Insider Selling: Circle Internet Group (NYSE:CRCL) CFO Sells 7,200 Shares of Stock

Circle Internet Group, Inc. (NYSE:CRCL) CFO Jeremy Fox-Geen sold 7,200 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $92.64, for a total value of $667,008.00. Following the transaction, the chief financial officer owned 363,726 shares in the company, valued at $33,695,576.64. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Jeremy Fox-Geen also recently made the following trade(s):

• On Monday, May 4th, Jeremy Fox-Geen sold 4,238 shares of Circle Internet Group stock. The stock was sold at an average price of $107.10, for a total value of $453,889.80.
• On Thursday, April 2nd, Jeremy Fox-Geen sold 4,238 shares of Circle Internet Group stock. The stock was sold at an average price of $90.00, for a total value of $381,420.00.
• On Wednesday, April 1st, Jeremy Fox-Geen sold 7,200 shares of Circle Internet Group stock. The stock was sold at an average price of $98.04, for a total value of $705,888.00.
• On Thursday, February 26th, Jeremy Fox-Geen sold 47,908 shares of Circle Internet Group stock. The stock was sold at an average price of $90.00, for a total value of $4,311,720.00.

Circle Internet Group Price Performance

CRCL traded down $5.46 during trading hours on Tuesday, hitting $114.07. 22,378,759 shares of the stock were exchanged, compared to its average volume of 14,959,473. The stock has a 50-day simple moving average of $100.04 and a 200-day simple moving average of $90.55. Circle Internet Group, Inc. has a 12 month low of $49.90 and a 12 month high of $298.99. The stock has a market cap of $28.15 billion and a price-to-earnings ratio of -61.33.

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, topping the consensus estimate of $0.25 by $0.18. The firm had revenue of $770.23 million for the quarter. The company’s revenue was up 76.9% compared to the same quarter last year. Sell-side analysts expect that Circle Internet Group, Inc. will post 0.84 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Robert W. Baird raised their target price on Circle Internet Group from $110.00 to $138.00 and gave the company an “outperform” rating in a research note on Tuesday, March 17th. Zacks Research upgraded Circle Internet Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 17th. JPMorgan Chase & Co. cut their target price on Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 10th. Morgan Stanley set a $80.00 target price on Circle Internet Group in a research note on Monday, April 20th. Finally, Clear Str upgraded Circle Internet Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, March 16th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $129.06.

Circle Internet Group News Summary

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

• Positive Sentiment: U.S. lawmakers reached a compromise on the CLARITY Act that preserves key stablecoin reward mechanics, reducing regulatory risk to USDC yield programs — a direct catalyst cited for a double‑digit rally in CRCL. Read More.
• Positive Sentiment: Wells Fargo raised its price target on CRCL from $111 to $142 and moved to an “overweight” rating, giving the stock ~24.5% upside to that target — a fresh institutional buy-side endorsement that likely supported gains. Read More.
• Positive Sentiment: Unusual options activity: traders bought ~138,703 call options (≈ +19% vs. normal), signaling elevated bullish positioning that can amplify short‑term upside if momentum continues.
• Neutral Sentiment: Industry and market commentary framed CRCL’s move as part of a broader crypto‑equity rally (Coinbase, other digital-asset names) as investors rotate back into crypto-linked stocks. Read More.
• Negative Sentiment: Insider selling: several executives and directors sold shares in Rule 10b5‑1 plans — CFO Jeremy Fox‑Geen (4,238 shares at $107.10 on 5/4 and 7,200 at ~$92.64 on 5/1), CAO Tamara L. Schulz (1,194 shares at $107.10 on 5/4), Director Patrick S. Neville (5,000 and 30,000 shares at ~ $92.64–$92.65 on 5/1), and Director M. Michele Burns (1,666 at $107.61 on 5/4 and 10,000 at $120.15 on 5/5). Sales were disclosed on SEC filings and many were flagged as tax‑related or executed under pre‑arranged plans — but the volume and visibility of those sales can weigh on sentiment. SEC filings: Read More., Read More., Read More., Read More.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. General Catalyst Group Management LLC acquired a new position in shares of Circle Internet Group during the second quarter valued at $3,647,694,000. Marshall Wace LLP increased its holdings in shares of Circle Internet Group by 23.8% during the fourth quarter. Marshall Wace LLP now owns 9,978,729 shares of the company’s stock valued at $791,313,000 after purchasing an additional 1,919,205 shares during the period. IDG Accel China Capital II Associates L.P. acquired a new position in shares of Circle Internet Group during the fourth quarter valued at $554,792,000. Accel XI Associates L.L.C. acquired a new position in shares of Circle Internet Group during the fourth quarter valued at $513,844,000. Finally, Vanguard Group Inc. increased its holdings in shares of Circle Internet Group by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 5,653,110 shares of the company’s stock valued at $448,292,000 after purchasing an additional 74,414 shares during the period.

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.