40,279 Shares in Circle Internet Group, Inc. $CRCL Acquired by Blue Square Asset Management LLC

Key Points

• Blue Square Asset Management LLC acquired 40,279 shares of Circle Internet Group (NYSE:CRCL) in Q4 — about $3.19 million and roughly 1.4% of the firm's holdings, making CRCL its 28th largest position.
• Significant insider selling has occurred recently: directors and senior executives (including Patrick Sean Neville and President Heath Tarbert) sold large blocks, with insiders disposing of about 529,827 shares valued at ~$51.4 million over the past three months, largely via 10b5‑1 plans.
• Operational and market backdrop: Circle beat EPS estimates ($0.43 vs. $0.25) with revenue of $770.2M (up 76.9% YoY); the stock has a $22.2B market cap, wide 52‑week range ($49.90–$298.99), and mixed analyst ratings with an average target near $126.29.

Blue Square Asset Management LLC acquired a new stake in shares of Circle Internet Group, Inc. (NYSE:CRCL - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 40,279 shares of the company's stock, valued at approximately $3,194,000. Circle Internet Group makes up approximately 1.4% of Blue Square Asset Management LLC's holdings, making the stock its 28th largest position.

A number of other large investors have also added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC bought a new position in shares of Circle Internet Group during the second quarter valued at $27,000. PNC Financial Services Group Inc. raised its position in shares of Circle Internet Group by 14.9% in the 3rd quarter. PNC Financial Services Group Inc. now owns 1,164 shares of the company's stock worth $154,000 after purchasing an additional 151 shares during the last quarter. Larson Financial Group LLC boosted its stake in Circle Internet Group by 3,800.0% in the 3rd quarter. Larson Financial Group LLC now owns 195 shares of the company's stock worth $26,000 after purchasing an additional 190 shares in the last quarter. Pilgrim Partners Asia Pte Ltd purchased a new stake in Circle Internet Group during the 3rd quarter valued at about $27,000. Finally, Highline Wealth Partners LLC purchased a new stake in Circle Internet Group during the 3rd quarter valued at about $32,000.

Key Headlines Impacting Circle Internet Group

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

• Positive Sentiment: Zacks highlights Circle as one of several cryptocurrency-exposed stocks that could benefit from broader crypto adoption — a narrative that supports CRCL’s long-term revenue opportunity tied to crypto and payment services. Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio
• Neutral Sentiment: A Zacks comparison piece examines value between XP Inc. and Circle, which can drive short-term attention from value-focused investors but doesn’t constitute company-specific news. XP or CRCL: Which Is the Better Value Stock Right Now?
• Negative Sentiment: Director Patrick Sean Neville sold shares (reported 4/1): filings show a large reduction executed under a pre-arranged Rule 10b5-1 plan — investors often view director sales as a negative signal even when pre-planned. SEC filing: Neville Form 4
• Negative Sentiment: CFO Jeremy Fox-Geen reported multiple sales on 4/1–4/2 totaling several thousand shares at ~ $90–$98 per share, executed under a 10b5-1 plan — modest percentage reductions but notable given his senior role. SEC filing: Fox-Geen Form 4
• Negative Sentiment: CAO Tamara L. Schulz sold ~1,194 shares on 4/2 at ~$87.58 per share under a 10b5-1 plan — a small position trim but contributes to the overall insider-selling headline. SEC filing: Schulz Form 4

Circle Internet Group Stock Performance

CRCL stock opened at $90.07 on Friday. The company has a market cap of $22.23 billion and a price-to-earnings ratio of -48.42. The business's 50-day moving average is $86.15 and its two-hundred day moving average is $96.50. Circle Internet Group, Inc. has a fifty-two week low of $49.90 and a fifty-two week high of $298.99.

Circle Internet Group (NYSE:CRCL - Get Free Report) last released its quarterly earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.25 by $0.18. The firm had revenue of $770.23 million for the quarter. The firm's quarterly revenue was up 76.9% compared to the same quarter last year.

Insider Activity at Circle Internet Group

In other Circle Internet Group news, Director Patrick Sean Neville sold 30,000 shares of the company's stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $98.04, for a total transaction of $2,941,200.00. Following the completion of the sale, the director directly owned 30,000 shares of the company's stock, valued at approximately $2,941,200. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Heath Tarbert sold 15,000 shares of the stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $116.04, for a total transaction of $1,740,600.00. Following the completion of the transaction, the president owned 584,156 shares in the company, valued at $67,785,462.24. The trade was a 2.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 529,827 shares of company stock valued at $51,432,506 in the last three months.

Wall Street Analyst Weigh In

Several brokerages have issued reports on CRCL. Robert W. Baird lifted their target price on shares of Circle Internet Group from $110.00 to $138.00 and gave the stock an "outperform" rating in a report on Tuesday, March 17th. Wells Fargo & Company reduced their price target on shares of Circle Internet Group from $128.00 to $111.00 and set an "overweight" rating for the company in a research report on Thursday, February 26th. Canaccord Genuity Group restated a "buy" rating and issued a $160.00 price objective on shares of Circle Internet Group in a report on Wednesday, March 25th. William Blair reaffirmed an "outperform" rating on shares of Circle Internet Group in a research report on Wednesday, February 25th. Finally, Morgan Stanley assumed coverage on Circle Internet Group in a research note on Monday, February 2nd. They set an "equal weight" rating and a $66.00 target price on the stock. 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 two have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Hold" and an average target price of $126.29.

About Circle Internet Group

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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