Harvest Portfolios Group Inc. Takes $1.12 Million Position in Circle Internet Group, Inc. $CRCL

Harvest Portfolios Group Inc. purchased a new position in Circle Internet Group, Inc. (NYSE:CRCL) during the third quarter, HoldingsChannel reports. The firm purchased 8,429 shares of the company’s stock, valued at approximately $1,118,000.

Other hedge funds also recently bought and sold shares of the company. Pilgrim Partners Asia Pte Ltd purchased a new position in Circle Internet Group in the third quarter worth about $27,000. EverSource Wealth Advisors LLC purchased a new stake in shares of Circle Internet Group during the 2nd quarter valued at about $27,000. Highline Wealth Partners LLC bought a new position in shares of Circle Internet Group in the 3rd quarter worth approximately $32,000. Stonehage Fleming Financial Services Holdings Ltd bought a new position in shares of Circle Internet Group in the 3rd quarter worth approximately $35,000. Finally, Allworth Financial LP purchased a new position in shares of Circle Internet Group in the second quarter worth approximately $37,000.

Circle Internet Group Stock Down 4.3%

NYSE CRCL opened at $83.47 on Friday. Circle Internet Group, Inc. has a twelve month low of $49.90 and a twelve month high of $298.99. The business has a 50-day moving average price of $72.17 and a 200-day moving average price of $99.98. The firm has a market cap of $19.65 billion and a price-to-earnings ratio of -36.45.

Circle Internet Group (NYSE:CRCL) last issued its earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.18. The business had revenue of $770.23 million for the quarter. The business’s quarterly revenue was up 76.9% on a year-over-year basis.

Wall Street Analyst Weigh In

A number of brokerages have commented on CRCL. JPMorgan Chase & Co. reduced their target price on shares of Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Tuesday, February 10th. Wall Street Zen raised shares of Circle Internet Group from a “sell” rating to a “hold” rating in a research report on Saturday. Compass Point upgraded Circle Internet Group from a “sell” rating to a “neutral” rating and set a $75.00 price objective for the company in a research note on Thursday, January 29th. Mizuho set a $77.00 target price on Circle Internet Group and gave the stock a “neutral” rating in a report on Wednesday, January 28th. Finally, Zacks Research downgraded Circle Internet Group from a “hold” rating to a “strong sell” rating in a research report on Monday, February 16th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $122.12.

Insider Activity

In other Circle Internet Group news, CEO Jeremy Allaire sold 758 shares of Circle Internet Group stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $90.07, for a total value of $68,273.06. Following the sale, the chief executive officer directly owned 66,757 shares in the company, valued at approximately $6,012,802.99. The trade was a 1.12% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, President Heath Tarbert sold 3,048 shares of the business’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $90.02, for a total transaction of $274,380.96. Following the completion of the sale, the president 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 205,769 shares of company stock valued at $17,148,896.

Circle Internet Group News Roundup

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

• Positive Sentiment: Q4 beat — CRCL reported stronger-than-expected Q4 results (EPS and revenue ahead, revenue ~+77% Y/Y) with record margins and jump in reserve income driven by USDC growth. Circle Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Pre-market and intraday strength tied to the earnings beat — coverage notes the stock jumped strongly (pre-market ~+17%) as investors focused on USDC momentum and margin expansion. Why Circle stock is up 17% before bell on Wednesday?
• Positive Sentiment: Market write-ups and call highlights emphasize that USDC circulation is the key growth driver and that management posted ambitious growth targets on the call. Circle Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Analyst view split — some research notes balanced risk/reward: strong top-line momentum but rising costs and a less favorable expense trajectory, supporting a cautious or “hold” stance for some investors. Balanced Risk-Reward at Circle (TipRanks)
• Positive Sentiment: Multiple outlets and transcripts highlight that USDC may be a strategic winner in the current crypto environment, underpinning investor optimism about durable revenue streams. Circle Q4 Earnings: Is USDC The Winner In The Crypto Winter?
• Negative Sentiment: Price-target cuts — several firms trimmed targets (Canaccord, Needham, Wells Fargo) even while keeping buy/overweight ratings, which tempers upside expectations and likely contributed to intraday weakness. Analyst price target changes (Benzinga) TickerReport on Needham
• Negative Sentiment: Some institutional observers remain cautious — e.g., at least one legacy bank declined to upgrade the stock despite the surge, highlighting divergent opinions among large investors. 158-year-old bank refuses to upgrade surging crypto stock

Circle Internet Group 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.