MercadoLibre, Inc. $MELI Shares Bought by Banco Bilbao Vizcaya Argentaria S.A.

Key Points

• Banco Bilbao Vizcaya Argentaria S.A. boosted its stake in MercadoLibre by 123%, adding 5,729 shares to hold 10,387 shares worth about $24.5 million, and institutional investors now own roughly 87.62% of MELI.
• MercadoLibre reported quarterly EPS of $11.03, missing estimates by $0.63 while revenue of $8.76 billion beat expectations and grew 44.6% year‑over‑year.
• Analyst sentiment is mixed — JPMorgan downgraded MELI and cut its price target over margin concerns, but the consensus remains a "Moderate Buy" with an average target near $2,725; investors are also watching a planned ~$3.4B Argentina expansion that could pressure near‑term margins.

Banco Bilbao Vizcaya Argentaria S.A. boosted its position in MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 123.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,387 shares of the company's stock after buying an additional 5,729 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.'s holdings in MercadoLibre were worth $24,511,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of MELI. Bison Wealth LLC purchased a new stake in shares of MercadoLibre in the 4th quarter valued at $206,000. Empowered Funds LLC raised its holdings in shares of MercadoLibre by 6.9% during the first quarter. Empowered Funds LLC now owns 760 shares of the company's stock worth $1,483,000 after purchasing an additional 49 shares during the last quarter. Focus Partners Wealth lifted its position in MercadoLibre by 42.0% during the first quarter. Focus Partners Wealth now owns 602 shares of the company's stock valued at $1,176,000 after purchasing an additional 178 shares during the period. Sivia Capital Partners LLC purchased a new stake in MercadoLibre in the second quarter valued at $261,000. Finally, AE Wealth Management LLC grew its position in MercadoLibre by 11.1% during the 2nd quarter. AE Wealth Management LLC now owns 230 shares of the company's stock worth $600,000 after purchasing an additional 23 shares during the period. Institutional investors and hedge funds own 87.62% of the company's stock.

MercadoLibre Stock Down 0.6%

Shares of MELI opened at $1,670.00 on Friday. 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, Inc. has a 12 month low of $1,631.18 and a 12 month high of $2,645.22. The stock's 50 day moving average is $1,996.22 and its two-hundred day moving average is $2,117.50. The firm has a market cap of $84.67 billion, a P/E ratio of 42.39, a PEG ratio of 0.89 and a beta of 1.48.

MercadoLibre (NASDAQ:MELI - Get Free Report) last posted its quarterly earnings data on Tuesday, February 24th. The company reported $11.03 EPS for the quarter, missing analysts' consensus estimates of $11.66 by ($0.63). The business had revenue of $8.76 billion during the quarter, compared to analysts' expectations of $8.45 billion. MercadoLibre had a net margin of 6.91% and a return on equity of 33.73%. The firm's quarterly revenue was up 44.6% compared to the same quarter last year. During the same quarter last year, the firm earned $12.61 earnings per share. Analysts predict that MercadoLibre, Inc. will post 43.96 earnings per share for the current fiscal year.

Key Stories Impacting MercadoLibre

Here are the key news stories impacting MercadoLibre this week:

• Positive Sentiment: Analysts and commentators still point to MELI’s long track record of “monster” growth and say the stock looks cheaper on valuation metrics versus its historical multiple, which supports a longer‑term recovery thesis. The Latin American Stock Delivering Monster Growth at a Record-Low Valuation
• Neutral Sentiment: Consensus analyst positioning remains skewed positive (many buy/strong‑buy ratings and a substantially higher consensus price target), creating a potential catalyst for a rebound if sentiment stabilizes — but that gap also highlights downside risk while catalysts play out. MercadoLibre’s $2,100 Price Target: Can MELI Recover From Its 17% Monthly Slide?
• Negative Sentiment: JPMorgan downgraded MELI from Overweight to Neutral and cut its price target (from $2,650 to $2,100), explicitly flagging margin pressures and reducing its bullish stance — a primary driver of the recent selloff. MercadoLibre (MELI) Stock Plummets 7% as JPMorgan Abandons Bullish Stance
• Negative Sentiment: MercadoLibre’s plan to invest ~$3.4B in Argentina (expanding logistics, fintech and hiring) is growth‑oriented but raises near‑term margin and cash‑flow concerns; investors are weighing capex upside vs immediate profit pressure. MercadoLibre’s Argentina Bet Expands Logistics And Fintech But Tests Margins
• Negative Sentiment: Macro/geopolitical risk (intensifying U.S.‑Israeli conflict with Iran) has hit growth names and specifically pressured MELI shares in recent sessions as investors move to de‑risk. Why MercadoLibre (MELI) Shares Are Sliding Today
• Negative Sentiment: Short‑term sentiment also reflects recent earnings dynamics (an EPS miss vs. estimates despite strong revenue growth) and analysts’ margin concerns, magnifying downside after the downgrade and headlines. Here's Why MercadoLibre (MELI) Fell More Than Broader Market

Analyst Upgrades and Downgrades

Several research firms recently commented on MELI. Dbs Bank raised MercadoLibre from a "hold" rating to a "moderate buy" rating in a report on Tuesday, December 2nd. Morgan Stanley decreased their price target on MercadoLibre from $2,800.00 to $2,600.00 and set an "overweight" rating for the company in a report on Monday, March 9th. UBS Group dropped their price objective on shares of MercadoLibre from $2,900.00 to $2,700.00 and set a "buy" rating on the stock in a research note on Friday, February 27th. Zacks Research raised shares of MercadoLibre from a "strong sell" rating to a "hold" rating in a report on Friday, February 6th. Finally, Barclays decreased their target price on shares of MercadoLibre from $2,900.00 to $2,600.00 and set an "overweight" rating for the company in a research note on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, MercadoLibre presently has a consensus rating of "Moderate Buy" and a consensus target price of $2,725.33.

MercadoLibre 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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