CLEAR Secure (NYSE:YOU) Sets New 12-Month High After Dividend Announcement

Shares of CLEAR Secure, Inc. (NYSE:YOU) reached a new 52-week high during trading on Thursday following a dividend announcement from the company. The stock traded as high as $46.63 and last traded at $46.5150, with a volume of 9445281 shares. The stock had previously closed at $33.47.

The newly announced dividend which will be paid on Tuesday, March 24th. Stockholders of record on Tuesday, March 10th will be issued a dividend of $0.20 per share. The ex-dividend date is Tuesday, March 10th. This represents a dividend yield of 129.0%. CLEAR Secure’s payout ratio is 30.49%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on YOU shares. Telsey Advisory Group increased their price objective on CLEAR Secure from $45.00 to $55.00 and gave the company an “outperform” rating in a research report on Thursday. Zacks Research cut shares of CLEAR Secure from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, February 10th. Wall Street Zen lowered shares of CLEAR Secure from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. JPMorgan Chase & Co. boosted their price objective on shares of CLEAR Secure from $42.00 to $47.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, DA Davidson increased their target price on shares of CLEAR Secure from $46.00 to $54.00 and gave the company a “buy” rating in a research note on Thursday. Five equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $49.43.

CLEAR Secure Trading Up 1.3%

The company has a 50 day moving average of $34.82 and a 200 day moving average of $34.67. The firm has a market cap of $6.28 billion, a price-to-earnings ratio of 42.08 and a beta of 1.21.

CLEAR Secure (NYSE:YOU) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $0.31 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates 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. The business’s revenue was up 16.7% on a year-over-year basis. As a group, sell-side analysts anticipate that CLEAR Secure, Inc. will post 0.98 EPS for the current fiscal year.

Key Headlines Impacting CLEAR Secure

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

• Positive Sentiment: Strong Q4 financials — Revenue $240.8M (+16.7% y/y) beat consensus, improved margins and $187.4M free cash flow for the quarter; company also set a full‑year 2026 free‑cash‑flow target of at least $440M. PR Newswire
• Positive Sentiment: Material capital returns — Board raised the regular quarterly dividend to $0.15, declared a special $0.20/share dividend, and added $125M to the share‑repurchase authorization (≈$250.3M remaining), supporting shareholder yield and buyback-driven EPS support. PR Newswire
• Positive Sentiment: Analyst price‑target upgrades — Several firms raised targets/ratings (JPMorgan to $47 OW, Stifel to $51 hold, Telsey to $55 outperform), which can lift sentiment and dealer coverage. Benzinga (JPMorgan) StreetInsider (Stifel) TickerReport (Telsey)
• Neutral Sentiment: Forward guidance — Q1 revenue guidance of $242–245M (slightly above consensus) and bookings guidance show continued top‑line growth but are generally in line with management expectations. PR Newswire
• Neutral Sentiment: EPS vs. expectations — Reported EPS matched the consensus ($0.31), so while revenue and cash flow headlines are strong, earnings were only in line and remain below prior-year levels. Zacks
• Negative Sentiment: Mixed analyst views — Wells Fargo raised its price target to $33 but kept an “underweight” stance, implying significant downside versus the current price; divergent analyst opinions could add volatility. Benzinga (Wells Fargo)

Insider Activity at CLEAR Secure

In other CLEAR Secure news, insider Lynn Haaland sold 15,532 shares of the business’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $41.00, for a total value of $636,812.00. Following the transaction, the insider owned 15,533 shares of the company’s stock, valued at approximately $636,853. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Adam Wiener sold 14,000 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $35.00, for a total value of $490,000.00. Following the completion of the sale, the director owned 165,634 shares of the company’s stock, valued at approximately $5,797,190. This trade represents a 7.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,532 shares of company stock worth $1,446,812 over the last three months. 39.73% of the stock is owned by company insiders.

Hedge Funds Weigh In On CLEAR Secure

Large investors have recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd raised its holdings in CLEAR Secure by 249.6% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 867 shares of the company’s stock worth $30,000 after purchasing an additional 619 shares during the last quarter. Geneos Wealth Management Inc. grew its position 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 buying an additional 748 shares during the period. Allworth Financial LP raised its stake in shares of CLEAR Secure by 118.8% during the fourth quarter. Allworth Financial LP now owns 1,022 shares of the company’s stock worth $36,000 after buying an additional 555 shares during the last quarter. Advisors Asset Management Inc. acquired a new position in CLEAR Secure in the first quarter valued at approximately $28,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new position in CLEAR Secure in the third quarter valued at approximately $50,000. 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.