8,429 Shares in Circle Internet Group, Inc. $CRCL Purchased by Harvest Portfolios Group Inc.

Harvest Portfolios Group Inc. acquired a new position in Circle Internet Group, Inc. (NYSE:CRCL) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 8,429 shares of the company’s stock, valued at approximately $1,118,000.

Several other large investors have also bought and sold shares of CRCL. JPMorgan Chase & Co. bought a new stake in shares of Circle Internet Group during the second quarter valued at approximately $65,261,000. Rakuten Securities Inc. bought a new position in Circle Internet Group in the third quarter worth $2,491,000. Telligent Fund LP purchased a new position in Circle Internet Group during the second quarter valued at $3,263,000. CloudAlpha Capital Management Limited Hong Kong lifted its position in Circle Internet Group by 181.1% during the third quarter. CloudAlpha Capital Management Limited Hong Kong now owns 283,964 shares of the company’s stock valued at $37,648,000 after buying an additional 182,954 shares during the period. Finally, Rheos Capital Works Inc. boosted its holdings in shares of Circle Internet Group by 20.8% during the 3rd quarter. Rheos Capital Works Inc. now owns 302,000 shares of the company’s stock valued at $40,039,000 after buying an additional 52,000 shares in the last quarter.

Circle Internet Group Stock Down 4.3%

Shares of CRCL opened at $83.47 on Friday. Circle Internet Group, Inc. has a twelve month low of $49.90 and a twelve month high of $298.99. The company has a market capitalization of $19.65 billion and a P/E ratio of -36.45. The firm has a 50 day moving average of $72.17 and a 200 day moving average of $99.98.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings data on Wednesday, February 25th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.18. The business had revenue of $770.23 million during the quarter. The company’s revenue was up 76.9% compared to the same quarter last year.

Insider Activity at Circle Internet Group

In other Circle Internet Group news, CEO Jeremy Allaire sold 758 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $90.07, for a total value of $68,273.06. Following the completion of the transaction, the chief executive officer owned 66,757 shares of the company’s stock, valued at approximately $6,012,802.99. The trade was a 1.12% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President Heath Tarbert sold 3,048 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $90.02, for a total transaction of $274,380.96. Following the transaction, the president owned 579,302 shares in the company, valued at $52,148,766.04. This represents a 0.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 205,769 shares of company stock valued at $17,148,896 over the last three months.

Wall Street Analyst Weigh In

CRCL has been the subject of several research reports. Robert W. Baird upgraded shares of Circle Internet Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, November 14th. Wells Fargo & Company cut their price objective on shares of Circle Internet Group from $128.00 to $111.00 and set an “overweight” rating on the stock in a report on Thursday. Sanford C. Bernstein set a $190.00 target price on shares of Circle Internet Group in a research note on Tuesday, January 6th. Mizuho set a $77.00 target price on shares of Circle Internet Group and gave the company a “neutral” rating in a report on Wednesday, January 28th. Finally, Zacks Research cut Circle Internet Group from a “hold” rating to a “strong sell” rating in a research report on Monday, February 16th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $122.12.

Key Headlines Impacting Circle Internet Group

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 Company 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.