Capital Fund Management S.A. Takes Position in CLEAR Secure, Inc. $YOU

Key Points

• Capital Fund Management S.A. has acquired 242,483 shares of CLEAR Secure, Inc. valued at approximately $6.28 million, representing about 0.18% of the company's total stock.
• A recent earnings report showed CLEAR Secure beating estimates with a net revenue up 17.6% year-over-year and earnings per share of $0.26, exceeding the consensus estimate of $0.23.
• Analysts are divided on CLEAR Secure's stock, with an average target price of $33.00; three analysts rated it as a Buy, two as Hold, and one as Sell.

Capital Fund Management S.A. bought a new stake in CLEAR Secure, Inc. (NYSE:YOU - Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 242,483 shares of the company's stock, valued at approximately $6,283,000. Capital Fund Management S.A. owned about 0.18% of CLEAR Secure as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Wellington Management Group LLP lifted its stake in CLEAR Secure by 74.9% in the fourth quarter. Wellington Management Group LLP now owns 3,322,514 shares of the company's stock valued at $88,512,000 after buying an additional 1,422,999 shares during the last quarter. Copeland Capital Management LLC lifted its stake in CLEAR Secure by 71.4% in the first quarter. Copeland Capital Management LLC now owns 1,976,459 shares of the company's stock valued at $51,210,000 after buying an additional 823,166 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in shares of CLEAR Secure by 26.4% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,208,160 shares of the company's stock valued at $32,187,000 after purchasing an additional 252,555 shares in the last quarter. Nuveen LLC bought a new stake in shares of CLEAR Secure during the first quarter valued at about $30,862,000. Finally, Northern Trust Corp raised its stake in shares of CLEAR Secure by 8.7% during the first quarter. Northern Trust Corp now owns 1,137,686 shares of the company's stock valued at $29,477,000 after purchasing an additional 90,714 shares in the last quarter. 73.80% of the stock is currently owned by institutional investors.

CLEAR Secure Stock Performance

YOU traded up $0.23 during trading on Wednesday, reaching $36.60. The company had a trading volume of 1,123,453 shares, compared to its average volume of 1,931,548. The firm's 50-day simple moving average is $30.22 and its 200 day simple moving average is $26.86. The company has a market cap of $4.86 billion, a price-to-earnings ratio of 22.89 and a beta of 1.25. CLEAR Secure, Inc. has a 12-month low of $21.67 and a 12-month high of $38.88.

CLEAR Secure (NYSE:YOU - Get Free Report) last issued its quarterly earnings results on Tuesday, August 5th. The company reported $0.26 earnings per share for the quarter, topping analysts' consensus estimates of $0.23 by $0.03. The firm had revenue of $219.47 million for the quarter, compared to analysts' expectations of $214.90 million. CLEAR Secure had a return on equity of 122.69% and a net margin of 21.17%.CLEAR Secure's revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the business posted $0.34 EPS. CLEAR Secure has set its Q3 2025 guidance at EPS. On average, sell-side analysts expect that CLEAR Secure, Inc. will post 0.98 EPS for the current year.

CLEAR Secure Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 17th. Shareholders of record on Wednesday, September 10th will be paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, September 10th. CLEAR Secure's payout ratio is 31.25%.

Insider Buying and Selling at CLEAR Secure

In other CLEAR Secure news, President Michael Z. Barkin sold 20,000 shares of CLEAR Secure stock in a transaction dated Tuesday, August 5th. The stock was sold at an average price of $32.81, for a total transaction of $656,200.00. Following the transaction, the president owned 12,725 shares of the company's stock, valued at $417,507.25. The trade was a 61.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Adam Wiener sold 6,000 shares of CLEAR Secure stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $35.00, for a total value of $210,000.00. Following the transaction, the director directly owned 201,634 shares in the company, valued at approximately $7,057,190. This trade represents a 2.89% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 61,027 shares of company stock valued at $2,043,243 in the last 90 days. 39.73% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in 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. Stifel Nicolaus lifted their price objective on shares of CLEAR Secure from $26.00 to $28.00 and gave the company a "hold" rating in a research note on Tuesday, July 29th. The Goldman Sachs Group lifted their price objective on shares of CLEAR Secure from $33.00 to $37.00 and gave the company a "buy" rating in a research note on Wednesday, August 6th. Telsey Advisory Group lifted their price objective on shares of CLEAR Secure from $32.00 to $37.00 and gave the company an "outperform" rating in a research note on Wednesday, August 6th. Finally, Wells Fargo & Company lifted their price objective on shares of CLEAR Secure from $23.00 to $25.00 and gave the company an "underweight" rating in a research note on Wednesday, August 6th. Three investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average 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.