Circle Internet Group (NYSE:CRCL) Insider Sells $156,977.40 in Stock

Circle Internet Group, Inc. (NYSE:CRCL) insider Hossein Razzaghi sold 1,830 shares of the business’s stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $85.78, for a total value of $156,977.40. Following the completion of the sale, the insider directly owned 641,318 shares of the company’s stock, valued at approximately $55,012,258.04. This represents a 0.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 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.

Hossein Razzaghi also recently made the following trade(s):

• On Wednesday, September 2nd, Hossein Razzaghi sold 7,458 shares of Circle Internet Group stock. The stock was sold at an average price of $87.87, for a total value of $655,334.46.
• On Tuesday, August 4th, Hossein Razzaghi sold 1,829 shares of Circle Internet Group stock. The stock was sold at an average price of $60.08, for a total value of $109,886.32.

Circle Internet Group Price Performance

CRCL stock opened at $80.91 on Thursday. Circle Internet Group, Inc. has a 1-year low of $49.90 and a 1-year high of $159.47. The firm has a fifty day moving average price of $83.39 and a two-hundred day moving average price of $87.69. The firm has a market cap of $20.54 billion, a price-to-earnings ratio of 55.42 and a beta of 0.73.

Circle Internet Group (NYSE:CRCL) last issued its earnings results on Wednesday, August 5th. The company reported $0.18 EPS for the quarter, missing analysts’ consensus estimates of $0.26 by ($0.08). Circle Internet Group had a net margin of 15.53% and a return on equity of 13.58%. The company had revenue of $701.32 million during the quarter. During the same period in the prior year, the firm posted ($4.48) EPS. The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. As a group, analysts expect that Circle Internet Group, Inc. will post 1.08 EPS for the current fiscal year.

Key Stories Impacting Circle Internet Group

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

• Positive Sentiment: Circle is partnering with Volante Technologies to help banks use stablecoin capabilities, potentially expanding institutional adoption of USDC and Circle’s payments infrastructure. Circle and Volante stablecoin partnership
• Positive Sentiment: Circle will release third-quarter 2026 financial results on November 4, giving investors a near-term catalyst to assess revenue growth, profitability and stablecoin economics. Circle Q3 2026 earnings announcement
• Neutral Sentiment: Analyst opinion remains mixed. Circle has a consensus “Hold” rating and an average price target of $97.82, with ratings ranging from strong buy to sell. TD Cowen recently raised its target to $92 and kept a buy rating, while Wolfe Research maintained an underperform rating despite lifting its target to $65.
• Negative Sentiment: Crypto-linked equities were pressured as bitcoin weakened and broader market sentiment turned cautious ahead of the Federal Reserve’s meeting minutes, creating a negative backdrop for CRCL. Market and crypto-stock update
• Negative Sentiment: CEO Jeremy Allaire sold 62,264 shares for approximately $5.2 million, reducing his holdings by roughly 9% to 17%. The trades were made under a pre-arranged Rule 10b5-1 plan, which reduces their significance as discretionary bearish signals but may still weigh on sentiment. Additional executives also reported sales, including shares sold by CAO Tamara Schulz and insider Hossein Razzaghi.
• Negative Sentiment: Circle’s latest reported quarter included adjusted earnings of $0.18 per share, below the $0.26 consensus estimate, although revenue increased 6.6% year over year to $701.3 million. Investors may remain cautious because the stock trades at a relatively elevated earnings multiple while analysts expect approximately $1.08 in full-year EPS.

Institutional Investors Weigh In On Circle Internet Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. IDG Accel China Capital II Associates L.P. bought a new stake in shares of Circle Internet Group in the 4th quarter worth approximately $554,792,000. Southpoint Capital Advisors LP lifted its position in shares of Circle Internet Group by 175.0% during the 1st quarter. Southpoint Capital Advisors LP now owns 3,300,000 shares of the company’s stock worth $314,853,000 after buying an additional 2,100,000 shares during the period. Sumitomo Mitsui Trust Group Inc. boosted its stake in Circle Internet Group by 13.3% in the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,917,764 shares of the company’s stock valued at $278,384,000 after buying an additional 342,080 shares in the last quarter. Amova Asset Management Americas Inc. boosted its stake in Circle Internet Group by 13.4% in the 1st quarter. Amova Asset Management Americas Inc. now owns 2,914,947 shares of the company’s stock valued at $278,173,000 after buying an additional 344,539 shares in the last quarter. Finally, Clear Street Group Inc. grew its position in Circle Internet Group by 154.1% in the fourth quarter. Clear Street Group Inc. now owns 1,605,509 shares of the company’s stock valued at $127,317,000 after acquiring an additional 973,552 shares during the period.

Analyst Ratings Changes

CRCL has been the subject of several recent analyst reports. Susquehanna reiterated a “neutral” rating on shares of Circle Internet Group in a report on Tuesday, September 29th. The Goldman Sachs Group reiterated an “underperform” rating on shares of Circle Internet Group in a research report on Wednesday, September 9th. TD Cowen increased their target price on Circle Internet Group from $87.00 to $92.00 and gave the company a “buy” rating in a report on Thursday, September 17th. Raymond James Financial initiated coverage on Circle Internet Group in a report on Tuesday, July 21st. They set a “market perform” rating on the stock. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $140.00 price objective on shares of Circle Internet Group in a research report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $97.82.

Circle Internet Group Company Profile

Circle Internet Group, Inc is a global financial technology company that develops infrastructure for digital currencies and blockchain-based payments. Its primary product is USD Coin (USDC), a dollar-denominated stablecoin designed to maintain a stable value and support digital transactions, payments and transfers across blockchain networks. Circle also issues EURC, a euro-denominated stablecoin.

The company provides institutional and developer-focused services through Circle Mint, which enables eligible businesses to create, redeem and manage USDC and access related payment and treasury tools.