Wasatch Advisors LP Invests $630,000 in Circle Internet Group, Inc. $CRCL

Wasatch Advisors LP bought a new stake in Circle Internet Group, Inc. (NYSE:CRCL) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 10,067 shares of the company’s stock, valued at approximately $630,000.

Several other institutional investors and hedge funds have also modified their holdings of CRCL. Larson Financial Group LLC grew its position in Circle Internet Group by 3,800.0% during the 3rd quarter. Larson Financial Group LLC now owns 195 shares of the company’s stock worth $26,000 after acquiring an additional 190 shares during the last quarter. EverSource Wealth Advisors LLC acquired a new stake in Circle Internet Group during the 2nd quarter valued at $27,000. Bellevue Asset Management LLC bought a new position in Circle Internet Group in the 4th quarter valued at $29,000. Harbour Investments Inc. boosted its stake in Circle Internet Group by 170.0% in the fourth quarter. Harbour Investments Inc. now owns 378 shares of the company’s stock worth $30,000 after purchasing an additional 238 shares in the last quarter. Finally, WPG Advisers LLC acquired a new position in Circle Internet Group in the first quarter worth $31,000.

Insiders Place Their Bets

In other news, CAO Tamara L. Schulz sold 1,194 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $60.08, for a total transaction of $71,735.52. Following the completion of the transaction, the chief accounting officer directly owned 99,205 shares in the company, valued at approximately $5,960,236.40. The trade was a 1.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 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, CEO Jeremy Allaire sold 56,200 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $62.03, for a total value of $3,486,086.00. Following the transaction, the chief executive officer owned 398,179 shares of the company’s stock, valued at $24,699,043.37. The trade was a 12.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,054,163 shares of company stock valued at $159,286,990 in the last ninety days. 10.85% of the stock is currently owned by insiders.

Circle Internet Group Stock Performance

CRCL opened at $71.42 on Thursday. The company has a fifty day moving average price of $69.82 and a two-hundred day moving average price of $85.99. Circle Internet Group, Inc. has a 52 week low of $49.90 and a 52 week high of $164.64. The firm has a market capitalization of $17.75 billion, a PE ratio of 48.92 and a beta of 0.23.

Circle Internet Group (NYSE:CRCL) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.18 earnings per share for the quarter, missing analysts’ consensus estimates of $0.26 by ($0.08). Circle Internet Group had a net margin of 15.53% and a return on equity of 13.58%. The company had revenue of $701.32 million during the quarter. During the same quarter in the prior year, the business posted ($4.48) earnings per share. The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. Equities analysts forecast that Circle Internet Group, Inc. will post 0.93 EPS for the current year.

Wall Street Analysts Forecast Growth

CRCL has been the topic of several research analyst reports. Mizuho set a $45.00 target price on Circle Internet Group and gave the stock a “neutral” rating in a report on Friday, July 31st. HC Wainwright cut their price target on Circle Internet Group from $115.00 to $104.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Susquehanna began coverage on shares of Circle Internet Group in a research report on Wednesday, July 1st. They set a “neutral” rating and a $69.00 price target on the stock. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $101.00 price objective on shares of Circle Internet Group in a report on Tuesday, May 12th. Finally, Wells Fargo & Company boosted their target price on shares of Circle Internet Group from $111.00 to $142.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, Circle Internet Group presently has a consensus rating of “Hold” and a consensus target price of $97.12.

Trending Headlines about Circle Internet Group

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

• Positive Sentiment: HC Wainwright maintains a bullish stance: The firm kept a “Buy” rating and a $104 price target, well above recent trading levels. Its projections call for 2027 EPS of $1.39, including $0.40 in Q1, $0.33 in Q3 and $0.42 in Q4, compared with the current-year consensus estimate of $0.88. This supports the view that Circle’s earnings could accelerate over time.
• Positive Sentiment: Arc is central to Circle’s growth strategy: Management raised its 2026 other-revenue outlook ahead of Arc’s planned September 16 mainnet launch. Investors may view the blockchain platform as a potential new source of revenue and adoption. CRCL Q2 Earnings Call Highlights Arc-Led Revenue Outlook
• Neutral Sentiment: Analyst views remain divided: CRCL’s recent trading strength reflects continued investor interest, but commentary notes that analysts remain split on valuation and the path back toward $100. The stock is still below its 12-month high and has declined year to date, leaving substantial upside if Circle executes successfully. Circle Internet Group Stock Jumps Tuesday. Analysts Are Still Split on the Stock.
• Negative Sentiment: Near-term earnings forecasts were trimmed: HC Wainwright lowered its Q3 2026 EPS estimate to $0.34 from $0.37 and its Q4 estimate to $0.51 from $0.55. These cuts suggest some pressure on near-term profitability, even though longer-term estimates remain constructive.
• Negative Sentiment: Insider selling adds a cautious signal: Director Nikhil Chandhok sold 26,666 shares for approximately $1.79 million under a pre-arranged Rule 10b5-1 plan, reducing his position by 3.58%. Because the sale was scheduled in advance, it may not reflect a change in his view of the company, but it can still weigh on sentiment. SEC insider transaction filing

Circle Internet Group Company Profile

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.