CLEAR Secure, Inc. $YOU Shares Bought by California State Teachers Retirement System

California State Teachers Retirement System raised its stake in CLEAR Secure, Inc. (NYSE:YOU - Free Report) by 32.9% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 102,183 shares of the company's stock after buying an additional 25,299 shares during the quarter. California State Teachers Retirement System owned approximately 0.08% of CLEAR Secure worth $4,947,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Daiwa Securities Group Inc. boosted its holdings in CLEAR Secure by 6.5% in the 4th quarter. Daiwa Securities Group Inc. now owns 5,257 shares of the company's stock valued at $184,000 after purchasing an additional 323 shares during the last quarter. Pictet Asset Management Holding SA raised its position in shares of CLEAR Secure by 3.6% during the 1st quarter. Pictet Asset Management Holding SA now owns 12,744 shares of the company's stock valued at $617,000 after buying an additional 447 shares during the period. Blue Trust Inc. lifted its holdings in CLEAR Secure by 13.4% in the fourth quarter. Blue Trust Inc. now owns 3,814 shares of the company's stock valued at $134,000 after acquiring an additional 451 shares during the last quarter. Aspen Investment Management Inc lifted its holdings in CLEAR Secure by 5.2% in the first quarter. Aspen Investment Management Inc now owns 10,175 shares of the company's stock valued at $493,000 after acquiring an additional 500 shares during the last quarter. Finally, Commonwealth Equity Services LLC grew its position in CLEAR Secure by 4.8% in the fourth quarter. Commonwealth Equity Services LLC now owns 11,447 shares of the company's stock worth $402,000 after acquiring an additional 529 shares during the period. 73.80% of the stock is owned by institutional investors and hedge funds.

More CLEAR Secure News

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

• Positive Sentiment: Strong Q2 performance: CLEAR reported revenue of $277.8 million, up 26.6% year over year, and adjusted EBITDA of $101.1 million, with a 36.4% margin. EPS of $0.49 exceeded the $0.40 consensus estimate, while bookings rose 32.8% to $295.9 million. CLEAR Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Solid operating momentum: Total members increased 30% to 43.5 million and active CLEAR+ members grew 15.2% to 8.3 million. The company also raised its full-year free-cash-flow outlook to at least $480 million from $465 million, while projecting third-quarter revenue of $284 million to $287 million—above the analyst estimate. Clear Secure Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: New corporate growth opportunity: CLEAR launched Corporate Memberships, combining CLEAR+, CLEAR Concierge, TSA PreCheck enrollment and its mobile app into an enterprise travel program. The offering could expand business-travel adoption and diversify membership growth. CLEAR Launches Corporate Memberships
• Positive Sentiment: Shareholder returns: CLEAR declared its regular $0.15-per-share quarterly dividend, payable September 24 to shareholders of record September 10.
• Neutral Sentiment: Service expansion continues, including eGates across 50 airports and a new SFO upgrade intended to help travelers move through security more quickly. Clear Rolls Out Service Upgrade at SFO
• Negative Sentiment: There was no major negative operating announcement in the available reports. The weaker share performance appears driven by post-earnings profit-taking or investor caution around the stock’s elevated valuation, rather than a deterioration in CLEAR’s reported fundamentals.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. The Goldman Sachs Group set a $70.00 target price on CLEAR Secure in a research report on Monday, July 20th. DA Davidson lowered their price target on CLEAR Secure from $60.00 to $55.00 and set a "neutral" rating for the company in a report on Tuesday, July 28th. Zacks Research downgraded CLEAR Secure from a "strong-buy" rating to a "hold" rating in a research report on Monday, July 6th. Needham & Company LLC boosted their price objective on shares of CLEAR Secure from $60.00 to $70.00 and gave the company a "buy" rating in a report on Wednesday, May 6th. Finally, Stifel Nicolaus set a $60.00 target price on shares of CLEAR Secure in a research report on Thursday, May 7th. Five equities 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 stock. Based on data from MarketBeat.com, CLEAR Secure currently has a consensus rating of "Hold" and an average target price of $58.57.

Insider Buying and Selling at CLEAR Secure

In related news, EVP Kyle Mclaughlin sold 8,000 shares of the business's stock in a transaction 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 transaction, the executive vice president owned 29,519 shares in the company, valued at approximately $1,658,967.80. The trade was a 21.32% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 firm's stock in a transaction on Friday, May 15th. The shares were sold at an average price of $59.02, for a total value of $260,396.24. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 23,962 shares of company stock valued at $1,360,146. Insiders own 29.70% of the company's stock.

CLEAR Secure Stock Performance

Shares of YOU opened at $53.02 on Friday. CLEAR Secure, Inc. has a 1 year low of $29.43 and a 1 year high of $69.07. The stock has a market capitalization of $7.07 billion, a PE ratio of 36.07 and a beta of 1.06. The stock has a 50-day simple moving average of $54.27 and a 200-day simple moving average of $49.52.

CLEAR Secure (NYSE:YOU - Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $0.49 earnings per share for the quarter, topping analysts' consensus estimates of $0.40 by $0.09. The firm had revenue of $277.76 million for the quarter, compared to analyst estimates of $269.71 million. CLEAR Secure had a net margin of 14.78% and a return on equity of 71.51%. The business's quarterly revenue was up 26.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.26 earnings per share. Analysts predict that CLEAR Secure, Inc. will post 1.61 EPS for the current year.

CLEAR Secure Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 10th will be given a $0.15 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 1.1%. CLEAR Secure's dividend payout ratio is currently 48.39%.

About CLEAR Secure

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.

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