AEGON ASSET MANAGEMENT UK Plc Sells 2,877 Shares of MercadoLibre, Inc. $MELI

Key Points

• AEGON ASSET MANAGEMENT UK Plc trimmed its stake in MercadoLibre (MELI) by 12.7% in Q4, selling 2,877 shares and leaving it with 19,810 shares valued at about $39.9 million.
• Analyst sentiment is mixed but leans positive — MercadoLibre has a consensus rating of "Moderate Buy" with a consensus target of $2,685.33, even as several banks cut targets and JPMorgan downgraded to neutral; shares recently traded around $1,835, below a 12‑month high of $2,645.22.

AEGON ASSET MANAGEMENT UK Plc trimmed its stake in MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 12.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,810 shares of the company's stock after selling 2,877 shares during the quarter. AEGON ASSET MANAGEMENT UK Plc's holdings in MercadoLibre were worth $39,902,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of MELI. Yousif Capital Management LLC increased its position in MercadoLibre by 3.5% during the third quarter. Yousif Capital Management LLC now owns 147 shares of the company's stock valued at $344,000 after acquiring an additional 5 shares during the last quarter. Wilkinson Global Asset Management LLC increased its position in MercadoLibre by 2.3% during the third quarter. Wilkinson Global Asset Management LLC now owns 226 shares of the company's stock valued at $528,000 after acquiring an additional 5 shares during the last quarter. Hardy Reed LLC increased its position in MercadoLibre by 4.0% during the third quarter. Hardy Reed LLC now owns 131 shares of the company's stock valued at $306,000 after acquiring an additional 5 shares during the last quarter. Rothschild Investment LLC increased its position in MercadoLibre by 35.7% during the third quarter. Rothschild Investment LLC now owns 19 shares of the company's stock valued at $44,000 after acquiring an additional 5 shares during the last quarter. Finally, Laird Norton Wetherby Wealth Management LLC increased its position in MercadoLibre by 2.0% during the third quarter. Laird Norton Wetherby Wealth Management LLC now owns 259 shares of the company's stock valued at $605,000 after acquiring an additional 5 shares during the last quarter. Hedge funds and other institutional investors own 87.62% of the company's stock.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: DBS issued a positive report highlighting favorable fundamentals or outlook for MercadoLibre, which can support demand for the shares by reinforcing growth expectations. DBS positive report
• Positive Sentiment: Recent Q4 highlights and coverage of MercadoLibre’s marketplace strength (revenue growth, GMV, or segment momentum noted in market roundups) support the constructive narrative for long-term growth. Q4 highlights
• Neutral Sentiment: “Brokers suggest investing” coverage reiterates bullish sell‑side sentiment but notes the limits of average broker ratings — helpful for flow but not a fresh catalyst. Broker commentary
• Neutral Sentiment: Reported short-interest data is uninformative (zero/NaN in the release) and does not indicate a short squeeze risk or cap on downside at present. (Data shows effectively no days-to-cover.)
• Negative Sentiment: Zacks downgraded MELI from “hold” to “strong sell,” a move that can pressure sentiment and trigger selling by momentum-focused funds. Zacks downgrade TickerReport
• Negative Sentiment: Coverage noted a steeper intraday decline versus the market recently, signaling short-term selling pressure and volatility for the stock. Price weakness coverage
• Negative Sentiment: James Hambro & Partners materially trimmed its MELI stake — a notable institutional sale tied to concerns over rising competition and rapid credit expansion, which increases downside risk if others follow. Stake sale article
• Negative Sentiment: Cantor Fitzgerald issued a pessimistic forecast for MELI’s share price, adding to the negative analyst noise that can weigh on shorter-term performance. Cantor Fitzgerald note

Analysts Set New Price Targets

A number of research firms recently commented on MELI. Barclays reduced their price objective on MercadoLibre from $2,600.00 to $2,500.00 and set an "overweight" rating for the company in a research report on Monday, April 20th. UBS Group reduced their price objective on MercadoLibre from $2,900.00 to $2,700.00 and set a "buy" rating for the company in a research report on Friday, February 27th. Cantor Fitzgerald reduced their price objective on MercadoLibre from $2,400.00 to $2,350.00 and set an "overweight" rating for the company in a research report on Tuesday, April 21st. Morgan Stanley reduced their price objective on MercadoLibre from $2,800.00 to $2,600.00 and set an "overweight" rating for the company in a research report on Monday, March 9th. Finally, JPMorgan Chase & Co. lowered MercadoLibre from an "overweight" rating to a "neutral" rating and cut their price target for the company from $2,650.00 to $2,100.00 in a report on Thursday, March 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, MercadoLibre currently has a consensus rating of "Moderate Buy" and a consensus target price of $2,685.33.

MercadoLibre Price Performance

Shares of MercadoLibre stock opened at $1,835.22 on Friday. The stock has a 50 day moving average of $1,776.47 and a 200 day moving average of $1,983.77. MercadoLibre, Inc. has a 12 month low of $1,593.21 and a 12 month high of $2,645.22. The firm has a market cap of $93.04 billion, a PE ratio of 46.58, a PEG ratio of 0.87 and a beta of 1.49. The company has a current ratio of 1.17, a quick ratio of 1.15 and a debt-to-equity ratio of 0.68.

MercadoLibre (NASDAQ:MELI - Get Free Report) last posted its quarterly earnings data on Saturday, February 14th. The company reported $11.03 earnings per share (EPS) for the quarter. MercadoLibre had a return on equity of 33.73% and a net margin of 6.91%.The business had revenue of $8.76 billion during the quarter. On average, research analysts expect that MercadoLibre, Inc. will post 50.05 EPS 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.

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