M Michele Burns Sells 25,000 Shares of Circle Internet Group (NYSE:CRCL) Stock

Key Points

• M. Michele Burns sold 25,000 shares on March 4 at $105 (part of 115,000 shares sold across Feb. 26–Mar. 4), totaling about $11.04M in transactions and reducing her stake by 6.57%; the filings add to clustered insider sales that may create near‑term selling pressure.
• Circle beat Q4 estimates with $0.43 EPS vs. $0.25 expected and revenue of $770.2M (up 76.9% YoY); the stock traded around $105.67 on heavy volume, with a market cap near $24.9B.
• Analyst sentiment is mixed—MarketBeat shows an average rating of "Hold" and an average target of $123.47—while large institutions (e.g., General Catalyst, Marshall Wace, Accel, Vanguard) hold sizable positions.

Circle Internet Group, Inc. (NYSE:CRCL - Get Free Report) Director M Michele Burns sold 25,000 shares of the firm's stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $105.00, for a total transaction of $2,625,000.00. Following the completion of the transaction, the director directly owned 355,230 shares in the company, valued at approximately $37,299,150. This represents a 6.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.

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

• On Monday, March 2nd, M Michele Burns sold 80,000 shares of Circle Internet Group stock. The stock was sold at an average price of $94.88, for a total transaction 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 Trading Up 0.4%

NYSE:CRCL traded up $0.40 during mid-day trading on Thursday, hitting $105.67. The company had a trading volume of 20,793,604 shares, compared to its average volume of 14,323,540. The business has a fifty day simple moving average of $73.16 and a 200-day simple moving average of $99.00. The firm has a market capitalization of $24.88 billion and a price-to-earnings ratio of -56.81. 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 issued its earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.18. The company had revenue of $770.23 million during the quarter. The firm's quarterly revenue was up 76.9% on a year-over-year basis.

Institutional Investors Weigh In On Circle Internet Group

Institutional investors have recently modified their holdings of the stock. General Catalyst Group Management LLC acquired a new position in Circle Internet Group in the second quarter worth about $3,647,694,000. Marshall Wace LLP lifted its holdings in Circle Internet Group by 23.8% during the 4th quarter. Marshall Wace LLP now owns 9,978,729 shares of the company's stock worth $791,313,000 after buying an additional 1,919,205 shares during the last quarter. IDG Accel China Capital II Associates L.P. bought a new position in Circle Internet Group during the 4th quarter worth approximately $554,792,000. Accel XI Associates L.L.C. acquired a new position in shares of Circle Internet Group in the 4th quarter worth approximately $513,844,000. Finally, Vanguard Group Inc. increased its holdings in shares of Circle Internet Group by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 5,653,110 shares of the company's stock valued at $448,292,000 after acquiring an additional 74,414 shares during the last quarter.

Circle Internet Group News Roundup

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

• Positive Sentiment: Research upgrade: Seeking Alpha published a bullish upgrade, citing CRCL's strong Q4 results, USDC circulation growth, high transaction volumes and AI/monetization tailwinds that support a "Strong Buy" thesis. Read More.
• Positive Sentiment: Analyst target lift: Mizuho and other brokers raised targets and highlighted geopolitical/rates-driven demand for stablecoins, supporting near-term sentiment and buying interest. Read More.
• Positive Sentiment: Crypto market tailwind: A Bitcoin-led rally pushed crypto-linked stocks higher in premarket trading, providing immediate transactional demand tailwinds for USDC flows. Read More.
• Positive Sentiment: Derivatives flow: Elevated call buying has been reported, which can amplify short-term upside via hedging and speculative positioning. Read More.
• Neutral Sentiment: Mixed analyst landscape: Coverage is active but split — some firms have high targets while others remain cautious; this keeps sentiment volatile but not one‑sided. Read More.
• Neutral Sentiment: Regulatory and macro watch: The market is watching CLARITY Act timing and broader regulatory developments; outcomes could be material but are uncertain. Read More.
• Negative Sentiment: Clustered insider selling: President Heath Tarbert and Director M. Michele Burns disclosed large sales (Form 4 filings), which can sap investor confidence and add near‑term selling pressure. Read More. Read More.
• Negative Sentiment: Valuation/target downgrades: Some firms have trimmed targets or remain cautious (e.g., Needham/others), which increases headline-driven volatility despite improving operational metrics. Read More.

Analyst Ratings Changes

A number of research firms have recently issued reports on CRCL. Compass Point upgraded shares of Circle Internet Group from a "sell" rating to a "neutral" rating and set a $75.00 price objective on the stock in a research note on Thursday, January 29th. Weiss Ratings reaffirmed a "sell (d)" rating on shares of Circle Internet Group in a report on Wednesday, January 21st. The Goldman Sachs Group boosted their price objective on shares of Circle Internet Group from $79.00 to $88.00 and gave the stock a "neutral" rating in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft lowered their target price on Circle Internet Group from $147.00 to $90.00 and set a "hold" rating for the company in a research note on Thursday, November 13th. Finally, Wolfe Research began coverage on Circle Internet Group in a research note on Tuesday, December 2nd. They issued an "underperform" rating and a $60.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $123.47.

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.

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