Circle internet group cfo fox-geen disposes of $1.35m in stock

Jeremy Fox-Geen, CFO of Circle Internet Group, sold 15,000 shares of Class A common stock at $90.00 each, amounting to $1,350,000, in a recent SEC filing. The stock price currently sits at $85.91, which is lower than his sale price. Circle is perceived as undervalued, with a Fair Value of $92.08, according to InvestingPro analysis.

On October 21, 2026, Fox-Geen also bought 15,000 shares at $10.11 per share, totaling $151,650. Following these transactions, he holds 302,930 shares directly, including 42,317 shares and 260,613 shares to be issued upon the vesting of restricted stock units. Mr. Fox-Geen also owns 1,070,606 stock options, which will vest gradually over 36 months.

Circle maintains a strong balance sheet with more cash than debt. The company is set to report its third-quarter earnings in early to mid-November. Baird has kept an Outperform rating with a $100 price target on Circle's stock, while Tiger Securities has raised its price target to $115 and maintains a Buy rating. Susquehanna holds a Neutral rating with a $92 price target, while CFO Jeremy Fox-Geen and co-founder Sean Neville are stepping down.

Circle has expanded its USDC distribution agreement with Binance, considered a major international partner. TD Cowen increased its price target to $92 from $87, citing factors such as the Arc mainnet launch, Federal Reserve rate hike, and the failed Clarity Act cloture vote.