Circle Internet Group, Inc. $CRCL Shares Acquired by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of Circle Internet Group, Inc. (NYSE:CRCL) by 17.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 38,500 shares of the company’s stock after purchasing an additional 5,800 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Circle Internet Group were worth $5,104,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of CRCL. Bank of Montreal Can acquired a new stake in shares of Circle Internet Group during the second quarter valued at about $414,000. Fourth Dimension Wealth LLC acquired a new position in shares of Circle Internet Group in the 2nd quarter worth approximately $157,000. CloudAlpha Capital Management Limited Hong Kong acquired a new position in shares of Circle Internet Group in the 2nd quarter worth approximately $18,312,000. Penserra Capital Management LLC purchased a new position in shares of Circle Internet Group during the 2nd quarter worth approximately $2,476,000. Finally, Mark Sheptoff Financial Planning LLC acquired a new stake in Circle Internet Group in the 2nd quarter valued at approximately $63,000.

Analyst Ratings Changes

CRCL has been the topic of a number of research reports. JPMorgan Chase & Co. decreased their price target on Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 10th. Robert W. Baird upgraded Circle Internet Group from a “hold” rating to a “strong-buy” rating in a report on Friday, November 14th. Mizuho set a $77.00 target price on Circle Internet Group and gave the company a “neutral” rating in a report on Wednesday, January 28th. Wolfe Research started coverage on Circle Internet Group in a research report on Tuesday, December 2nd. They issued an “underperform” rating and a $60.00 target price for the company. Finally, Compass Point raised shares of Circle Internet Group from a “sell” rating to a “neutral” rating and set a $75.00 price target on the stock in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Circle Internet Group has an average rating of “Hold” and a consensus target price of $122.12.

Circle Internet Group Price Performance

CRCL opened at $96.19 on Tuesday. 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 capitalization of $22.65 billion and a price-to-earnings ratio of -42.00. The business has a fifty day moving average price of $72.36 and a 200 day moving average price of $99.31.

Circle Internet Group (NYSE:CRCL) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.18. The company had revenue of $770.23 million during the quarter. The company’s revenue for the quarter was up 76.9% 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: Unusually large bullish options activity — traders bought ~158,937 call options (a ~33% jump vs. typical volume), indicating short-term bullish speculation or hedging demand that can amplify upside moves.
• Neutral Sentiment: Goldman Sachs commentary after CRCL’s strong quarter created headlines; the note follows a “blowout” earnings print and could be influencing sentiment depending on the firm’s view. Goldman Sachs analyst delivers shock message on Circle after blowout quarter
• Neutral Sentiment: CoinGape flagged the CLARITY Act deadline, a regulatory development important to Circle (USDC issuer). The outcome/clarity could be material but its directional impact is uncertain until more specifics emerge. Circle (CRCL) Stock Price Prediction as Today is the CLARITY Act Deadline
• Neutral Sentiment: Comparative analyst pieces (e.g., Zacks comparing Piper Sandler vs. Circle) are circulating but offer little immediate directional impact beyond framing CRCL relative to peers. PIPR vs. CRCL: Which Stock Is the Better Value Option?
• Negative Sentiment: Significant insider selling reported across leadership: CEO Jeremy Allaire, CFO Jeremy Fox‑Geen (sold ~47,908 shares, ~$4.31M), President Heath Tarbert, directors and other insiders all sold shares in late February. Large, clustered insider sales can pressure sentiment even when management keeps sizable holdings. Representative SEC Form 4 filing
• Negative Sentiment: Needham cut its price target to $130, a downward revision that can weigh on medium-term valuation expectations and contribute to volatility. Needham & Company LLC Cuts Circle Internet Group Price Target to $130.00

Insider Transactions at Circle Internet Group

In related news, Director Rajeev V. Date sold 23,254 shares of Circle Internet Group stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $89.62, for a total value of $2,084,023.48. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Nikhil Chandhok sold 20,000 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $90.00, for a total transaction of $1,800,000.00. Following the transaction, the insider owned 425,295 shares of the company’s stock, valued at $38,276,550. This trade represents a 4.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 269,809 shares of company stock valued at $24,125,170 over the last quarter.

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.