Nomura Holdings Inc. Purchases Shares of 30,000 CLEAR Secure, Inc. $YOU

Key Points

• Nomura Holdings Inc. has acquired a new stake in CLEAR Secure, Inc., purchasing 30,000 shares valued at approximately $777,000 in the first quarter.
• Recent analyst reports have improved sentiment, with Zacks Research upgrading CLEAR's rating to strong-buy and price targets raised by firms including Goldman Sachs and Telsey Advisory Group.
• CLEAR Secure has reported a quarterly earnings per share (EPS) of $0.26, exceeding analyst estimates, alongside a 17.6% year-over-year increase in revenue.

Nomura Holdings Inc. purchased a new stake in CLEAR Secure, Inc. (NYSE:YOU - Free Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 30,000 shares of the company's stock, valued at approximately $777,000.

Other large investors have also recently added to or reduced their stakes in the company. New York State Common Retirement Fund lifted its stake in CLEAR Secure by 6.3% in the first quarter. New York State Common Retirement Fund now owns 28,913 shares of the company's stock valued at $749,000 after acquiring an additional 1,712 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its stake in CLEAR Secure by 54.7% in the first quarter. Allspring Global Investments Holdings LLC now owns 27,627 shares of the company's stock valued at $713,000 after acquiring an additional 9,768 shares during the last quarter. Personal CFO Solutions LLC acquired a new stake in CLEAR Secure in the first quarter valued at $260,000. Principal Financial Group Inc. lifted its stake in CLEAR Secure by 2.3% in the first quarter. Principal Financial Group Inc. now owns 519,264 shares of the company's stock valued at $13,454,000 after acquiring an additional 11,633 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its position in shares of CLEAR Secure by 132.6% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 23,681 shares of the company's stock valued at $614,000 after purchasing an additional 13,499 shares during the period. Institutional investors and hedge funds own 73.80% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on YOU shares. Zacks Research raised shares of CLEAR Secure from a "hold" rating to a "strong-buy" rating in a research report on Friday, August 29th. The Goldman Sachs Group increased their price objective on shares of CLEAR Secure from $33.00 to $37.00 and gave the company a "buy" rating in a research report on Wednesday, August 6th. Telsey Advisory Group increased their price objective on shares of CLEAR Secure from $32.00 to $37.00 and gave the company an "outperform" rating in a research report on Wednesday, August 6th. Wells Fargo & Company increased their price objective on shares of CLEAR Secure from $23.00 to $25.00 and gave the company an "underweight" rating in a research report on Wednesday, August 6th. Finally, Stifel Nicolaus increased their price objective on shares of CLEAR Secure from $26.00 to $28.00 and gave the company a "hold" rating in a research report on Tuesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $33.00.

CLEAR Secure Stock Performance

NYSE:YOU opened at $36.00 on Thursday. CLEAR Secure, Inc. has a 52 week low of $21.67 and a 52 week high of $38.88. The firm has a market cap of $4.79 billion, a price-to-earnings ratio of 22.50 and a beta of 1.27. The firm's 50-day simple moving average is $31.49 and its 200 day simple moving average is $27.38.

CLEAR Secure (NYSE:YOU - Get Free Report) last released its quarterly earnings results 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 net margin of 21.17% and a return on equity of 122.69%. The business had revenue of $219.47 million for the quarter, compared to analyst estimates of $214.90 million. During the same period last year, the firm earned $0.34 earnings per share. CLEAR Secure'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. Sell-side analysts anticipate that CLEAR Secure, Inc. will post 0.98 EPS for the current 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 paid a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Wednesday, September 10th. CLEAR Secure's dividend payout ratio is presently 31.25%.

Insiders Place Their Bets

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

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.

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