Circle Internet Group, Inc. $CRCL Shares Sold by Jupiter Asset Management Ltd.

Jupiter Asset Management Ltd. lessened its holdings in shares of Circle Internet Group, Inc. (NYSE:CRCL) by 82.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,582 shares of the company’s stock after selling 31,558 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in Circle Internet Group were worth $522,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the business. General Catalyst Group Management LLC acquired a new stake in shares of Circle Internet Group during the second quarter worth about $3,647,694,000. Accel XI Associates L.L.C. acquired a new stake in Circle Internet Group in the fourth quarter valued at approximately $513,844,000. Vanguard Group Inc. raised its holdings in Circle Internet Group by 1.3% in the fourth quarter. Vanguard Group Inc. now owns 5,653,110 shares of the company’s stock valued at $448,292,000 after acquiring an additional 74,414 shares in the last quarter. ARK Investment Management LLC raised its holdings in Circle Internet Group by 1.5% in the third quarter. ARK Investment Management LLC now owns 2,966,940 shares of the company’s stock valued at $393,357,000 after acquiring an additional 42,537 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. raised its holdings in Circle Internet Group by 98.2% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,575,684 shares of the company’s stock valued at $204,252,000 after acquiring an additional 1,276,310 shares in the last quarter.

Circle Internet Group Trading Up 0.1%

CRCL stock opened at $113.11 on Monday. Circle Internet Group, Inc. has a twelve month low of $49.90 and a twelve month high of $298.99. The company’s 50 day moving average is $105.56 and its two-hundred day moving average is $89.33. The stock has a market cap of $28.12 billion and a P/E ratio of -35.35.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings data on Monday, May 11th. The company reported $0.21 earnings per share for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.06). Circle Internet Group had a positive return on equity of 2.89% and a negative net margin of 2.76%.The company had revenue of $694.13 million for the quarter. The business’s revenue was up 20.0% on a year-over-year basis. On average, equities research analysts predict that Circle Internet Group, Inc. will post 1.02 earnings per share for the current year.

Insider Activity at Circle Internet Group

In other Circle Internet Group news, Director Danita K. Ostling sold 1,200 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $132.06, for a total transaction of $158,472.00. Following the sale, the director owned 22,590 shares of the company’s stock, valued at approximately $2,983,235.40. This trade represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nikhil Chandhok sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $111.00, for a total transaction of $1,110,000.00. Following the sale, the insider directly owned 532,745 shares in the company, valued at approximately $59,134,695. The trade was a 1.84% 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 261,617 shares of company stock valued at $27,670,808 in the last quarter. Company insiders own 10.85% of the company’s stock.

Trending Headlines about Circle Internet Group

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

• Positive Sentiment: Seeking Alpha upgraded Circle to Buy, saying the main risks behind the previous cautious stance are easing as distribution bottlenecks fade and operating evidence improves. The article highlighted growth in USDC circulation, Circle-controlled balances, and RLDC margins, while noting that the stock’s valuation has compressed to about 8x forward revenue, improving the risk/reward profile. Article Title
• Positive Sentiment: Coverage around Circle’s Nium partnership also pointed to a broader push to expand USDC payment infrastructure, which could strengthen adoption and long-term transaction volume for the stablecoin ecosystem. Article Title
• Neutral Sentiment: KeyCorp released updated earnings estimates for multiple periods through FY2028 and kept a Sector Weight rating, suggesting a mixed but not clearly bearish outlook. The longer-term forecast implies continued earnings growth, but the firm’s near-term estimates are still below the broader consensus for FY2026.
• Negative Sentiment: One Seeking Alpha piece argued Circle could fall 51%, reflecting ongoing investor concern about downside risk and valuation sensitivity after the stock’s strong run. Article Title
• Negative Sentiment: Recent analyst revisions from HC Wainwright trimmed some 2026 earnings estimates, signaling that profit expectations remain somewhat under pressure even though the firm still has a Buy rating and a $150 price target.

Analyst Ratings Changes

Several analysts recently weighed in on CRCL shares. Clear Str raised shares of Circle Internet Group from a “hold” rating to a “strong-buy” rating in a report on Monday, March 16th. Compass Point reaffirmed a “sell” rating and issued a $77.00 target price (down from $79.00) on shares of Circle Internet Group in a report on Thursday, April 9th. Robert W. Baird raised their target price on shares of Circle Internet Group from $110.00 to $138.00 and gave the company an “outperform” rating in a report on Tuesday, March 17th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Circle Internet Group in a report on Monday, April 20th. Finally, KeyCorp started coverage on shares of Circle Internet Group in a report on Tuesday, May 26th. They issued a “sector weight” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $137.12.

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.