Insider Selling: Circle Internet Group (NYSE:CRCL) Director Sells 1,666 Shares of Stock

Key Points

• M. Michele Burns sold 1,666 CRCL shares on May 4 at an average price of $107.61 under a pre‑arranged Rule 10b5‑1 plan, leaving her with 340,206 shares (a 0.49% ownership decline, valued at about $36.6M).
• Multiple executives and directors (including the CFO, CAO, Director Patrick S. Neville and Burns) have executed sizable sales in recent months—many under 10b5‑1 or flagged as tax‑related—which, despite being pre‑planned, may weigh on investor sentiment.
• CRCL shares recently traded down 4.6% to $114.07 on heavy volume, even as the company reported an earnings beat (EPS $0.43 vs. $0.25) and strong revenue growth (+76.9%), and received bullish catalysts such as the CLARITY Act compromise and analyst price‑target upgrades (Wells Fargo to $142).

Circle Internet Group, Inc. (NYSE:CRCL - Get Free Report) Director M Michele Burns sold 1,666 shares of the firm's stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $107.61, for a total value of $179,278.26. Following the sale, the director owned 340,206 shares of the company's stock, valued at $36,609,567.66. This represents a 0.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

M Michele Burns also recently made the following trade(s):

• On Tuesday, May 5th, M Michele Burns sold 10,000 shares of Circle Internet Group stock. The shares were sold at an average price of $120.15, for a total value of $1,201,500.00.
• On Monday, April 6th, M Michele Burns sold 1,666 shares of Circle Internet Group stock. The shares were sold at an average price of $92.38, for a total value of $153,905.08.
• On Thursday, March 12th, M Michele Burns sold 11,670 shares of Circle Internet Group stock. The shares were sold at an average price of $112.71, for a total value of $1,315,325.70.
• On Wednesday, March 4th, M Michele Burns sold 25,000 shares of Circle Internet Group stock. The shares were sold at an average price of $105.00, for a total value of $2,625,000.00.
• On Monday, March 2nd, M Michele Burns sold 80,000 shares of Circle Internet Group stock. The shares were sold at an average price of $94.88, for a total value of $7,590,400.00.
• On Thursday, February 26th, M Michele Burns sold 10,000 shares of Circle Internet Group stock. The shares were sold at an average price of $82.00, for a total value of $820,000.00.

Circle Internet Group Stock Down 4.6%

Shares of Circle Internet Group stock traded down $5.46 during trading hours on Tuesday, hitting $114.07. 22,378,759 shares of the company's stock traded hands, compared to its average volume of 14,959,473. The stock has a 50 day simple moving average of $100.04 and a 200-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, Inc. has a twelve month low of $49.90 and a twelve month high of $298.99.

Circle Internet Group (NYSE:CRCL - Get Free Report) last announced its earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.18. The business had revenue of $770.23 million for the quarter. Circle Internet Group's quarterly revenue was up 76.9% compared to the same quarter last year. As a group, equities research analysts predict that Circle Internet Group, Inc. will post 0.84 EPS for the current year.

Key Circle Internet Group News

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 large investors have recently modified their holdings of the stock. Bartlett & CO. Wealth Management LLC bought a new position in Circle Internet Group in the fourth quarter worth about $25,000. Larson Financial Group LLC lifted its holdings in Circle Internet Group by 3,800.0% in 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 last quarter. Pilgrim Partners Asia Pte Ltd bought a new position in Circle Internet Group in the third quarter worth about $27,000. EverSource Wealth Advisors LLC bought a new position in Circle Internet Group in the second quarter worth about $27,000. Finally, Bellevue Asset Management LLC bought a new position in Circle Internet Group in the fourth quarter worth about $29,000.

Analyst Ratings Changes

Several analysts have recently weighed in on CRCL shares. Clear Str upgraded Circle Internet Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, March 16th. Robert W. Baird increased their price target on shares of Circle Internet Group from $110.00 to $138.00 and gave the stock an "outperform" rating in a research report on Tuesday, March 17th. Mizuho increased their price target on shares of Circle Internet Group from $100.00 to $120.00 and gave the stock a "neutral" rating in a research report on Friday, March 13th. Freedom Capital raised shares of Circle Internet Group to a "hold" rating in a research report on Tuesday, April 21st. Finally, The Goldman Sachs Group increased their price target on shares of Circle Internet Group from $79.00 to $88.00 and gave the stock a "neutral" rating in a research report on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company 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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