Janus Henderson Group PLC Grows Stock Position in CLEAR Secure, Inc. $YOU

Janus Henderson Group PLC increased its stake in CLEAR Secure, Inc. (NYSE:YOU) by 8.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 184,518 shares of the company’s stock after buying an additional 14,541 shares during the quarter. Janus Henderson Group PLC owned about 0.14% of CLEAR Secure worth $8,933,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Royal Bank of Canada lifted its holdings in shares of CLEAR Secure by 59.7% in the 1st quarter. Royal Bank of Canada now owns 271,498 shares of the company’s stock worth $7,034,000 after acquiring an additional 101,476 shares during the last quarter. Amundi boosted its position in shares of CLEAR Secure by 62.5% during the first quarter. Amundi now owns 3,743 shares of the company’s stock valued at $97,000 after buying an additional 1,440 shares during the period. Advisors Asset Management Inc. bought a new position in shares of CLEAR Secure during the first quarter valued at approximately $28,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of CLEAR Secure by 5.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 52,755 shares of the company’s stock worth $1,367,000 after acquiring an additional 2,801 shares during the last quarter. Finally, NewEdge Advisors LLC increased its stake in CLEAR Secure by 64.7% in 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 owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other CLEAR Secure news, EVP Kyle Mclaughlin sold 8,000 shares of CLEAR Secure stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $56.20, for a total transaction of $449,600.00. Following the completion of the sale, the executive vice president directly owned 29,519 shares in the company, valued at approximately $1,658,967.80. The trade was a 21.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jonathan Schlegel sold 4,412 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $59.02, for a total transaction of $260,396.24. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 23,962 shares of company stock valued at $1,360,146. 29.70% of the stock is owned by company insiders.

CLEAR Secure Stock Performance

YOU stock opened at $56.20 on Thursday. CLEAR Secure, Inc. has a one year low of $29.43 and a one year high of $69.07. The firm has a market cap of $7.49 billion, a price-to-earnings ratio of 45.33 and a beta of 1.06. The firm has a 50-day simple moving average of $54.34 and a two-hundred day simple moving average of $49.39.

CLEAR Secure (NYSE:YOU) last announced its earnings results on Wednesday, August 5th. The company reported $0.49 earnings per share for the quarter, beating the consensus estimate of $0.40 by $0.09. The company had revenue of $277.76 million during the quarter, compared to the consensus estimate of $269.71 million. CLEAR Secure had a net margin of 13.01% and a return on equity of 68.98%. CLEAR Secure’s revenue was up 26.6% compared to the same quarter last year. During the same period last year, the firm earned $0.26 earnings per share. As a group, equities analysts predict that CLEAR Secure, Inc. will post 1.61 earnings per share for the current fiscal year.

CLEAR Secure Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, September 10th will be paid a $0.15 dividend. The ex-dividend date is Thursday, September 10th. This represents a $0.60 dividend on an annualized basis and a yield of 1.1%. CLEAR Secure’s dividend payout ratio (DPR) is 48.39%.

Analysts Set New Price Targets

Several analysts have recently weighed in on YOU shares. Needham & Company LLC lifted their target price on CLEAR Secure from $60.00 to $70.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Telsey Advisory Group raised their price objective on CLEAR Secure from $62.00 to $68.00 and gave the stock an “outperform” rating in a report on Thursday, May 7th. Wells Fargo & Company lifted their target price on CLEAR Secure from $33.00 to $40.00 and gave the company an “underweight” rating in a research report on Thursday, May 7th. The Goldman Sachs Group set a $70.00 target price on CLEAR Secure in a report on Monday, July 20th. Finally, Zacks Research downgraded CLEAR Secure from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. Five research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $58.57.

CLEAR Secure News Roundup

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

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. CLEAR reported diluted EPS of $0.49, versus the $0.40 consensus estimate, while revenue reached $277.8 million, up 26.6% year over year and ahead of the $269.7 million forecast. Net income was $72.3 million, and adjusted EBITDA rose to $101.1 million, with a 36.4% margin. CLEAR Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Management issued an upbeat outlook. CLEAR forecast third-quarter revenue of $284 million to $287 million, above the approximately $275.9 million analyst consensus, and projected bookings of $311 million to $316 million. Full-year free-cash-flow guidance was increased from at least $465 million to at least $480 million. Clear Secure Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Membership and product expansion support future growth. Total members increased 30% to 43.5 million, while active CLEAR+ members rose 15.2% to 8.3 million. The company has launched eGates at 50 airports and remains on track for a network-wide rollout during 2026, including a new service upgrade at San Francisco International Airport intended to speed travelers through security. Clear rolls out major service upgrade at SFO
• Positive Sentiment: Shareholder returns remain part of the capital-allocation strategy. CLEAR declared a quarterly dividend of $0.15 per share, payable September 24 to shareholders of record September 10. The company said it returned approximately $22.2 million to shareholders during the second quarter through dividends and distributions.

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.