Rep. Josh Gottheimer Sells Carvana Co. (NYSE:CVNA) Stock

Representative Josh Gottheimer (Democratic-New Jersey) recently sold shares of Carvana Co. (NYSE:CVNA). In a filing disclosed on March 16th, the Representative disclosed that they had sold between $1,001 and $15,000 in Carvana stock on February 18th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 2/27/2026.
• Sold $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/18/2026.
• Purchased $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Cummins (NYSE:CMI) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of GE Vernova (NYSE:GEV) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Exxon Mobil (NYSE:XOM) on 2/4/2026.
• Sold $1,001 – $15,000 in shares of Fair Isaac (NYSE:FICO) on 2/4/2026.

Carvana Stock Up 6.4%

CVNA stock opened at $299.20 on Tuesday. The company’s 50 day moving average price is $370.17 and its 200 day moving average price is $375.76. The firm has a market capitalization of $65.48 billion, a price-to-earnings ratio of 37.21 and a beta of 3.60. Carvana Co. has a fifty-two week low of $148.25 and a fifty-two week high of $486.89. The company has a debt-to-equity ratio of 1.15, a quick ratio of 2.73 and a current ratio of 4.31.

Carvana shares are going to split on the morning of Thursday, May 7th. The 5-1 split was announced on Friday, March 13th. The newly minted shares will be distributed to shareholders after the closing bell on Wednesday, May 6th.

Carvana (NYSE:CVNA) last released its quarterly earnings data on Wednesday, February 18th. The company reported $4.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $3.12. Carvana had a return on equity of 50.96% and a net margin of 6.92%.The business had revenue of $5.60 billion during the quarter, compared to analysts’ expectations of $5.24 billion. During the same period in the prior year, the firm posted $0.56 EPS. The business’s quarterly revenue was up 58.0% compared to the same quarter last year. On average, equities research analysts anticipate that Carvana Co. will post 2.85 EPS for the current fiscal year.

Insider Transactions at Carvana

In other news, CFO Mark W. Jenkins sold 12,750 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $403.02, for a total transaction of $5,138,505.00. Following the completion of the sale, the chief financial officer owned 204,036 shares in the company, valued at $82,230,588.72. This represents a 5.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Thomas Taira sold 1,174 shares of Carvana stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $447.00, for a total transaction of $524,778.00. Following the completion of the transaction, the insider owned 68,252 shares in the company, valued at approximately $30,508,644. This trade represents a 1.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 53,574 shares of company stock worth $21,463,735 over the last three months. 17.12% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have commented on CVNA. UBS Group set a $485.00 price target on shares of Carvana in a research note on Friday, February 20th. DA Davidson lowered their target price on shares of Carvana from $470.00 to $320.00 and set a “neutral” rating for the company in a report on Thursday, February 19th. Needham & Company LLC reaffirmed a “buy” rating and issued a $500.00 target price on shares of Carvana in a research report on Monday, March 16th. Bank of America dropped their target price on shares of Carvana from $460.00 to $400.00 and set a “buy” rating on the stock in a research report on Thursday, February 19th. Finally, Gordon Haskett cut their price target on shares of Carvana from $435.00 to $350.00 and set a “hold” rating on the stock in a research note on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $440.59.

Institutional Trading of Carvana

Several institutional investors and hedge funds have recently bought and sold shares of the business. Price T Rowe Associates Inc. MD grew its position in Carvana by 8.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 17,726,838 shares of the company’s stock worth $7,481,081,000 after purchasing an additional 1,407,762 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Carvana by 24.7% in the fourth quarter. Vanguard Group Inc. now owns 16,783,101 shares of the company’s stock valued at $7,082,804,000 after buying an additional 3,328,115 shares during the last quarter. State Street Corp boosted its stake in shares of Carvana by 93.7% during the fourth quarter. State Street Corp now owns 5,714,779 shares of the company’s stock worth $2,411,751,000 after buying an additional 2,764,759 shares during the period. Capital Research Global Investors boosted its stake in shares of Carvana by 42.9% during the fourth quarter. Capital Research Global Investors now owns 5,700,953 shares of the company’s stock worth $2,405,959,000 after buying an additional 1,711,144 shares during the period. Finally, Geode Capital Management LLC grew its holdings in shares of Carvana by 55.4% during the fourth quarter. Geode Capital Management LLC now owns 3,880,711 shares of the company’s stock worth $1,632,763,000 after buying an additional 1,382,852 shares during the last quarter. Hedge funds and other institutional investors own 56.71% of the company’s stock.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.