Fox Run Management L.L.C. Takes Position in CLEAR Secure, Inc. $YOU

Key Points

• Fox Run Management L.L.C. made a new investment of approximately $455,000 in CLEAR Secure, Inc., acquiring 17,560 shares during the first quarter.
• Analysts have set varying price targets for CLEAR Secure, with Goldman Sachs raising it to $37.00 and Wells Fargo setting it at $25.00, reflecting differing sentiments on the stock's performance.
• CLEAR Secure reported $0.26 EPS for the recent quarter, exceeding expectations, and declared a quarterly dividend of $0.125 per share, representing an annual yield of 1.5%.

Fox Run Management L.L.C. acquired a new stake in shares of CLEAR Secure, Inc. (NYSE:YOU - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 17,560 shares of the company's stock, valued at approximately $455,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in YOU. Harbor Investment Advisory LLC bought a new position in shares of CLEAR Secure in the first quarter valued at approximately $27,000. Fifth Third Bancorp boosted its stake in CLEAR Secure by 217.0% during the first quarter. Fifth Third Bancorp now owns 1,116 shares of the company's stock worth $29,000 after buying an additional 764 shares in the last quarter. First Horizon Advisors Inc. boosted its stake in CLEAR Secure by 72.0% during the first quarter. First Horizon Advisors Inc. now owns 1,474 shares of the company's stock worth $38,000 after buying an additional 617 shares in the last quarter. Natixis acquired a new stake in shares of CLEAR Secure in the 4th quarter valued at $73,000. Finally, NewEdge Advisors LLC acquired a new stake in shares of CLEAR Secure in the 4th quarter valued at $74,000. Institutional investors own 73.80% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on YOU. Stifel Nicolaus boosted their target price 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. Wells Fargo & Company boosted their target price 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. The Goldman Sachs Group boosted their target price 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. Wall Street Zen downgraded shares of CLEAR Secure from a "buy" rating to a "hold" rating in a research note on Sunday, July 13th. Finally, Telsey Advisory Group boosted their target price 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. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of "Hold" and a consensus target price of $33.00.

Insiders Place Their Bets

In other CLEAR Secure news, President Michael Z. Barkin sold 20,000 shares of the business's 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 completion of the sale, the president directly owned 12,725 shares of the company's stock, valued at approximately $417,507.25. The trade was a 61.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Dennis W. Liu sold 5,000 shares of the business's stock in a transaction dated Tuesday, August 5th. The stock was sold at an average price of $33.60, for a total value of $168,000.00. Following the sale, the chief accounting officer directly 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 disclosure for this sale can be found here. In the last three months, insiders sold 33,000 shares of company stock valued at $1,056,700. 39.73% of the stock is currently owned by insiders.

CLEAR Secure Trading Up 4.5%

Shares of CLEAR Secure stock traded up $1.5610 during trading on Friday, reaching $36.2810. The company's stock had a trading volume of 1,922,739 shares, compared to its average volume of 1,708,579. The stock has a 50-day moving average price of $29.75 and a two-hundred day moving average price of $26.66. CLEAR Secure, Inc. has a one year low of $21.67 and a one year high of $38.88. The stock has a market capitalization of $4.82 billion, a P/E ratio of 22.68 and a beta of 1.25.

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

CLEAR Secure Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 17th. Shareholders of record on Wednesday, September 10th will be issued 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 currently 31.25%.

CLEAR Secure 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.