Sava Infond d.o.o. Acquires 860 Shares of MercadoLibre, Inc. $MELI

Key Points

• Sava Infond d.o.o. increased its stake in MercadoLibre by 16.9%, purchasing 860 shares to hold 5,945 shares worth about $11.98 million, representing ~1.6% of its portfolio and its 16th largest holding.
• Analyst coverage is mixed: the stock has a consensus "Moderate Buy" with an average price target of $2,685.33, while firms including JPMorgan and Zacks have issued downgrades or cut price targets.
• Institutional ownership is high at about 87.6%, with major managers like Baillie Gifford, Capital Research and Capital World Investors boosting positions even as some firms trim exposure amid competitive and credit concerns.

Sava Infond d.o.o. boosted its position in MercadoLibre, Inc. (NASDAQ:MELI - Free Report) by 16.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,945 shares of the company's stock after purchasing an additional 860 shares during the period. MercadoLibre comprises approximately 1.6% of Sava Infond d.o.o.'s portfolio, making the stock its 16th biggest holding. Sava Infond d.o.o.'s holdings in MercadoLibre were worth $11,975,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the company. Baillie Gifford & Co. lifted its stake in MercadoLibre by 4.9% in the fourth 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 last quarter. Capital Research Global Investors lifted its stake in MercadoLibre by 3.4% in the third 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 last quarter. Capital World Investors lifted its stake in MercadoLibre by 1.3% in the third 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 last quarter. Schroder Investment Management Group lifted its stake in MercadoLibre by 9.8% in the third 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 last quarter. Finally, WCM Investment Management LLC lifted its stake in MercadoLibre by 0.4% in the third 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 last quarter. Hedge funds and other institutional investors own 87.62% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. JPMorgan Chase & Co. downgraded MercadoLibre from an "overweight" rating to a "neutral" rating and dropped their price objective for the company from $2,650.00 to $2,100.00 in a research note on Thursday, March 12th. Barclays dropped their price objective on MercadoLibre from $2,600.00 to $2,500.00 and set an "overweight" rating on the stock in a research note on Monday. BTIG Research reiterated a "buy" rating and issued a $2,400.00 price objective on shares of MercadoLibre in a research note on Friday, April 10th. Morgan Stanley dropped their target price on MercadoLibre from $2,800.00 to $2,600.00 and set an "overweight" rating on the stock in a research report on Monday, March 9th. Finally, Zacks Research downgraded MercadoLibre from a "hold" rating to a "strong sell" rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $2,685.33.

MercadoLibre News Roundup

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

MercadoLibre Trading Up 1.4%

NASDAQ:MELI opened at $1,835.22 on Friday. The company has a market cap of $93.04 billion, a P/E ratio of 46.58, a P/E/G ratio of 0.87 and a beta of 1.49. The stock's fifty day moving average price is $1,776.47 and its two-hundred day moving average price is $1,985.19. MercadoLibre, Inc. has a 1 year low of $1,593.21 and a 1 year high of $2,645.22. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.17 and a quick ratio of 1.15.

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

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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