MERCADOLIBRE INC
MELI · Services-Business Services, NEC · 50.7M shares · +3%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $333M (gross $356M, SBC $23M)
Reference price $1,604.62 · est. market cap ~$81.3B — last insider purchase, 2026-06-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B74gen composite 62pct→74
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- High leverageHigh leverage (debt/equity 2.05)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- AccumulatingInstitutional holders rose 30→36 QoQ (2025-12-31→2026-03-31)
- Notable holderHeld by 8 notable fund(s): CITADEL ADVISORS LLC, GOLDMAN SACHS GROUP INC, STATE STREET CORP +5 more (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: TIGER GLOBAL MANAGEMENT LLC
Congressional trades
| Date | Member | Type | Owner | Amount |
|---|---|---|---|---|
| 2026-06-10 | Cisneros, Gilbert · CA31 | buy | self | $15K+ |
| 2026-05-14 | Cisneros, Gilbert · CA31 | sell | self | $1K–$15K |
| 2025-12-10 | Jackson, Jonathan · IL01 | sell | joint | $15K+ |
STOCK Act Periodic Transaction Reports (U.S. House Clerk). Amounts are disclosed ranges, not exact figures.
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
44.5%
Operating margin
11.1%
Net margin
6.9%
Return on equity
29.6%
Return on assets
4.7%
ROIC
12.3%
Revenue growth (QoQ)
49.0%
Net-income growth
4.5%
Debt / equity
2.0×
Net debt / EBITDA
1.4×
Current ratio
1.2×
EBITDA
$4.0B
Tangible book value
$6.6B
Cash & investments
$8.1B
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Ariel Szarfsztejn Commerce | Officer | $4M FY2025 |
| Daniel RabinovichExecutive | Officer | $5M FY2025 |
| Marcos GalperinPresident and | Officer | $13M FY2025 |
| Martín de los SantosExecutive | Officer | $3M FY2025 |
| Melamud Marcelo | SVP - Chief Accounting Officer | — |
| Osvaldo GiménezFintech | Officer | $5M FY2025 |
| Aguzin Alejandro Nicolas | Director | — |
| Alejandro Nicolás Aguzin | Director | $245K FY2025 |
| Andrea Mayumi Petroni Merhy | Director | $40K FY2025 |
| Emiliano Calemzuk | Director | $298K FY2025 |
| Henrique Dubugras | Director | $231K FY2025 |
| Lawson Martin R | Director | — |
| Martín Lawson | Director | $199K FY2025 |
| Richard Sanders | Director | $239K FY2025 |
| Stelleo Passos Tolda | Director | $242K FY2025 |
| Susan Segal | Director | $231K FY2025 |
| Tolda Stelleo | Director | — |
| Total | Director | $2M FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | Sanders Richard A | Grant | 94 | — |
| 2026-06-12 | Lawson Martin R | Grant | 94 | — |
| 2026-06-12 | Aguzin Alejandro Nicolas | Grant | 94 | — |
| 2026-06-11 | Melamud Marcelo | Buy | 125 | $1,604.62 |
| 2026-06-10 | Tolda Stelleo | Gift | 250 | — |
| 2026-05-22 | Aguzin Alejandro Nicolas | Buy | 95 | $1,655.01 |
| 2026-05-22 | Aguzin Alejandro Nicolas | Buy | 505 | $1,656.10 |
| 2026-02-27 | Melamud Marcelo | Buy | 57 | $1,755.77 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-12 | Shareholder vote | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-04-03 | Exec/director changeExhibits | filing ↗ |
| 2026-02-24 | ResultsExhibits | filing ↗ |
| 2025-12-09 | OtherExhibits | filing ↗ |
| 2025-12-05 | Material agreementReg FDExhibits | filing ↗ |
| 2025-10-29 | ResultsExhibits | filing ↗ |
| 2025-09-16 | Material agreementDebt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-12 | 2026-06-09 | 0001999371-26-012770 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001099590-26-000017 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001099590-26-000014 ↗ |
| DEF 14A | 2026-04-23 | 2026-06-09 | 0001099590-26-000010 ↗ |
| 8-K | 2026-04-03 | 2026-03-31 | 0001999371-26-007656 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001099590-26-000006 ↗ |
| 8-K | 2026-02-24 | 2026-02-24 | 0001099590-26-000003 ↗ |
| 8-K | 2025-12-09 | 2025-12-09 | 0001140361-25-045035 ↗ |
| 8-K | 2025-12-05 | 2025-12-04 | 0001140361-25-044457 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0001099590-25-000051 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001099590-25-000048 ↗ |
| 8-K | 2025-09-16 | 2025-09-16 | 0001099590-25-000046 ↗ |