Vanguard Group Inc. Reduces Stock Position in CLEAR Secure, Inc. $YOU

Vanguard Group Inc. reduced its position in shares of CLEAR Secure, Inc. (NYSE:YOU) by 2.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 11,507,931 shares of the company’s stock after selling 234,419 shares during the period. Vanguard Group Inc. owned about 0.09% of CLEAR Secure worth $403,698,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of YOU. Royal Bank of Canada boosted its holdings in shares of CLEAR Secure by 59.7% during the first quarter. Royal Bank of Canada now owns 271,498 shares of the company’s stock worth $7,034,000 after purchasing an additional 101,476 shares during the period. Amundi boosted its holdings in shares of CLEAR Secure by 62.5% during the first quarter. Amundi now owns 3,743 shares of the company’s stock worth $97,000 after purchasing an additional 1,440 shares during the period. Advisors Asset Management Inc. purchased a new stake in shares of CLEAR Secure during the first quarter worth about $28,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of CLEAR Secure by 5.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 52,755 shares of the company’s stock worth $1,367,000 after purchasing an additional 2,801 shares during the period. Finally, NewEdge Advisors LLC boosted its holdings in shares of CLEAR Secure by 64.7% during the first quarter. NewEdge Advisors LLC now owns 4,583 shares of the company’s stock worth $119,000 after purchasing an additional 1,801 shares during the period. 73.80% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about CLEAR Secure

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

• Positive Sentiment: Q1 2026 results beat expectations — revenue $253.0M (+19.7% YoY), bookings +40.8%, operating income $62.0M, net income $56.4M, adjusted EBITDA margin 31.9%, and strong free cash flow ($185.5M). Management highlighted membership growth (41.0M members) and product rollouts (eGates, CLEAR Concierge). PR Newswire: Q1 2026 Financial Results
• Positive Sentiment: Company raised guidance for Q2 revenue ($268–271M) and increased full?year free cash flow guidance to at least $465M — signaling stronger-than-expected cash generation and growth trajectory. PR Newswire: Guidance Update
• Positive Sentiment: Needham raised its price target from $60 to $70 and maintains a Buy rating, providing a fresh analyst lift and signaling upside versus recent levels. TickerReport: Needham Price Target Raise
• Positive Sentiment: Board declared a $0.15 quarterly dividend (payable June 24) and the company returned ~$56.4M to shareholders in Q1 (regular + special dividend, distributions, small buybacks) — demonstrates active capital allocation. PR Newswire: Capital Allocation
• Neutral Sentiment: Full earnings and call transcripts are available for detailed read (management commentary on unit economics, CLEAR1 growth and airport rollouts). Yahoo: Q1 Earnings Transcript Seeking Alpha: Q1 Call Transcript
• Neutral Sentiment: Third?party coverage confirms the beat and outlook (Zacks, MarketBeat summaries). These reports help validate the quarter but add no new guidance beyond company disclosures. Zacks: Q1 Coverage

Insider Buying and Selling at CLEAR Secure

In other news, insider Lynn Haaland sold 15,533 shares of CLEAR Secure stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $45.00, for a total transaction of $698,985.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Dennis W. Liu sold 7,950 shares of CLEAR Secure stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $48.57, for a total transaction of $386,131.50. Following the transaction, the chief accounting officer owned 10,960 shares of the company’s stock, valued at $532,327.20. The trade was a 42.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 97,488 shares of company stock valued at $4,579,078 over the last ninety days. Company insiders own 39.73% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on YOU. Telsey Advisory Group increased their target price on shares of CLEAR Secure from $62.00 to $68.00 and gave the stock an “outperform” rating in a report on Thursday. Stifel Nicolaus raised their price objective on shares of CLEAR Secure from $38.00 to $51.00 and gave the stock a “hold” rating in a report on Thursday, February 26th. Needham & Company LLC raised their price objective on shares of CLEAR Secure from $60.00 to $70.00 and gave the stock a “buy” rating in a report on Wednesday. Wells Fargo & Company raised their price objective on shares of CLEAR Secure from $29.00 to $33.00 and gave the stock an “underweight” rating in a report on Thursday, February 26th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of CLEAR Secure in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, CLEAR Secure has a consensus rating of “Moderate Buy” and a consensus price target of $55.71.

CLEAR Secure Price Performance

Shares of YOU opened at $60.54 on Thursday. CLEAR Secure, Inc. has a one year low of $23.88 and a one year high of $61.28. The company has a 50-day simple moving average of $50.22 and a two-hundred day simple moving average of $40.00. The firm has a market capitalization of $8.07 billion, a PE ratio of 54.05 and a beta of 1.09.

CLEAR Secure (NYSE:YOU) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.38 EPS for the quarter, topping the consensus estimate of $0.35 by $0.03. CLEAR Secure had a net margin of 12.12% and a return on equity of 70.08%. The business had revenue of $253.00 million during the quarter, compared to analyst estimates of $244.38 million. During the same period last year, the business posted $0.26 earnings per share. CLEAR Secure’s quarterly revenue was up 19.7% compared to the same quarter last year. Analysts expect that CLEAR Secure, Inc. will post 1.62 EPS for the current fiscal year.

CLEAR Secure Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 10th will be issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Wednesday, June 10th. CLEAR Secure’s dividend payout ratio (DPR) is presently 53.57%.

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.