What is KeyCorp’s Estimate for CRCL Q2 Earnings?

Circle Internet Group, Inc. (NYSE:CRCL) – Stock analysts at KeyCorp issued their Q2 2026 earnings per share (EPS) estimates for Circle Internet Group in a report issued on Monday, May 25th. KeyCorp analyst A. Markgraff forecasts that the company will post earnings of $0.13 per share for the quarter. KeyCorp currently has a “Sector Weight” rating on the stock. The consensus estimate for Circle Internet Group’s current full-year earnings is $1.06 per share. KeyCorp also issued estimates for Circle Internet Group’s Q3 2026 earnings at $0.18 EPS, Q4 2026 earnings at $0.24 EPS, FY2026 earnings at $0.76 EPS, Q1 2027 earnings at $0.28 EPS, Q2 2027 earnings at $0.32 EPS, Q3 2027 earnings at $0.44 EPS, Q4 2027 earnings at $0.54 EPS, FY2027 earnings at $1.58 EPS and FY2028 earnings at $2.77 EPS.

Several other research firms also recently weighed in on CRCL. Freedom Capital raised shares of Circle Internet Group to a “hold” rating in a report on Tuesday, April 21st. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Circle Internet Group in a report on Monday, April 20th. HC Wainwright raised shares of Circle Internet Group from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $85.00 to $150.00 in a report on Monday, May 18th. Robert W. Baird upped their price objective on shares of Circle Internet Group from $110.00 to $138.00 and gave the stock an “outperform” rating in a report on Tuesday, March 17th. Finally, Mizuho upped their price objective on shares of Circle Internet Group from $120.00 to $135.00 and gave the stock a “neutral” rating in a report on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $137.12.

Circle Internet Group Trading Up 5.6%

CRCL opened at $108.36 on Friday. The business’s 50 day moving average is $105.95 and its 200-day moving average is $89.27. The stock has a market cap of $26.94 billion and a PE ratio of -33.86. Circle Internet Group has a twelve month low of $49.90 and a twelve month high of $298.99.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings results on Monday, May 11th. The company reported $0.21 earnings per share for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.06). The business had revenue of $694.13 million for the quarter. Circle Internet Group had a negative net margin of 2.76% and a positive return on equity of 2.89%. The company’s revenue was up 20.0% on a year-over-year basis.

Institutional Trading of Circle Internet Group

A number of hedge funds have recently bought and sold shares of CRCL. Bartlett & CO. Wealth Management LLC purchased a new stake in Circle Internet Group during the fourth quarter valued at about $25,000. Larson Financial Group LLC lifted its stake in Circle Internet Group by 3,800.0% during the third quarter. Larson Financial Group LLC now owns 195 shares of the company’s stock valued at $26,000 after buying an additional 190 shares in the last quarter. EverSource Wealth Advisors LLC purchased a new stake in Circle Internet Group during the second quarter valued at about $27,000. Bellevue Asset Management LLC purchased a new stake in Circle Internet Group during the fourth quarter valued at about $29,000. Finally, Harbour Investments Inc. lifted its stake in Circle Internet Group by 170.0% during the fourth quarter. Harbour Investments Inc. now owns 378 shares of the company’s stock valued at $30,000 after buying an additional 238 shares in the last quarter.

Insider Buying and Selling

In other Circle Internet Group news, President Heath Tarbert sold 122,007 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $94.23, for a total value of $11,496,719.61. Following the transaction, the president owned 599,156 shares of the company’s stock, valued at approximately $56,458,469.88. This represents a 16.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Patrick Sean Neville sold 30,000 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $98.04, for a total value of $2,941,200.00. Following the completion of the transaction, the director directly owned 30,000 shares in the company, valued at $2,941,200. This represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 463,624 shares of company stock worth $46,757,927 over the last three months. Corporate insiders own 10.85% of the company’s stock.

Circle Internet Group News Roundup

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

• Positive Sentiment: Circle announced a partnership with Nium to connect USDC settlement with global payout rails across more than 190 countries, which could expand adoption of Circle’s payments network and support future transaction volume. Nium and Circle to Connect USDC Settlement with Global Payouts
• Positive Sentiment: Another report highlighted that the Nium deal is helping lift CRCL shares by broadening USDC payment infrastructure, reinforcing the market’s growth thesis for Circle’s stablecoin ecosystem. Circle (CRCL) Stock Climbs on Nium Deal to Broaden USDC Payment Infrastructure
• Positive Sentiment: HC Wainwright kept a Buy rating and $150 price target, suggesting upside remains despite trimming near-term earnings estimates.
• Neutral Sentiment: KeyCorp initiated or updated its estimates with a Sector Weight rating, projecting FY2026 EPS of $0.76, FY2027 EPS of $1.58, and FY2028 EPS of $2.77. The new forecasts indicate longer-term earnings growth, but the neutral rating limits the immediate bullish signal.
• Negative Sentiment: HC Wainwright lowered its Q2, Q3, and Q4 2026 earnings estimates, and also trimmed FY2026 EPS, which may temper enthusiasm around near-term profitability.

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 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.