Meyer Handelman Co. Increases Stock Position in MercadoLibre, Inc. $MELI

Meyer Handelman Co. lifted its stake in MercadoLibre, Inc. (NASDAQ:MELI) by 335.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 444 shares of the company’s stock after acquiring an additional 342 shares during the quarter. Meyer Handelman Co.’s holdings in MercadoLibre were worth $894,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. PFW Advisors LLC boosted its holdings in MercadoLibre by 4.8% in the third quarter. PFW Advisors LLC now owns 110 shares of the company’s stock worth $257,000 after purchasing an additional 5 shares during the last quarter. Yousif Capital Management LLC grew its position in MercadoLibre by 3.5% in the 3rd quarter. Yousif Capital Management LLC now owns 147 shares of the company’s stock worth $344,000 after purchasing an additional 5 shares during the period. Wilkinson Global Asset Management LLC raised its stake in 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 buying an additional 5 shares during the last quarter. Hardy Reed LLC raised its stake in MercadoLibre by 4.0% during the 3rd quarter. Hardy Reed LLC now owns 131 shares of the company’s stock valued at $306,000 after buying an additional 5 shares during the last quarter. Finally, Rothschild Investment LLC lifted its holdings in shares of MercadoLibre by 35.7% during the 3rd quarter. Rothschild Investment LLC now owns 19 shares of the company’s stock valued at $44,000 after buying an additional 5 shares during the period. 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: AI-driven advertising is gaining traction at MercadoLibre, boosting ad spend and revenue visibility; this could lift margins and recurring monetization if adoption continues. Can AI-Driven Advertising Growth Unlock Further Upside for MELI? Zacks: AI-Driven Ad Growth
• Positive Sentiment: Analyst commentary and bullish write-ups highlight attractive long-term positioning in e-commerce + fintech across Latin America, supporting upside case for patient investors. Seeking Alpha: Attractively Positioned
• Positive Sentiment: Macro/geopolitical headlines briefly lifted risk assets — MercadoLibre saw an intraday jump after comments signaling a possible de-escalation in the Middle East, showing sensitivity to global risk sentiment. Why MELI Stock Is Up Today
• Neutral Sentiment: Generation Investment Management’s portfolio commentary includes MELI perspectives — useful context on investor sentiment but not an immediate catalyst. Generation Investment Management Views
• Negative Sentiment: Mercado Pago is discontinuing its branded cryptocurrency, Mercado Coin — a sign the company is pulling back from a non-core crypto play; this reduces one product line and could raise questions about prior investments and roadmap execution. Reuters: Mercado Coin Terminated
• Negative Sentiment: Valuation and recent quarterly results remain near-term headwinds — revenue beat but EPS missed expectations, and the stock has pulled back from recent highs as investors weigh margin pressure and execution vs. lofty multiples. Does MELI Offer Value?

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on MELI shares. Itau BBA Securities restated an “outperform” rating on shares of MercadoLibre in a research note on Wednesday, February 25th. JPMorgan Chase & Co. cut MercadoLibre from an “overweight” rating to a “neutral” rating and reduced their price objective for the company from $2,650.00 to $2,100.00 in a research report on Thursday, March 12th. Zacks Research raised MercadoLibre from a “strong sell” rating to a “hold” rating in a research report on Friday, February 6th. Cantor Fitzgerald cut their price target on MercadoLibre from $2,750.00 to $2,400.00 and set an “overweight” rating for the company in a research note on Wednesday, February 25th. Finally, Barclays reduced their price target on shares of MercadoLibre from $2,900.00 to $2,600.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $2,708.67.

MercadoLibre Price Performance

Shares of MercadoLibre stock opened at $1,718.97 on Thursday. The company has a market capitalization of $87.15 billion, a price-to-earnings ratio of 43.63, a PEG ratio of 0.87 and a beta of 1.49. The company has a quick ratio of 1.15, a current ratio of 1.17 and a debt-to-equity ratio of 0.68. The stock’s 50-day simple moving average is $1,879.12 and its 200-day simple moving average is $2,051.08. MercadoLibre, Inc. has a 52 week low of $1,593.21 and a 52 week high of $2,645.22.

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

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.