Insider Selling: Circle Internet Group (NYSE:CRCL) President Sells $11,496,719.61 in Stock

Circle Internet Group, Inc. (NYSE:CRCL) President Heath Tarbert sold 122,007 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $94.23, for a total transaction of $11,496,719.61. Following the transaction, the president owned 599,156 shares in the company, valued at $56,458,469.88. This trade represents a 16.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Heath Tarbert also recently made the following trade(s):

• On Thursday, February 26th, Heath Tarbert sold 10,753 shares of Circle Internet Group stock. The stock was sold at an average price of $90.14, for a total transaction of $969,275.42.
• On Monday, December 22nd, Heath Tarbert sold 3,048 shares of Circle Internet Group stock. The stock was sold at an average price of $90.02, for a total transaction of $274,380.96.
• On Friday, December 12th, Heath Tarbert sold 1,300 shares of Circle Internet Group stock. The stock was sold at an average price of $90.10, for a total value of $117,130.00.

Circle Internet Group Stock Down 3.3%

Shares of Circle Internet Group stock opened at $102.25 on Friday. The firm has a market cap of $24.08 billion and a P/E ratio of -54.97. Circle Internet Group, Inc. has a fifty-two week low of $49.90 and a fifty-two week high of $298.99. The business 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.18. The firm had revenue of $770.23 million for the quarter. The business’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.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on CRCL. Wall Street Zen raised shares of Circle Internet Group from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Circle Internet Group from $147.00 to $90.00 and set a “hold” rating for the company in a research report on Thursday, November 13th. Monness Crespi & Hardt assumed coverage on shares of Circle Internet Group in a research note on Monday, November 10th. They set a “buy” rating and a $150.00 price objective on the stock. Mizuho raised their target price on shares of Circle Internet Group from $90.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday. Finally, JPMorgan Chase & Co. decreased their target price on Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $123.47.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in CRCL. Bartlett & CO. Wealth Management LLC acquired a new stake in Circle Internet Group in the fourth quarter worth approximately $25,000. Larson Financial Group LLC increased its position 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 valued at $26,000 after purchasing an additional 190 shares during the period. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Circle Internet Group in the 3rd quarter worth $27,000. EverSource Wealth Advisors LLC bought a new stake in shares of Circle Internet Group in the 2nd quarter worth $27,000. Finally, Bellevue Asset Management LLC acquired a new stake in shares of Circle Internet Group in the fourth quarter valued at $29,000.

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.