Insider Selling: Circle Internet Group (NYSE:CRCL) CFO Sells $309,628.28 in Stock

Circle Internet Group, Inc. (NYSE:CRCL) CFO Jeremy Fox-Geen sold 4,238 shares of Circle Internet Group stock in a transaction that occurred on Tuesday, November 3rd. The stock was sold at an average price of $73.06, for a total transaction of $309,628.28. Following the completion of the transaction, the chief financial officer owned 294,815 shares of the company’s stock, valued at $21,539,183.90. This represents a 1.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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.

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

• On Wednesday, October 21st, Jeremy Fox-Geen sold 15,000 shares of Circle Internet Group stock. The stock was sold at an average price of $90.00, for a total transaction of $1,350,000.00.
• On Friday, October 2nd, Jeremy Fox-Geen sold 4,238 shares of Circle Internet Group stock. The shares were sold at an average price of $85.78, for a total transaction of $363,535.64.
• On Wednesday, September 2nd, Jeremy Fox-Geen sold 8,120 shares of Circle Internet Group stock. The shares were sold at an average price of $87.87, for a total transaction of $713,504.40.
• On Tuesday, September 1st, Jeremy Fox-Geen sold 15,000 shares of Circle Internet Group stock. The shares were sold at an average price of $92.20, for a total transaction of $1,383,000.00.
• On Friday, August 21st, Jeremy Fox-Geen sold 45,000 shares of Circle Internet Group stock. The shares were sold at an average price of $90.00, for a total transaction of $4,050,000.00.
• On Thursday, August 13th, Jeremy Fox-Geen sold 8,476 shares of Circle Internet Group stock. The stock was sold at an average price of $75.00, for a total transaction of $635,700.00.

Circle Internet Group Trading Down 8.9%

Circle Internet Group stock opened at $69.37 on Friday. The company has a fifty day simple moving average of $85.99 and a 200-day simple moving average of $85.66. The stock has a market cap of $17.61 billion, a P/E ratio of 45.85 and a beta of 0.84. Circle Internet Group, Inc. has a 12-month low of $49.90 and a 12-month high of $140.00.

Circle Internet Group (NYSE:CRCL) last posted its earnings results on Wednesday, November 4th. The company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.42 by $0.42. The firm had revenue of $864.89 million for the quarter. Circle Internet Group had a return on equity of 13.52% and a net margin of 15.27%. The business’s quarterly revenue was up 16.9% compared to the same quarter last year. During the same period last year, the company earned $0.64 EPS. As a group, sell-side analysts forecast that Circle Internet Group, Inc. will post 1.14 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Sumitomo Mitsui Trust Group Inc. boosted its holdings in shares of Circle Internet Group by 24.6% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,970,939 shares of the company’s stock valued at $326,292,000 after acquiring an additional 785,213 shares during the period. Southpoint Capital Advisors LP grew its position in shares of Circle Internet Group by 175.0% during the first quarter. Southpoint Capital Advisors LP now owns 3,300,000 shares of the company’s stock worth $314,853,000 after acquiring an additional 2,100,000 shares during the last quarter. Amova Asset Management Americas Inc. increased its holdings in shares of 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 acquiring an additional 344,539 shares during the period. SBI Holdings USA Inc. acquired a new position in shares of Circle Internet Group in the 2nd quarter valued at $101,084,820. Finally, Accel XI Associates L.L.C. acquired a new position in shares of Circle Internet Group in the 2nd quarter valued at $56,999,563.

Analyst Upgrades and Downgrades

CRCL has been the subject of several analyst reports. UBS Group cut Circle Internet Group to an “underweight” rating in a research report on Thursday. Wells Fargo & Company dropped their price objective on Circle Internet Group from $115.00 to $101.00 and set an “overweight” rating on the stock in a report on Thursday. HC Wainwright cut their target price on Circle Internet Group from $104.00 to $100.00 and set a “buy” rating on the stock in a research report on Thursday. Keefe, Bruyette & Woods decreased their target price on Circle Internet Group from $105.00 to $90.00 and set a “market perform” rating for the company in a research note on Thursday. Finally, Morgan Stanley cut Circle Internet Group from an “underweight” rating to a “cautious” rating in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seven have issued a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat.com, Circle Internet Group has an average rating of “Hold” and a consensus target price of $94.88.

More Circle Internet Group News

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

• Positive Sentiment: Q3 revenue and reserve income rose 17% year over year to $865 million, while EPS of $0.84 topped the $0.42 consensus. USDC onchain transaction volume climbed 49% to $13.9 trillion, and average USDC in circulation grew 8% to $73.3 billion. Circle Reports Third Quarter 2026 Results
• Positive Sentiment: Compass Point upgraded CRCL to Buy, and several firms—including JPMorgan, Wells Fargo, Needham, HC Wainwright and TD Cowen—kept positive ratings despite lowering their price targets. Compass Point rating information
• Neutral Sentiment: Circle reportedly plans to cut about 5% of its workforce. The reductions may help control costs, though they also point to pressure to manage expenses. Circle trims staff 5%
• Negative Sentiment: Despite the earnings beat, investors may be concerned that lower reserve yields are squeezing income from USDC reserves. Analysts also flagged distribution costs, while some reported revenue growth was supported by an ARC token sale—raising questions about the durability of growth from Circle’s core business. Q3 earnings call highlights
• Negative Sentiment: Several analysts cut price targets after results, including Deutsche Bank, which lowered its target to $65 and maintained Hold. Even firms retaining Buy or Overweight ratings reduced targets, tempering the positive signal from the earnings beat. Wall Street cuts Circle price targets

About Circle Internet Group

Circle Internet Group, Inc is a global financial technology company focused on digital currencies and blockchain-based payments. The company is best known for issuing USD Coin (USDC), a dollar-backed stablecoin designed to maintain a value of one U.S. dollar and support digital transactions, payments, trading and other financial applications. Circle also issues EURC, a euro-backed stablecoin.

Circle provides infrastructure and services for businesses, financial institutions and developers through products such as Circle Mint, which supports the creation, redemption and transfer of its stablecoins, as well as APIs and developer tools for integrating digital-asset payments and blockchain functionality.