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

Carvana Co. (NYSE:CVNA) insider Thomas Taira sold 1,174 shares of the 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 transaction, the insider directly owned 68,252 shares in the company, valued at approximately $30,508,644. This represents a 1.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

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 stock was sold at an average price of $375.01, for a total transaction of $3,750,100.00.
• On Monday, November 10th, Thomas Taira sold 952 shares of Carvana stock. The shares were sold at an average price of $325.00, for a total transaction of $309,400.00.

Carvana Trading Up 4.7%

Carvana stock opened at $463.57 on Friday. Carvana Co. has a 1 year low of $148.25 and a 1 year high of $485.33. The firm’s 50-day moving average is $391.56 and its 200-day moving average is $367.17. The company has a debt-to-equity ratio of 1.63, a quick ratio of 2.55 and a current ratio of 4.05. The company has a market cap of $100.84 billion, a P/E ratio of 105.84, a PEG ratio of 1.03 and a beta of 3.54.

Carvana (NYSE:CVNA) last released its quarterly earnings data on Wednesday, October 29th. The company reported $1.03 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.26). Carvana had a return on equity of 30.62% and a net margin of 3.44%.The business had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.04 billion. During the same quarter last year, the company earned $0.64 EPS. Carvana’s revenue was up 54.5% compared to the same quarter last year. On average, equities analysts expect that Carvana Co. will post 2.85 earnings per share for the current year.

Institutional Investors Weigh In On Carvana

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

Analyst Ratings Changes

CVNA has been the subject of a number of recent research reports. Zacks Research downgraded Carvana from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Jefferies Financial Group upped their price target on shares of Carvana from $475.00 to $550.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Needham & Company LLC reaffirmed a “buy” rating and issued a $500.00 price objective on shares of Carvana in a report on Monday, November 17th. Gordon Haskett cut their price objective on shares of Carvana from $445.00 to $435.00 and set a “hold” rating on the stock in a research report on Monday, January 5th. Finally, Deutsche Bank Aktiengesellschaft assumed coverage on shares of Carvana in a research note on Friday, November 21st. They set a “buy” rating and a $395.00 target price for the company. Nineteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Carvana presently has a consensus rating of “Moderate Buy” and an average price target of $451.14.

More Carvana News

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?

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.