Heath Tarbert Sells 122,007 Shares of Circle Internet Group (NYSE:CRCL) Stock

Circle Internet Group, Inc. (NYSE:CRCL) President Heath Tarbert sold 122,007 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $94.23, for a total value of $11,496,719.61. Following the sale, the president directly owned 599,156 shares of the company’s stock, valued at approximately $56,458,469.88. This represents a 16.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Heath Tarbert also recently made the following trade(s):

• On Thursday, February 26th, Heath Tarbert sold 10,753 shares of Circle Internet Group stock. The shares were sold at an average price of $90.14, for a total transaction of $969,275.42.
• On Monday, December 22nd, Heath Tarbert sold 3,048 shares of Circle Internet Group stock. The stock was sold at an average price of $90.02, for a total transaction of $274,380.96.
• On Friday, December 12th, Heath Tarbert sold 1,300 shares of Circle Internet Group stock. The stock was sold at an average price of $90.10, for a total transaction of $117,130.00.

Circle Internet Group Stock Up 0.4%

CRCL opened at $105.67 on Friday. 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 price is $73.63 and its two-hundred day moving average price is $99.04. The stock has a market cap of $24.88 billion and a price-to-earnings ratio of -56.81.

Circle Internet Group (NYSE:CRCL) last posted 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 company’s revenue was up 76.9% on a year-over-year basis.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on CRCL shares. Morgan Stanley started coverage on Circle Internet Group in a report on Monday, February 2nd. They issued an “equal weight” rating and a $66.00 price objective for the company. Weiss Ratings reiterated a “sell (d)” rating on shares of Circle Internet Group in a research note on Wednesday, January 21st. Canaccord Genuity Group dropped their price target on shares of Circle Internet Group from $247.00 to $160.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. William Blair reaffirmed an “outperform” rating on shares of Circle Internet Group in a report on Wednesday, February 25th. Finally, Monness Crespi & Hardt initiated coverage on shares of Circle Internet Group in a report on Monday, November 10th. They set a “buy” rating and a $150.00 target price on the stock. One equities 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 issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $123.47.

Hedge Funds Weigh In On Circle Internet Group

A number of large investors have recently modified their holdings of CRCL. General Catalyst Group Management LLC bought a new stake in Circle Internet Group during the 2nd quarter worth approximately $3,647,694,000. Marshall Wace LLP purchased a new position in shares of Circle Internet Group during the 2nd quarter valued at $1,547,214,000. IDG Accel China Capital II Associates L.P. bought a new position in shares of Circle Internet Group in the fourth quarter worth $554,792,000. Accel XI Associates L.L.C. bought a new position in shares of Circle Internet Group in the fourth quarter worth $513,844,000. Finally, Vanguard Group Inc. raised its position in shares of Circle Internet Group by 61.6% in the third quarter. Vanguard Group Inc. now owns 5,578,696 shares of the company’s stock worth $739,624,000 after buying an additional 2,126,072 shares in the last quarter.

Key Headlines Impacting Circle Internet Group

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

• Positive Sentiment: Macro/market tailwind: crypto strength (Bitcoin rally) pushed crypto‑linked equities higher in premarket trading, supporting immediate demand for USDC and payment flows that benefit Circle. Read More.
• Positive Sentiment: Fundamentals: Circle reported a strong quarter (revenue +76.9% YoY and an EPS beat) and continues to show rapid USDC circulation and transaction volumes — core metrics supporting higher revenue and long‑term monetization potential. Read More.
• Positive Sentiment: Analyst/narrative upgrades: Seeking Alpha published a bullish upgrade citing explosive stablecoin growth and AI tailwinds; Mizuho raised its price target to $100 while keeping a neutral rating — both items support sentiment and institutional interest. Read More. Read More.
• Neutral Sentiment: Technical/flow view: some market notes call CRCL a short‑term top but long‑term bullish; FXEmpire highlights pullbacks as potential disciplined entry points — signaling trading opportunities rather than a fundamental reversal. Read More.
• Neutral Sentiment: Analyst mix and regulation: coverage remains mixed (Buy/Hold/Sell range); macro/regulatory items like CLARITY Act timing are being watched and could swing sentiment once details appear. Read More.
• Negative Sentiment: Insider selling: clustered senior insider sales (President Heath Tarbert and Director M. Michele Burns) — multiple Form 4 filings show large disposals over recent days, which can weigh on investor confidence and add selling pressure. Read More. Read More.
• Negative Sentiment: Valuation/target risk: some firms have cut targets or remain cautious (e.g., Needham adjustments), which can increase volatility despite improving operations. Read More.

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 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.