CLEAR Secure (NYSE:YOU) President Michael Barkin Sells 7,056 Shares

CLEAR Secure, Inc. (NYSE:YOU) President Michael Barkin sold 7,056 shares of the company’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $48.23, for a total value of $340,310.88. Following the transaction, the president directly owned 5,669 shares in the company, valued at $273,415.87. The trade was a 55.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link.

CLEAR Secure Trading Up 1.7%

Shares of NYSE YOU opened at $48.86 on Wednesday. CLEAR Secure, Inc. has a one year low of $23.00 and a one year high of $50.46. The business has a 50-day moving average price of $35.53 and a two-hundred day moving average price of $35.01. The firm has a market capitalization of $6.51 billion, a PE ratio of 43.63 and a beta of 1.13.

CLEAR Secure (NYSE:YOU) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $0.31 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.31. CLEAR Secure had a net margin of 12.12% and a return on equity of 70.08%. The business had revenue of $240.75 million during the quarter, compared to analyst estimates of $235.66 million. During the same period in the prior year, the firm earned $0.91 earnings per share. The firm’s revenue was up 16.7% compared to the same quarter last year. Research analysts anticipate that CLEAR Secure, Inc. will post 0.98 EPS for the current year.

CLEAR Secure Announces Dividend

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

Key Headlines Impacting CLEAR Secure

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

• Positive Sentiment: Needham raised its price target sharply from $45 to $60 and kept a “buy” rating, giving the stock meaningful upside vs. the recent price; that upgrade is a clear catalyst for demand. Benzinga
• Positive Sentiment: Zacks reports rising earnings estimate revisions and added YOU to Zacks Rank #1 (Strong Buy) momentum lists — signals that short‑term quant/momentum traders and some analysts are turning more bullish. Earnings Estimates Rising for Clear Secure
• Positive Sentiment: Zacks highlighted YOU as a top momentum/strong buy pick on March 2, which can attract flows from model-driven funds and retail traders. Best Momentum Stock to Buy
• Neutral Sentiment: CLEAR launched a reimagined CLEAR App to improve the travel experience — a strategic product update that supports longer‑term member engagement and monetization but will likely show up gradually in results. PR Newswire
• Negative Sentiment: Insider selling: President Michael Z. Barkin disclosed two recent sales — 7,056 shares at ~$48.23 (~$340k) and 22,885 shares at ~$48.22 (~$1.10M) — leaving him with 5,669 shares; large insider reductions can concern investors even when unrelated to company fundamentals. SEC Filing

Institutional Investors Weigh In On CLEAR Secure

A number of large investors have recently added to or reduced their stakes in YOU. Daiwa Securities Group Inc. raised its position in shares of CLEAR Secure by 6.5% in the fourth quarter. Daiwa Securities Group Inc. now owns 5,257 shares of the company’s stock valued at $184,000 after purchasing an additional 323 shares during the period. First Horizon Advisors Inc. boosted its holdings in shares of CLEAR Secure by 22.4% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,804 shares of the company’s stock worth $50,000 after buying an additional 330 shares during the period. Personal CFO Solutions LLC raised its holdings in CLEAR Secure by 3.3% in the 2nd quarter. Personal CFO Solutions LLC now owns 10,362 shares of the company’s stock worth $288,000 after acquiring an additional 332 shares during the period. GAMMA Investing LLC lifted its position in CLEAR Secure by 5.0% during the 3rd quarter. GAMMA Investing LLC now owns 7,364 shares of the company’s stock worth $246,000 after acquiring an additional 351 shares during the last quarter. Finally, Savant Capital LLC boosted its holdings in CLEAR Secure by 1.1% during the second quarter. Savant Capital LLC now owns 34,508 shares of the company’s stock valued at $958,000 after acquiring an additional 370 shares during the period. Institutional investors own 73.80% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on YOU. JPMorgan Chase & Co. upped their target price on CLEAR Secure from $42.00 to $47.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Wall Street Zen cut CLEAR Secure from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Needham & Company LLC increased their price objective on CLEAR Secure from $45.00 to $60.00 and gave the stock a “buy” rating in a report on Monday. Stifel Nicolaus raised their price objective on shares of CLEAR Secure from $38.00 to $51.00 and gave the company a “hold” rating in a research report on Thursday, February 26th. Finally, The Goldman Sachs Group set a $61.00 target price on shares of CLEAR Secure and gave the company a “buy” rating in a research note on Wednesday, February 25th. 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. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $51.57.

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.