Circle Internet Group (NYSE:CRCL) CFO Jeremy Fox-Geen Sells 7,200 Shares

Key Points

• CFO Jeremy Fox‑Geen sold 7,200 shares on May 1 at an average price of $92.64 under a pre‑arranged Rule 10b5‑1 plan to cover tax withholding from vested equity, trimming his stake by about 1.94% to 363,726 shares.
• Multiple insiders (including the CFO, CAO and several directors) have executed additional Rule 10b5‑1 or tax‑related sales in recent months, a volume of disclosures that could weigh on sentiment despite being pre‑planned.
• Circle traded down 4.6% to $114.07 on heavy volume; the company recently beat EPS estimates and reported revenue up 76.9% YoY, while regulatory clarity on stablecoin rules and fresh analyst upgrades are cited as near‑term catalysts even as the consensus rating remains a Hold with an average target of $129.06.

Circle Internet Group, Inc. (NYSE:CRCL - Get Free Report) CFO Jeremy Fox-Geen sold 7,200 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $92.64, for a total transaction of $667,008.00. Following the sale, the chief financial officer directly owned 363,726 shares of the company's stock, valued at approximately $33,695,576.64. This trade represents a 1.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at 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.

Jeremy Fox-Geen also recently made the following trade(s):

• On Monday, May 4th, Jeremy Fox-Geen sold 4,238 shares of Circle Internet Group stock. The stock was sold at an average price of $107.10, for a total transaction of $453,889.80.
• On Thursday, April 2nd, Jeremy Fox-Geen sold 4,238 shares of Circle Internet Group stock. The stock was sold at an average price of $90.00, for a total transaction of $381,420.00.
• On Wednesday, April 1st, Jeremy Fox-Geen sold 7,200 shares of Circle Internet Group stock. The shares were sold at an average price of $98.04, for a total transaction of $705,888.00.
• On Thursday, February 26th, Jeremy Fox-Geen sold 47,908 shares of Circle Internet Group stock. The shares were sold at an average price of $90.00, for a total transaction of $4,311,720.00.

Circle Internet Group Trading Down 4.6%

NYSE:CRCL traded down $5.46 during trading hours on Tuesday, hitting $114.07. The stock had a trading volume of 22,378,759 shares, compared to its average volume of 14,959,473. 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 simple moving average of $100.04 and a two-hundred day simple moving average of $90.55. The company has a market cap of $28.15 billion and a PE ratio of -61.33.

Circle Internet Group (NYSE:CRCL - Get Free Report) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.18. The firm had revenue of $770.23 million during the quarter. Circle Internet Group's quarterly revenue was up 76.9% on a year-over-year basis. Research analysts expect that Circle Internet Group, Inc. will post 0.84 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Sanford C. Bernstein set a $190.00 price objective on shares of Circle Internet Group in a research report on Tuesday, January 6th. Zacks Research raised shares of Circle Internet Group from a "strong sell" rating to a "hold" rating in a research report on Tuesday, March 17th. Freedom Capital raised shares of Circle Internet Group to a "hold" rating in a research report on Tuesday, April 21st. The Goldman Sachs Group increased their price objective on shares of Circle Internet Group from $79.00 to $88.00 and gave the company a "neutral" rating in a research report on Monday, January 5th. Finally, JPMorgan Chase & Co. reduced their target price on Circle Internet Group from $100.00 to $90.00 and set an "overweight" rating for the company in a research note on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, Circle Internet Group has a consensus rating of "Hold" and an average price target of $129.06.

Circle Internet Group News Summary

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

• Positive Sentiment: U.S. lawmakers reached a compromise on the CLARITY Act that preserves key stablecoin reward mechanics, reducing regulatory risk to USDC yield programs — a direct catalyst cited for a double‑digit rally in CRCL. Read More.
• Positive Sentiment: Wells Fargo raised its price target on CRCL from $111 to $142 and moved to an “overweight” rating, giving the stock ~24.5% upside to that target — a fresh institutional buy-side endorsement that likely supported gains. Read More.
• Positive Sentiment: Unusual options activity: traders bought ~138,703 call options (≈ +19% vs. normal), signaling elevated bullish positioning that can amplify short‑term upside if momentum continues.
• Neutral Sentiment: Industry and market commentary framed CRCL’s move as part of a broader crypto‑equity rally (Coinbase, other digital-asset names) as investors rotate back into crypto-linked stocks. Read More.
• Negative Sentiment: Insider selling: several executives and directors sold shares in Rule 10b5‑1 plans — CFO Jeremy Fox‑Geen (4,238 shares at $107.10 on 5/4 and 7,200 at ~$92.64 on 5/1), CAO Tamara L. Schulz (1,194 shares at $107.10 on 5/4), Director Patrick S. Neville (5,000 and 30,000 shares at ~ $92.64–$92.65 on 5/1), and Director M. Michele Burns (1,666 at $107.61 on 5/4 and 10,000 at $120.15 on 5/5). Sales were disclosed on SEC filings and many were flagged as tax‑related or executed under pre‑arranged plans — but the volume and visibility of those sales can weigh on sentiment. SEC filings: Read More., Read More., Read More., Read More.

Hedge Funds Weigh In On Circle Internet Group

Several institutional investors and hedge funds have recently made changes to their positions in CRCL. Bartlett & CO. Wealth Management LLC purchased a new position in shares of Circle Internet Group during the 4th quarter valued at approximately $25,000. Larson Financial Group LLC boosted its stake in shares of Circle Internet Group by 3,800.0% during the 3rd quarter. Larson Financial Group LLC now owns 195 shares of the company's stock valued at $26,000 after buying an additional 190 shares during the last quarter. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Circle Internet Group during the 3rd quarter valued at approximately $27,000. EverSource Wealth Advisors LLC purchased a new position in shares of Circle Internet Group during the 2nd quarter valued at approximately $27,000. Finally, Bellevue Asset Management LLC purchased a new position in shares of Circle Internet Group during the 4th quarter valued at approximately $29,000.

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.

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