Circle Internet Group (NYSE:CRCL) Stock: Insider Tamara Schulz Sells 1,194 Shares

Circle Internet Group, Inc. (NYSE:CRCL) CAO Tamara Schulz sold 1,194 shares of the business’s stock in a transaction dated Tuesday, November 3rd. The shares were sold at an average price of $73.06, for a total value of $87,233.64. Following the completion of the transaction, the chief accounting officer directly owned 92,024 shares of the company’s stock, valued at approximately $6,723,273.44. This trade represents a 1.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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 Up 1.5%

Shares of NYSE CRCL opened at $76.37 on Thursday. Circle Internet Group, Inc. has a 12 month low of $49.90 and a 12 month high of $140.00. The company has a market cap of $19.39 billion, a price-to-earnings ratio of 51.52 and a beta of 0.84. The stock has a 50-day moving average price of $86.40 and a two-hundred day moving average price of $85.71.

Circle Internet Group (NYSE:CRCL) last issued its quarterly earnings data on Wednesday, November 4th. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.42 by $0.42. Circle Internet Group had a net margin of 15.53% and a return on equity of 13.58%. The business had revenue of $864.89 million during the quarter. During the same quarter last year, the business earned $0.64 EPS. The firm’s quarterly revenue was up 16.9% compared to the same quarter last year. On average, sell-side analysts predict that Circle Internet Group, Inc. will post 1.14 earnings per share for the current year.

Analyst Upgrades and Downgrades

CRCL has been the subject of several research analyst reports. Susquehanna restated a “neutral” rating on shares of Circle Internet Group in a research note on Tuesday, September 29th. HC Wainwright dropped their target price on Circle Internet Group from $115.00 to $104.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Wall Street Zen raised Circle Internet Group from a “strong sell” rating to a “sell” rating in a research note on Saturday, October 31st. Robert W. Baird reduced their target price on Circle Internet Group from $138.00 to $100.00 and set an “outperform” rating on the stock in a report on Monday, July 13th. Finally, Seaport Research Partners set a $100.00 price objective on shares of Circle Internet Group in a research note on Monday, August 17th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $97.94.

Hedge Funds Weigh In On Circle Internet Group

Several institutional investors have recently added to or reduced their stakes in the company. Southpoint Capital Advisors LP lifted its stake in shares of Circle Internet Group by 175.0% in the 1st quarter. Southpoint Capital Advisors LP now owns 3,300,000 shares of the company’s stock valued at $314,853,000 after purchasing an additional 2,100,000 shares during the last quarter. SBI Holdings USA Inc. bought a new position in shares of Circle Internet Group during the 2nd quarter valued at approximately $101,084,820. Accel XI Associates L.L.C. purchased a new stake in Circle Internet Group during the 2nd quarter valued at $56,999,563. Sumitomo Mitsui Trust Group Inc. raised its holdings in Circle Internet Group by 24.6% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,970,939 shares of the company’s stock valued at $326,292,000 after buying an additional 785,213 shares during the period. Finally, Bank of New York Mellon Corp bought a new stake in Circle Internet Group in the second quarter worth $25,467,000.

Circle Internet Group News Roundup

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

• Positive Sentiment: Circle reported Q3 earnings of $0.84 per share, double the $0.42 consensus, and revenue and reserve income of $865 million, up 17% year over year. USDC averaged $73.3 billion in circulation, while on-chain transaction volume jumped 49% to $13.9 trillion—evidence of continued activity and adoption. Circle Reports Third Quarter 2026 Results
• Positive Sentiment: Ark Invest reportedly bought 12,835 Circle shares for about $965,000, a modest signal of institutional interest. Ark Invest buys Circle shares
• Neutral Sentiment: Several executives, including the CFO and CAO, sold shares under pre-arranged plans to cover tax withholding on vested awards; the disclosed sales were relatively small and the executives retained substantial holdings. Circle insider transactions
• Negative Sentiment: Some coverage cautions that about $182 million of quarterly revenue came from an ARC token sale, which may be less recurring than USDC-related income. That raises questions about the underlying trend in Circle’s core business. Circle’s revenue growth and ARC token sale
• Negative Sentiment: Circle is cutting about 5% of its workforce as falling interest rates squeeze income earned on stablecoin reserves. Lower reserve yields could weigh on profitability, despite Q3 net income from continuing operations rising 5% to $226 million. Circle cuts staff as reserve income faces pressure

Circle Internet Group Company Profile

Circle Internet Group, Inc is a global financial technology company focused on digital currencies and blockchain-based payments. The company is best known for issuing USD Coin (USDC), a dollar-backed stablecoin designed to maintain a value of one U.S. dollar and support digital transactions, payments, trading and other financial applications. Circle also issues EURC, a euro-backed stablecoin.

Circle provides infrastructure and services for businesses, financial institutions and developers through products such as Circle Mint, which supports the creation, redemption and transfer of its stablecoins, as well as APIs and developer tools for integrating digital-asset payments and blockchain functionality.