Generali Asset Management SPA SGR Sells 1,127 Shares of MercadoLibre, Inc. $MELI

Key Points

• Generali Asset Management SPA SGR trimmed its stake in MercadoLibre by 20.7%, selling 1,127 shares and leaving it with 4,324 shares valued at about $8.71 million in the latest 13F filing.
• MercadoLibre’s Q1 revenue rose about 49% to roughly $8.85 billion (a beat), but EPS missed at $8.23 versus ~ $8.75 and margin concerns triggered an approximate 7% after‑hours selloff.
• Institutional ownership is high at 87.62%; large investors like Baillie Gifford and Capital Research added to positions while analysts trimmed targets, leaving a consensus “Moderate Buy” with a mean target near $2,638.67.

Generali Asset Management SPA SGR reduced its stake in MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 20.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,324 shares of the company's stock after selling 1,127 shares during the period. Generali Asset Management SPA SGR's holdings in MercadoLibre were worth $8,710,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Baillie Gifford & Co. grew its stake in shares of MercadoLibre by 4.9% in the 4th quarter. Baillie Gifford & Co. now owns 3,481,563 shares of the company's stock valued at $7,012,773,000 after purchasing an additional 164,120 shares during the period. Capital Research Global Investors grew its stake 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 valued at $4,244,604,000 after purchasing an additional 59,838 shares during the period. Capital World Investors grew its stake 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 valued at $4,067,194,000 after purchasing an additional 22,659 shares during the period. Schroder Investment Management Group grew its stake 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 valued at $1,432,565,000 after purchasing an additional 50,893 shares during the period. Finally, WCM Investment Management LLC grew its stake 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 valued at $1,244,447,000 after purchasing an additional 1,833 shares during the period. 87.62% of the stock is currently owned by institutional investors.

More MercadoLibre News

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Revenue beat & exceptional growth — Q1 net revenue rose ~49% YoY to about $8.8–8.85B, the fastest growth since Q2 2022, signaling continued marketplace and fintech demand that supports longer‑term expansion. Article Title
• Positive Sentiment: Operating scale and share gains — the company highlighted market‑share gains tied to strategic investments (logistics, fintech, promotions) and reported positive operating income and net income on the quarter, supporting the growth narrative. Article Title
• Positive Sentiment: Long‑term bull takes — outlets (e.g., Barron’s) flag the pullback as a buying opportunity given MELI’s durable growth profile in Latin America. This can support interest from growth investors. Article Title
• Neutral Sentiment: Analyst target re‑rates — Scotiabank lowered its price target from $3,500 to $2,800 but kept an outperform rating, reflecting lower near-term multiples while still implying sizable upside vs. current levels. This is a mixed signal (lower target vs. continued conviction). Article Title
• Negative Sentiment: EPS miss and guidance/margin concerns — GAAP EPS of $8.23 missed consensus (~$8.75–8.78) and fell from $9.74 a year ago; commentary and previews flagged margin pressure from investments in logistics, fintech and free‑shipping that weighed on profitability. Article Title
• Negative Sentiment: Market reaction — the EPS miss overshadowed the revenue beat in the short term, triggering a sharp after‑hours selloff (reports cite a ~7% decline after the print), reflecting investor sensitivity to margins and near‑term profitability. Article Title

MercadoLibre Stock Up 1.6%

NASDAQ:MELI opened at $1,870.01 on Friday. The stock's fifty day moving average price is $1,755.81 and its two-hundred day moving average price is $1,967.33. MercadoLibre, Inc. has a 52-week low of $1,593.21 and a 52-week high of $2,645.22. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.15 and a current ratio of 1.17. The company has a market cap of $94.81 billion, a price-to-earnings ratio of 47.46, a P/E/G ratio of 0.93 and a beta of 1.41.

MercadoLibre (NASDAQ:MELI - Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The company reported $8.23 earnings per share (EPS) for the quarter, missing the consensus estimate of $8.75 by ($0.52). MercadoLibre had a return on equity of 33.73% and a net margin of 6.91%.The firm had revenue of $8.85 billion for the quarter, compared to analyst estimates of $8.29 billion. During the same period in the prior year, the company posted $9.74 EPS. The firm's quarterly revenue was up 49.0% compared to the same quarter last year. On average, analysts anticipate that MercadoLibre, Inc. will post 47.84 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. Scotiabank decreased their price target on MercadoLibre from $3,500.00 to $2,800.00 and set a "sector outperform" rating on the stock in a research report on Thursday. Jefferies Financial Group upgraded MercadoLibre from a "hold" rating to a "buy" rating and decreased their price target for the stock from $2,800.00 to $2,600.00 in a research report on Tuesday, April 7th. JPMorgan Chase & Co. lowered MercadoLibre from an "overweight" rating to a "neutral" rating and decreased their price target for the stock from $2,650.00 to $2,100.00 in a research report on Thursday, March 12th. Cantor Fitzgerald decreased their price target on MercadoLibre from $2,400.00 to $2,350.00 and set an "overweight" rating on the stock in a research report on Tuesday, April 21st. Finally, BTIG Research restated a "buy" rating and set a $2,400.00 price target on shares of MercadoLibre in a research report on Friday, April 10th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $2,638.67.

About MercadoLibre

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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