Tamar Securities LLC Sells 523 Shares of MercadoLibre, Inc. $MELI

Tamar Securities LLC cut its position in MercadoLibre, Inc. (NASDAQ:MELI) by 2.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,632 shares of the company’s stock after selling 523 shares during the quarter. MercadoLibre makes up approximately 3.4% of Tamar Securities LLC’s investment portfolio, making the stock its 9th largest holding. Tamar Securities LLC’s holdings in MercadoLibre were worth $37,392,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. CORDA Investment Management LLC. acquired a new position in shares of MercadoLibre during the second quarter worth $1,241,000. Deutsche Bank AG purchased a new stake in shares of MercadoLibre during the 2nd quarter valued at $279,445,000. State Street Corp lifted its holdings in shares of MercadoLibre by 7.7% during the 2nd quarter. State Street Corp now owns 459,748 shares of the company’s stock valued at $780,372,000 after purchasing an additional 32,734 shares during the last quarter. Allianz Asset Management GmbH boosted its position in shares of MercadoLibre by 72.5% in the 2nd quarter. Allianz Asset Management GmbH now owns 102,614 shares of the company’s stock worth $174,176,000 after purchasing an additional 43,130 shares in the last quarter. Finally, Nykredit A S acquired a new stake in shares of MercadoLibre in the 2nd quarter worth $43,261,000. 87.62% of the stock is owned by hedge funds and other institutional investors.

MercadoLibre News Summary

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?

MercadoLibre Stock Performance

MercadoLibre stock traded down $20.28 during mid-day trading on Friday, reaching $1,510.00. 881,894 shares of the company traded hands, compared to its average volume of 542,043. The firm’s fifty 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 price-to-earnings ratio of 40.50, a price-to-earnings-growth ratio of 1.18 and a beta of 1.42. MercadoLibre, Inc. has a fifty-two week low of $1,469.01 and a fifty-two week high of $2,342.00. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.12 and a quick ratio of 1.10.

MercadoLibre (NASDAQ:MELI) last posted its quarterly earnings data on Wednesday, November 4th. The company reported $8.83 EPS for the quarter, missing the consensus estimate of $9.27 by ($0.44). The company had revenue of $10.75 billion for the quarter, compared to analyst estimates of $10.69 billion. MercadoLibre had a return on equity of 26.54% and a net margin of 5.30%. The company’s quarterly revenue was up 45.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $8.32 earnings per share. On average, equities research analysts expect that MercadoLibre, Inc. will post 38.09 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

MELI has been the topic of several research analyst reports. BTIG Research dropped their target price on MercadoLibre from $2,150.00 to $2,050.00 and set a “buy” rating on the stock in a research note on Thursday. New Street Research started coverage on MercadoLibre in a research note on Wednesday, September 23rd. They issued a “buy” rating and a $2,450.00 price target for the company. Raymond James Financial reiterated a “strong-buy” rating on shares of MercadoLibre in a research note on Thursday. JPMorgan Chase & Co. raised their price target on MercadoLibre from $1,900.00 to $2,150.00 and gave the stock a “neutral” rating in a report on Tuesday, August 11th. Finally, Citigroup upgraded MercadoLibre from a “neutral” rating to a “buy” rating and dropped their price target for the stock from $2,100.00 to $2,050.00 in a research note on Tuesday, October 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $2,198.75.

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.