Circle Internet Group (NYSE:CRCL) Stock Price Down 5.1% on Insider Selling

Circle Internet Group, Inc. (NYSE:CRCL)’s stock price traded down 5.1% during mid-day trading on Tuesday after an insider sold shares in the company. The company traded as low as $81.02 and last traded at $82.5950. 9,326,106 shares changed hands during trading, a decline of 49% from the average session volume of 18,173,600 shares. The stock had previously closed at $87.00.

Specifically, CEO Jeremy Allaire sold 758 shares of the stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $90.07, for a total value of $68,273.06. Following the sale, the chief executive officer owned 66,757 shares of the company’s stock, valued at $6,012,802.99. This trade represents a 1.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Jeremy Allaire sold 7,055 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $90.07, for a total value of $635,443.85. Following the transaction, the chief executive officer directly owned 70,517 shares of the company’s stock, valued at approximately $6,351,466.19. This represents a 9.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In related news, insider Nikhil Chandhok sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $90.00, for a total transaction of $900,000.00. Following the sale, the insider directly owned 474,974 shares in the company, valued at approximately $42,747,660. This represents a 2.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Wall Street Analysts Forecast Growth

CRCL has been the subject of several analyst reports. Robert W. Baird lowered their price target on shares of Circle Internet Group from $144.00 to $110.00 and set a “neutral” rating for the company in a report on Thursday, November 13th. Oppenheimer initiated coverage on Circle Internet Group in a report on Friday, September 12th. They issued a “market perform” rating on the stock. Redburn Partners set a $136.00 target price on Circle Internet Group in a research note on Friday, October 3rd. Mizuho lowered their price target on Circle Internet Group from $84.00 to $70.00 and set an “underperform” rating for the company in a report on Friday, November 14th. Finally, Canaccord Genuity Group reissued a “buy” rating and set a $247.00 price objective on shares of Circle Internet Group in a report on Thursday, September 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, Circle Internet Group has a consensus rating of “Hold” and an average target price of $141.18.

More Circle Internet Group News

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

• Positive Sentiment: Stacks integration with Circle xReserve connects a new blockchain to USDC issuance, expanding on‑ramps and potential USDC utility — this can boost transaction volume/use cases for USDC and supports adoption. Stacks Now Connected to Circle xReserve
• Positive Sentiment: Zacks highlights CRCL among crypto/blockchain names likely to benefit from a supportive policy backdrop — reinforcing a narrative that regulatory clarity could help revenue growth across USDC and token-related services. Crypto & Blockchain Stocks to Gain From Supportive Policy Backdrop
• Positive Sentiment: Market note: coverage flagged “moderately bullish” activity with shares rising ~3.4% — short‑term investor demand appears supportive. Moderately bullish activity in Circle Internet Group Inc
• Neutral Sentiment: Analyst consensus remains a “Hold” (mixed ratings across firms: sells, holds and buys), suggesting no clear near‑term analyst catalyst. Investors should look for upcoming guidance or results to shift this balance. Consensus Recommendation of “Hold”
• Neutral Sentiment: HC Wainwright assigned a Hold rating — another data point reflecting mixed sentiment among sell‑side analysts. HC Wainwright Hold Rating
• Negative Sentiment: Multiple insider sales disclosed on Dec. 22: CEO Jeremy Allaire sold a combined 7,813 shares (~$703.7k), insider Nikhil Chandhok sold 10,000 shares (~$900k), and President Heath Tarbert sold 3,048 shares (~$274k) — total insider selling ~20,861 shares (~$1.88M). Large insider sales can weigh on sentiment even though officers retain substantial stakes; see SEC filings. Allaire Form 4 Chandhok Form 4 Tarbert Form 4

Circle Internet Group Trading Down 5.1%

The stock has a 50-day simple moving average of $98.14.

Circle Internet Group (NYSE:CRCL) last announced its earnings results on Wednesday, November 12th. The company reported $0.64 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.44. The business had revenue of $739.76 million for the quarter. Circle Internet Group’s quarterly revenue was up 65.9% on a year-over-year basis.

Institutional Trading of Circle Internet Group

A number of hedge funds have recently added to or reduced their stakes in CRCL. EverSource Wealth Advisors LLC acquired a new position in Circle Internet Group in the 2nd quarter valued at $27,000. PNC Financial Services Group Inc. boosted its holdings in Circle Internet Group by 14.9% in the 3rd quarter. PNC Financial Services Group Inc. now owns 1,164 shares of the company’s stock valued at $154,000 after purchasing an additional 151 shares in the last quarter. North Star Investment Management Corp. purchased a new stake in shares of Circle Internet Group in the second quarter valued at approximately $34,000. Larson Financial Group LLC grew its stake 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 worth $26,000 after purchasing an additional 190 shares during the period. Finally, Hennessy Advisors Inc. purchased a new position in Circle Internet Group in the second quarter valued at about $36,000.

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 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.