JPMorgan Chase & Co. Sells 125,514 Shares of CLEAR Secure, Inc. $YOU

JPMorgan Chase & Co. cut its stake in shares of CLEAR Secure, Inc. (NYSE:YOU) by 8.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,354,080 shares of the company’s stock after selling 125,514 shares during the period. JPMorgan Chase & Co. owned 1.02% of CLEAR Secure worth $45,199,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in YOU. Jump Financial LLC grew its stake in shares of CLEAR Secure by 88.0% in the second quarter. Jump Financial LLC now owns 248,584 shares of the company’s stock valued at $6,901,000 after buying an additional 116,385 shares in the last quarter. Aviva PLC bought a new stake in CLEAR Secure during the second quarter worth $521,000. Vest Financial LLC lifted its stake in CLEAR Secure by 17.7% in the third quarter. Vest Financial LLC now owns 196,667 shares of the company’s stock valued at $6,565,000 after acquiring an additional 29,527 shares during the last quarter. Hodges Capital Management Inc. grew its position in shares of CLEAR Secure by 16.1% in the 2nd quarter. Hodges Capital Management Inc. now owns 191,550 shares of the company’s stock valued at $5,317,000 after acquiring an additional 26,549 shares during the period. Finally, Versor Investments LP bought a new position in shares of CLEAR Secure in the 3rd quarter valued at about $1,152,000. Institutional investors and hedge funds own 73.80% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Telsey Advisory Group upped their target price on shares of CLEAR Secure from $45.00 to $55.00 and gave the company an “outperform” rating in a report on Thursday. Stifel Nicolaus boosted their price target on CLEAR Secure from $38.00 to $51.00 and gave the stock a “hold” rating in a research report on Thursday. Wells Fargo & Company raised their price objective on CLEAR Secure from $29.00 to $33.00 and gave the company an “underweight” rating in a research report on Thursday. Zacks Research lowered CLEAR Secure from a “strong-buy” rating to a “hold” rating in a report on Tuesday, February 10th. Finally, Weiss Ratings downgraded CLEAR Secure from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. Five equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $49.43.

Insider Transactions at CLEAR Secure

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

CLEAR Secure Stock Up 1.3%

Shares of NYSE:YOU opened at $47.13 on Friday. CLEAR Secure, Inc. has a 12-month low of $21.94 and a 12-month high of $50.46. The business has a 50 day moving average of $34.82 and a 200-day moving average of $34.67. The stock has a market cap of $6.28 billion, a PE ratio of 42.08 and a beta of 1.21.

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

CLEAR Secure Dividend Announcement

The company also recently announced a special 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 of this dividend is Tuesday, March 10th. This represents a dividend yield of 129.0%. CLEAR Secure’s dividend payout ratio (DPR) is currently 30.49%.

CLEAR Secure News Roundup

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)

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.