M Michele Burns Sells 25,000 Shares of Circle Internet Group (NYSE:CRCL) Stock

Circle Internet Group, Inc. (NYSE:CRCL) Director M Michele Burns sold 25,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $105.00, for a total value of $2,625,000.00. Following the transaction, the director directly owned 355,230 shares of the company’s stock, valued at $37,299,150. The trade was a 6.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

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

• On Monday, March 2nd, M Michele Burns sold 80,000 shares of Circle Internet Group stock. The stock was sold at an average price of $94.88, for a total value of $7,590,400.00.
• On Thursday, February 26th, M Michele Burns sold 10,000 shares of Circle Internet Group stock. The shares were sold at an average price of $82.00, for a total value of $820,000.00.

Circle Internet Group Stock Down 3.3%

Shares of Circle Internet Group stock opened at $102.25 on Friday. The company has a market cap of $24.08 billion and a PE ratio of -54.97. The business has a 50 day moving average of $74.04 and a 200 day moving average of $98.77. Circle Internet Group, Inc. has a 52 week low of $49.90 and a 52 week high of $298.99.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.18. The company had revenue of $770.23 million during the quarter. The company’s 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.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on CRCL shares. Canaccord Genuity Group dropped their price target on Circle Internet Group from $247.00 to $160.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. HC Wainwright started coverage on Circle Internet Group in a report on Friday, December 19th. They issued a “neutral” rating and a $85.00 target price for the company. Zacks Research cut Circle Internet Group from a “hold” rating to a “strong sell” rating in a research note on Monday, February 16th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Circle Internet Group in a report on Wednesday, January 21st. Finally, The Goldman Sachs Group lifted their price objective on Circle Internet Group from $79.00 to $88.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $123.47.

Hedge Funds Weigh In On Circle Internet Group

A number of institutional investors and hedge funds have recently made changes to their positions in CRCL. Bartlett & CO. Wealth Management LLC bought a new stake in Circle Internet Group during the fourth quarter valued at approximately $25,000. Larson Financial Group LLC boosted its stake in shares of Circle Internet Group by 3,800.0% during the 3rd quarter. Larson Financial Group LLC now owns 195 shares of the company’s stock worth $26,000 after acquiring an additional 190 shares during the last quarter. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Circle Internet Group during the 3rd quarter worth $27,000. EverSource Wealth Advisors LLC bought a new stake in shares of Circle Internet Group during the 2nd quarter valued at $27,000. Finally, Bellevue Asset Management LLC bought a new stake in shares of Circle Internet Group during the 4th quarter valued at $29,000.

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.