CLEAR Secure, Inc. $YOU Shares Acquired by Rhumbline Advisers

Rhumbline Advisers boosted its position in shares of CLEAR Secure, Inc. (NYSE:YOU) by 1.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 247,921 shares of the company’s stock after purchasing an additional 4,325 shares during the period. Rhumbline Advisers’ holdings in CLEAR Secure were worth $6,424,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Wellington Management Group LLP grew its holdings in CLEAR Secure by 74.9% during the 4th quarter. Wellington Management Group LLP now owns 3,322,514 shares of the company’s stock valued at $88,512,000 after purchasing an additional 1,422,999 shares in the last quarter. Durable Capital Partners LP acquired a new stake in CLEAR Secure during the 1st quarter valued at $76,673,000. Copeland Capital Management LLC grew its holdings in CLEAR Secure by 71.4% during the 1st quarter. Copeland Capital Management LLC now owns 1,976,459 shares of the company’s stock valued at $51,210,000 after purchasing an additional 823,166 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in CLEAR Secure by 35.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,633,346 shares of the company’s stock valued at $42,320,000 after purchasing an additional 430,035 shares in the last quarter. Finally, Nuveen LLC acquired a new stake in CLEAR Secure during the 1st quarter valued at $30,862,000. 73.80% of the stock is owned by institutional investors and hedge funds.

CLEAR Secure Stock Performance

CLEAR Secure stock opened at $37.34 on Friday. The firm’s 50-day moving average is $32.60 and its 200-day moving average is $28.00. CLEAR Secure, Inc. has a 1 year low of $21.67 and a 1 year high of $38.88. The company has a market cap of $4.96 billion, a P/E ratio of 23.34 and a beta of 1.27.

CLEAR Secure (NYSE:YOU) last posted its quarterly earnings results on Tuesday, August 5th. The company reported $0.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.23 by $0.03. CLEAR Secure had a net margin of 21.17% and a return on equity of 122.69%. The company had revenue of $219.47 million for the quarter, compared to the consensus estimate of $214.90 million. During the same period last year, the firm posted $0.34 EPS. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. CLEAR Secure has set its Q3 2025 guidance at EPS. As a group, sell-side analysts predict that CLEAR Secure, Inc. will post 0.98 earnings per share for the current year.

CLEAR Secure Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 17th. Stockholders of record on Wednesday, September 10th will be given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Wednesday, September 10th. CLEAR Secure’s dividend payout ratio (DPR) is presently 31.25%.

Insider Transactions at CLEAR Secure

In related news, Director Adam Wiener sold 6,000 shares of the stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $35.00, for a total value of $210,000.00. Following the sale, the director owned 201,634 shares of the company’s stock, valued at $7,057,190. This trade represents a 2.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Dennis W. Liu sold 5,000 shares of the stock in a transaction dated Tuesday, August 5th. The stock was sold at an average price of $33.60, for a total transaction of $168,000.00. Following the completion of the sale, the chief accounting officer directly owned 13,923 shares in the company, valued at approximately $467,812.80. This trade represents a 26.42% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 61,027 shares of company stock worth $2,043,243. 39.73% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research firms have commented on YOU. Telsey Advisory Group increased their price objective on shares of CLEAR Secure from $32.00 to $37.00 and gave the company an “outperform” rating in a research note on Wednesday, August 6th. Stifel Nicolaus increased their price objective on shares of CLEAR Secure from $26.00 to $28.00 and gave the company a “hold” rating in a research note on Tuesday, July 29th. Zacks Research upgraded shares of CLEAR Secure from a “hold” rating to a “strong-buy” rating in a research note on Friday, August 29th. Wells Fargo & Company increased their price objective on shares of CLEAR Secure from $23.00 to $25.00 and gave the company an “underweight” rating in a research note on Wednesday, August 6th. Finally, The Goldman Sachs Group increased their price objective on shares of CLEAR Secure from $33.00 to $37.00 and gave the company a “buy” rating in a research note on Wednesday, August 6th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $33.00.

CLEAR Secure Company Profile

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.