Circle Internet Group (NYSE:CRCL) Insider Nikhil Chandhok Sells 26,666 Shares

Circle Internet Group, Inc. (NYSE:CRCL) insider Nikhil Chandhok sold 26,666 shares of the company’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $67.15, for a total transaction of $1,790,621.90. Following the completion of the transaction, the insider owned 717,920 shares in the company, valued at $48,208,328. This trade represents a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Nikhil Chandhok also recently made the following trade(s):

• On Wednesday, July 8th, Nikhil Chandhok sold 26,666 shares of Circle Internet Group stock. The stock was sold at an average price of $63.90, for a total transaction of $1,703,957.40.
• On Wednesday, June 24th, Nikhil Chandhok sold 489,737 shares of Circle Internet Group stock. The stock was sold at an average price of $72.37, for a total transaction of $35,442,266.69.
• On Monday, June 8th, Nikhil Chandhok sold 26,666 shares of Circle Internet Group stock. The shares were sold at an average price of $83.75, for a total transaction of $2,233,277.50.
• On Thursday, May 21st, Nikhil Chandhok sold 10,000 shares of Circle Internet Group stock. The stock was sold at an average price of $111.00, for a total transaction of $1,110,000.00.

Circle Internet Group Stock Up 0.4%

Shares of NYSE:CRCL opened at $71.42 on Thursday. Circle Internet Group, Inc. has a 12-month low of $49.90 and a 12-month high of $164.64. The company’s 50 day moving average price is $69.82 and its two-hundred day moving average price is $85.99. The firm has a market cap of $17.75 billion, a PE ratio of 48.92 and a beta of 0.23.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.18 earnings per share for the quarter, missing analysts’ consensus estimates of $0.26 by ($0.08). The business had revenue of $701.32 million during the quarter. Circle Internet Group had a net margin of 15.53% and a return on equity of 13.58%. The company’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same period last year, the firm posted ($4.48) EPS. On average, research analysts expect that Circle Internet Group, Inc. will post 0.93 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages have weighed in on CRCL. HC Wainwright dropped their price objective on Circle Internet Group from $115.00 to $104.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Wells Fargo & Company increased their target price on Circle Internet Group from $111.00 to $142.00 and gave the stock an “overweight” rating in a report on Tuesday, May 5th. Mizuho set a $45.00 price target on Circle Internet Group and gave the stock a “neutral” rating in a research report on Friday, July 31st. Compass Point set a $62.00 price target on Circle Internet Group in a research note on Wednesday, July 15th. Finally, TD Cowen upped their price objective on shares of Circle Internet Group from $82.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Circle Internet Group has an average rating of “Hold” and an average target price of $97.12.

Key Circle Internet Group News

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

• Positive Sentiment: HC Wainwright maintains a bullish stance: The firm kept a “Buy” rating and a $104 price target, well above recent trading levels. Its projections call for 2027 EPS of $1.39, including $0.40 in Q1, $0.33 in Q3 and $0.42 in Q4, compared with the current-year consensus estimate of $0.88. This supports the view that Circle’s earnings could accelerate over time.
• Positive Sentiment: Arc is central to Circle’s growth strategy: Management raised its 2026 other-revenue outlook ahead of Arc’s planned September 16 mainnet launch. Investors may view the blockchain platform as a potential new source of revenue and adoption. CRCL Q2 Earnings Call Highlights Arc-Led Revenue Outlook
• Neutral Sentiment: Analyst views remain divided: CRCL’s recent trading strength reflects continued investor interest, but commentary notes that analysts remain split on valuation and the path back toward $100. The stock is still below its 12-month high and has declined year to date, leaving substantial upside if Circle executes successfully. Circle Internet Group Stock Jumps Tuesday. Analysts Are Still Split on the Stock.
• Negative Sentiment: Near-term earnings forecasts were trimmed: HC Wainwright lowered its Q3 2026 EPS estimate to $0.34 from $0.37 and its Q4 estimate to $0.51 from $0.55. These cuts suggest some pressure on near-term profitability, even though longer-term estimates remain constructive.
• Negative Sentiment: Insider selling adds a cautious signal: Director Nikhil Chandhok sold 26,666 shares for approximately $1.79 million under a pre-arranged Rule 10b5-1 plan, reducing his position by 3.58%. Because the sale was scheduled in advance, it may not reflect a change in his view of the company, but it can still weigh on sentiment. SEC insider transaction filing

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in CRCL. Creative Planning acquired a new stake in shares of Circle Internet Group in the 2nd quarter valued at $295,000. Arrowstreet Capital Limited Partnership acquired a new position in shares of Circle Internet Group during the 2nd quarter worth $1,474,000. Invesco Ltd. acquired a new position in shares of Circle Internet Group during the 2nd quarter worth $47,640,000. EverSource Wealth Advisors LLC bought a new stake in shares of Circle Internet Group during the 2nd quarter worth $27,000. Finally, Baird Financial Group Inc. bought a new stake in shares of Circle Internet Group during the 2nd quarter worth $2,649,000.

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.