Nikhil Chandhok Sells 20,000 Shares of Circle Internet Group (NYSE:CRCL) Stock

Circle Internet Group, Inc. (NYSE:CRCL) insider Nikhil Chandhok sold 20,000 shares of Circle Internet Group stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $90.00, for a total value of $1,800,000.00. Following the transaction, the insider directly owned 425,295 shares of the company’s stock, valued at approximately $38,276,550. The trade was a 4.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Nikhil Chandhok also recently made the following trade(s):

• On Monday, December 22nd, Nikhil Chandhok sold 10,000 shares of Circle Internet Group stock. The stock was sold at an average price of $90.00, for a total transaction of $900,000.00.
• On Friday, December 12th, Nikhil Chandhok sold 10,000 shares of Circle Internet Group stock. The stock was sold at an average price of $90.00, for a total transaction of $900,000.00.

Circle Internet Group Stock Up 3.4%

Shares of CRCL stock opened at $99.38 on Wednesday. The company has a market capitalization of $23.40 billion and a P/E ratio of -43.40. Circle Internet Group, Inc. has a 12-month low of $49.90 and a 12-month high of $298.99. The firm has a 50-day moving average price of $72.70 and a 200 day moving average price of $98.95.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.18. The business had revenue of $770.23 million for the quarter. The firm’s revenue was up 76.9% compared to the same quarter last year.

Key Circle Internet Group News

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

• Positive Sentiment: Geopolitical risk (Middle East / Iran) has pushed crypto and stablecoin flows higher as investors seek dollar‑pegged liquidity; several pieces note that instability boosts USDC usage and helped lift CRCL sentiment. Circle Internet (CRCL) Stock Rallies 15% Circle Internet Stock Gets an Iran Bump
• Positive Sentiment: Mizuho raised its price target to $100 (now Neutral) on a lower probability of Fed rate cuts; that lift in formal target and supportive analyst commentary is reinforcing upside expectations. Mizuho raises Circle target to $100
• Positive Sentiment: Fundamentals and product news: recent reports highlight accelerating revenue (Q4 strength), surging USDC usage, and new monetization angles tied to AI/prediction‑market activity — all constructive for near‑term growth expectations. Why Circle Stock Jumped 31% in February Why Circle Internet Stock Surged Today
• Positive Sentiment: Unusually heavy bullish options activity: ~158,937 calls were traded (≈+33% vs. average), signaling short‑term speculative buying or hedging that can amplify upward moves.
• Neutral Sentiment: Post‑earnings analyst commentary (including a high‑profile Goldman Sachs note) is generating headlines; views vary by shop, so this is informing volatility rather than a clear directional signal. Goldman Sachs analyst delivers shock message on Circle
• Neutral Sentiment: Comparative analyst pieces (peer valuation comparisons) are circulating and provide context for investors but do not themselves drive a clear buy/sell signal. PIPR vs. CRCL: Which Stock Is the Better Value Option?
• Negative Sentiment: Clustered insider selling: multiple executives and directors (including the CFO, president and CEO reductions) sold large blocks in late February — a material negative for sentiment and a potential source of supply pressure. Representative SEC Form 4 filing
• Negative Sentiment: Some firms (e.g., Needham) trimmed targets recently, which can weigh on medium‑term valuation expectations and contribute to short‑term volatility. Needham cuts price target

Analysts Set New Price Targets

Several research firms have weighed in on CRCL. JPMorgan Chase & Co. lowered their price objective on shares of Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Tuesday, February 10th. Needham & Company LLC decreased their price target on shares of Circle Internet Group from $190.00 to $130.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. The Goldman Sachs Group boosted their price objective on shares of Circle Internet Group from $79.00 to $88.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Compass Point upgraded Circle Internet Group from a “sell” rating to a “neutral” rating and set a $75.00 price objective on the stock in a research report on Thursday, January 29th. Finally, Robert W. Baird raised Circle Internet Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten 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 a consensus rating of “Hold” and an average target price of $123.47.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in CRCL. General Catalyst Group Management LLC acquired a new stake in shares of Circle Internet Group during the second quarter worth $3,647,694,000. Marshall Wace LLP acquired a new position in Circle Internet Group in the second quarter valued at about $1,547,214,000. IDG Accel China Capital II Associates L.P. bought a new position in Circle Internet Group during the fourth quarter worth about $554,792,000. Accel XI Associates L.L.C. bought a new position in Circle Internet Group during the fourth quarter worth about $513,844,000. Finally, Vanguard Group Inc. grew its position in shares of Circle Internet Group by 61.6% during the 3rd quarter. Vanguard Group Inc. now owns 5,578,696 shares of the company’s stock worth $739,624,000 after buying an additional 2,126,072 shares during the period.

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.