Circle Internet Group (NYSE:CRCL) Stock Price Target Lowered at Keefe, Bruyette & Woods

Circle Internet Group (NYSE:CRCL) had its target price reduced by research analysts at Keefe, Bruyette & Woods from $105.00 to $90.00 in a report issued on Thursday, Benzinga reports. The firm currently has a “market perform” rating on the stock. Keefe, Bruyette & Woods‘s price target points to a potential upside of 17.85% from the company’s current price.

CRCL has been the subject of a number of other reports. Compass Point raised shares of Circle Internet Group from a “neutral” rating to a “buy” rating and set a $99.00 price objective for the company in a research note on Thursday. The Goldman Sachs Group reissued an “underperform” rating on shares of Circle Internet Group in a research report on Wednesday, September 9th. Mizuho set a $46.00 price target on shares of Circle Internet Group in a report on Thursday. Robert W. Baird lowered their price target on shares of Circle Internet Group from $138.00 to $100.00 and set an “outperform” rating for the company in a research report on Monday, July 13th. Finally, Weiss Ratings downgraded shares of Circle Internet Group from a “sell (d+)” rating to a “sell (d)” rating in a research note on Thursday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $97.35.

Circle Internet Group Stock Up 1.5%

Shares of NYSE:CRCL opened at $76.37 on Thursday. The business’s 50 day moving average is $86.40 and its 200 day moving average is $85.71. The stock has a market cap of $19.39 billion, a P/E ratio of 52.31 and a beta of 0.84. Circle Internet Group has a 52-week low of $49.90 and a 52-week high of $140.00.

Circle Internet Group (NYSE:CRCL) last posted its quarterly earnings results on Wednesday, November 4th. The company reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.42 by $0.42. Circle Internet Group had a return on equity of 13.58% and a net margin of 15.53%. The business had revenue of $864.89 million for the quarter. During the same period in the previous year, the company posted $0.64 EPS. Circle Internet Group’s quarterly revenue was up 16.9% compared to the same quarter last year. On average, sell-side analysts anticipate that Circle Internet Group will post 1.14 EPS for the current fiscal year.

Insider Buying and Selling at Circle Internet Group

In other news, CEO Jeremy Allaire sold 56,200 shares of Circle Internet Group stock in a transaction that occurred on Monday, October 5th. The shares were sold at an average price of $83.59, for a total value of $4,697,758.00. Following the transaction, the chief executive officer owned 277,560 shares of the company’s stock, valued at $23,201,240.40. The trade was a 16.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Fox-Geen sold 4,238 shares of the business’s stock in a transaction that occurred on Tuesday, November 3rd. The stock was sold at an average price of $73.06, for a total transaction of $309,628.28. Following the transaction, the chief financial officer owned 294,815 shares of the company’s stock, valued at approximately $21,539,183.90. This trade represents a 1.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 372,633 shares of company stock valued at $32,833,583. 10.85% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Circle Internet Group

A number of hedge funds and other institutional investors have recently bought and sold shares of CRCL. Sumitomo Mitsui Trust Group Inc. grew its holdings in Circle Internet Group by 24.6% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,970,939 shares of the company’s stock worth $326,292,000 after purchasing an additional 785,213 shares during the last quarter. Southpoint Capital Advisors LP increased its position in shares of Circle Internet Group by 175.0% during the first quarter. Southpoint Capital Advisors LP now owns 3,300,000 shares of the company’s stock worth $314,853,000 after purchasing an additional 2,100,000 shares in the last quarter. Amova Asset Management Americas Inc. lifted its holdings in shares of Circle Internet Group by 13.4% during the 1st quarter. Amova Asset Management Americas Inc. now owns 2,914,947 shares of the company’s stock valued at $278,173,000 after purchasing an additional 344,539 shares during the last quarter. SBI Holdings USA Inc. purchased a new stake in shares of Circle Internet Group during the 2nd quarter valued at $101,084,820. Finally, Accel XI Associates L.L.C. acquired a new stake in shares of Circle Internet Group in the 2nd quarter worth $56,999,563.

Trending Headlines about Circle Internet Group

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

• Positive Sentiment: Q3 adjusted earnings of $0.84 per share more than doubled the $0.42 analyst consensus, while revenue and reserve income rose 17% year over year to $865 million. USDC circulation averaged $73.3 billion, up 8%, and on-chain transaction volume increased 49% to $13.9 trillion—evidence of continued activity and adoption. Circle Reports Third Quarter 2026 Results
• Positive Sentiment: Ark Invest reportedly bought 12,835 Circle shares, a modest vote of confidence that could offer some support to sentiment. Ark Invest buys Circle shares
• Neutral Sentiment: Circle plans to cut about 5% of its workforce immediately after the earnings report. The move may help control costs, but also raises questions about the company’s outlook and operating priorities. Circle trims staff 5%
• Negative Sentiment: The headline beat may be less reassuring because a reported $182 million ARC token sale contributed to revenue, while lower interest rates are squeezing income earned on USDC reserves. Investors may question whether growth in the core stablecoin business can offset that pressure. Circle revenue growth and ARC token sale

Circle Internet Group Company Profile

Circle Internet Group, Inc is a global financial technology company focused on digital currencies and blockchain-based payments. The company is best known for issuing USD Coin (USDC), a dollar-backed stablecoin designed to maintain a value of one U.S. dollar and support digital transactions, payments, trading and other financial applications. Circle also issues EURC, a euro-backed stablecoin.

Circle provides infrastructure and services for businesses, financial institutions and developers through products such as Circle Mint, which supports the creation, redemption and transfer of its stablecoins, as well as APIs and developer tools for integrating digital-asset payments and blockchain functionality.