CLEAR Secure (NYSE:YOU) Reaches New 1-Year High After Dividend Announcement

CLEAR Secure, Inc. (NYSE:YOU)’s stock price reached a new 52-week high on Thursday after the company announced a dividend. The stock traded as high as $46.63 and last traded at $46.5150, with a volume of 9445281 shares traded. The stock had previously closed at $33.47.

The newly announced dividend which will be paid on Tuesday, March 24th. Stockholders of record on Tuesday, March 10th will be paid a $0.20 dividend. The ex-dividend date is Tuesday, March 10th. CLEAR Secure’s dividend payout ratio is presently 30.49%.

Analyst Upgrades and Downgrades

YOU has been the topic of a number of recent analyst reports. Zacks Research lowered shares of CLEAR Secure from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 10th. Telsey Advisory Group restated an “outperform” rating and issued a $45.00 target price on shares of CLEAR Secure in a research note on Wednesday, February 18th. The Goldman Sachs Group set a $61.00 target price on CLEAR Secure and gave the company a “buy” rating in a report on Wednesday. Wells Fargo & Company boosted their price target on shares of CLEAR Secure from $25.00 to $29.00 and gave the stock an “underweight” rating in a report on Friday, November 7th. Finally, Weiss Ratings lowered shares of CLEAR Secure from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 3rd. Five analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $43.71.

CLEAR Secure Stock Up 39.0%

The company has a market capitalization of $6.19 billion, a PE ratio of 28.36 and a beta of 1.21. The company has a 50-day moving average price of $34.65 and a two-hundred day moving average price of $34.58.

CLEAR Secure (NYSE:YOU) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $0.31 EPS for the quarter, meeting the consensus estimate of $0.31. The company had revenue of $240.75 million during the quarter, compared to analysts’ expectations of $235.66 million. CLEAR Secure had a net margin of 20.97% and a return on equity of 119.82%. CLEAR Secure’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.91 earnings per share. As a group, equities analysts anticipate that CLEAR Secure, Inc. will post 0.98 EPS for the current fiscal year.

Key Headlines Impacting CLEAR Secure

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

• Positive Sentiment: Board declared an increased quarterly cash dividend of $0.15 and a special cash dividend of $0.20, payable Mar. 24 to holders of record Mar. 10 — a direct cash return that supports the stock. PR: 4Q & Full‑Year 2025 Results
• Positive Sentiment: Board authorized an additional $125M to the share repurchase program (total remaining ~ $250.3M), increasing buyback capacity and supporting EPS/share over time. PR: 4Q & Full‑Year 2025 Results
• Positive Sentiment: Q4 revenue of $240.8M beat consensus (~$235.7M), bookings re‑accelerated (+25.4%), operating income and margins expanded, and the company generated strong free cash flow (Q4 FCF $187.4M; FY FCF $343.1M) — fundamentals that justify higher valuation multiple. PR: 4Q & Full‑Year 2025 Results
• Positive Sentiment: Management set a full‑year 2026 free‑cash‑flow target of at least $440M and reiterated expanded partnerships and enterprise momentum (CLEAR1), which investors view as meaningful upside to cash generation. Seeking Alpha: $440M FCF Target
• Neutral Sentiment: Q1 2026 revenue guidance was updated to $242–245M (midpoint above street consensus ~$238.6M), providing modestly positive near‑term topline visibility while EPS guidance was not specified. PR: 4Q & Full‑Year 2025 Results
• Neutral Sentiment: Quarterly EPS of $0.31 met consensus but declined substantially versus $0.91 a year ago; the print removes near‑term surprise risk but underscores the year‑over‑year earnings drop. Zacks: Q4 Earnings Meet Estimates
• Negative Sentiment: Year‑over‑year EPS decline is a potential concern for longer‑term earnings power and could create volatility if future margin expansion or revenue growth slows; investors will watch guidance cadence and margin conversion closely. PR: 4Q & Full‑Year 2025 Results

Insider Buying and Selling

In other news, Director Adam Wiener sold 14,000 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $35.00, for a total transaction of $490,000.00. Following the sale, the director owned 165,634 shares in the company, valued at approximately $5,797,190. This trade represents a 7.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Lynn Haaland sold 15,532 shares of the company’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $41.00, for a total transaction of $636,812.00. Following the completion of the transaction, the insider owned 15,533 shares of the company’s stock, valued at $636,853. This trade represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,532 shares of company stock worth $1,446,812 over the last ninety days. 39.73% of the stock is currently owned by insiders.

Hedge Funds Weigh In On CLEAR Secure

A number of large investors have recently modified their holdings of the company. Geneos Wealth Management Inc. boosted its stake in 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 buying an additional 748 shares in the last quarter. Advisors Asset Management Inc. bought a new position in shares of CLEAR Secure during the 1st quarter valued at $28,000. Caitong International Asset Management Co. Ltd raised its position in CLEAR Secure by 249.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 867 shares of the company’s stock worth $30,000 after purchasing an additional 619 shares during the period. Allworth Financial LP lifted its stake in CLEAR Secure by 118.8% in the fourth quarter. Allworth Financial LP now owns 1,022 shares of the company’s stock worth $36,000 after purchasing an additional 555 shares during the last quarter. Finally, First Horizon Advisors Inc. lifted its stake in CLEAR Secure by 22.4% in the second quarter. First Horizon Advisors Inc. now owns 1,804 shares of the company’s stock worth $50,000 after purchasing an additional 330 shares during the last quarter. 73.80% of the stock is owned by hedge funds and other institutional investors.

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.