Circle Internet Group Management
Management criteria checks 3/4
Circle Internet Group's CEO is Jeremy Allaire, appointed in Aug 2013, has a tenure of 12.92 years. total yearly compensation is $16.26M, comprised of 5.5% salary and 94.5% bonuses, including company stock and options. directly owns 6.63% of the company’s shares, worth $1.07B. The average tenure of the management team and the board of directors is 3 years and 3.9 years respectively.
Key information
Jeremy Allaire
Chief executive officer
US$16.3m
Total compensation
| CEO salary percentage | 5.53% |
| CEO tenure | 12.9yrs |
| CEO ownership | 6.6% |
| Management average tenure | 3yrs |
| Board average tenure | 3.9yrs |
Recent management updates
Recent updates
Circle: Three Revenue Layers And One Mispriced Stock
Summary Circle Internet Group is undervalued, with market pricing reflecting only reserve income while payments and blockchain protocol segments offer significant upside. CRCL's RLDC margin hit a record 41.4% in Q1 2026, driven by USDC migration from Coinbase and improved distribution economics, despite declining reserve yields. Circle Payments Network transaction volume surged to $10 billion annualized, with 136 financial institutions enrolled, signaling rapid adoption and future margin expansion. Arc blockchain's $222 million presale, backed by leading institutions, positions CRCL for long-term protocol revenue, with current investments masking underlying cash flow strength. Read the full article on Seeking Alpha
CRCL: Arc Network And Token Presale Will Reshape Long Term Earnings Profile
Analysts have trimmed their average price target for Circle Internet Group to about $234, down from roughly $271. They are factoring in slightly higher discount rates, more moderate revenue growth expectations, a higher projected profit margin, and a lower future P/E multiple following recent research updates on stablecoin competition, regulatory progress, and the Arc ecosystem.Circle Internet Group, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Investors in Circle Internet Group, Inc. ( NYSE:CRCL ) had a good week, as its shares rose 3.9% to close at US$127...
Circle Internet Group: From Crypto Proxy to Rate-Sensitive Financial Infrastructure
The market’s perception of Circle has shifted faster than its business itself. For much of the past year, CRCL traded like a speculative crypto equity, moving largely with sentiment rather than fundamentals.
Circle: Powering the Digital Dollar
$62.3B in circulationCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$14m |
| Dec 31 2025 | US$16m | US$900k | -US$70m |
| Sep 30 2025 | n/a | n/a | -US$265m |
| Jun 30 2025 | n/a | n/a | -US$480m |
| Mar 31 2025 | n/a | n/a | US$19m |
| Dec 31 2024 | US$12m | US$900k | US$19m |
| Dec 31 2023 | US$10m | US$850k | US$49m |
| Dec 31 2022 | US$10m | US$850k | -US$762m |
Compensation vs Market: Jeremy's total compensation ($USD16.26M) is about average for companies of similar size in the US market ($USD14.46M).
Compensation vs Earnings: Jeremy's compensation has increased whilst the company is unprofitable.
CEO
Jeremy Allaire (54 yo)
Mr. Jeremy D. Allaire serves as Chairman & CEO of Circle Internet Group, Inc. He has been in this position from August 2013. He is responsible for strategy, vision and operating execution at Circle. He is...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 12.9yrs | US$16.26m | 6.63% $ 1.1b | |
| President & Chief Legal Officer | 3yrs | US$9.36m | 0.20% $ 32.0m | |
| Chief Financial Officer | 5.2yrs | US$7.77m | 0.14% $ 21.7m | |
| Chief Product & Technology Officer | 1.5yrs | US$7.88m | 0.29% $ 47.1m | |
| Chief Commercial Officer | no data | US$20.80m | 0.27% $ 42.8m | |
| Chief Strategy Officer and Head of Global Policy & Operations | no data | no data | no data | |
| Chief Accounting Officer | no data | no data | no data | |
| Chief Compliance & Risk Officer | no data | no data | no data | |
| Senior Vice President of Marketing | no data | no data | no data | |
| Chief People Officer | no data | no data | no data | |
| Chief Strategic Engagement Officer | 1.5yrs | US$5.18m | 0% $ 0 | |
| Chief Technology & AI Officer | no data | no data | no data |
Experienced Management: CRCL's management team is considered experienced (3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 12.9yrs | US$16.26m | 6.63% $ 1.1b | |
| Independent Director | 1.8yrs | US$348.49k | 0.0057% $ 912.4k | |
| Independent Director | 12.6yrs | US$329.99k | 0.13% $ 21.2m | |
| Independent Director | 1yr | US$447.47k | no data | |
| Lead Independent Director | 3.1yrs | US$346.99k | 0.0099% $ 1.6m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 10.2yrs | US$329.99k | 1.34% $ 215.3m | |
| Independent Director | 4.8yrs | US$351.49k | 0.0091% $ 1.5m |
Experienced Board: CRCL's board of directors are considered experienced (3.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/05 11:39 |
| End of Day Share Price | 2026/07/02 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Circle Internet Group, Inc. is covered by 31 analysts. 23 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brooksley Kang | Aletheia Analyst Network Limited |
| David Koning | Baird |
| Robert Bamberger | Baird |