CLEAR Secure, Inc. (NYSE:YOU) Receives $38.50 Consensus PT from Brokerages

CLEAR Secure, Inc. (NYSE:YOU) has been given an average recommendation of “Hold” by the eight analysts that are covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation and four have issued a buy recommendation on the company. The average 12 month price objective among brokerages that have covered the stock in the last year is $39.3333.

YOU has been the subject of a number of analyst reports. Zacks Research lowered shares of CLEAR Secure from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 6th. Wells Fargo & Company lifted their price target on CLEAR Secure from $25.00 to $29.00 and gave the company an “underweight” rating in a report on Friday. The Goldman Sachs Group boosted their price objective on CLEAR Secure from $37.00 to $41.00 and gave the stock a “buy” rating in a research report on Thursday. Weiss Ratings restated a “hold (c+)” rating on shares of CLEAR Secure in a research report on Wednesday, October 8th. Finally, Stifel Nicolaus set a $38.00 target price on CLEAR Secure in a research note on Thursday.

CLEAR Secure Price Performance

Shares of YOU opened at $36.07 on Friday. CLEAR Secure has a 12 month low of $21.67 and a 12 month high of $39.00. The stock has a fifty day moving average price of $33.71 and a 200 day moving average price of $30.16. The company has a market cap of $4.79 billion, a P/E ratio of 21.99 and a beta of 1.23.

CLEAR Secure (NYSE:YOU) last posted its earnings results on Thursday, November 6th. The company reported $0.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.02. The company had revenue of $229.19 million for the quarter, compared to analysts’ expectations of $224.80 million. CLEAR Secure had a return on equity of 119.82% and a net margin of 20.97%.The firm’s quarterly revenue was up 15.5% compared to the same quarter last year. During the same period last year, the business posted $0.30 earnings per share. CLEAR Secure has set its Q4 2025 guidance at EPS. As a group, research analysts anticipate that CLEAR Secure will post 0.98 earnings per share for the current year.

CLEAR Secure Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 24th. Investors of record on Wednesday, December 10th will be paid a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Wednesday, December 10th. CLEAR Secure’s payout ratio is currently 30.49%.

Insider Buying and Selling

In related news, President Michael Z. Barkin sold 16,050 shares of the stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $35.22, for a total value of $565,281.00. Following the completion of the transaction, the president owned 12,725 shares in the company, valued at $448,174.50. This represents a 55.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Adam Wiener sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $33.02, for a total transaction of $264,160.00. Following the transaction, the director directly owned 193,634 shares in the company, valued at approximately $6,393,794.68. The trade was a 3.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 36,027 shares of company stock valued at $1,250,703 over the last 90 days. 39.73% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Durable Capital Partners LP lifted its position in CLEAR Secure by 153.1% in the second quarter. Durable Capital Partners LP now owns 7,490,351 shares of the company’s stock worth $207,932,000 after purchasing an additional 4,531,161 shares during the period. Nuveen LLC bought a new stake in shares of CLEAR Secure in the 1st quarter worth $30,862,000. Squarepoint Ops LLC lifted its holdings in shares of CLEAR Secure by 4,573.0% in the second quarter. Squarepoint Ops LLC now owns 929,033 shares of the company’s stock valued at $25,790,000 after buying an additional 909,152 shares during the period. First Trust Advisors LP boosted its stake in CLEAR Secure by 36.3% during the second quarter. First Trust Advisors LP now owns 3,027,758 shares of the company’s stock valued at $84,051,000 after buying an additional 805,795 shares in the last quarter. Finally, Empowered Funds LLC bought a new position in CLEAR Secure during the second quarter valued at about $17,363,000. Institutional investors and hedge funds own 73.80% of the company’s stock.

About CLEAR Secure

Clear Secure, Inc operates a secure identity platform under the CLEAR brand name primarily in the United States. Its secure identity platform is a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking, as well as back-end. The company also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable entry lanes in airport security checkpoints, as well as access to broader network; and CLEAR mobile app, which is used to enroll new members and improve the experience for existing members.