CLEAR Secure (NYSE:YOU) Posts Earnings Results, Beats Expectations By $0.03 EPS

Key Points

• CLEAR Secure reported a quarterly earnings per share (EPS) of $0.26, exceeding analysts' expectations of $0.23, although it was lower than last year's EPS of $0.34.
• The company announced a quarterly dividend of $0.125, translating to an annualized yield of 1.5%, and has a dividend payout ratio of 31.25%.
• Despite positive earnings, some analysts have downgraded the stock from "buy" to "hold," resulting in an average rating of "Moderate Buy" with a consensus price target of $32.40.

CLEAR Secure (NYSE:YOU - Get Free Report) released its quarterly earnings results on Tuesday. The company reported $0.26 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.23 by $0.03, Zacks reports. CLEAR Secure had a net margin of 21.17% and a return on equity of 122.69%. The firm had revenue of $219.47 million for the quarter, compared to analysts' expectations of $214.90 million. During the same quarter last year, the company earned $0.34 EPS. The firm's revenue for the quarter was up 17.6% compared to the same quarter last year. CLEAR Secure updated its Q3 2025 guidance to EPS.

CLEAR Secure Trading Up 0.1%

NYSE YOU traded up $0.04 during trading hours on Friday, reaching $31.97. The company had a trading volume of 1,582,694 shares, compared to its average volume of 1,693,674. The stock has a 50-day moving average of $28.10 and a 200 day moving average of $25.97. CLEAR Secure has a 1-year low of $21.67 and a 1-year high of $38.88. The stock has a market capitalization of $4.25 billion, a P/E ratio of 19.98 and a beta of 1.25.

CLEAR Secure Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 17th. Shareholders of record on Wednesday, September 10th will be given a $0.125 dividend. The ex-dividend date of this dividend is Wednesday, September 10th. This represents a $0.50 dividend on an annualized basis and a yield of 1.6%. CLEAR Secure's dividend payout ratio is presently 31.25%.

Insider Activity at CLEAR Secure

In other CLEAR Secure news, CAO Dennis W. Liu sold 5,000 shares of the company's stock in a transaction dated Tuesday, August 5th. The shares were sold at an average price of $33.60, for a total value of $168,000.00. Following the transaction, the chief accounting officer owned 13,923 shares of the company's stock, valued at $467,812.80. This represents a 26.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Adam Wiener sold 5,000 shares of the company's stock in a transaction dated Thursday, July 17th. The shares were sold at an average price of $30.00, for a total transaction of $150,000.00. Following the completion of the transaction, the director directly owned 207,634 shares in the company, valued at $6,229,020. The trade was a 2.35% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 990,964 shares of company stock worth $25,212,499. 39.73% of the stock is owned by corporate insiders.

Institutional Trading of CLEAR Secure

Institutional investors and hedge funds have recently bought and sold shares of the business. Goldman Sachs Group Inc. increased its stake in CLEAR Secure by 35.7% during the first quarter. Goldman Sachs Group Inc. now owns 1,633,346 shares of the company's stock worth $42,320,000 after purchasing an additional 430,035 shares during the period. Royal Bank of Canada increased its stake in 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. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in 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. Cetera Investment Advisers increased its stake in CLEAR Secure by 76.9% during the second quarter. Cetera Investment Advisers now owns 24,626 shares of the company's stock worth $684,000 after purchasing an additional 10,708 shares during the period. Finally, NewEdge Advisors LLC increased its stake in 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.

Analyst Ratings Changes

Several brokerages have issued reports on YOU. Wall Street Zen cut shares of CLEAR Secure from a "buy" rating to a "hold" rating in a research note on Sunday, July 13th. Telsey Advisory Group lifted their target price on shares of CLEAR Secure from $32.00 to $37.00 and gave the stock an "outperform" rating in a research note on Wednesday. The Goldman Sachs Group lifted their target price on shares of CLEAR Secure from $33.00 to $37.00 and gave the stock a "buy" rating in a research note on Wednesday. Wells Fargo & Company lifted their target price on shares of CLEAR Secure from $23.00 to $25.00 and gave the stock an "underweight" rating in a research note on Wednesday. Finally, Stifel Nicolaus lifted their target price on shares of CLEAR Secure from $26.00 to $28.00 and gave the stock a "hold" rating in a research note on Tuesday, July 29th. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating and three have assigned a buy rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $33.00.

CLEAR Secure Company Profile

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.