734 Shares in MercadoLibre, Inc. $MELI Purchased by Fiduciary Alliance LLC

Key Points

• Fiduciary Alliance LLC opened a new position in MercadoLibre by buying 734 shares valued at about $1.48 million in Q4, and institutional investors now own roughly 87.62% of the company.
• Jefferies upgraded MELI to a Buy and the Street consensus is a Moderate Buy with a $2,695.33 target, even as multiple firms have trimmed price objectives recently.
• MercadoLibre is ramping up logistics and heavy AI spending—supporting GMV and long‑term growth but raising costs and compressing near‑term margins—while Mercado Pago shifts focus from Mercado Coin to the Meli Dólar stablecoin.

Fiduciary Alliance LLC acquired a new position in shares of MercadoLibre, Inc. (NASDAQ:MELI - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 734 shares of the company's stock, valued at approximately $1,478,000.

A number of other hedge funds also recently modified their holdings of the company. Capital Research Global Investors lifted its position in shares of MercadoLibre by 3.4% in the 3rd quarter. Capital Research Global Investors now owns 1,816,092 shares of the company's stock worth $4,244,604,000 after acquiring an additional 59,838 shares during the period. Capital World Investors lifted its position in shares of MercadoLibre by 1.3% in the 3rd quarter. Capital World Investors now owns 1,740,129 shares of the company's stock worth $4,067,194,000 after acquiring an additional 22,659 shares during the period. Lavaca Capital LLC lifted its position in shares of MercadoLibre by 140,201.3% in the 2nd quarter. Lavaca Capital LLC now owns 1,066,290 shares of the company's stock worth $2,786,888,000 after acquiring an additional 1,065,530 shares during the period. Schroder Investment Management Group lifted its position in shares of MercadoLibre by 9.8% in the 3rd quarter. Schroder Investment Management Group now owns 572,726 shares of the company's stock worth $1,432,565,000 after acquiring an additional 50,893 shares during the period. Finally, WCM Investment Management LLC lifted its position in shares of MercadoLibre by 0.4% in the 3rd quarter. WCM Investment Management LLC now owns 497,518 shares of the company's stock worth $1,244,447,000 after acquiring an additional 1,833 shares during the period. Institutional investors own 87.62% of the company's stock.

MercadoLibre News Summary

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Jefferies upgraded MELI to a Buy, giving the stock near-term analyst support that can attract fresh demand from institutional and retail buyers. MercadoLibre NASDAQ: MELI Raised to Buy at Jefferies Financial Group
• Positive Sentiment: MercadoLibre’s logistics push is accelerating delivery speed and platform activity, which supports GMV and revenue growth potential even if it compresses margins in the near term. MELI's Shipping Investments Accelerate Volume: Is Growth Sustainable?
• Neutral Sentiment: MercadoLibre is investing heavily in AI — a long-term positive for unit economics and differentiation but costly now; investors will watch execution and ROI timelines. MercadoLibre Is Investing Heavily in AI. Will This Bet Pay Off for the Stock in 2026 and Beyond?
• Neutral Sentiment: Mercado Pago is discontinuing its Mercado Coin cryptocurrency and refocusing on the Meli Dólar stablecoin and fintech use cases — a strategic reset that reduces crypto volatility risk but may disrupt loyalty mechanics. MercadoLibre Refocuses From Mercado Coin To Meli Dolar And Fintech Use
• Neutral Sentiment: Reported short-interest data shows no meaningful short position (data oddity/zero change), so short-covering is unlikely to be a major driver of intraday moves.
• Negative Sentiment: Multiple analyst pieces highlight that MELI’s rapid ecosystem expansion is coming with rising costs and margin pressure, tempering near-term momentum and keeping earnings leverage uncertain. MercadoLibre Balances Scale and Profitability: Hold or Fold the Stock?

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Jefferies Financial Group upgraded MercadoLibre from a "hold" rating to a "buy" rating and reduced their price objective for the stock from $2,800.00 to $2,600.00 in a research report on Tuesday. Weiss Ratings downgraded MercadoLibre from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, January 8th. JPMorgan Chase & Co. downgraded MercadoLibre from an "overweight" rating to a "neutral" rating and reduced their price objective for the stock from $2,650.00 to $2,100.00 in a research report on Thursday, March 12th. BTIG Research reduced their price objective on MercadoLibre from $2,650.00 to $2,400.00 and set a "buy" rating for the company in a research report on Friday, March 20th. Finally, Barclays reduced their price objective on 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 investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, MercadoLibre presently has a consensus rating of "Moderate Buy" and a consensus target price of $2,695.33.

MercadoLibre Stock Down 1.1%

NASDAQ MELI opened at $1,773.96 on Friday. The firm has a market cap of $89.94 billion, a PE ratio of 45.02, a price-to-earnings-growth ratio of 0.94 and a beta of 1.49. MercadoLibre, Inc. has a one year low of $1,593.21 and a one year high of $2,645.22. The stock's 50 day simple moving average is $1,814.99 and its 200 day simple moving average is $2,020.62. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.17 and a quick ratio of 1.15.

MercadoLibre (NASDAQ:MELI - Get Free Report) last announced its quarterly earnings data on Saturday, February 14th. The company reported $11.03 EPS for the quarter. MercadoLibre had a return on equity of 33.73% and a net margin of 6.91%.The firm had revenue of $8.76 billion for the quarter. As a group, sell-side analysts forecast 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.

Want to see what other hedge funds are holding MELI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for MercadoLibre, Inc. (NASDAQ:MELI - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.