Vanguard Group Inc. Sells 234,419 Shares of CLEAR Secure, Inc. $YOU

Key Points

• Vanguard Group trimmed its stake in CLEAR Secure by 234,419 shares (2.0%), leaving it with 11,507,931 shares (about 8.64% of the company) valued at roughly $403.7 million; institutional investors own about 73.8% of the stock.
• Q1 2026 beat and stronger guidance: CLEAR reported revenue of $253.0M (+19.7% YoY) and EPS of $0.38, beat estimates, and raised Q2 revenue guidance while increasing full‑year free cash flow guidance to at least $465M, citing membership growth and product rollouts.
• The board declared a quarterly dividend of $0.15 per share (annualized $0.60, ~1.0% yield), while insiders sold about 97,488 shares (~$4.58M) over the last three months; analysts hold a “Moderate Buy” consensus with a $55.71 average price target and several recent target increases (Needham to $70).

Vanguard Group Inc. lowered its position in CLEAR Secure, Inc. (NYSE:YOU - Free Report) by 2.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,507,931 shares of the company's stock after selling 234,419 shares during the quarter. Vanguard Group Inc. owned about 8.64% of CLEAR Secure worth $403,698,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Geneos Wealth Management Inc. increased its holdings in shares of CLEAR Secure by 329.5% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company's stock worth $25,000 after purchasing an additional 748 shares during the period. Advisors Asset Management Inc. bought a new position in shares of CLEAR Secure in the first quarter worth $28,000. Steigerwald Gordon & Koch Inc. bought a new position in shares of CLEAR Secure in the third quarter worth $50,000. Strs Ohio bought a new position in shares of CLEAR Secure in the third quarter worth $53,000. Finally, Holos Integrated Wealth LLC bought a new position in shares of CLEAR Secure in the fourth quarter worth $53,000. Institutional investors own 73.80% of the company's stock.

CLEAR Secure Stock Up 3.0%

YOU opened at $60.54 on Thursday. The stock has a market cap of $8.07 billion, a PE ratio of 54.05 and a beta of 1.09. CLEAR Secure, Inc. has a 52 week low of $23.88 and a 52 week high of $61.28. The business's fifty day simple moving average is $50.22 and its 200 day simple moving average is $40.00.

CLEAR Secure (NYSE:YOU - Get Free Report) last released its earnings results on Wednesday, May 6th. The company reported $0.38 EPS for the quarter, beating analysts' consensus estimates of $0.35 by $0.03. The business had revenue of $253.00 million for the quarter, compared to analysts' expectations of $244.38 million. CLEAR Secure had a return on equity of 70.08% and a net margin of 12.12%.The firm's revenue was up 19.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.26 earnings per share. As a group, equities analysts anticipate that CLEAR Secure, Inc. will post 1.62 earnings per share for the current year.

CLEAR Secure Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 10th will be paid a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, June 10th. CLEAR Secure's dividend payout ratio (DPR) is 53.57%.

CLEAR Secure News Summary

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

• Positive Sentiment: Q1 2026 results beat expectations — revenue $253.0M (+19.7% YoY), bookings +40.8%, operating income $62.0M, net income $56.4M, adjusted EBITDA margin 31.9%, and strong free cash flow ($185.5M). Management highlighted membership growth (41.0M members) and product rollouts (eGates, CLEAR Concierge). PR Newswire: Q1 2026 Financial Results
• Positive Sentiment: Company raised guidance for Q2 revenue ($268–271M) and increased full‑year free cash flow guidance to at least $465M — signaling stronger-than-expected cash generation and growth trajectory. PR Newswire: Guidance Update
• Positive Sentiment: Needham raised its price target from $60 to $70 and maintains a Buy rating, providing a fresh analyst lift and signaling upside versus recent levels. TickerReport: Needham Price Target Raise
• Positive Sentiment: Board declared a $0.15 quarterly dividend (payable June 24) and the company returned ~$56.4M to shareholders in Q1 (regular + special dividend, distributions, small buybacks) — demonstrates active capital allocation. PR Newswire: Capital Allocation
• Neutral Sentiment: Full earnings and call transcripts are available for detailed read (management commentary on unit economics, CLEAR1 growth and airport rollouts). Yahoo: Q1 Earnings Transcript Seeking Alpha: Q1 Call Transcript
• Neutral Sentiment: Third‑party coverage confirms the beat and outlook (Zacks, MarketBeat summaries). These reports help validate the quarter but add no new guidance beyond company disclosures. Zacks: Q1 Coverage

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Stifel Nicolaus upped their price target on shares of CLEAR Secure from $38.00 to $51.00 and gave the stock a "hold" rating in a report on Thursday, February 26th. Wells Fargo & Company upped their price target on shares of CLEAR Secure from $29.00 to $33.00 and gave the stock an "underweight" rating in a report on Thursday, February 26th. Weiss Ratings reissued a "hold (c+)" rating on shares of CLEAR Secure in a research note on Friday, May 1st. The Goldman Sachs Group set a $61.00 target price on CLEAR Secure and gave the company a "buy" rating in a research note on Wednesday, February 25th. Finally, Zacks Research raised CLEAR Secure from a "hold" rating to a "strong-buy" rating in a research note on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $55.71.

Insider Buying and Selling

In other news, CAO Dennis W. Liu sold 7,950 shares of the firm's stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $48.57, for a total transaction of $386,131.50. Following the transaction, the chief accounting officer directly owned 10,960 shares of the company's stock, valued at approximately $532,327.20. This trade represents a 42.04% 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, insider Lynn Haaland sold 15,533 shares of the firm's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $45.00, for a total value of $698,985.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 97,488 shares of company stock valued at $4,579,078 over the last three months. 39.73% of the stock is owned by corporate insiders.

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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