Q1 EPS Estimates for CLEAR Secure Boosted by Analyst

Key Points

• Telsey Advisory Group has raised its Q1 2026 earnings estimates for CLEAR Secure to $0.31 per share, up from $0.29, and maintains an "Outperform" rating with a $37 target price.
• CLEAR Secure's latest quarterly earnings report revealed an EPS of $0.26, surpassing analyst expectations of $0.23, alongside a revenue of $219.47 million, which also exceeded forecasts.
• The company declared a quarterly dividend of $0.125 per share, representing a 1.6% yield with a payout ratio of 31.25%, scheduled for payment on September 17th.

CLEAR Secure, Inc. (NYSE:YOU - Free Report) - Investment analysts at Telsey Advisory Group boosted their Q1 2026 earnings estimates for shares of CLEAR Secure in a research report issued to clients and investors on Wednesday, August 6th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $0.31 per share for the quarter, up from their prior estimate of $0.29. Telsey Advisory Group currently has a "Outperform" rating and a $37.00 target price on the stock. The consensus estimate for CLEAR Secure's current full-year earnings is $0.98 per share. Telsey Advisory Group also issued estimates for CLEAR Secure's Q2 2026 earnings at $0.33 EPS, Q3 2026 earnings at $0.31 EPS and Q4 2026 earnings at $0.33 EPS.

YOU has been the topic of several other reports. Wall Street Zen downgraded shares of CLEAR Secure from a "buy" rating to a "hold" rating in a research note on Sunday, July 13th. Wells Fargo & Company upped their target price on shares of CLEAR Secure from $23.00 to $25.00 and gave the stock an "underweight" rating in a research note on Wednesday, August 6th. 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. Finally, 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. One research analyst has rated the stock with a sell rating, three have assigned a hold rating and three have issued a buy rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $33.00.

CLEAR Secure Stock Up 0.1%

Shares of YOU opened at $31.97 on Monday. CLEAR Secure has a fifty-two week low of $21.67 and a fifty-two week high of $38.88. The firm's 50 day moving average price is $28.10 and its 200 day moving average price is $25.99. The company has a market cap of $4.25 billion, a P/E ratio of 19.98 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. The business had revenue of $219.47 million for the quarter, compared to the consensus estimate of $214.90 million. CLEAR Secure had a net margin of 21.17% and a return on equity of 122.69%. The business's revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the firm earned $0.34 EPS.

Institutional Trading of CLEAR Secure

A number of large investors have recently bought and sold shares of the business. Geneos Wealth Management Inc. boosted 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 valued at $25,000 after acquiring an additional 748 shares in the last quarter. Harbor Investment Advisory LLC acquired a new stake in CLEAR Secure in the first quarter valued at about $27,000. Advisors Asset Management Inc. purchased a new stake in CLEAR Secure in the 1st quarter valued at approximately $28,000. Fifth Third Bancorp increased its position in CLEAR Secure by 217.0% during the 1st quarter. Fifth Third Bancorp now owns 1,116 shares of the company's stock worth $29,000 after purchasing an additional 764 shares during the period. Finally, First Horizon Advisors Inc. raised its stake in shares of CLEAR Secure by 72.0% during the 1st 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. Institutional investors and hedge funds own 73.80% of the company's stock.

Insider Buying and Selling at CLEAR Secure

In related news, Director Adam Wiener sold 5,000 shares of the stock in a transaction on Thursday, July 17th. The shares were sold at an average price of $30.00, for a total transaction of $150,000.00. Following the completion of the sale, the director owned 207,634 shares in the company, valued at $6,229,020. This represents a 2.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Dennis W. Liu sold 5,000 shares of the 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 sale, the chief accounting officer owned 13,923 shares of the company's stock, valued at approximately $467,812.80. This represents a 26.42% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 990,964 shares of company stock worth $25,212,499 in the last quarter. 39.73% of the stock is currently owned by company insiders.

CLEAR Secure Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 17th. Investors of record on Wednesday, September 10th will be paid 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 1.6%. CLEAR Secure's dividend payout ratio is currently 31.25%.

About CLEAR Secure

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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