International Assets Investment Management LLC Makes New Investment in Circle Internet Group, Inc. $CRCL

International Assets Investment Management LLC purchased a new position in shares of Circle Internet Group, Inc. (NYSE:CRCL) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,686 shares of the company’s stock, valued at approximately $451,000.

Several other hedge funds also recently bought and sold shares of CRCL. Creative Planning purchased a new position in Circle Internet Group during the second quarter worth $295,000. Arrowstreet Capital Limited Partnership purchased a new position in Circle Internet Group during the second quarter worth $1,474,000. Invesco Ltd. purchased a new position in Circle Internet Group during the second quarter worth $47,640,000. EverSource Wealth Advisors LLC purchased a new stake in shares of Circle Internet Group in the second quarter valued at $27,000. Finally, Baird Financial Group Inc. purchased a new stake in shares of Circle Internet Group in the second quarter valued at $2,649,000.

Key Stories Impacting Circle Internet Group

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

• Positive Sentiment: USDC circulation rose 28% year over year to $77 billion, and onchain transaction volume jumped 263% to $21.5 trillion, signaling rapid adoption of Circle’s stablecoin network. Circle Reports First Quarter 2026 Results
• Positive Sentiment: Total revenue and reserve income increased 20% to $694 million, while adjusted EBITDA rose 24%, reinforcing the view that Circle’s underlying business is still expanding quickly. Circle Reports First Quarter 2026 Results
• Positive Sentiment: Circle also announced new AI infrastructure tools through “Circle Agent Stack” and said it raised $222 million in an ARC token presale, which investors appear to view as an optional growth catalyst. Circle Launches AI Infrastructure to Power the Agentic Economy
• Neutral Sentiment: Management’s earnings beat was tempered by a revenue miss versus some estimates, which helps explain why the stock has been volatile even after the strong growth headlines. Circle Internet (CRCL) Shares Slip After Revenue Miss Overshadows Earnings Beat
• Neutral Sentiment: Net income from continuing operations fell 15% year over year to $55 million, showing that expansion and investment costs are still weighing on bottom-line results. Circle Reports First Quarter 2026 Results
• Negative Sentiment: Insider selling and headlines about a profit squeeze add some caution, suggesting investors are watching closely for whether growth can translate into stronger earnings durability. Insider Selling: Circle Internet Group (NYSE:CRCL) Director Sells $439,185.00 in Stock

Insider Activity

In other Circle Internet Group news, CFO Jeremy Fox-Geen sold 4,238 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $107.10, for a total transaction of $453,889.80. Following the completion of the sale, the chief financial officer owned 355,611 shares of the company’s stock, valued at approximately $38,085,938.10. The trade was a 1.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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. Also, CAO Tamara L. Schulz sold 1,194 shares of the business’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $107.10, for a total value of $127,877.40. Following the sale, the chief accounting officer directly owned 90,829 shares of the company’s stock, valued at approximately $9,727,785.90. This trade represents a 1.30% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Insiders have sold 617,464 shares of company stock valued at $60,251,749 in the last 90 days. 10.85% of the stock is owned by corporate insiders.

Circle Internet Group Stock Up 16.1%

Shares of NYSE:CRCL opened at $131.97 on Tuesday. The company has a market cap of $32.57 billion and a P/E ratio of -70.95. Circle Internet Group, Inc. has a 52 week low of $49.90 and a 52 week high of $298.99. The business has a fifty day simple moving average of $104.81 and a 200-day simple moving average of $90.15.

Circle Internet Group (NYSE:CRCL) last posted its quarterly earnings results on Monday, May 11th. The company reported $0.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.06). The business had revenue of $694.13 million during the quarter. The business’s revenue was up 20.0% compared to the same quarter last year. Sell-side analysts expect that Circle Internet Group, Inc. will post 0.85 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on CRCL shares. Zacks Research raised Circle Internet Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 17th. Needham & Company LLC lowered their price objective on Circle Internet Group from $190.00 to $130.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Wells Fargo & Company lifted their price objective on Circle Internet Group from $111.00 to $142.00 and gave the company an “overweight” rating in a research report on Tuesday, May 5th. Clear Str raised Circle Internet Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, March 16th. Finally, Wall Street Zen downgraded Circle Internet Group from a “hold” rating to a “sell” rating in a research report on Saturday, April 11th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Circle Internet Group 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.