Vanguard Group Inc. Has $448.29 Million Position in Circle Internet Group, Inc. $CRCL

Key Points

• Vanguard increased its stake to 5,653,110 shares (about 2.40% of the company), worth $448.29 million after adding 74,414 shares in Q4.
• Significant insider selling: insiders have sold 613,645 shares (≈$59.8M) in the last three months — including recent director sales — though insiders still own 10.85% of the stock.
• Positive operational and regulatory catalysts: Circle beat Q4 EPS estimates ($0.43 vs. $0.25) with revenue up 76.9% YoY, and regulatory progress (CLARITY Act, EU authorizations) plus analyst support (Wells Fargo PT $142) are boosting bullish sentiment despite a consensus "Hold."

Vanguard Group Inc. lifted its holdings in shares of Circle Internet Group, Inc. (NYSE:CRCL - Free Report) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,653,110 shares of the company's stock after buying an additional 74,414 shares during the period. Vanguard Group Inc. owned about 2.40% of Circle Internet Group worth $448,292,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. Rakuten Securities Inc. boosted its position in Circle Internet Group by 102.5% during the fourth quarter. Rakuten Securities Inc. now owns 38,042 shares of the company's stock valued at $3,017,000 after purchasing an additional 19,255 shares during the last quarter. DekaBank Deutsche Girozentrale acquired a new position in shares of Circle Internet Group during the 4th quarter worth approximately $928,000. Franchise GP Ltd acquired a new position in shares of Circle Internet Group during the 4th quarter worth approximately $69,000. CFM Wealth Partners LLC raised its stake in shares of Circle Internet Group by 82.0% during the 4th quarter. CFM Wealth Partners LLC now owns 13,498 shares of the company's stock worth $1,070,000 after purchasing an additional 6,083 shares in the last quarter. Finally, TD Waterhouse Canada Inc. raised its stake in shares of Circle Internet Group by 2,246.9% during the 4th quarter. TD Waterhouse Canada Inc. now owns 9,012 shares of the company's stock worth $715,000 after purchasing an additional 8,628 shares in the last quarter.

Insider Transactions at Circle Internet Group

In other news, Director M Michele Burns sold 80,000 shares of Circle Internet Group stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $94.88, for a total transaction of $7,590,400.00. Following the sale, the director directly owned 305,230 shares of the company's stock, valued at approximately $28,960,222.40. This trade represents a 20.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Patrick Sean Neville sold 30,000 shares of the business's stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $90.00, for a total transaction of $2,700,000.00. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 613,645 shares of company stock valued at $59,812,564. 10.85% of the stock is owned by company insiders.

Circle Internet Group Trading Down 4.6%

NYSE CRCL opened at $114.07 on Wednesday. The company has a market cap of $28.15 billion and a price-to-earnings ratio of -61.33. The company has a 50 day moving average of $101.06 and a 200-day moving average of $90.40. Circle Internet Group, Inc. has a 1-year low of $49.90 and a 1-year high of $298.99.

Circle Internet Group (NYSE:CRCL - Get Free Report) last posted its quarterly earnings data 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 for the quarter. The business's revenue for the quarter was up 76.9% on a year-over-year basis. On average, equities research analysts forecast that Circle Internet Group, Inc. will post 0.84 earnings per share for the current year.

Key Headlines Impacting Circle Internet Group

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

• Positive Sentiment: Wells Fargo raised its price target to $142 and put an "overweight" rating on CRCL, providing fresh analyst support and signaling meaningful upside vs. recent levels. Wells Fargo price target raise (Benzinga)
• Positive Sentiment: Progress on the CLARITY Act preserved language around stablecoin reward mechanics — a direct de‑risking of Circle’s USDC yield model and a primary catalyst behind the earlier rally. CLARITY Act coverage (CNBC)
• Positive Sentiment: Regulatory wins in Europe (MiCA/AMF authorization) and legislative clarity are shifting investor preference to regulated crypto infrastructure providers, supporting Circle’s long‑term thesis (increased institutional addressable market).
• Positive Sentiment: Unusually heavy call‑option activity (~138,700 calls) indicates short‑term bullish positioning that can amplify moves on follow‑through headlines.
• Neutral Sentiment: Near‑term catalyst: Circle is due to report earnings in mid‑May. Management commentary and Q1 results will determine whether regulatory tailwinds translate into sustained revenue/margin gains.
• Negative Sentiment: Multiple insiders (CFO, CAO and several directors) recently sold shares under pre‑arranged Rule 10b5‑1 plans to cover tax withholding on vesting awards — a routine explanation, but the volume of sales increases supply and can pressure the stock. Representative SEC filing: Insider Form 4 (SEC)
• Negative Sentiment: Legal and execution risks remain — ongoing class‑action litigation tied to protocol incidents and the challenge of scaling global products could create downside if developments worsen.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Mizuho boosted their price objective on shares of Circle Internet Group from $100.00 to $120.00 and gave the stock a "neutral" rating in a research note on Friday, March 13th. Zacks Research upgraded Circle Internet Group from a "strong sell" rating to a "hold" rating in a report on Tuesday, March 17th. William Blair reissued an "outperform" rating on shares of Circle Internet Group in a research report on Wednesday, February 25th. Sanford C. Bernstein set a $190.00 price objective on Circle Internet Group in a research report on Tuesday, January 6th. Finally, Compass Point reiterated a "sell" rating and set a $77.00 target price (down from $79.00) on shares of Circle Internet Group in a research note on Thursday, April 9th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus price target of $129.06.

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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