Circle Internet Group (NYSE:CRCL) CEO Jeremy Allaire Sells 7,055 Shares

Circle Internet Group, Inc. (NYSE:CRCL) CEO Jeremy Allaire sold 7,055 shares of Circle Internet Group stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $90.07, for a total transaction of $635,443.85. Following the completion of the sale, the chief executive officer owned 70,517 shares of the company’s stock, valued at $6,351,466.19. This trade represents a 9.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Jeremy Allaire also recently made the following trade(s):

• On Monday, December 22nd, Jeremy Allaire sold 758 shares of Circle Internet Group stock. The shares were sold at an average price of $90.07, for a total transaction of $68,273.06.
• On Friday, December 12th, Jeremy Allaire sold 758 shares of Circle Internet Group stock. The stock was sold at an average price of $90.05, for a total transaction of $68,257.90.
• On Friday, December 12th, Jeremy Allaire sold 7,055 shares of Circle Internet Group stock. The shares were sold at an average price of $90.05, for a total transaction of $635,302.75.

Circle Internet Group Price Performance

NYSE CRCL opened at $82.60 on Wednesday. The stock’s fifty day moving average price is $97.10 and its 200 day moving average price is $137.57. Circle Internet Group, Inc. has a 1 year low of $64.00 and a 1 year high of $298.99.

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

Circle Internet Group News Roundup

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

• Positive Sentiment: Stacks integration with Circle xReserve — Stacks is now connected to Circle’s xReserve, enabling USDC‑backed stablecoins on Stacks. This expands USDC utility and on‑ramps into Bitcoin‑layer ecosystems, supporting longer‑term demand for Circle’s payments and reserves products. Stacks Now Connected to Circle xReserve
• Positive Sentiment: Sector tailwinds: Zacks highlights CRCL among crypto/blockchain names positioned to benefit from a more supportive policy backdrop for bitcoin and crypto adoption — a macro narrative that can lift valuation multiples for payments/stablecoin businesses. Crypto & Blockchain Stocks to Gain
• Positive Sentiment: Short‑term bullish trading note: coverage picked up reporting “moderately bullish” intraday activity and a ~3.4% intraday uptick, indicating episodic buying interest that can support bounces. Moderately bullish activity in Circle
• Neutral Sentiment: Consensus analyst view remains mixed/neutral — MarketBeat aggregation shows an overall “Hold” consensus from ~24 firms (mix of buy/hold/sell), which tempers upside expectations until catalysts arrive. Consensus “Hold”
• Neutral Sentiment: HC Wainwright issued a Hold on CRCL — another data point showing analyst caution despite the opportunity set in payments and stablecoins. HC Wainwright Hold
• Negative Sentiment: Insider selling — CEO Jeremy Allaire reported sales on Dec 22 (combined filings show multiple tranches totaling several thousand shares at ~\$90), reducing his position; such CEO sales can spook investors even if driven by routine diversification. Allaire SEC Filing
• Negative Sentiment: Other insider sales — Director/executive Nikhil Chandhok sold 10,000 shares (~\$900k) and President Heath Tarbert sold 3,048 shares; clustered insider sales by multiple insiders the same day increases perceived near‑term selling pressure. Chandhok SEC Filing Tarbert SEC Filing

Hedge Funds Weigh In On Circle Internet Group

Several large investors have recently made changes to their positions in CRCL. Brand Asset Management Group Inc. acquired a new stake in Circle Internet Group during the second quarter valued at $272,000. Westbourne Investments Inc. acquired a new position in shares of Circle Internet Group in the second quarter worth about $204,000. Baader Bank Aktiengesellschaft purchased a new stake in shares of Circle Internet Group during the 2nd quarter worth about $1,083,000. Wealth Enhancement Advisory Services LLC acquired a new stake in shares of Circle Internet Group during the 2nd quarter valued at about $673,000. Finally, Exchange Traded Concepts LLC acquired a new stake in shares of Circle Internet Group during the 2nd quarter valued at about $18,397,000.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on CRCL shares. Wolfe Research started coverage on shares of Circle Internet Group in a report on Tuesday, December 2nd. They issued an “underperform” rating and a $60.00 price target on the stock. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Circle Internet Group in a report on Wednesday, October 8th. Citigroup started coverage on shares of Circle Internet Group in a report on Tuesday, September 30th. They set a “market perform” rating for the company. The Goldman Sachs Group decreased their target price on shares of Circle Internet Group from $92.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday, November 21st. Finally, JMP Securities assumed coverage on Circle Internet Group in a research report on Tuesday, September 30th. They set a “market perform” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, Circle Internet Group presently has a consensus rating of “Hold” and an average price target of $141.18.

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 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.