago) surged, and user additions accelerated; company cites AI investments as a revenue/efficiency driver. Article Title
• Positive Sentiment: Market/institutional view: some analysts and institutional holders see the pullback as a buying opportunity — institutional ownership is high and a number of firms retained Buy/Outperform ratings after the print. Article Title
• Positive Sentiment: Recent inflows/new positions: at least one asset manager (SQUADRA) initiated/added a material stake, signaling active investor interest on weakness. Article Title
• Neutral Sentiment: Analyst reactions: several firms cut price targets (examples: Barclays, Cantor, Wedbush, BTIG) but generally kept positive ratings — view is that cuts reflect near‑term margin pressure rather than a change to the long‑term thesis. Article Title
• Neutral Sentiment: Leadership/strategy update: management is accelerating investments in AI, logistics and credit to capture penetration in Brazil, Mexico and Argentina — a strategic choice that supports long‑term TAM but clouds near‑term profitability. Article Title
• Negative Sentiment: EPS miss and margin compression: Q4 EPS (~$11.03) missed consensus, driven by higher spending (lowered free‑shipping thresholds, logistics and credit growth) — investors punished the miss and the uncertainty about when margins will recover. Article Title
• Negative Sentiment: Aftermath: the mixed print triggered sharp intraday selling and some analysts trimmed near‑term estimates; margin risk is the principal downside catalyst while revenue growth is intact. Article Title

MercadoLibre Trading Down 1.5%

MELI stock opened at $1,740.88 on Friday. MercadoLibre, Inc. has a 1-year low of $1,654.24 and a 1-year high of $2,645.22. 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 business’s 50 day moving average is $2,052.43 and its 200-day moving average is $2,165.94. The firm has a market cap of $88.26 billion, a P/E ratio of 44.18, a P/E/G ratio of 0.87 and a beta of 1.44.

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

Analyst Ratings Changes

MELI has been the topic of several research reports. Dbs Bank upgraded MercadoLibre from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, December 2nd. Cantor Fitzgerald decreased their price objective on MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating on the stock in a report on Wednesday. Weiss Ratings cut MercadoLibre from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 8th. Morgan Stanley upped their target price on MercadoLibre from $2,850.00 to $2,950.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Finally, Benchmark decreased their price target on shares of MercadoLibre from $2,875.00 to $2,780.00 and set a “buy” rating on the stock in a research note on Thursday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, MercadoLibre presently has an average rating of “Moderate Buy” and a consensus price target of $2,808.67.

About MercadoLibre

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.