Vanguard Group Inc. Acquires 74,414 Shares of Circle Internet Group, Inc. $CRCL

Vanguard Group Inc. lifted its stake in shares of Circle Internet Group, Inc. (NYSE:CRCL) by 1.3% during the fourth quarter, Holdings Channel reports. The fund owned 5,653,110 shares of the company’s stock after buying an additional 74,414 shares during the quarter. Vanguard Group Inc.’s holdings in Circle Internet Group were worth $448,292,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Creative Planning acquired a new position in shares of Circle Internet Group during the second quarter valued at about $295,000. Arrowstreet Capital Limited Partnership bought a new stake in Circle Internet Group in the 2nd quarter valued at about $1,474,000. Invesco Ltd. bought a new stake in Circle Internet Group in the 2nd quarter valued at about $47,640,000. EverSource Wealth Advisors LLC acquired a new position in Circle Internet Group during the 2nd quarter worth approximately $27,000. Finally, Baird Financial Group Inc. acquired a new position in Circle Internet Group during the 2nd quarter worth approximately $2,649,000.

Insider Buying and Selling

In other news, CAO Tamara L. Schulz sold 1,194 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $107.10, for a total value of $127,877.40. Following the sale, the chief accounting officer owned 90,829 shares of the company’s stock, valued at $9,727,785.90. The trade was a 1.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 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. Also, insider Nikhil Chandhok sold 10,000 shares of the business’s stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $104.00, for a total transaction of $1,040,000.00. Following the sale, the insider directly owned 536,561 shares in the company, valued at $55,802,344. The trade was a 1.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 613,645 shares of company stock worth $59,812,564 in the last three months. Insiders own 10.85% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. JPMorgan Chase & Co. cut their target price on Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Tuesday, February 10th. Zacks Research upgraded shares of Circle Internet Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 17th. Canaccord Genuity Group reaffirmed a “buy” rating and issued a $160.00 price objective on shares of Circle Internet Group in a research note on Wednesday, March 25th. Freedom Capital upgraded shares of Circle Internet Group to a “hold” rating in a report on Tuesday, April 21st. Finally, Morgan Stanley set a $80.00 target price on shares of Circle Internet Group in a research report on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Circle Internet Group has an average rating of “Hold” and a consensus price target of $129.06.

Circle Internet Group Stock Down 4.6%

Shares of NYSE:CRCL opened at $114.07 on Wednesday. The business’s 50 day moving average is $101.06 and its 200 day moving average is $90.40. Circle Internet Group, Inc. has a 12-month low of $49.90 and a 12-month high of $298.99. The stock has a market cap of $28.15 billion and a price-to-earnings ratio of -61.33.

Circle Internet Group (NYSE:CRCL) last posted its quarterly earnings data on Wednesday, February 25th. The company reported $0.43 EPS for the quarter, beating the consensus estimate of $0.25 by $0.18. The firm had revenue of $770.23 million during the quarter. The firm’s revenue for the quarter was up 76.9% on a year-over-year basis. As a group, equities research analysts expect that Circle Internet Group, Inc. will post 0.84 earnings per share for the current year.

More Circle Internet Group News

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

• Positive Sentiment: Wells Fargo raised its price target to $142 and put an “overweight” rating on CRCL, providing fresh analyst support and signaling meaningful upside vs. recent levels. Wells Fargo price target raise (Benzinga)
• Positive Sentiment: Progress on the CLARITY Act preserved language around stablecoin reward mechanics — a direct de‑risking of Circle’s USDC yield model and a primary catalyst behind the earlier rally. CLARITY Act coverage (CNBC)
• Positive Sentiment: Regulatory wins in Europe (MiCA/AMF authorization) and legislative clarity are shifting investor preference to regulated crypto infrastructure providers, supporting Circle’s long‑term thesis (increased institutional addressable market).
• Positive Sentiment: Unusually heavy call‑option activity (~138,700 calls) indicates short‑term bullish positioning that can amplify moves on follow‑through headlines.
• Neutral Sentiment: Near‑term catalyst: Circle is due to report earnings in mid‑May. Management commentary and Q1 results will determine whether regulatory tailwinds translate into sustained revenue/margin gains.
• Negative Sentiment: Multiple insiders (CFO, CAO and several directors) recently sold shares under pre‑arranged Rule 10b5‑1 plans to cover tax withholding on vesting awards — a routine explanation, but the volume of sales increases supply and can pressure the stock. Representative SEC filing: Insider Form 4 (SEC)
• Negative Sentiment: Legal and execution risks remain — ongoing class‑action litigation tied to protocol incidents and the challenge of scaling global products could create downside if developments worsen.

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 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.