Insider Selling: Circle Internet Group (NYSE:CRCL) Director Sells $7,590,400.00 in Stock

Circle Internet Group, Inc. (NYSE:CRCL) Director M Michele Burns sold 80,000 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $94.88, for a total transaction of $7,590,400.00. Following the completion of the sale, the director directly owned 305,230 shares of the company’s stock, valued at approximately $28,960,222.40. The trade was a 20.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

M Michele Burns also recently made the following trade(s):

• On Wednesday, March 4th, M Michele Burns sold 25,000 shares of Circle Internet Group stock. The shares were sold at an average price of $105.00, for a total value of $2,625,000.00.
• On Thursday, February 26th, M Michele Burns sold 10,000 shares of Circle Internet Group stock. The stock was sold at an average price of $82.00, for a total value of $820,000.00.

Circle Internet Group Stock Performance

Shares of CRCL stock opened at $102.25 on Friday. Circle Internet Group, Inc. has a 52-week low of $49.90 and a 52-week high of $298.99. The firm has a market capitalization of $24.08 billion and a P/E ratio of -54.97. The stock has a 50 day moving average price of $74.04 and a 200 day moving average price of $98.77.

Circle Internet Group (NYSE:CRCL) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $0.43 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 business’s quarterly revenue was up 76.9% on a year-over-year basis.

Key Circle Internet Group News

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

• Positive Sentiment: Q4 results showed accelerating revenue and an EPS beat, reinforcing the company’s growth narrative (USDC circulation and transaction volumes remain key drivers). Read More.
• Positive Sentiment: Independent bullish research: a Seeking Alpha upgrade cites rapid revenue growth, network effects in stablecoins and AI tailwinds — a narrative that supports longer-term upside. Read More.
• Positive Sentiment: Options and crypto flows are supporting short-term demand (above-normal call activity and broader crypto strength can amplify upside moves). Read More.
• Neutral Sentiment: Mizuho raised its price target to $100 but kept a neutral rating — a modest vote of confidence that still leaves room for mixed investor interpretation. Read More.
• Neutral Sentiment: Technical/price commentary: some market notes call the recent move a short-term top yet maintain a bullish longer-term view — useful for traders but not a clear directional signal for investors. Read More.
• Negative Sentiment: Clustered insider selling: President Heath Tarbert sold ~122,007 shares and Director M. Michele Burns executed multiple sales (80k, 25k, plus earlier trades). Heavy management/director selling is creating visible supply and can sap investor confidence. Read More. Read More.
• Negative Sentiment: Regulatory scrutiny: USDC growth and reserve/operational aspects face fresh attention from the OCC and BIS — regulatory developments could impair growth or raise compliance costs. Read More.
• Negative Sentiment: Some analysts have trimmed targets, adding valuation pressure and volatility even as fundamentals improve. Read More.

Institutional Trading of Circle Internet Group

Hedge funds have recently added to or reduced their stakes in the business. Hsbc Holdings PLC grew its holdings in Circle Internet Group by 4,329.6% during the 4th quarter. Hsbc Holdings PLC now owns 168,104 shares of the company’s stock worth $13,433,000 after acquiring an additional 164,309 shares in the last quarter. Sit Investment Associates Inc. raised its holdings in shares of Circle Internet Group by 93.6% in the 4th quarter. Sit Investment Associates Inc. now owns 9,100 shares of the company’s stock valued at $722,000 after purchasing an additional 4,400 shares in the last quarter. Virtu Financial LLC bought a new stake in shares of Circle Internet Group in the 4th quarter valued at about $2,159,000. Cambient Family Office LLC purchased a new stake in shares of Circle Internet Group in the 4th quarter worth approximately $376,000. Finally, Invesco Ltd. lifted its position in shares of Circle Internet Group by 7.6% in the 4th quarter. Invesco Ltd. now owns 34,908 shares of the company’s stock worth $2,768,000 after purchasing an additional 2,467 shares during the period.

Analysts Set New Price Targets

A number of research firms have recently commented on CRCL. Wall Street Zen upgraded shares of Circle Internet Group from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. HC Wainwright began coverage on shares of Circle Internet Group in a research report on Friday, December 19th. They issued a “neutral” rating and a $85.00 price objective for the company. Morgan Stanley began coverage on shares of Circle Internet Group in a research note on Monday, February 2nd. They issued an “equal weight” rating and a $66.00 target price on the stock. JPMorgan Chase & Co. reduced their target price on shares of Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 10th. Finally, Wolfe Research started coverage on shares of Circle Internet Group in a research note on Tuesday, December 2nd. They set an “underperform” rating and a $60.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Circle Internet Group currently has a consensus rating of “Hold” and a consensus target price of $123.47.

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.