Thomas Taira Sells 1,174 Shares of Carvana (NYSE:CVNA) Stock

Carvana Co. (NYSE:CVNA) insider Thomas Taira sold 1,174 shares of the business’s stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $447.00, for a total value of $524,778.00. Following the completion of the sale, the insider directly owned 68,252 shares in the company, valued at approximately $30,508,644. This represents a 1.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Thomas Taira also recently made the following trade(s):

• On Friday, December 12th, Thomas Taira sold 10,000 shares of Carvana stock. The shares were sold at an average price of $475.00, for a total value of $4,750,000.00.
• On Monday, December 8th, Thomas Taira sold 30,952 shares of Carvana stock. The shares were sold at an average price of $435.96, for a total value of $13,493,833.92.
• On Wednesday, December 3rd, Thomas Taira sold 25,000 shares of Carvana stock. The stock was sold at an average price of $400.00, for a total value of $10,000,000.00.
• On Friday, November 28th, Thomas Taira sold 10,000 shares of Carvana stock. The shares were sold at an average price of $375.01, for a total value of $3,750,100.00.
• On Monday, November 10th, Thomas Taira sold 952 shares of Carvana stock. The stock was sold at an average price of $325.00, for a total transaction of $309,400.00.

Carvana Stock Performance

Shares of CVNA stock opened at $463.57 on Friday. The company has a market capitalization of $100.84 billion, a price-to-earnings ratio of 105.84, a price-to-earnings-growth ratio of 1.08 and a beta of 3.54. The company has a debt-to-equity ratio of 1.63, a quick ratio of 2.55 and a current ratio of 4.05. Carvana Co. has a one year low of $148.25 and a one year high of $485.33. The company’s 50-day moving average is $391.56 and its 200 day moving average is $367.47.

Carvana (NYSE:CVNA) last issued its earnings results on Wednesday, October 29th. The company reported $1.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.26). The firm had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.04 billion. Carvana had a return on equity of 30.62% and a net margin of 3.44%.The company’s quarterly revenue was up 54.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.64 EPS. Sell-side analysts expect that Carvana Co. will post 2.85 EPS for the current fiscal year.

Institutional Investors Weigh In On Carvana

Several hedge funds and other institutional investors have recently made changes to their positions in the business. SG Americas Securities LLC boosted its holdings in shares of Carvana by 220.4% in the fourth quarter. SG Americas Securities LLC now owns 253,487 shares of the company’s stock worth $106,977,000 after buying an additional 174,362 shares during the last quarter. Assenagon Asset Management S.A. increased its holdings in Carvana by 178.2% during the fourth quarter. Assenagon Asset Management S.A. now owns 165,764 shares of the company’s stock valued at $69,956,000 after buying an additional 106,186 shares during the last quarter. Fulton Bank N.A. raised its position in Carvana by 6.4% in the fourth quarter. Fulton Bank N.A. now owns 977 shares of the company’s stock worth $412,000 after acquiring an additional 59 shares during the period. Wedmont Private Capital boosted its stake in shares of Carvana by 5.2% during the 4th quarter. Wedmont Private Capital now owns 1,890 shares of the company’s stock worth $852,000 after acquiring an additional 94 shares during the last quarter. Finally, Nordea Investment Management AB boosted its stake in shares of Carvana by 1.3% during the 4th quarter. Nordea Investment Management AB now owns 137,930 shares of the company’s stock worth $58,601,000 after acquiring an additional 1,815 shares during the last quarter. Hedge funds and other institutional investors own 56.71% of the company’s stock.

Carvana News Summary

Here are the key news stories impacting Carvana this week:

• Positive Sentiment: Zacks upgraded Carvana to a Zacks Rank #2 (Buy), citing improving earnings prospects that could support near-term upside. Carvana (CVNA) Upgraded to Buy: Here’s Why
• Positive Sentiment: Bank of America Securities continues to rate CVNA as a Buy, reinforcing institutional support and signaling confidence in the company’s outlook. Bank of America Securities Remains a Buy on Carvana Co (CVNA)
• Positive Sentiment: Jefferies issued a Buy on CVNA, another notable sell‑side endorsement that can attract momentum buyers and upward price pressure. Carvana Co (CVNA) Receives a Buy from Jefferies
• Positive Sentiment: Zacks Research analysts have raised EPS forecasts across multiple quarters and for FY2027 (notably higher Q4/Q1/Q3 estimates and a much larger FY2027 outlook), which supports a higher valuation multiple. Zacks Research Brokers Lift Earnings Estimates for Carvana
• Positive Sentiment: An analyst note cited on MSN highlights a 67% bull-case upside for CVNA, feeding a bullish narrative and likely attracting speculative interest. Carvana stock keeps running after 3 monster years — now, an analyst flags 67% bull case upside
• Neutral Sentiment: A fund letter (Tapasya Fund) noted Carvana outperformed expectations and contributed to strong absolute returns in 2025 — supportive but not a direct driver of broad market moves. Carvana (CVNA) Rose as It Exceeded the Investor Expectations
• Neutral Sentiment: Coverage pieces assessing whether to buy, sell or hold post‑earnings are circulating; these summarize risks and catalysts but do not add a single directional impulse. Carvana (CVNA): Buy, sell, or hold post Q3 earnings?

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on CVNA shares. JPMorgan Chase & Co. boosted their price target on Carvana from $425.00 to $490.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 21st. Jefferies Financial Group lifted their price objective on Carvana from $475.00 to $550.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Barclays upped their target price on shares of Carvana from $390.00 to $465.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. UBS Group started coverage on shares of Carvana in a report on Monday, December 1st. They set a “buy” rating and a $450.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft began coverage on shares of Carvana in a report on Friday, November 21st. They set a “buy” rating and a $395.00 price objective for the company. Nineteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $451.14.

Carvana Company Profile

Carvana Co is an online-only retailer of used vehicles that operates a consumer-facing e-commerce platform for buying and selling cars. The company markets and sells inspected, reconditioned pre-owned vehicles through its website, where shoppers can browse inventory, view detailed 360-degree photos and vehicle history reports, finance purchases, and arrange delivery or pickup. Carvana’s model is built around a digital end-to-end car buying experience that aims to simplify vehicle transactions compared with traditional dealerships.

Its products and services include direct retail sales of used cars, trade-in and purchase offers for consumer vehicles, vehicle financing and related protection products, and a seven-day return policy that allows customers to test a vehicle in everyday use.