Circle Internet Group (NYSE:CRCL) CAO Sells $102,421.32 in Stock

Circle Internet Group, Inc. (NYSE:CRCL) CAO Tamara Schulz sold 1,194 shares of the business’s stock in a transaction that occurred on Friday, October 2nd. The stock was sold at an average price of $85.78, for a total transaction of $102,421.32. Following the transaction, the chief accounting officer owned 94,248 shares of the company’s stock, valued at $8,084,593.44. This trade represents a 1.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Circle Internet Group Trading Down 3.8%

Shares of NYSE:CRCL opened at $80.91 on Thursday. Circle Internet Group, Inc. has a 52 week low of $49.90 and a 52 week high of $159.47. The company’s 50 day moving average is $83.39 and its two-hundred day moving average is $87.69. The company has a market cap of $20.54 billion, a PE ratio of 55.42 and a beta of 0.73.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings data on Wednesday, August 5th. The company reported $0.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.26 by ($0.08). The firm had revenue of $701.32 million for the quarter. Circle Internet Group had a return on equity of 13.58% and a net margin of 15.53%.The company’s revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the business posted ($4.48) earnings per share. As a group, equities research analysts expect that Circle Internet Group, Inc. will post 1.08 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on CRCL shares. Needham & Company LLC lowered their price objective on Circle Internet Group from $150.00 to $127.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. Morgan Stanley decreased their target price on Circle Internet Group from $38.00 to $37.00 and set an “underweight” rating for the company in a research note on Thursday, August 6th. Weiss Ratings raised Circle Internet Group from a “sell (d)” rating to a “sell (d+)” rating in a report on Thursday, August 6th. Seaport Research Partners set a $100.00 price objective on shares of Circle Internet Group in a report on Monday, August 17th. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $140.00 price objective on shares of Circle Internet Group in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $97.82.

Institutional Trading of Circle Internet Group

Several institutional investors and hedge funds have recently made changes to their positions in the company. Allworth Financial LP lifted its position in shares of Circle Internet Group by 9.1% during the 2nd quarter. Allworth Financial LP now owns 1,267 shares of the company’s stock valued at $79,000 after acquiring an additional 106 shares during the period. GAMMA Investing LLC grew its holdings in shares of Circle Internet Group by 28.6% in the 2nd quarter. GAMMA Investing LLC now owns 715 shares of the company’s stock worth $45,000 after acquiring an additional 159 shares during the period. Raiffeisen Bank International AG grew its holdings in shares of Circle Internet Group by 0.7% in the 2nd quarter. Raiffeisen Bank International AG now owns 30,200 shares of the company’s stock worth $1,891,000 after acquiring an additional 200 shares during the period. Harbour Investments Inc. increased its stake in Circle Internet Group by 170.0% in the 4th quarter. Harbour Investments Inc. now owns 378 shares of the company’s stock valued at $30,000 after purchasing an additional 238 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its stake in Circle Internet Group by 32.2% in the 2nd quarter. Parkside Financial Bank & Trust now owns 981 shares of the company’s stock valued at $61,000 after purchasing an additional 239 shares in the last quarter.

Circle Internet Group News Roundup

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

• Positive Sentiment: Circle is partnering with Volante Technologies to help banks use stablecoin capabilities, potentially expanding institutional adoption of USDC and Circle’s payments infrastructure. Circle and Volante stablecoin partnership
• Positive Sentiment: Circle will release third-quarter 2026 financial results on November 4, giving investors a near-term catalyst to assess revenue growth, profitability and stablecoin economics. Circle Q3 2026 earnings announcement
• Neutral Sentiment: Analyst opinion remains mixed. Circle has a consensus “Hold” rating and an average price target of $97.82, with ratings ranging from strong buy to sell. TD Cowen recently raised its target to $92 and kept a buy rating, while Wolfe Research maintained an underperform rating despite lifting its target to $65.
• Negative Sentiment: Crypto-linked equities were pressured as bitcoin weakened and broader market sentiment turned cautious ahead of the Federal Reserve’s meeting minutes, creating a negative backdrop for CRCL. Market and crypto-stock update
• Negative Sentiment: CEO Jeremy Allaire sold 62,264 shares for approximately $5.2 million, reducing his holdings by roughly 9% to 17%. The trades were made under a pre-arranged Rule 10b5-1 plan, which reduces their significance as discretionary bearish signals but may still weigh on sentiment. Additional executives also reported sales, including shares sold by CAO Tamara Schulz and insider Hossein Razzaghi.
• Negative Sentiment: Circle’s latest reported quarter included adjusted earnings of $0.18 per share, below the $0.26 consensus estimate, although revenue increased 6.6% year over year to $701.3 million. Investors may remain cautious because the stock trades at a relatively elevated earnings multiple while analysts expect approximately $1.08 in full-year EPS.

About Circle Internet Group

Circle Internet Group, Inc is a global financial technology company that develops infrastructure for digital currencies and blockchain-based payments. Its primary product is USD Coin (USDC), a dollar-denominated stablecoin designed to maintain a stable value and support digital transactions, payments and transfers across blockchain networks. Circle also issues EURC, a euro-denominated stablecoin.

The company provides institutional and developer-focused services through Circle Mint, which enables eligible businesses to create, redeem and manage USDC and access related payment and treasury tools.