Strs Ohio Acquires 27,000 Shares of CLEAR Secure, Inc. $YOU

Strs Ohio raised its holdings in CLEAR Secure, Inc. (NYSE:YOU) by 1,687.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 28,600 shares of the company’s stock after acquiring an additional 27,000 shares during the quarter. Strs Ohio’s holdings in CLEAR Secure were worth $1,003,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Horizon Investments LLC grew its holdings in shares of CLEAR Secure by 27.1% in the 4th quarter. Horizon Investments LLC now owns 20,317 shares of the company’s stock valued at $713,000 after acquiring an additional 4,337 shares in the last quarter. Vest Financial LLC raised its holdings in CLEAR Secure by 5.3% during the fourth quarter. Vest Financial LLC now owns 207,020 shares of the company’s stock worth $7,262,000 after acquiring an additional 10,353 shares in the last quarter. Mitsubishi UFJ Trust & Banking Corp acquired a new position in CLEAR Secure during the fourth quarter valued at approximately $724,000. Kestra Private Wealth Services LLC acquired a new position in CLEAR Secure during the fourth quarter valued at approximately $207,000. Finally, Pictet Asset Management Holding SA grew its stake in CLEAR Secure by 12.8% in the fourth quarter. Pictet Asset Management Holding SA now owns 12,297 shares of the company’s stock valued at $431,000 after purchasing an additional 1,395 shares in the last quarter. 73.80% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other CLEAR Secure news, President Michael Z. Barkin sold 22,885 shares of the business’s stock in a transaction dated Sunday, March 1st. The stock was sold at an average price of $48.22, for a total transaction of $1,103,514.70. Following the completion of the transaction, the president owned 5,669 shares of the company’s stock, valued at approximately $273,359.18. The trade was a 80.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Dennis W. Liu sold 7,950 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $48.57, for a total transaction of $386,131.50. Following the completion of the transaction, the chief accounting officer directly owned 10,960 shares of the company’s stock, valued at $532,327.20. This trade represents a 42.04% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 97,488 shares of company stock worth $4,579,078. Insiders own 39.73% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on YOU. JPMorgan Chase & Co. boosted their price target on CLEAR Secure from $42.00 to $47.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Stifel Nicolaus lifted their price objective on shares of CLEAR Secure from $38.00 to $51.00 and gave the stock a “hold” rating in a research report on Thursday, February 26th. The Goldman Sachs Group set a $61.00 price objective on CLEAR Secure and gave the stock a “buy” rating in a report on Wednesday, February 25th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of CLEAR Secure in a report on Friday, May 1st. Finally, Telsey Advisory Group lifted their target price on CLEAR Secure from $55.00 to $62.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $55.57.

CLEAR Secure Price Performance

Shares of NYSE:YOU opened at $60.54 on Thursday. CLEAR Secure, Inc. has a 1 year low of $23.88 and a 1 year high of $61.28. The stock has a market capitalization of $8.07 billion, a price-to-earnings ratio of 54.05 and a beta of 1.09. The company’s 50 day simple moving average is $50.22 and its 200 day simple moving average is $40.00.

CLEAR Secure (NYSE:YOU) last released its earnings results on Wednesday, May 6th. The company reported $0.38 earnings per share for the quarter, topping the consensus estimate of $0.35 by $0.03. CLEAR Secure had a return on equity of 70.08% and a net margin of 12.12%.The firm had revenue of $253.00 million during the quarter, compared to analysts’ expectations of $244.38 million. During the same period in the prior year, the company earned $0.26 earnings per share. The company’s quarterly revenue was up 19.7% on a year-over-year basis. As a group, analysts anticipate that CLEAR Secure, Inc. will post 1.62 EPS for the current fiscal year.

CLEAR Secure Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 24th. Investors of record on Wednesday, June 10th will be paid a $0.15 dividend. The ex-dividend date of this dividend is Wednesday, June 10th. This represents a $0.60 annualized dividend and a yield of 1.0%. CLEAR Secure’s dividend payout ratio (DPR) is 53.57%.

CLEAR Secure News Summary

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

• Positive Sentiment: Q1 results beat expectations: EPS $0.38 vs. $0.35 est., revenue $253.0M (+19.7% YoY) and expanded margins (operating income $62M; adjusted EBITDA margin 31.9%). This is the primary catalyst for the rally. PR Newswire: Q1 Results
• Positive Sentiment: Company raised guidance: Q2 revenue $268–271M (above consensus ~$256.9M) and increased full‑year free cash flow guidance from ≥$440M to ≥$465M — signaling stronger cash generation ahead. Guidance Details
• Positive Sentiment: Operational momentum: Total CLEAR members 41.0M (+31.3% YoY), Active CLEAR+ members 8.2M (+13%), total bookings $291.7M (+40.8% YoY), and strong growth in CLEAR1 and eGates rollout — supports revenue durability and upside to long‑term monetization. Operational Metrics
• Positive Sentiment: Capital returns and dividend: Board declared a $0.15 quarterly cash dividend (payable June 24, record June 10) and returned ~$56.4M in the quarter via dividends, distributions and repurchases — a shareholder‑friendly sign. Dividend & Capital Allocation
• Positive Sentiment: Analyst upgrade / price target lift: Needham raised its price target from $60 to $70 and maintains a Buy, adding third‑party validation of the company’s outlook. Benzinga: Needham Raise
• Neutral Sentiment: Earnings call transcript and continued coverage are available for deeper detail on product rollouts, CLEAR+ dynamics and margin drivers; review the transcript for management color. Earnings Call Transcript
• Neutral Sentiment: Broker and media writeups (Zacks, Yahoo, MarketBeat) echo the beat and guidance; they provide quick takes but no new material disclosures. Zacks Coverage

CLEAR Secure 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.