Nikhil Chandhok Sells 10,000 Shares of Circle Internet Group (NYSE:CRCL) Stock

Circle Internet Group, Inc. (NYSE:CRCL) insider Nikhil Chandhok sold 10,000 shares of the firm’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $90.00, for a total transaction of $900,000.00. Following the completion of the transaction, the insider directly owned 474,974 shares in the company, valued at $42,747,660. This represents a 2.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.

Nikhil Chandhok also recently made the following trade(s):

• On Friday, December 12th, Nikhil Chandhok sold 10,000 shares of Circle Internet Group stock. The shares were sold at an average price of $90.00, for a total value of $900,000.00.
• On Monday, December 1st, Nikhil Chandhok sold 100,000 shares of Circle Internet Group stock. The stock was sold at an average price of $77.08, for a total value of $7,708,000.00.

Circle Internet Group Stock Performance

NYSE:CRCL opened at $82.26 on Thursday. The business has a 50 day simple moving average of $96.05 and a 200 day simple moving average of $137.18. Circle Internet Group, Inc. has a 12-month low of $64.00 and a 12-month high of $298.99.

Circle Internet Group (NYSE:CRCL) last issued its earnings results on Wednesday, November 12th. The company reported $0.64 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.44. The company had revenue of $739.76 million during the quarter. The company’s revenue for the quarter was up 65.9% compared to the same quarter last year.

Circle Internet Group News Summary

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

• Positive Sentiment: Stacks integration expands USDC utility by connecting Stacks to Circle’s xReserve, opening on‑ramps for USDC‑backed stablecoins into Bitcoin‑layer ecosystems — a product win that supports longer‑term demand for Circle’s payments and reserve services. Stacks Now Connected to Circle xReserve
• Positive Sentiment: Macro tailwinds: coverage notes 2025 gains in crypto and the prospect of lower interest rates in 2026 that could boost retail and institutional appetite for crypto assets and stablecoin/payment infrastructure businesses like Circle. Crypto Won In 2025—But Bitcoin Fell
• Positive Sentiment: Short‑term buying interest flagged by intraday bulletin boards/reports showing moderately bullish activity and episodic upticks, which can support rebounds despite broader selling pressure. Moderately bullish activity in Circle
• Neutral Sentiment: Valuation review and analyst mix — recent writeups reassessing CRCL’s short‑term rebound and MarketBeat/Yahoo summaries show a consensus “Hold” from many brokerages and a wide range of price targets, which keeps upside expectations tempered until clearer catalysts arrive. Reassessing Valuation After a Recent Short-Term Share Price Rebound
• Negative Sentiment: Clustered insider selling: CEO Jeremy Allaire, director/executive Nikhil Chandhok and President Heath Tarbert reported sales on Dec. 22 (multiple filings show several thousand shares sold at ~\$90), increasing perceived near‑term supply and prompting investor concern. Insider trades summary Allaire SEC Filing Chandhok SEC Filing Tarbert SEC Filing
• Negative Sentiment: Options and sentiment indicators show mixed/negative tone in places (reports of mixed options flow and a notable intraday decline), which can amplify downside when combined with insider sales and neutral analyst stance. Mixed options sentiment

Institutional Investors Weigh In On Circle Internet Group

A number of institutional investors have recently added to or reduced their stakes in the company. CTC Alternative Strategies Ltd. bought a new position in Circle Internet Group during the 3rd quarter valued at $491,000. Strategic Investment Solutions Inc. IL lifted its holdings in shares of Circle Internet Group by 833.3% in the third quarter. Strategic Investment Solutions Inc. IL now owns 560 shares of the company’s stock valued at $74,000 after buying an additional 500 shares during the period. IFP Advisors Inc lifted its holdings in shares of Circle Internet Group by 2,565.3% in the third quarter. IFP Advisors Inc now owns 3,225 shares of the company’s stock valued at $428,000 after buying an additional 3,104 shares during the period. WJ Wealth Management LLC bought a new position in Circle Internet Group during the third quarter valued at about $289,000. Finally, Tcfg Wealth Management LLC acquired a new position in Circle Internet Group during the third quarter worth about $323,000.

Wall Street Analyst Weigh In

CRCL has been the topic of several recent research reports. Rothschild & Co Redburn began coverage on shares of Circle Internet Group in a research report on Friday, October 3rd. They issued a “neutral” rating and a $136.00 price objective on the stock. Robert W. Baird cut their price target on Circle Internet Group from $144.00 to $110.00 and set a “neutral” rating on the stock in a report on Thursday, November 13th. Wells Fargo & Company reduced their price objective on Circle Internet Group from $160.00 to $128.00 and set an “overweight” rating for the company in a research report on Thursday, November 13th. Wolfe Research initiated coverage on Circle Internet Group in a research report on Tuesday, December 2nd. They issued an “underperform” rating and a $60.00 target price on the stock. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Circle Internet Group in a research note on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $141.18.

About Circle Internet Group

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.