Rheos Capital Works Inc. Buys 52,000 Shares of Circle Internet Group, Inc. $CRCL

Rheos Capital Works Inc. grew its stake in shares of Circle Internet Group, Inc. (NYSE:CRCL) by 20.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 302,000 shares of the company’s stock after acquiring an additional 52,000 shares during the period. Circle Internet Group accounts for 2.2% of Rheos Capital Works Inc.’s holdings, making the stock its 16th largest position. Rheos Capital Works Inc. owned about 0.13% of Circle Internet Group worth $40,039,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the company. CoreCap Advisors LLC grew its position in shares of Circle Internet Group by 2,300.0% in the third quarter. CoreCap Advisors LLC now owns 360 shares of the company’s stock valued at $48,000 after purchasing an additional 345 shares during the last quarter. North Star Investment Management Corp. lifted its holdings in Circle Internet Group by 152.6% during the 3rd quarter. North Star Investment Management Corp. now owns 480 shares of the company’s stock worth $64,000 after purchasing an additional 290 shares during the last quarter. Global Retirement Partners LLC boosted its stake in Circle Internet Group by 10,333.3% in the 3rd quarter. Global Retirement Partners LLC now owns 2,191 shares of the company’s stock valued at $290,000 after purchasing an additional 2,170 shares during the period. SteelPeak Wealth LLC acquired a new position in Circle Internet Group in the 3rd quarter valued at $1,525,000. Finally, Masso Torrence Wealth Management Inc. grew its holdings in Circle Internet Group by 48.1% in the 3rd quarter. Masso Torrence Wealth Management Inc. now owns 2,000 shares of the company’s stock valued at $265,000 after buying an additional 650 shares in the last quarter.

Insiders Place Their Bets

In other Circle Internet Group news, insider Nikhil Chandhok sold 10,000 shares of Circle Internet Group stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $90.00, for a total value of $900,000.00. Following the transaction, the insider owned 474,974 shares in the company, valued at $42,747,660. The trade was a 2.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Jeremy Fox-Geen sold 23,830 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $90.00, for a total value of $2,144,700.00. Following the transaction, the chief financial officer directly owned 282,173 shares of the company’s stock, valued at approximately $25,395,570. The trade was a 7.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 722,089 shares of company stock valued at $58,540,227 over the last ninety days.

Circle Internet Group Price Performance

Shares of NYSE:CRCL opened at $84.82 on Wednesday. Circle Internet Group, Inc. has a 1 year low of $64.00 and a 1 year high of $298.99. The company’s 50 day simple moving average is $86.94 and its 200 day simple moving average is $132.47.

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, beating analysts’ consensus estimates of $0.20 by $0.44. The business had revenue of $739.76 million during the quarter. The business’s quarterly revenue was up 65.9% on a year-over-year basis.

Wall Street Analyst Weigh In

CRCL has been the subject of a number of research reports. Canaccord Genuity Group reissued a “buy” rating and set a $247.00 target price on shares of Circle Internet Group in a report on Thursday, September 11th. Oppenheimer started coverage on shares of Circle Internet Group in a research report on Friday, September 12th. They set a “market perform” rating on the stock. JPMorgan Chase & Co. upgraded shares of Circle Internet Group from an “underweight” rating to an “overweight” rating and lifted their price objective for the stock from $94.00 to $100.00 in a research note on Thursday, November 13th. William Blair reissued an “outperform” rating on shares of Circle Internet Group in a report on Wednesday, November 12th. Finally, Wolfe Research started coverage on shares of Circle Internet Group in a report on Tuesday, December 2nd. They set an “underperform” rating and a $60.00 target price on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $139.29.

Key Headlines Impacting Circle Internet Group

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

• Positive Sentiment: J.P. Morgan published a positive report on Circle, which can boost investor confidence and buying interest given the bank’s influence. Article Title
• Positive Sentiment: Goldman Sachs raised its price target on CRCL to $88 from $79, a direct bullish signal that can lift the stock as investors reprice upside. Article Title
• Positive Sentiment: Coverage highlighting Circle as one of the notable IPO winners of 2025 reinforces a growth narrative among momentum and institutional investors. Article Title
• Positive Sentiment: A Zacks piece lists three reasons to hold CRCL despite a large recent decline (USDC adoption, revenue diversification, Arc platform potential), supporting a constructive medium- to long-term case for investors. Article Title
• Neutral Sentiment: Two valuation/analysis pieces review whether CRCL is fairly priced after stablecoin regulation headlines and recent share moves — these are balanced reads that can temper momentum by encouraging re‑rating/price-target reassessments. Article Title Article Title
• Neutral Sentiment: An analysts‑mixed roundup and a relative‑value comparison story (BBSEY vs CRCL) provide varied viewpoints that can keep trading choppy as investors parse which thesis (growth vs valuation) wins out. Article Title Article Title
• Negative Sentiment: Insider selling: CAO Tamara L. Schulz sold 4,438 shares (~$378k) on Jan 5; while not large vs total insider holdings, such sales can be viewed negatively by short‑term investors. Article Title

Circle Internet Group 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.