10,067 Shares in Circle Internet Group, Inc. $CRCL Purchased by Wasatch Advisors LP

Wasatch Advisors LP bought a new stake in shares of Circle Internet Group, Inc. (NYSE:CRCL) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 10,067 shares of the company’s stock, valued at approximately $630,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CRCL. EverSource Wealth Advisors LLC acquired a new position in shares of Circle Internet Group during the second quarter worth approximately $27,000. GAMMA Investing LLC grew its stake in shares of Circle Internet Group by 28.6% in the second quarter. GAMMA Investing LLC now owns 715 shares of the company’s stock worth $45,000 after acquiring an additional 159 shares during the last quarter. Larson Financial Group LLC increased its position in Circle Internet Group by 3,800.0% during the third 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 period. Harbour Investments Inc. increased its position in Circle Internet Group by 170.0% during the fourth quarter. Harbour Investments Inc. now owns 378 shares of the company’s stock worth $30,000 after acquiring an additional 238 shares during the period. Finally, National Bank of Canada FI acquired a new position in Circle Internet Group during the 3rd quarter valued at $37,000.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Wells Fargo & Company increased their price target on shares of Circle Internet Group from $111.00 to $142.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. Needham & Company LLC dropped their price objective on shares of Circle Internet Group from $150.00 to $127.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. TD Cowen upped their price objective on shares of Circle Internet Group from $82.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday. Sanford C. Bernstein reiterated an “outperform” rating and issued a $140.00 target price on shares of Circle Internet Group in a research note on Wednesday, July 29th. Finally, HC Wainwright decreased their target price on Circle Internet Group from $115.00 to $104.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, Circle Internet Group currently has an average rating of “Hold” and an average target price of $97.12.

Circle Internet Group Stock Up 0.4%

NYSE:CRCL opened at $71.42 on Thursday. Circle Internet Group, Inc. has a 12-month low of $49.90 and a 12-month 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. The firm has a 50-day moving average price of $69.82 and a 200 day moving average price of $85.99.

Circle Internet Group (NYSE:CRCL) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.18 EPS for the quarter, missing analysts’ consensus estimates of $0.26 by ($0.08). Circle Internet Group had a return on equity of 13.58% and a net margin of 15.53%.The business had revenue of $701.32 million for the quarter. During the same period last year, the company posted ($4.48) EPS. The firm’s revenue for the quarter was up 6.6% on a year-over-year basis. On average, research analysts expect that Circle Internet Group, Inc. will post 0.93 EPS for the current year.

Key Circle Internet Group News

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

Insider Buying and Selling at Circle Internet Group

In related news, President Heath Tarbert sold 39,240 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $81.47, for a total value of $3,196,882.80. Following the sale, the president owned 502,558 shares of the company’s stock, valued at $40,943,400.26. The trade was a 7.24% decrease in their position. The sale 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. Also, insider Nikhil Chandhok sold 489,737 shares of the company’s stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $72.37, for a total value of $35,442,266.69. Following the completion of the sale, the insider owned 521,809 shares in the company, valued at $37,763,317.33. This trade represents a 48.41% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 2,054,163 shares of company stock worth $159,286,990 over the last three months. 10.85% of the stock is currently owned by insiders.

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 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.