Andra AP fonden Makes New $2.16 Million Investment in MercadoLibre, Inc. $MELI

Key Points

• Andra AP-fonden purchased 1,270 MercadoLibre shares worth approximately $2.16 million during the second quarter, establishing a new position in the company.
• Institutional interest remains strong, with hedge funds and other investors adding to their holdings; institutions collectively own 87.62% of MELI’s shares.
• MercadoLibre reported quarterly revenue of $10.17 billion, up 49.8% year over year, and earnings of $9.19 per share. Analysts maintain a “Moderate Buy” consensus with an average price target of $2,283.12, despite recent share-price volatility.

Andra AP fonden purchased a new stake in MercadoLibre, Inc. (NASDAQ:MELI - Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,270 shares of the company's stock, valued at approximately $2,156,000.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Brown Advisory Inc. raised its stake in shares of MercadoLibre by 2,494.9% during the 4th quarter. Brown Advisory Inc. now owns 15,362 shares of the company's stock worth $30,943,000 after purchasing an additional 14,770 shares in the last quarter. Thompson Siegel & Walmsley LLC grew its stake in shares of MercadoLibre by 238.3% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 2,030 shares of the company's stock valued at $4,089,000 after buying an additional 1,430 shares in the last quarter. CORDA Investment Management LLC. bought a new position in shares of MercadoLibre in the second quarter valued at $1,241,000. TIAA Trust National Association increased its holdings in MercadoLibre by 10.9% during the fourth quarter. TIAA Trust National Association now owns 11,011 shares of the company's stock worth $22,179,000 after buying an additional 1,083 shares during the last quarter. Finally, Deepwater Asset Management LLC increased its holdings in MercadoLibre by 38.6% during the fourth quarter. Deepwater Asset Management LLC now owns 7,765 shares of the company's stock worth $15,641,000 after buying an additional 2,164 shares during the last quarter. 87.62% of the stock is owned by institutional investors and hedge funds.

Key MercadoLibre News

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: New Street Research initiated coverage with a Buy rating and a $2,450 price target, implying substantial upside from the referenced price. The new coverage provides additional support for the bullish investment case.
• Positive Sentiment: MercadoLibre’s advertising business continues to accelerate. Reports say advertising exceeded 10% of Latin America’s digital advertising market in the second quarter of 2026, aided by artificial-intelligence tools and expanding video inventory. MercadoLibre's Advertising Business Keeps Gaining Momentum
• Positive Sentiment: One equity analysis argues that MercadoLibre’s integrated ecosystem—including e-commerce, payments and advertising—outweighs key risks, reinforcing the long-term growth thesis. MercadoLibre: Ecosystem Strength Outweighs Risk Factors
• Neutral Sentiment: A comparison of MercadoLibre and Coupang examines which e-commerce stock offers the better investment opportunity in 2026. The article may influence investor preferences but does not represent a new company-specific development. Coupang vs. MercadoLibre: Which E-Commerce Stock Is a Better Buy in 2026?
• Neutral Sentiment: Coverage also highlighted MercadoLibre’s advertising growth and recent trading volatility, while another report noted a prior gain before the latest pullback. MercadoLibre stock holds near USD 1,826 as ad growth accelerates
• Negative Sentiment: Reports of a sharp post-market decline and subsequent volatility suggest investors may be taking profits after recent moves. This short-term trading pressure is offsetting positive fundamental and analyst news. MELI stock falls 3.59 percent after the close
• Neutral Sentiment: Michael Burry’s portfolio update focused primarily on bearish bets against artificial-intelligence and semiconductor stocks, with no specific negative catalyst for MercadoLibre identified. Michael Burry's updated stock portfolio

Analyst Upgrades and Downgrades

MELI has been the subject of a number of recent analyst reports. Cantor Fitzgerald increased their price target on shares of MercadoLibre from $2,150.00 to $2,300.00 and gave the company an "overweight" rating in a research note on Thursday, August 6th. Citigroup boosted their price objective on shares of MercadoLibre from $1,950.00 to $2,000.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 15th. JPMorgan Chase & Co. upped their target price on shares of MercadoLibre from $1,900.00 to $2,150.00 and gave the company a "neutral" rating in a report on Tuesday, August 11th. BTIG Research reiterated a "buy" rating and issued a $2,150.00 target price on shares of MercadoLibre in a research note on Thursday, September 3rd. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of MercadoLibre in a report on Thursday, July 2nd. Twelve investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $2,283.12.

MercadoLibre Trading Down 1.5%

Shares of MELI stock opened at $1,799.24 on Thursday. The firm has a 50 day moving average price of $1,877.24 and a two-hundred day moving average price of $1,770.44. The company has a quick ratio of 1.10, a current ratio of 1.12 and a debt-to-equity ratio of 0.53. The company has a market capitalization of $91.22 billion, a PE ratio of 48.93, a price-to-earnings-growth ratio of 1.25 and a beta of 1.31. MercadoLibre, Inc. has a 12-month low of $1,495.00 and a 12-month high of $2,548.50.

MercadoLibre (NASDAQ:MELI - Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $9.19 earnings per share for the quarter, topping analysts' consensus estimates of $8.65 by $0.54. The company had revenue of $10.17 billion for the quarter, compared to analyst estimates of $9.79 billion. MercadoLibre had a return on equity of 26.54% and a net margin of 5.30%.The firm's quarterly revenue was up 49.8% compared to the same quarter last year. During the same quarter last year, the company earned $10.31 earnings per share. As a group, analysts predict that MercadoLibre, Inc. will post 39.11 earnings per share for the current year.

About MercadoLibre

MercadoLibre, Inc is a technology company that operates an online commerce and financial services ecosystem across Latin America. Founded in 1999 by Marcos Galperin, the company began as an online marketplace and has expanded into a broad platform serving consumers, merchants and businesses.

Its marketplace enables users to buy and sell products across categories, while Mercado Pago provides digital payments, online checkout, money transfers and other financial services. The company also offers Mercado Envíos logistics and fulfillment services, Mercado Ads advertising solutions, and credit products through Mercado Crédito.

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