CLEAR Secure (NYSE:YOU) Releases Earnings Results, Beats Estimates By $0.02 EPS

CLEAR Secure (NYSE:YOU) announced its earnings results on Thursday. The company reported $0.29 earnings per share for the quarter, topping analysts’ consensus estimates of $0.27 by $0.02, Zacks reports. CLEAR Secure had a net margin of 21.17% and a return on equity of 122.69%. The business had revenue of $229.19 million during the quarter, compared to the consensus estimate of $224.80 million. During the same quarter last year, the firm earned $0.30 earnings per share. CLEAR Secure’s quarterly revenue was up 15.5% on a year-over-year basis. CLEAR Secure updated its Q4 2025 guidance to EPS.

CLEAR Secure Stock Up 0.8%

CLEAR Secure stock opened at $32.04 on Friday. CLEAR Secure has a 52 week low of $21.67 and a 52 week high of $39.00. The company’s 50 day moving average price is $33.71 and its two-hundred day moving average price is $30.02. The stock has a market cap of $4.26 billion, a P/E ratio of 20.03 and a beta of 1.23.

CLEAR Secure Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 24th. Shareholders of record on Wednesday, December 10th will be given a dividend of $0.125 per share. The ex-dividend date of this dividend is Wednesday, December 10th. This represents a $0.50 annualized dividend and a dividend yield of 1.6%. CLEAR Secure’s dividend payout ratio (DPR) is currently 31.25%.

Analysts Set New Price Targets

YOU has been the topic of several research analyst reports. The Goldman Sachs Group restated a “buy” rating and set a $41.00 target price on shares of CLEAR Secure in a research report on Thursday. Zacks Research lowered CLEAR Secure from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 6th. Telsey Advisory Group upped their target price on CLEAR Secure from $37.00 to $38.00 and gave the stock an “outperform” rating in a research report on Friday. Weiss Ratings restated a “hold (c+)” rating on shares of CLEAR Secure in a research note on Wednesday, October 8th. Finally, Wall Street Zen raised shares of CLEAR Secure from a “hold” rating to a “buy” rating in a research report on Sunday, November 2nd. Four equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $38.67.

Insider Activity at CLEAR Secure

In other news, President Michael Z. Barkin sold 16,050 shares of the firm’s stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $35.22, for a total transaction of $565,281.00. Following the completion of the sale, the president directly owned 12,725 shares of the company’s stock, valued at $448,174.50. This trade represents a 55.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Dennis W. Liu sold 2,027 shares of CLEAR Secure stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $36.00, for a total value of $72,972.00. Following the sale, the chief accounting officer owned 11,896 shares in the company, valued at $428,256. The trade was a 14.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 36,027 shares of company stock valued at $1,250,703. 39.73% of the stock is owned by insiders.

Institutional Trading of CLEAR Secure

Several hedge funds have recently added to or reduced their stakes in the stock. 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 valued at $25,000 after acquiring an additional 748 shares during the period. Advisors Asset Management Inc. purchased a new stake in CLEAR Secure in the first quarter worth $28,000. Amundi increased its position in CLEAR Secure by 62.5% in the first quarter. Amundi now owns 3,743 shares of the company’s stock worth $97,000 after buying an additional 1,440 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of CLEAR Secure by 2,061.2% in the second quarter. EverSource Wealth Advisors LLC now owns 3,566 shares of the company’s stock valued at $99,000 after buying an additional 3,401 shares during the period. Finally, NewEdge Advisors LLC lifted its position in shares of CLEAR Secure by 64.7% during the 1st quarter. NewEdge Advisors LLC now owns 4,583 shares of the company’s stock valued at $119,000 after buying an additional 1,801 shares during the last quarter. Institutional investors own 73.80% of the company’s stock.

About CLEAR Secure

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.