Teza Capital Management LLC Invests $260,000 in CLEAR Secure, Inc. $YOU

Key Points

• Teza Capital Management LLC made a new investment of approximately $260,000 in CLEAR Secure, purchasing 10,033 shares during the first quarter.
• Insider activity saw President Michael Z. Barkin selling 16,050 shares for $565,281, representing a 55.78% decrease in his holdings.
• CLEAR Secure's quarterly earnings surpassed expectations, reporting an EPS of $0.26 against analysts' estimates of $0.23, along with a 17.6% year-over-year revenue increase.

Teza Capital Management LLC bought a new position in CLEAR Secure, Inc. (NYSE:YOU - Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 10,033 shares of the company's stock, valued at approximately $260,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. New York State Common Retirement Fund boosted its holdings in shares of 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 worth $749,000 after buying an additional 1,712 shares during the period. Allspring Global Investments Holdings LLC boosted its holdings in shares of CLEAR Secure by 54.7% in the first quarter. Allspring Global Investments Holdings LLC now owns 27,627 shares of the company's stock worth $713,000 after buying an additional 9,768 shares during the period. Personal CFO Solutions LLC acquired a new position in shares of CLEAR Secure in the first quarter worth about $260,000. Principal Financial Group Inc. lifted its position in shares of CLEAR Secure by 2.3% in the first quarter. Principal Financial Group Inc. now owns 519,264 shares of the company's stock worth $13,454,000 after purchasing an additional 11,633 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC lifted 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 worth $614,000 after purchasing an additional 13,499 shares in the last quarter. 73.80% of the stock is currently owned by institutional investors and hedge funds.

CLEAR Secure Price Performance

YOU traded up $0.05 during midday trading on Friday, hitting $37.34. 1,451,099 shares of the company's stock traded hands, compared to its average volume of 1,512,196. The company has a market cap of $4.96 billion, a PE ratio of 23.34 and a beta of 1.27. The stock's fifty day simple moving average is $32.60 and its 200-day simple moving average is $28.08. CLEAR Secure, Inc. has a one year low of $21.67 and a one year high of $38.88.

CLEAR Secure (NYSE:YOU - Get Free Report) last issued its quarterly earnings data on Tuesday, August 5th. The company reported $0.26 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.03. The firm had revenue of $219.47 million for the quarter, compared to analyst estimates of $214.90 million. CLEAR Secure had a net margin of 21.17% and a return on equity of 122.69%. The company's revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.34 earnings per share. CLEAR Secure has set its Q3 2025 guidance at EPS. On average, research 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. Investors of record on Wednesday, September 10th will be given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Wednesday, September 10th. CLEAR Secure's dividend payout ratio (DPR) is presently 31.25%.

Insider Activity at CLEAR Secure

In other news, Director Adam Wiener sold 6,000 shares of the business's stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $35.00, for a total value of $210,000.00. Following the completion of the sale, the director directly owned 201,634 shares in the company, valued at approximately $7,057,190. The trade was a 2.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Dennis W. Liu sold 5,000 shares of the business's stock in a transaction on Tuesday, August 5th. The stock was sold at an average price of $33.60, for a total transaction of $168,000.00. Following the completion of the sale, the chief accounting officer owned 13,923 shares of the company's stock, valued at $467,812.80. The trade was a 26.42% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 61,027 shares of company stock valued at $2,043,243. 39.73% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have recently issued reports on YOU shares. Telsey Advisory Group increased their price target on shares of CLEAR Secure from $32.00 to $37.00 and gave the stock an "outperform" rating in a research report on Wednesday, August 6th. Wells Fargo & Company increased their price target on shares of CLEAR Secure from $23.00 to $25.00 and gave the stock an "underweight" rating in a research report on Wednesday, August 6th. Wall Street Zen raised shares of CLEAR Secure from a "hold" rating to a "buy" rating in a research report on Saturday, August 30th. Zacks Research raised shares of CLEAR Secure from a "hold" rating to a "strong-buy" rating in a research report on Friday, August 29th. Finally, The Goldman Sachs Group increased their price target on shares of CLEAR Secure from $33.00 to $37.00 and gave the stock a "buy" rating in a research report on Wednesday, August 6th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target 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.