Sarasin & Partners LLP Raises Position in MercadoLibre, Inc. $MELI

Sarasin & Partners LLP lifted its holdings in MercadoLibre, Inc. (NASDAQ:MELI) by 1.9% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,555 shares of the company’s stock after purchasing an additional 1,305 shares during the quarter. MercadoLibre comprises about 1.4% of Sarasin & Partners LLP’s portfolio, making the stock its 25th biggest position. Sarasin & Partners LLP owned approximately 0.14% of MercadoLibre worth $121,457,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MELI. Evanson Financial LLC acquired a new stake in MercadoLibre in the second quarter worth about $205,000. Dynamic Advisor Solutions LLC raised its position in shares of MercadoLibre by 0.5% in the 2nd quarter. Dynamic Advisor Solutions LLC now owns 1,227 shares of the company’s stock valued at $2,083,000 after purchasing an additional 6 shares during the last quarter. GAMMA Investing LLC raised its position in shares of MercadoLibre by 38.9% in the 2nd quarter. GAMMA Investing LLC now owns 132 shares of the company’s stock valued at $224,000 after purchasing an additional 37 shares during the last quarter. Harbor Investment Advisory LLC boosted its stake in MercadoLibre by 3,050.0% in the 2nd quarter. Harbor Investment Advisory LLC now owns 63 shares of the company’s stock worth $107,000 after purchasing an additional 61 shares in the last quarter. Finally, Moody National Bank Trust Division boosted its stake in MercadoLibre by 0.8% in the 2nd quarter. Moody National Bank Trust Division now owns 733 shares of the company’s stock worth $1,244,000 after purchasing an additional 6 shares in the last quarter. 87.62% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on MELI. Barclays cut their price target on shares of MercadoLibre from $2,500.00 to $2,300.00 and set an “overweight” rating on the stock in a research note on Monday, May 11th. The Goldman Sachs Group set a $2,100.00 price objective on shares of MercadoLibre in a research note on Wednesday, May 13th. JPMorgan Chase & Co. dropped their price objective on shares of MercadoLibre from $2,100.00 to $1,900.00 and set a “neutral” rating on the stock in a report on Wednesday, May 13th. Cantor Fitzgerald upped their target price on MercadoLibre from $2,150.00 to $2,300.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, UBS Group reduced their target price on MercadoLibre from $2,050.00 to $1,750.00 and set a “neutral” rating for the company in a research note on Wednesday, May 13th. Eleven analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $2,255.33.

Insider Buying and Selling

In related news, Director Alejandro Nicolas Aguzin purchased 600 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were bought at an average cost of $1,655.93 per share, with a total value of $993,558.00. Following the transaction, the director owned 5,355 shares of the company’s stock, valued at approximately $8,867,505.15. This trade represents a 12.62% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.26% of the company’s stock.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Q2 revenue rose 49.8% year over year to $10.17 billion, exceeding the $9.79 billion consensus estimate, while GAAP EPS of $9.19 also topped expectations. The quarter marked MercadoLibre’s first time surpassing $10 billion in quarterly revenue. Mercado Libre Q2 2026 Revenue Surpasses $10 Billion
• Positive Sentiment: Commerce and fintech engagement continued to strengthen. Lowering Brazil’s free-shipping threshold reportedly converted more monthly shoppers into daily active users, while advertising revenue climbed 73%, supporting customer acquisition and expansion into lower-income markets. Mercado Libre Free Shipping Converts Monthly Shoppers Into Daily Active Users
• Positive Sentiment: Analysts remained constructive: Cantor Fitzgerald raised its price target to $2,300 and maintained an overweight rating, while BTIG reaffirmed its buy rating with a $2,150 target.
• Neutral Sentiment: Management is prioritizing ecosystem scale and user engagement over near-term profitability, investing in free shipping, first-party inventory, credit, card issuance and artificial intelligence. The strategy could deepen MercadoLibre’s competitive moat, but its payoff depends on sustained future growth. MercadoLibre Q2 Earnings Call Focuses on Engagement Over Margin
• Negative Sentiment: Investors focused on profitability concerns: operating margin was 6.7%, and net margin was 4.6%, with reports citing roughly 550 basis points of margin contraction. Strategic spending is also pressuring cash flow, while the expanding credit portfolio brings exposure to rising nonperforming loans and regional economic headwinds.
• Negative Sentiment: Although EPS beat estimates, it declined from $10.31 a year earlier. The combination of margin compression, increased credit risk and a premium valuation has outweighed the otherwise impressive revenue growth, contributing to the stock’s decrease.

MercadoLibre Stock Down 4.8%

MELI stock opened at $1,830.00 on Friday. The firm’s fifty day simple moving average is $1,745.36 and its 200-day simple moving average is $1,796.86. The company has a market capitalization of $92.78 billion, a P/E ratio of 49.77, a price-to-earnings-growth ratio of 1.18 and a beta of 1.34. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.16 and a quick ratio of 1.14. MercadoLibre, Inc. has a 12 month low of $1,495.00 and a 12 month high of $2,548.50.

MercadoLibre (NASDAQ:MELI) last released its quarterly earnings data on Wednesday, August 5th. The company reported $9.19 earnings per share for the quarter, topping analysts’ consensus estimates of $8.65 by $0.54. MercadoLibre had a net margin of 5.30% and a return on equity of 27.60%. The firm had revenue of $10.17 billion for the quarter, compared to analyst estimates of $9.79 billion. During the same quarter in the prior year, the business earned $10.31 earnings per share. The business’s quarterly revenue was up 49.8% compared to the same quarter last year. As a group, equities research analysts forecast that MercadoLibre, Inc. will post 41 earnings per share for the current 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.