MercadoLibre, Inc. $MELI Stake Raised by Mitsubishi UFJ Asset Management Co. Ltd.

Key Points

• Mitsubishi UFJ Asset Management raised its stake in MercadoLibre by 5.6% in Q4 to 49,057 shares, now owning about 0.10% of the company worth roughly $96.8 million.
• MercadoLibre's Q1 revenue jumped ~49% YoY to about $8.8–8.85 billion (beating estimates), but GAAP EPS missed at $8.23 versus ~$8.75 consensus, weighing on margins and triggering an after‑hours selloff of roughly 7%.
• Analyst sentiment is mixed-to-positive with a MarketBeat average rating of "Moderate Buy" and an average price target of $2,638.67, though several firms have trimmed targets (e.g., Scotiabank to $2,800; Jefferies to $2,600) amid near‑term margin concerns.

Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 5.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,057 shares of the company's stock after purchasing an additional 2,598 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.10% of MercadoLibre worth $96,824,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. BOKF NA raised its stake in shares of MercadoLibre by 244.4% during the 4th quarter. BOKF NA now owns 31 shares of the company's stock worth $62,000 after purchasing an additional 22 shares in the last quarter. AssuredPartners Investment Advisors LLC raised its stake in shares of MercadoLibre by 17.8% during the 4th quarter. AssuredPartners Investment Advisors LLC now owns 729 shares of the company's stock worth $1,468,000 after purchasing an additional 110 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. raised its stake in shares of MercadoLibre by 56.3% during the 4th quarter. Harel Insurance Investments & Financial Services Ltd. now owns 4,531 shares of the company's stock worth $9,121,000 after purchasing an additional 1,633 shares in the last quarter. SBI Securities Co. Ltd. raised its stake in shares of MercadoLibre by 20.9% during the 4th quarter. SBI Securities Co. Ltd. now owns 260 shares of the company's stock worth $524,000 after purchasing an additional 45 shares in the last quarter. Finally, Acorn Financial Advisory Services Inc. ADV raised its stake in shares of MercadoLibre by 12.8% during the 4th quarter. Acorn Financial Advisory Services Inc. ADV now owns 167 shares of the company's stock worth $337,000 after purchasing an additional 19 shares in the last quarter. 87.62% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Scotiabank lowered their price objective on MercadoLibre from $3,500.00 to $2,800.00 and set a "sector outperform" rating on the stock in a report on Thursday. Jefferies Financial Group raised MercadoLibre from a "hold" rating to a "buy" rating and lowered their price objective for the company from $2,800.00 to $2,600.00 in a report on Tuesday, April 7th. Weiss Ratings lowered MercadoLibre from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 8th. BTIG Research reaffirmed a "buy" rating and issued a $2,400.00 target price on shares of MercadoLibre in a report on Friday, April 10th. Finally, Cantor Fitzgerald lowered their target price on MercadoLibre from $2,400.00 to $2,350.00 and set an "overweight" rating on the stock in a report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $2,638.67.

Key Headlines Impacting MercadoLibre

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 Price Performance

Shares of NASDAQ:MELI opened at $1,870.01 on Friday. MercadoLibre, Inc. has a 1-year low of $1,593.21 and a 1-year high of $2,645.22. The firm has a market capitalization of $94.81 billion, a PE ratio of 47.46, a PEG ratio of 0.93 and a beta of 1.41. The business's 50 day moving average is $1,755.81 and its 200-day moving average is $1,967.33. 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 announced its quarterly earnings data on Thursday, May 7th. The company reported $8.23 earnings per share 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 previous year, the business posted $9.74 EPS. MercadoLibre's revenue for the quarter was up 49.0% compared to the same quarter last year. Sell-side analysts predict that MercadoLibre, Inc. will post 47.84 earnings per share for the current 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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