Michael Barkin Sells 22,885 Shares of CLEAR Secure (NYSE:YOU) Stock

CLEAR Secure, Inc. (NYSE:YOU) President Michael Barkin sold 22,885 shares of CLEAR Secure stock in a transaction dated Sunday, March 1st. The shares were sold at an average price of $48.22, for a total value of $1,103,514.70. Following the transaction, the president owned 5,669 shares of the company’s stock, valued at $273,359.18. The trade was a 80.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink.

CLEAR Secure Stock Down 1.1%

Shares of YOU opened at $48.39 on Thursday. The company has a market capitalization of $6.44 billion, a price-to-earnings ratio of 43.21 and a beta of 1.13. CLEAR Secure, Inc. has a 52 week low of $23.00 and a 52 week high of $50.46. The stock’s 50-day moving average price is $35.77 and its 200-day moving average price is $35.10.

CLEAR Secure (NYSE:YOU) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $0.31 earnings per share for the quarter, meeting the consensus estimate of $0.31. CLEAR Secure had a return on equity of 70.08% and a net margin of 12.12%.The company had revenue of $240.75 million during the quarter, compared to analysts’ expectations of $235.66 million. During the same period last year, the business earned $0.91 earnings per share. CLEAR Secure’s quarterly revenue was up 16.7% on a year-over-year basis. As a group, equities analysts anticipate that CLEAR Secure, Inc. will post 0.98 EPS for the current fiscal year.

CLEAR Secure Dividend Announcement

The company also recently declared a special dividend, which will be paid on Tuesday, March 24th. Investors of record on Tuesday, March 10th will be issued a dividend of $0.20 per share. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a yield of 129.0%. CLEAR Secure’s dividend payout ratio is 44.64%.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Telsey Advisory Group increased their target price on shares of CLEAR Secure from $45.00 to $55.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. DA Davidson lifted their price target on CLEAR Secure from $46.00 to $54.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Needham & Company LLC increased their price target on CLEAR Secure from $45.00 to $60.00 and gave the stock a “buy” rating in a research report on Monday. Weiss Ratings lowered CLEAR Secure from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. Finally, Wells Fargo & Company boosted their price objective on CLEAR Secure from $29.00 to $33.00 and gave the company an “underweight” rating in a research report on Thursday, February 26th. Five equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, CLEAR Secure currently has a consensus rating of “Hold” and an average price target of $51.57.

CLEAR Secure News Summary

Here are the key news stories impacting CLEAR Secure this week:

• Positive Sentiment: Needham sharply raised its price target (to $60) and kept a buy stance — a clear upside catalyst that can drive demand from analysts and discretionary buyers. Needham & Company Forecast
• Positive Sentiment: Zacks boosted momentum indicators for YOU (added to top momentum/strong-buy lists and noted rising estimate revisions), which can attract quant and retail flows in the short term. Earnings Estimates Rising for Clear Secure
• Positive Sentiment: CLEAR announced a special dividend ($0.20/share, record Mar 10 payable Mar 24) — a near-term cash return that can support demand from income-oriented and event-driven investors. MarketBeat Coverage
• Neutral Sentiment: CLEAR launched a reimagined CLEAR app to improve travel experience and engagement — a strategic product move that supports longer-term revenue growth but won’t immediately move results. CLEAR App Release
• Negative Sentiment: Significant insider selling: President Michael Barkin disclosed large sales (multiple filings totaling ~30k+ shares across late Feb/early Mar), Director Adam Wiener sold ~33k shares (~$1.5M), CAO Dennis Liu and other insiders (Lynn Haaland, President sales reported separately) also trimmed positions — multiple SEC filings and coverage suggest coordinated/large reductions that can sap near‑term sentiment. Barkin SEC Filing Fool: Director Sale Haaland SEC Filing

Hedge Funds Weigh In On CLEAR Secure

A number of hedge funds have recently made changes to their positions in the company. Geneos Wealth Management Inc. boosted its stake in shares of CLEAR Secure by 329.5% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $25,000 after acquiring an additional 748 shares during the last quarter. Advisors Asset Management Inc. purchased a new position in CLEAR Secure in the 1st quarter valued at $28,000. Caitong International Asset Management Co. Ltd lifted its holdings in CLEAR Secure by 249.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 867 shares of the company’s stock valued at $30,000 after purchasing an additional 619 shares in the last quarter. Allworth Financial LP boosted its stake in CLEAR Secure by 118.8% during the 4th quarter. Allworth Financial LP now owns 1,022 shares of the company’s stock worth $36,000 after purchasing an additional 555 shares during the last quarter. Finally, First Horizon Advisors Inc. grew its holdings in shares of CLEAR Secure by 22.4% during the second quarter. First Horizon Advisors Inc. now owns 1,804 shares of the company’s stock worth $50,000 after buying an additional 330 shares in the last quarter. Institutional investors and hedge funds own 73.80% of the company’s stock.

CLEAR Secure Company Profile

CLEAR Secure, Inc operates a biometric identity platform designed to expedite identity verification for air travelers and venue guests. The company’s core offering is the CLEAR membership service, which uses fingerprint and iris scans to confirm a member’s identity and provide access to dedicated security lanes at participating airports. Members link government-issued IDs and personal biometric data via the CLEAR app, enabling faster processing through Transportation Security Administration (TSA) checkpoints and select event entrances.

Founded in 2010 by Caryn Seidman‐Becker and Ken Cornick, CLEAR is headquartered in New York City.