MercadoLibre Hits $14.5 Billion Sales as New $829 Million Position Surfaces

1 day ago 8

Jonathan Ponciano, The Motley Fool

Mon, March 2, 2026 astatine 11:20 AM CST 4 min read

Eagle Capital Management initiated a caller presumption successful MercadoLibre (NASDAQ:MELI), acquiring 411,549 shares successful the 4th quarter, according to a February 17, 2026, SEC filing.

According to an SEC filing dated February 17, 2026, Eagle Capital Management opened a caller involvement successful MercadoLibre, acquiring 411,549 shares. At quarter-end, the presumption was valued astatine $828.97 million, reflecting the archetypal acquisition and changes successful stock terms during the period.

This is simply a caller presumption representing 2.58% of Eagle Capital’s 13F reportable assets nether management.
Top holdings aft the filing include:
- NASDAQ:AMZN: $2.76 cardinal (8.6% of AUM)
- NASDAQ:MSFT: $1.88 cardinal (5.9% of AUM)
- NYSE:UNH: $1.88 cardinal (5.9% of AUM)
- NYSE:COP: $1.86 cardinal (5.8% of AUM)
- NASDAQ:GOOGL: $1.78 cardinal (5.5% of AUM)
As of Monday, MercadoLibre shares were priced astatine $1,749.04, down 18% implicit the past twelvemonth and importantly underperforming the S&P 500, which is alternatively up astir 17% successful the aforesaid period.

Metric

Value

Price (as of Monday)	$1,749.04
Market Capitalization	$89 billion
Revenue (TTM)	$28.9 billion
Net Income (TTM)	$2.0 billion

MercadoLibre offers an e-commerce marketplace, integer payments (Mercado Pago), logistics (Mercado Envios), credit, concern products, classifieds, advertising, and integer storefront solutions crossed Latin America.
The institution generates gross chiefly done transaction fees, outgo processing, fiscal services, shipping/logistics, advertising, and value-added services for merchants and consumers.
It serves individuals, tiny businesses, and ample retailers seeking online commerce, integer payment, and logistics solutions successful Latin American markets.

MercadoLibre, Inc. is simply a starring e-commerce and fintech level successful Latin America. The institution leverages its integrated marketplace, payments, and logistics infrastructure to thrust maturation and deepen lawsuit engagement crossed aggregate verticals. Its diversified concern exemplary and determination expertise presumption it arsenic a ascendant subordinate successful the evolving integer system of Latin America.

MercadoLibre is simply a Latin American payments network, logistics backbone, and recognition motor rolled into one, and fewer companies successful planetary markets person that benignant of embedded advantage. Still, its shares person lagged the broader market, which makes this determination astatine this clip interesting.

Fourth-quarter gross climbed 45% to $8.8 billion, with gross merchandise measurement up 37% to $19.9 billion. Meanwhile, full outgo measurement done Mercado Pago jumped 42% to $83.7 billion, underscoring however the fintech limb is becoming conscionable arsenic captious arsenic the marketplace. Net income reached $889 cardinal for the quarter, falling abbreviated of expert expectations owed successful portion to borderline pressures. Shares are down 18% implicit the past year.

Placed alongside holdings similar Amazon, Microsoft, Alphabet, and UnitedHealth, this presumption fits a wide pattern: ascendant platforms with durable moats and agelong reinvestment runways. For semipermanent investors, the cardinal question is execution successful recognition and logistics arsenic standard grows. MercadoLibre’s integrated exemplary gives it pricing powerfulness and information advantages that competitors conflict to match. Ultimately, if Latin America’s integer adoption continues, today’s volatility could look much similar sound than signal.

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