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

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

Carvana Price Performance

Shares of CVNA opened at $313.99 on Friday. The business’s 50-day moving average is $342.93 and its 200-day moving average is $371.91. The company has a debt-to-equity ratio of 1.15, a current ratio of 4.31 and a quick ratio of 2.73. The company has a market capitalization of $68.72 billion, a price-to-earnings ratio of 39.05 and a beta of 3.61. Carvana Co. has a fifty-two week low of $148.25 and a fifty-two week high of $486.89.

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

Carvana (NYSE:CVNA) last posted its quarterly 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 net margin of 6.92% and a return on equity of 50.96%. The business had revenue of $5.60 billion for the quarter, compared to analysts’ expectations of $5.24 billion. During the same period in the previous year, the company posted $0.56 EPS. Carvana’s revenue was up 58.0% on a year-over-year basis. Equities research analysts expect that Carvana Co. will post 2.85 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently commented on CVNA. Morgan Stanley reissued an “overweight” rating on shares of Carvana in a research note on Thursday, January 8th. Bank of America reduced their target price on shares of Carvana from $460.00 to $400.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. DA Davidson dropped their price target on shares of Carvana from $470.00 to $320.00 and set a “neutral” rating on the stock in a research note on Thursday, February 19th. 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 note on Thursday, February 19th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Carvana from $510.00 to $490.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Carvana currently has an average rating of “Moderate Buy” and an average target price of $440.59.

Carvana News Summary

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 bought and sold shares of the company. Hsbc Holdings PLC boosted its holdings in Carvana by 239.6% during the fourth quarter. Hsbc Holdings PLC now owns 221,727 shares of the company’s stock valued at $93,748,000 after acquiring an additional 156,430 shares during the period. Rockefeller Capital Management L.P. increased its stake in shares of Carvana by 26.0% in the fourth quarter. Rockefeller Capital Management L.P. now owns 2,588 shares of the company’s stock worth $1,092,000 after purchasing an additional 534 shares during the period. World Investment Advisors lifted its position in shares of Carvana by 14.8% during the 4th quarter. World Investment Advisors now owns 793 shares of the company’s stock worth $335,000 after purchasing an additional 102 shares during the last quarter. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Carvana during the 4th quarter worth about $106,000. Finally, AG Campbell Advisory LLC bought a new stake in Carvana during the 4th quarter valued at approximately $319,000. Institutional investors own 56.71% of the company’s stock.

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.