CRCL Circle Internet Group, Inc.
What matters nowUpdated 6 h ago
- The latest development is a distribution deal: Circle and Tereina, an SAP-backed financial services company, will bring USDC and EURC into SAP Pay so enterprise customers can send and receive stablecoin payments from SAP Cloud ERP, with joint proof-of-value programs planned in the coming months 1.
- The stock has moved on regulation and governance news: it fell 10.68% on Sep 15, when the Senate blocked the CLARITY Act 49-50 on cloture and Circle's reserve-income revenue was exposed to the bill's stablecoin rules 2, and rose 8.12% on Sep 18, when Circle completed the genesis mint of 10 billion ARC tokens alongside the Arc mainnet launch 3. The 5.24% drop on Sep 25 came on the day the CFO transition and a board departure were announced 4 5. Shares fell a further 5.88% on Oct 12.
- Insiders have been net sellers and management is turning over: insiders sold 2.50 million shares worth $200.6 million over the last 180 days with no purchases, 49 of the 51 sales under planned trading arrangements. CFO Jeremy Fox-Geen will step down but stays through December 2026 while Circle runs an executive search 4, and Binance agreed to buy $100 million of Class A stock at a 5% discount in a private placement tied to a five-year USDC distribution agreement 6.
- The shares trade at $84.37 on the pooled 24/7 venue price, up 3.40% from the previous close of $81.59. On trailing figures to June 30, 2026, Circle reported revenue of $2.91 billion, net income of $451 million and EPS of $2.12, valued at a P/E of 39.8 and a P/S of 7.8 on a $22.7 billion market cap; USDC in circulation was $73.3 billion at the end of Q2 2026, up 19% year on year.
- What is next: Circle reports Q3 2026 results on Nov 4, 2026 at 13:00 UTC, with a webcast, and the September CPI print lands on Oct 14 at 12:30 UTC. Polymarket puts 81.5% on no change in Fed rates after the October 2026 meeting and 17.5% on a 25 bp increase. The CFO successor deadline is the end of December 2026, and Circle has said it will publish its agentic payments roadmap in the second half of 2026.
Circle · Oct 7
U.S. Senate roll call vote · Sep 15
Circle · Sep 16
Circle · Sep 25
SEC filing (Form 8-K) · Sep 25
Circle · Sep 22
Valuation & fundamentalsFull financials →
TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp CRCLUSDT · just now | 84.55 | −0.01% | $276.5M | $126.8M | 0.0000% |
| hyperliquid perp xyz:CRCL · just now | 84.45 | −0.12% | $60.2M | $125.5M | 0.0050% |
| okx perp CRCL-USDT-SWAP · just now | 84.55 | −0.01% | $47.3M | $30.0M | 0.0049% |
| bitget perp CRCLUSDT · just now | 84.54 | −0.02% | $34.8M | $18.4M | 0.0077% |
| bybit perp CRCLUSDT · just now | 84.56 | +0.01% | $13.1M | $19.5M | 0.0000% |
| aster perp CRCLUSDT · just now | 84.57 | +0.02% | $4.4M | $1.7M | 0.0000% |
| lighter perp 121 · just now | 84.46 | −0.12% | $3.7M | $1.6M | 0.0032% |
| kraken perp PF_CRCLXUSD · stale | 84.41 | −0.17% | $758.1K | $1.1M | 0.0545% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Circle and Tereina bring USDC and EURC into SAP Pay for enterprise payments
Circle and Tereina, an SAP-backed financial services company, announced an integration that starts with SAP Cloud ERP and is available to SAP customers through SAP Pay.
Circle sets Q3 2026 results for November 4 and opens shareholder Q&A
Circle will report Q3 2026 financial results on Wednesday, November 4, 2026, with a live webcast at 8 a.m.
CEO Jeremy Allaire sells about 62,000 Class A shares under a 10b5-1 plan
Chief Executive Officer Jeremy Allaire sold about 62,000 Class A shares on October 5, 2026, at weighted average prices from $82.75 to $85.24.
21X Group joins Arc as a Day-1 launch partner for tokenized securities
21X Group said its subsidiary 21X AG has been named a Day-1 launch partner on Arc, and the two companies will build use cases for issuers and brokers of tokenized securities in the EU and US.
CFO Jeremy Fox-Geen to step down; he stays through December 2026 while Circle searches
Circle said CFO Jeremy Fox-Geen intends to step down after more than five years in the role.
Co-founder Sean Neville resigns from Circle's board; board shrinks to seven seats
Co-founder Sean Neville resigned from Circle's board effective immediately, citing personal reasons.
Binance invests $100M in Circle and signs a five-year USDC distribution deal
Binance agreed to buy $100 million of Circle Class A common stock in a private placement at a 5% discount to the market price before closing.
Circle mints the full 10 billion ARC token supply but does not commit to a public launch
Circle completed the genesis mint of 10 billion ARC tokens in the same week as the Arc mainnet launch.
Senate blocks CLARITY Act 49-50 on cloture, a setback for the stablecoin yield framework
The Senate rejected cloture on the motion to proceed to H.R.
Circle becomes Principal Partner and front-of-shirt sponsor of Chelsea FC
Circle signed a Principal Partner deal with Chelsea FC and becomes its official front-of-shirt partner from the 2026/27 season.
Circle Q2 2026: revenue and reserve income $701M, up 7%; FY26 other revenue guidance raised
Circle reported Q2 2026 total revenue and reserve income of $701 million, up 7% year over year, with reserve income of $668 million, up 5%, as average USDC circulation grew 25% and the reserve return rate fell 66 basis points to 3.5%.
Circle names 11 Arc founding validators, including BlackRock, DTCC, Visa and Mastercard
Ahead of the Arc mainnet launch, Circle named 11 founding validators for its Arc blockchain.
Circle buys fundamental assets from IBM's blockchain patent portfolio
Circle acquired fundamental assets from IBM's blockchain patent portfolio.
OCC grants final approval for Circle National Trust, a federal trust bank
The Office of the Comptroller of the Currency gave final approval to Circle's application to establish First National Digital Currency Bank, N.A., which will operate as Circle National Trust.
Standard Chartered launches USDC mint and redeem access for institutional clients
Standard Chartered, working with Circle, now lets eligible institutional clients mint and redeem USDC through one onboarding process without holding direct Circle accounts.