Mark Jenkins Sells 12,750 Shares of Carvana (NYSE:CVNA) Stock

Carvana Co. (NYSE:CVNA) CFO Mark Jenkins sold 12,750 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $310.35, for a total transaction of $3,956,962.50. Following the sale, the chief financial officer owned 197,089 shares in the company, valued at $61,166,571.15. The trade was a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this link.

Carvana Stock Up 0.0%

Shares of NYSE:CVNA opened at $313.99 on Friday. Carvana Co. has a fifty-two week low of $148.25 and a fifty-two week high of $486.89. The firm’s 50 day moving average price is $342.93 and its 200 day moving average price is $371.96. The company has a quick ratio of 2.73, a current ratio of 4.31 and a debt-to-equity ratio of 1.15. The stock has a market cap of $68.72 billion, a price-to-earnings ratio of 39.05 and a beta of 3.61.

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

Carvana (NYSE:CVNA) last posted its earnings results on Wednesday, February 18th. The company reported $4.22 EPS for the quarter, beating 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 firm had revenue of $5.60 billion for the quarter, compared to analyst estimates of $5.24 billion. During the same quarter in the prior year, the company posted $0.56 earnings per share. Carvana’s revenue for the quarter was up 58.0% compared to the same quarter last year. As a group, equities research analysts predict that Carvana Co. will post 2.85 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on CVNA shares. DA Davidson decreased their target price on Carvana from $470.00 to $320.00 and set a “neutral” rating for the company in a research note on Thursday, February 19th. Barclays dropped their price target on shares of Carvana from $530.00 to $450.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Citigroup reduced their price objective on shares of Carvana from $550.00 to $465.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Stephens restated an “overweight” rating and issued a $519.00 target price on shares of Carvana in a report on Thursday, February 19th. Finally, Wells Fargo & Company dropped their target price on shares of Carvana from $525.00 to $425.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $440.59.

Key Carvana News

Here are the key news stories impacting Carvana this week:

• Positive Sentiment: Analysts and reporters are refocusing on Carvana after signs that growth is outpacing expectations, improving investor sentiment and activist pressure around governance (split CEO/chair roles) — this narrative supports a higher valuation if momentum persists. Carvana (CVNA) Valuation In Focus As Growth Outpaces Expectations And Investor Sentiment Improves
• Neutral Sentiment: Management scheduled the Q1 2026 earnings release and conference call for April 29 — a key near-term catalyst that could move the stock depending on unit trends, margins and guidance. Carvana to Report First Quarter 2026 Results and Host Quarterly Conference Call on April 29
• Neutral Sentiment: Broader analyst articles (Zacks) mention retail/wholesale stocks that could beat earnings; these pieces can raise attention but don’t contain Carvana-specific forecasts. These 2 Retail and Wholesale Stocks Could Beat Earnings
• Neutral Sentiment: Other media mentions (The Motley Fool, AmericanBankingNews) reference market positioning and peer comparisons; useful for context but less likely to move CVNA by itself. 3 Monster Stocks to Hold for the Next 10 Years Contrasting Hour Loop & Carvana
• Negative Sentiment: Senior insiders disclosed sizable share sales on April 1: COO Benjamin Huston sold 10,000 shares, CFO Mark Jenkins sold 12,750 shares, and VP Stephen Palmer sold 1,000 shares — these reductions (around 2.9%–9.7% of individual holdings) may weigh on sentiment despite no indication of company distress. SEC filings: Huston Form 4 Jenkins Form 4 Palmer Form 4

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in CVNA. Vanguard Group Inc. boosted 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 acquiring an additional 3,328,115 shares during the period. State Street Corp grew its position 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 acquiring an additional 2,764,759 shares during the last quarter. Capital Research Global Investors increased its holdings in shares of Carvana by 42.9% in the 4th quarter. Capital Research Global Investors now owns 5,700,953 shares of the company’s stock valued at $2,405,959,000 after acquiring an additional 1,711,144 shares during the period. Price T Rowe Associates Inc. MD raised its position in Carvana by 8.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 17,726,838 shares of the company’s stock valued at $7,481,081,000 after purchasing an additional 1,407,762 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in Carvana by 55.4% in the 4th quarter. Geode Capital Management LLC now owns 3,880,711 shares of the company’s stock valued at $1,632,763,000 after purchasing an additional 1,382,852 shares during the last quarter. Institutional investors and hedge funds own 56.71% of the company’s stock.

About Carvana

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.