Janus Henderson Group PLC Boosts Stake in CLEAR Secure, Inc. $YOU

Janus Henderson Group PLC increased its stake in shares of CLEAR Secure, Inc. (NYSE:YOU) by 8.6% in the 1st quarter, Holdings Channel reports. The firm owned 184,518 shares of the company’s stock after purchasing an additional 14,541 shares during the period. Janus Henderson Group PLC’s holdings in CLEAR Secure were worth $8,933,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Geneos Wealth Management Inc. boosted its holdings in shares of CLEAR Secure by 329.5% during the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $25,000 after purchasing an additional 748 shares during the last quarter. Advisors Asset Management Inc. purchased a new position in CLEAR Secure during the first quarter worth approximately $28,000. Caitong International Asset Management Co. Ltd boosted its stake in CLEAR Secure by 249.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 867 shares of the company’s stock worth $30,000 after buying an additional 619 shares during the last quarter. Parallel Advisors LLC boosted its stake in CLEAR Secure by 2,283.3% during the first quarter. Parallel Advisors LLC now owns 715 shares of the company’s stock worth $35,000 after buying an additional 685 shares during the last quarter. Finally, Allworth Financial LP grew its holdings in CLEAR Secure by 118.8% in the 4th quarter. Allworth Financial LP now owns 1,022 shares of the company’s stock valued at $36,000 after buying an additional 555 shares in the last quarter. Hedge funds and other institutional investors own 73.80% of the company’s stock.

CLEAR Secure Price Performance

NYSE YOU opened at $56.20 on Thursday. The company has a market cap of $7.49 billion, a P/E ratio of 45.33 and a beta of 1.06. The stock has a 50-day moving average of $54.34 and a two-hundred day moving average of $49.39. CLEAR Secure, Inc. has a 1-year low of $29.43 and a 1-year high of $69.07.

CLEAR Secure (NYSE:YOU) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $0.49 earnings per share for the quarter, topping the consensus estimate of $0.40 by $0.09. The company had revenue of $277.76 million for the quarter, compared to the consensus estimate of $269.71 million. CLEAR Secure had a return on equity of 68.98% and a net margin of 13.01%.CLEAR Secure’s revenue was up 26.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.26 EPS. On average, analysts anticipate that CLEAR Secure, Inc. will post 1.61 EPS for the current fiscal year.

CLEAR Secure Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, September 10th will be paid a $0.15 dividend. The ex-dividend date is Thursday, September 10th. This represents a $0.60 dividend on an annualized basis and a yield of 1.1%. CLEAR Secure’s payout ratio is currently 48.39%.

Key Headlines Impacting CLEAR Secure

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

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. CLEAR reported diluted EPS of $0.49, versus the $0.40 consensus estimate, while revenue reached $277.8 million, up 26.6% year over year and ahead of the $269.7 million forecast. Net income was $72.3 million, and adjusted EBITDA rose to $101.1 million, with a 36.4% margin. CLEAR Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Management issued an upbeat outlook. CLEAR forecast third-quarter revenue of $284 million to $287 million, above the approximately $275.9 million analyst consensus, and projected bookings of $311 million to $316 million. Full-year free-cash-flow guidance was increased from at least $465 million to at least $480 million. Clear Secure Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Membership and product expansion support future growth. Total members increased 30% to 43.5 million, while active CLEAR+ members rose 15.2% to 8.3 million. The company has launched eGates at 50 airports and remains on track for a network-wide rollout during 2026, including a new service upgrade at San Francisco International Airport intended to speed travelers through security. Clear rolls out major service upgrade at SFO
• Positive Sentiment: Shareholder returns remain part of the capital-allocation strategy. CLEAR declared a quarterly dividend of $0.15 per share, payable September 24 to shareholders of record September 10. The company said it returned approximately $22.2 million to shareholders during the second quarter through dividends and distributions.

Wall Street Analyst Weigh In

Several research firms have recently commented on YOU. Wells Fargo & Company lifted their price target on CLEAR Secure from $33.00 to $40.00 and gave the stock an “underweight” rating in a report on Thursday, May 7th. Telsey Advisory Group raised their price objective on shares of CLEAR Secure from $62.00 to $68.00 and gave the stock an “outperform” rating in a research report on Thursday, May 7th. Wall Street Zen upgraded shares of CLEAR Secure from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Weiss Ratings upgraded shares of CLEAR Secure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, May 15th. Finally, Needham & Company LLC upped their price objective on CLEAR Secure from $60.00 to $70.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Five research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $58.57.

Insiders Place Their Bets

In related news, President Michael Z. Barkin sold 11,550 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $56.29, for a total transaction of $650,149.50. Following the completion of the sale, the president owned 22,994 shares in the company, valued at $1,294,332.26. The trade was a 33.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kyle Mclaughlin sold 8,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $56.20, for a total value of $449,600.00. Following the completion of the transaction, the executive vice president directly owned 29,519 shares of the company’s stock, valued at $1,658,967.80. This trade represents a 21.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 23,962 shares of company stock worth $1,360,146 in the last 90 days. Corporate insiders own 29.70% of the company’s stock.

About CLEAR Secure

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.