CLEAR Secure, Inc. $YOU Stock Position Raised by Landscape Capital Management L.L.C.

Key Points

• Landscape Capital Management L.L.C. increased its stake in CLEAR Secure, Inc. by 446.3%, now holding 276,189 shares, worth approximately $7.16 million, which makes it the fund's 21st largest holding.
• CLEAR Secure reported an earnings per share of $0.26 for the latest quarter, exceeding analysts' expectations of $0.23, along with a revenue increase of 17.6% year-over-year.
• The company has declared a quarterly dividend of $0.125 per share, with an annualized dividend yield of 1.4%, scheduled to be paid on September 17th.

Landscape Capital Management L.L.C. grew its holdings in shares of CLEAR Secure, Inc. (NYSE:YOU - Free Report) by 446.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 276,189 shares of the company's stock after purchasing an additional 225,632 shares during the period. CLEAR Secure makes up approximately 0.6% of Landscape Capital Management L.L.C.'s investment portfolio, making the stock its 21st largest holding. Landscape Capital Management L.L.C. owned 0.20% of CLEAR Secure worth $7,156,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the business. Wellington Management Group LLP increased its holdings in shares of CLEAR Secure by 74.9% during the fourth quarter. Wellington Management Group LLP now owns 3,322,514 shares of the company's stock valued at $88,512,000 after purchasing an additional 1,422,999 shares during the period. Copeland Capital Management LLC increased its holdings in shares of CLEAR Secure by 71.4% during the first quarter. Copeland Capital Management LLC now owns 1,976,459 shares of the company's stock valued at $51,210,000 after purchasing an additional 823,166 shares during the period. Dimensional Fund Advisors LP increased its holdings 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 during the period. Nuveen LLC acquired a new position in CLEAR Secure during the first quarter worth about $30,862,000. Finally, Northern Trust Corp grew its holdings in CLEAR Secure by 8.7% during the first quarter. Northern Trust Corp now owns 1,137,686 shares of the company's stock worth $29,477,000 after acquiring an additional 90,714 shares during the period. 73.80% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other CLEAR Secure news, CAO Dennis W. Liu sold 2,027 shares of the firm's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $36.00, for a total transaction of $72,972.00. Following the completion of the sale, the chief accounting officer directly owned 11,896 shares in the company, valued at approximately $428,256. This trade represents a 14.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, President Michael Z. Barkin sold 16,050 shares of the firm's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $35.22, for a total value of $565,281.00. Following the sale, the president owned 12,725 shares of the company's stock, valued at $448,174.50. The trade was a 55.78% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 61,027 shares of company stock worth $2,043,243. 39.73% of the stock is currently owned by company insiders.

CLEAR Secure Stock Performance

Shares of NYSE:YOU traded down $0.58 during midday trading on Tuesday, reaching $35.74. The company had a trading volume of 665,319 shares, compared to its average volume of 1,924,454. CLEAR Secure, Inc. has a 1-year low of $21.67 and a 1-year high of $38.88. The firm has a market cap of $4.75 billion, a price-to-earnings ratio of 22.34 and a beta of 1.27. The company has a fifty day simple moving average of $31.12 and a two-hundred day simple moving average of $27.26.

CLEAR Secure (NYSE:YOU - Get Free Report) last announced its quarterly earnings data on Tuesday, August 5th. The company reported $0.26 EPS for the quarter, topping 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 firm had revenue of $219.47 million during the quarter, compared to analyst estimates of $214.90 million. During the same period last year, the company posted $0.34 EPS. The business's quarterly revenue was up 17.6% compared to the same quarter last year. CLEAR Secure has set its Q3 2025 guidance at EPS. Analysts expect that CLEAR Secure, Inc. will post 0.98 EPS for the current year.

CLEAR Secure Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. The Goldman Sachs Group lifted their target price on CLEAR Secure from $33.00 to $37.00 and gave the stock a "buy" rating in a report on Wednesday, August 6th. Wells Fargo & Company increased their price target on CLEAR Secure from $23.00 to $25.00 and gave the company an "underweight" rating in a research report on Wednesday, August 6th. Wall Street Zen upgraded CLEAR Secure from a "hold" rating to a "buy" rating in a research report on Saturday. Stifel Nicolaus increased their price target on CLEAR Secure from $26.00 to $28.00 and gave the company a "hold" rating in a research report on Tuesday, July 29th. Finally, Telsey Advisory Group increased their price target on CLEAR Secure from $32.00 to $37.00 and gave the company an "outperform" rating in a research report on Wednesday, August 6th. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $33.00.

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.