TD Asset Management Inc Acquires New Holdings in Circle Internet Group, Inc. $CRCL

TD Asset Management Inc purchased a new stake in Circle Internet Group, Inc. (NYSE:CRCL) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 85,564 shares of the company’s stock, valued at approximately $11,344,000.

Other institutional investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. bought a new position in Circle Internet Group in the 2nd quarter worth about $65,261,000. Rakuten Securities Inc. purchased a new position in shares of Circle Internet Group during the third quarter worth about $2,491,000. Telligent Fund LP bought a new position in shares of Circle Internet Group in the second quarter worth approximately $3,263,000. CloudAlpha Capital Management Limited Hong Kong raised its stake in Circle Internet Group by 181.1% in the third quarter. CloudAlpha Capital Management Limited Hong Kong now owns 283,964 shares of the company’s stock valued at $37,648,000 after purchasing an additional 182,954 shares in the last quarter. Finally, Rheos Capital Works Inc. lifted its position in Circle Internet Group by 20.8% during the third quarter. Rheos Capital Works Inc. now owns 302,000 shares of the company’s stock valued at $40,039,000 after purchasing an additional 52,000 shares during the last quarter.

Key Circle Internet Group News

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

• Positive Sentiment: Q4 beat — CRCL reported stronger-than-expected Q4 results (EPS and revenue ahead, revenue ~+77% Y/Y) with record margins and jump in reserve income driven by USDC growth. Circle Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Pre-market and intraday strength tied to the earnings beat — coverage notes the stock jumped strongly (pre-market ~+17%) as investors focused on USDC momentum and margin expansion. Why Circle stock is up 17% before bell on Wednesday?
• Positive Sentiment: Market write-ups and call highlights emphasize that USDC circulation is the key growth driver and that management posted ambitious growth targets on the call. Circle Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Analyst view split — some research notes balanced risk/reward: strong top-line momentum but rising costs and a less favorable expense trajectory, supporting a cautious or “hold” stance for some investors. Balanced Risk-Reward at Circle (TipRanks)
• Positive Sentiment: Multiple outlets and transcripts highlight that USDC may be a strategic winner in the current crypto environment, underpinning investor optimism about durable revenue streams. Circle Q4 Earnings: Is USDC The Winner In The Crypto Winter?
• Negative Sentiment: Price-target cuts — several firms trimmed targets (Canaccord, Needham, Wells Fargo) even while keeping buy/overweight ratings, which tempers upside expectations and likely contributed to intraday weakness. Analyst price target changes (Benzinga) TickerReport on Needham
• Negative Sentiment: Some institutional observers remain cautious — e.g., at least one legacy bank declined to upgrade the stock despite the surge, highlighting divergent opinions among large investors. 158-year-old bank refuses to upgrade surging crypto stock

Insider Buying and Selling

In other Circle Internet Group news, CFO Jeremy Fox-Geen sold 23,830 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $90.00, for a total value of $2,144,700.00. Following the transaction, the chief financial officer owned 282,173 shares in the company, valued at approximately $25,395,570. The trade was a 7.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Jeremy Allaire sold 7,055 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $90.05, for a total transaction of $635,302.75. Following the sale, the chief executive officer owned 77,572 shares of the company’s stock, valued at approximately $6,985,358.60. This represents a 8.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 105,769 shares of company stock valued at $9,440,896 over the last quarter.

Circle Internet Group Price Performance

Shares of CRCL stock opened at $83.47 on Monday. The stock has a market capitalization of $19.65 billion and a PE ratio of -36.45. Circle Internet Group, Inc. has a 1-year low of $49.90 and a 1-year high of $298.99. The business has a 50-day moving average of $72.17 and a 200 day moving average of $99.61.

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

Analysts Set New Price Targets

A number of research firms have commented on CRCL. William Blair reissued an “outperform” rating on shares of Circle Internet Group in a research note on Wednesday. JPMorgan Chase & Co. cut their target price 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. Deutsche Bank Aktiengesellschaft lowered their price target on Circle Internet Group from $147.00 to $90.00 and set a “hold” rating on the stock in a research report on Thursday, November 13th. Zacks Research lowered Circle Internet Group from a “hold” rating to a “strong sell” rating in a research report on Monday, February 16th. Finally, Canaccord Genuity Group dropped their target price on Circle Internet Group from $247.00 to $160.00 and set a “buy” rating for the company in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $122.12.

Circle Internet Group 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 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.