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Circle Internet Group, Inc. Stock: price and insider trades · United States
Circle Internet Group, Inc.: what insiders have been doing
This page follows insider dealings at Circle Internet Group, Inc. as filed with SEC (Form 4), a company from the Finance & Banking sector. 23 insiders have disclosed 292 filings since 18 October 2025.
Only sales appear on the open market, 150 sales in all totalling €63.5M, filed by 10 insiders. No amount is published for 21 filings, which the totals therefore leave out. At €8.0M, the sale published on 25 November 2025 by Date Rajeev V is the largest of the period.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. Section 16 rules allow two business days to file each Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Across the 5,810 companies tracked on its exchange, the median is 19 filings; at 292 filings, this issuer sits above that mark. Over the whole record (from 2025), the tally stands at no purchases and 159 sales. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 2.75 bn USD and net income at -69.5 m USD.
Other companies in the same sector with recent insider buying flagged by our signals: First Guaranty Bancshares, Inc. and BCB Bancorp Inc. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
333
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€80M
159 ops. · all time
Who traded when
BuySaleJeremy Allaire155 sales
Heath Tarbert14 sales
Nikhil Chandhok13 sales
Neville Patrick Sean10 sales
Jeremy Fox-Geen6 sales
Hossein Razzaghi4 sales
+4 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Circle Internet Group, Inc. Buy (bullish), based on 24 analysts. Average price target: US$106.98.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 16,966 of 24,148 companies
38.1
score / 100
Value40
Quality36
FCF yld2.2%
Earn yld-0.3%
EV/EBITDA·
ROE15%
Gross mgn8.7%
Net mgn-2.5%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$86.97
Analyst consensus
24 analystsBuy
US$37.00Target US$106.98(+23%)US$243.00
Income statement
RevenueUS$2.7B
Gross profitUS$238.1M9% margin
EBITDA-US$25M-1% margin
Net income-US$69.5M15.5% margin
Valuation
PER (trailing)63.0x
PER (forward)59.2x
P/Book6.3x
Balance sheet & cash
Market capUS$22.1B
Total debtUS$36.8M
Free Cash FlowUS$485.9M
Debt / Equity0%
Profitability & ownership
ROE15.3%
ROA0.2%
% insiders2.2%
% institutions68.1%
Last declaration on 9 October 2026
Declarations333 total
23,334 shares@ US$25.810.0026% mcap0.7% of flowClass A Common StockSEC:0001876042-26-000290:0
26,668 shares@ US$79.590.0093% mcap2.4% of flowClass ASEC144:0001959173-26-007311
36 shares@ US$85.240.0000% mcap0.0% of flowClass A Common StockSEC:0001876042-26-000288:11
233 shares@ US$84.540.0001% mcap0.1% of flowClass A Common StockSEC:0001876042-26-000288:14
895 shares@ US$83.600.0003% mcap0.2% of flowClass A Common StockSEC:0001876042-26-000288:17
13,035 shares@ US$82.750.0047% mcap3.5% of flowClass A Common StockSEC:0001876042-26-000288:0
33,145 shares@ US$83.600.012% mcap9.1% of flowClass A Common StockSEC:0001876042-26-000288:1
8,666 shares@ US$84.540.0032% mcap2.4% of flowClass A Common StockSEC:0001876042-26-000288:2
1,354 shares@ US$85.240.0005% mcap0.4% of flowClass A Common StockSEC:0001876042-26-000288:3
351 shares@ US$82.750.0001% mcap0.1% of flowClass A Common StockSEC:0001876042-26-000288:4
894 shares@ US$83.600.0003% mcap0.2% of flowClass A Common StockSEC:0001876042-26-000288:5
234 shares@ US$84.540.0001% mcap0.1% of flowClass A Common StockSEC:0001876042-26-000288:6
37 shares@ US$85.240.0000% mcap0.0% of flowClass A Common StockSEC:0001876042-26-000288:7
352 shares@ US$82.750.0001% mcap0.1% of flowClass A Common StockSEC:0001876042-26-000288:8
3,815 shares@ US$82.170.0014% mcap0.4% of flowClass A Common StockSEC:0001876042-26-000286:0
1,031 shares@ US$82.170.0004% mcap3.6% of flowClass A Common StockSEC:0001876042-26-000283:0
7,988 shares@ US$82.170.0029% mcap2.8% of flowClass A Common StockSEC:0001876042-26-000282:0
3,876 shares@ US$82.170.0014% mcap1.4% of flowClass A Common StockSEC:0001876042-26-000285:0
1,717 shares@ US$82.170.0006% mcap2.3% of flowClass A Common StockSEC:0001876042-26-000284:0
1,194 shares@ US$85.780.0004% mcap4.6% of flowClass ASEC144:0001959173-26-007200
1,830 shares@ US$85.780.0007% mcap2.6% of flowClass ASEC144:0001959173-26-007202
4,238 shares@ US$85.780.0016% mcap1.6% of flowClass ASEC144:0001959173-26-007210
50,000 shares@ US$81.820.018% mcap3.6% of flowClass ASEC144:0001959173-26-007158
598 shares@ US$48.450.0001% mcap0.1% of flowClass A Common StockSEC:0001818008-26-000002:0
2,155 shares@ US$32.950.0003% mcap0.3% of flowClass A Common StockSEC:0001818008-26-000002:1
25 of 333 declarations
About Circle Internet Group, Inc.
Circle Internet Group, Inc. (NYSE: CRCL) is a U.S.-based financial technology company headquartered in the United States, with its operational base in New York at One World Trade Center. Founded in 2013, Circle was built around a clear strategic thesis: connect traditional finance with blockchain infrastructure to make value transfer faster, more programmable, and available around the clock. Over time, the company has become one of the most prominent public-market names in the stablecoin and digital payments ecosystem.
Circle’s core business is centered on the issuance and distribution of regulated digital currencies, most notably USDC, a dollar-backed stablecoin that Circle describes as the world’s largest regulated stablecoin. The company also offers EURC, its euro-denominated stablecoin, and has broadened its platform strategy beyond simple issuance into a broader financial infrastructure stack. That stack includes Arc, Circle’s open layer-1 blockchain network, and Circle Payments Network, which is designed to support global payments, treasury use cases, and 24/7 settlement across blockchain rails.
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From a business-model perspective, Circle sits at the intersection of payments, financial infrastructure, and digital asset services. Its revenue opportunity is tied to the adoption, circulation, and utility of its stablecoins, as well as to the expansion of institutional and enterprise use cases built on its network. The company emphasizes that it is one of the most widely regulated and licensed stablecoin issuers in the world, a key differentiator in a sector where trust, reserve management, compliance, and distribution partnerships are critical.
Competitively, Circle operates in a market that remains concentrated but highly contested. Its main strengths are brand recognition, regulatory positioning, institutional relationships, and the scale of USDC adoption. Those attributes matter because stablecoin users and partners tend to prioritize reliability, transparency, redemption confidence, and broad network acceptance. Circle’s global reach spans financial institutions, fintech platforms, payment providers, businesses, and individual users across multiple geographies, reflecting the borderless nature of stablecoin usage.
Recent milestones have been significant. Circle completed its IPO in 2025, and CRCL now trades on the NYSE. The company also announced the public testnet launch of Arc in October 2025, signaling an effort to build deeper infrastructure around onchain payments and financial applications. In parallel, Circle has continued to highlight growth in USDC circulation and the expansion of its product suite. For investors, Circle is best understood as a growth-oriented fintech with direct exposure to the adoption of regulated digital dollars and to the evolving regulatory framework in the United States and abroad.
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