Brevan Howard Capital Management LP Raises Stake in Circle Internet Group, Inc. $CRCL

Brevan Howard Capital Management LP increased its stake in Circle Internet Group, Inc. (NYSE:CRCL) by 1,750.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,679 shares of the company’s stock after purchasing an additional 27,129 shares during the quarter. Brevan Howard Capital Management LP’s holdings in Circle Internet Group were worth $3,802,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in CRCL. General Catalyst Group Management LLC acquired a new stake in shares of Circle Internet Group during the 2nd quarter valued at approximately $3,647,694,000. Marshall Wace LLP acquired a new position in Circle Internet Group during the second quarter worth $1,547,214,000. Vanguard Group Inc. boosted its position in Circle Internet Group by 61.6% during the third quarter. Vanguard Group Inc. now owns 5,578,696 shares of the company’s stock worth $739,624,000 after purchasing an additional 2,126,072 shares in the last quarter. ARK Investment Management LLC raised its stake in shares of Circle Internet Group by 1.5% during the 3rd quarter. ARK Investment Management LLC now owns 2,966,940 shares of the company’s stock worth $393,357,000 after buying an additional 42,537 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in Circle Internet Group by 282.1% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,299,374 shares of the company’s stock valued at $172,271,000 after acquiring an additional 959,309 shares during the last quarter.

Circle Internet Group News Summary

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

• Positive Sentiment: Clear Street upgrade and Bitcoin rebound helped drive a sharp post‑earnings rally and pushed the stock to multi‑month highs. Market commentary highlights CRCL outpacing many crypto peers during this move. Full CRCL Moment: Circle Hits 4-Month High Amid Upgrade, Bitcoin Rebound
• Positive Sentiment: Investor note: demand for USDC appears to be driven more by utility (payments, treasury, settlement) than speculation, supporting durable revenue prospects tied to transaction volumes and commercial use. Why Circle Internet Group Stock Crushed it on Monday
• Positive Sentiment: Enterprise integrations (Visa, Intuit, others) and expansion of the Circle Payments Network are highlighted as drivers that could accelerate cross‑border payment volumes and future revenue growth. Can Circle’s Enterprise Integrations Accelerate Future Revenue Growth?
• Neutral Sentiment: Coverage notes that Circle’s bank charter and recent earnings put the USDC business model under closer scrutiny—this raises questions about regulatory requirements and how the charter will affect economics and disclosures. Investors should watch regulatory updates. Circle Bank Charter And Earnings Put USDC Business Model In Focus
• Negative Sentiment: Insider selling: Director Rajeev V. Date sold 3,819 shares at about $113 each on March 12. SEC Filing
• Negative Sentiment: Insider selling: President Heath Tarbert sold 15,000 shares at about $116 on March 13. SEC Filing
• Negative Sentiment: Insider selling: Director M. Michele Burns sold 11,670 shares at about $112.71 on March 12. SEC Filing

Insider Buying and Selling

In other Circle Internet Group news, CFO Jeremy Fox-Geen sold 47,908 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $90.00, for a total transaction of $4,311,720.00. Following the transaction, the chief financial officer owned 261,059 shares in the company, valued at $23,495,310. The trade was a 15.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director M Michele Burns sold 80,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $94.88, for a total value 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 $28,960,222.40. The trade was a 20.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 493,056 shares of company stock valued at $47,456,525 over the last ninety days.

Circle Internet Group Stock Up 9.2%

Circle Internet Group stock opened at $125.97 on Tuesday. The firm has a fifty day moving average of $78.24 and a 200-day moving average of $97.67. 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 $29.66 billion and a P/E ratio of -67.73.

Circle Internet Group (NYSE:CRCL) last posted its 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 business had revenue of $770.23 million for the quarter. The company’s revenue for the quarter was up 76.9% on a year-over-year basis.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. Wells Fargo & Company cut their target price on shares of Circle Internet Group from $128.00 to $111.00 and set an “overweight” rating for the company in a research report on Thursday, February 26th. Needham & Company LLC lowered their target price on Circle Internet Group from $190.00 to $130.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. William Blair reissued an “outperform” rating on shares of Circle Internet Group in a report on Wednesday, February 25th. Wall Street Zen raised Circle Internet Group from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Mizuho lifted their price objective on Circle Internet Group from $100.00 to $120.00 and gave the stock a “neutral” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $124.65.

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 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.