TD Asset Management Inc Purchases New Position in Circle Internet Group, Inc. $CRCL

TD Asset Management Inc acquired a new position in Circle Internet Group, Inc. (NYSE:CRCL) in the 3rd quarter, Holdings Channel reports. The firm acquired 85,564 shares of the company’s stock, valued at approximately $11,344,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in CRCL. General Catalyst Group Management LLC purchased a new position in shares of Circle Internet Group in the 2nd quarter valued at approximately $3,647,694,000. Marshall Wace LLP purchased a new stake in Circle Internet Group in the second quarter worth $1,547,214,000. Vanguard Group Inc. raised its holdings in Circle Internet Group by 61.6% in the third quarter. Vanguard Group Inc. now owns 5,578,696 shares of the company’s stock worth $739,624,000 after purchasing an additional 2,126,072 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its position in Circle Internet Group by 282.1% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,299,374 shares of the company’s stock valued at $172,271,000 after buying an additional 959,309 shares during the period. Finally, Squarepoint Ops LLC purchased a new position in Circle Internet Group during the second quarter valued at $73,101,000.

Insiders Place Their Bets

In other news, CAO Tamara L. Schulz sold 4,438 shares of the firm’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $85.19, for a total transaction of $378,073.22. Following the sale, the chief accounting officer owned 82,679 shares of the company’s stock, valued at $7,043,424.01. This trade represents a 5.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Jeremy Allaire sold 7,055 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $90.05, for a total transaction of $635,302.75. Following the transaction, the chief executive officer directly owned 77,572 shares of the company’s stock, valued at $6,985,358.60. The trade was a 8.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,769 shares of company stock worth $9,440,896 in the last quarter.

More Circle Internet Group News

Here are the key news stories impacting Circle Internet Group this week:

• Positive Sentiment: Q4 beat — CRCL reported stronger-than-expected Q4 results (EPS and revenue ahead, revenue ~+77% Y/Y) with record margins and jump in reserve income driven by USDC growth. Circle Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Pre-market and intraday strength tied to the earnings beat — coverage notes the stock jumped strongly (pre-market ~+17%) as investors focused on USDC momentum and margin expansion. Why Circle stock is up 17% before bell on Wednesday?
• Positive Sentiment: Market write-ups and call highlights emphasize that USDC circulation is the key growth driver and that management posted ambitious growth targets on the call. Circle Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Analyst view split — some research notes balanced risk/reward: strong top-line momentum but rising costs and a less favorable expense trajectory, supporting a cautious or “hold” stance for some investors. Balanced Risk-Reward at Circle (TipRanks)
• Positive Sentiment: Multiple outlets and transcripts highlight that USDC may be a strategic winner in the current crypto environment, underpinning investor optimism about durable revenue streams. Circle Q4 Earnings: Is USDC The Winner In The Crypto Winter?
• Negative Sentiment: Price-target cuts — several firms trimmed targets (Canaccord, Needham, Wells Fargo) even while keeping buy/overweight ratings, which tempers upside expectations and likely contributed to intraday weakness. Analyst price target changes (Benzinga) TickerReport on Needham
• Negative Sentiment: Some institutional observers remain cautious — e.g., at least one legacy bank declined to upgrade the stock despite the surge, highlighting divergent opinions among large investors. 158-year-old bank refuses to upgrade surging crypto stock

Circle Internet Group Trading Down 4.3%

CRCL stock opened at $83.47 on Monday. The stock’s 50 day simple moving average is $72.17 and its 200 day simple moving average is $99.61. Circle Internet Group, Inc. has a 12-month low of $49.90 and a 12-month high of $298.99. The stock has a market capitalization of $19.65 billion and a PE ratio of -36.45.

Circle Internet Group (NYSE:CRCL) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.18. The business had revenue of $770.23 million during the quarter. Circle Internet Group’s revenue was up 76.9% on a year-over-year basis.

Wall Street Analysts Forecast Growth

CRCL has been the subject of several research reports. JPMorgan Chase & Co. decreased their price target on shares of Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Tuesday, February 10th. Robert W. Baird upgraded shares of Circle Internet Group from a “hold” rating to a “strong-buy” rating in a report on Friday, November 14th. Sanford C. Bernstein set a $190.00 price target on Circle Internet Group in a research report on Tuesday, January 6th. Needham & Company LLC reduced their price objective on Circle Internet Group from $190.00 to $130.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Mizuho set a $77.00 target price on Circle Internet Group and gave the stock a “neutral” rating in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $122.12.

Circle Internet Group Profile

Circle Internet Group (NYSE: CRCL) is a financial technology company that builds infrastructure to enable businesses and developers to use and move money on public blockchains. Co-founded by Jeremy Allaire and Sean Neville, the company is best known as a principal issuer and steward of USD Coin (USDC), a dollar-pegged stablecoin developed through the CENTRE Consortium, which Circle co-founded with Coinbase. Jeremy Allaire serves as CEO and has been a visible leader in the company’s strategy and public engagement around digital currency and payments innovation.

Circle’s core products and services center on digital currency issuance and programmable payments.