Heath Tarbert Sells 3,048 Shares of Circle Internet Group (NYSE:CRCL) Stock

Circle Internet Group, Inc. (NYSE:CRCL) President Heath Tarbert sold 3,048 shares of Circle Internet Group stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $90.02, for a total value of $274,380.96. Following the transaction, the president directly owned 579,302 shares in the company, valued at approximately $52,148,766.04. The trade was a 0.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Heath Tarbert also recently made the following trade(s):

• On Friday, December 12th, Heath Tarbert sold 1,300 shares of Circle Internet Group stock. The shares were sold at an average price of $90.10, for a total value of $117,130.00.

Circle Internet Group Stock Performance

Shares of NYSE:CRCL opened at $82.26 on Thursday. The stock’s fifty day simple moving average is $96.05 and its two-hundred day simple moving average is $137.18. Circle Internet Group, Inc. has a 1-year low of $64.00 and a 1-year high of $298.99.

Circle Internet Group (NYSE:CRCL) last posted its earnings results on Wednesday, November 12th. The company reported $0.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.20 by $0.44. The firm had revenue of $739.76 million during the quarter. Circle Internet Group’s revenue for the quarter was up 65.9% on a year-over-year basis.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of CRCL. Brand Asset Management Group Inc. bought a new position in shares of Circle Internet Group during the second quarter valued at approximately $272,000. Westbourne Investments Inc. purchased a new position in Circle Internet Group during the 2nd quarter valued at $204,000. Baader Bank Aktiengesellschaft bought a new position in Circle Internet Group in the 2nd quarter valued at $1,083,000. Wealth Enhancement Advisory Services LLC purchased a new stake in Circle Internet Group in the second quarter worth $673,000. Finally, Exchange Traded Concepts LLC bought a new stake in shares of Circle Internet Group during the second quarter worth $18,397,000.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Mizuho cut their target price on Circle Internet Group from $84.00 to $70.00 and set an “underperform” rating on the stock in a research note on Friday, November 14th. JPMorgan Chase & Co. upgraded Circle Internet Group from an “underweight” rating to an “overweight” rating and lifted their price target for the stock from $94.00 to $100.00 in a report on Thursday, November 13th. William Blair reissued an “outperform” rating on shares of Circle Internet Group in a research report on Wednesday, November 12th. Oppenheimer started coverage on Circle Internet Group in a research note on Friday, September 12th. They issued a “market perform” rating for the company. Finally, Rothschild Redb upgraded Circle Internet Group to a “hold” rating in a research note on Friday, October 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, Circle Internet Group currently has an average rating of “Hold” and an average price target of $141.18.

Key Stores Impacting Circle Internet Group

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

• Positive Sentiment: Stacks integration expands USDC utility by connecting Stacks to Circle’s xReserve, opening on?ramps for USDC?backed stablecoins into Bitcoin?layer ecosystems — a product win that supports longer?term demand for Circle’s payments and reserve services. Stacks Now Connected to Circle xReserve
• Positive Sentiment: Macro tailwinds: coverage notes 2025 gains in crypto and the prospect of lower interest rates in 2026 that could boost retail and institutional appetite for crypto assets and stablecoin/payment infrastructure businesses like Circle. Crypto Won In 2025—But Bitcoin Fell
• Positive Sentiment: Short?term buying interest flagged by intraday bulletin boards/reports showing moderately bullish activity and episodic upticks, which can support rebounds despite broader selling pressure. Moderately bullish activity in Circle
• Neutral Sentiment: Valuation review and analyst mix — recent writeups reassessing CRCL’s short?term rebound and MarketBeat/Yahoo summaries show a consensus “Hold” from many brokerages and a wide range of price targets, which keeps upside expectations tempered until clearer catalysts arrive. Reassessing Valuation After a Recent Short-Term Share Price Rebound
• Negative Sentiment: Clustered insider selling: CEO Jeremy Allaire, director/executive Nikhil Chandhok and President Heath Tarbert reported sales on Dec. 22 (multiple filings show several thousand shares sold at ~\$90), increasing perceived near?term supply and prompting investor concern. Insider trades summary Allaire SEC Filing Chandhok SEC Filing Tarbert SEC Filing
• Negative Sentiment: Options and sentiment indicators show mixed/negative tone in places (reports of mixed options flow and a notable intraday decline), which can amplify downside when combined with insider sales and neutral analyst stance. Mixed options sentiment

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 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.