CLEAR Secure, Inc. $YOU Shares Sold by JPMorgan Chase & Co.

JPMorgan Chase & Co. trimmed its stake in shares of CLEAR Secure, Inc. (NYSE:YOU) by 8.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,354,080 shares of the company’s stock after selling 125,514 shares during the quarter. JPMorgan Chase & Co.’s holdings in CLEAR Secure were worth $45,199,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of YOU. Royal Bank of Canada raised its holdings in CLEAR Secure by 59.7% during the 1st quarter. Royal Bank of Canada now owns 271,498 shares of the company’s stock worth $7,034,000 after buying an additional 101,476 shares during the period. Amundi increased its position in shares of CLEAR Secure by 62.5% in the first quarter. Amundi now owns 3,743 shares of the company’s stock worth $97,000 after acquiring an additional 1,440 shares in the last quarter. Advisors Asset Management Inc. purchased a new position in shares of CLEAR Secure in the first quarter worth approximately $28,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of CLEAR Secure by 5.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 52,755 shares of the company’s stock valued at $1,367,000 after acquiring an additional 2,801 shares during the period. Finally, NewEdge Advisors LLC lifted its position in shares of CLEAR Secure by 64.7% in the 1st quarter. NewEdge Advisors LLC now owns 4,583 shares of the company’s stock valued at $119,000 after acquiring an additional 1,801 shares in the last quarter. Institutional investors and hedge funds own 73.80% of the company’s stock.

Insider Activity at CLEAR Secure

In other news, insider Lynn Haaland sold 15,532 shares of the stock in a transaction on Friday, December 12th. The shares were sold at an average price of $41.00, for a total transaction of $636,812.00. Following the transaction, the insider owned 15,533 shares in the company, valued at $636,853. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Adam Wiener sold 14,000 shares of CLEAR Secure 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 completion of the sale, the director directly owned 165,634 shares of the company’s stock, valued at approximately $5,797,190. The trade was a 7.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 37,532 shares of company stock worth $1,446,812. Insiders own 39.73% of the company’s stock.

CLEAR Secure News Roundup

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

• Positive Sentiment: Strong Q4 financials — Revenue $240.8M (+16.7% y/y) beat consensus, improved margins and $187.4M free cash flow for the quarter; company also set a full‑year 2026 free‑cash‑flow target of at least $440M. PR Newswire
• Positive Sentiment: Material capital returns — Board raised the regular quarterly dividend to $0.15, declared a special $0.20/share dividend, and added $125M to the share‑repurchase authorization (≈$250.3M remaining), supporting shareholder yield and buyback-driven EPS support. PR Newswire
• Positive Sentiment: Analyst price‑target upgrades — Several firms raised targets/ratings (JPMorgan to $47 OW, Stifel to $51 hold, Telsey to $55 outperform), which can lift sentiment and dealer coverage. Benzinga (JPMorgan) StreetInsider (Stifel) TickerReport (Telsey)
• Neutral Sentiment: Forward guidance — Q1 revenue guidance of $242–245M (slightly above consensus) and bookings guidance show continued top‑line growth but are generally in line with management expectations. PR Newswire
• Neutral Sentiment: EPS vs. expectations — Reported EPS matched the consensus ($0.31), so while revenue and cash flow headlines are strong, earnings were only in line and remain below prior-year levels. Zacks
• Negative Sentiment: Mixed analyst views — Wells Fargo raised its price target to $33 but kept an “underweight” stance, implying significant downside versus the current price; divergent analyst opinions could add volatility. Benzinga (Wells Fargo)

Wall Street Analyst Weigh In

Several equities analysts have weighed in on YOU shares. Zacks Research cut shares of CLEAR Secure from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 10th. JPMorgan Chase & Co. lifted their price target on CLEAR Secure from $42.00 to $47.00 and gave the company an “overweight” rating in a report on Thursday. Stifel Nicolaus upped their price target on CLEAR Secure from $38.00 to $51.00 and gave the company a “hold” rating in a research report on Thursday. Wells Fargo & Company raised their price objective on CLEAR Secure from $29.00 to $33.00 and gave the stock an “underweight” rating in a research report on Thursday. Finally, Wall Street Zen cut CLEAR Secure from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Five analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, CLEAR Secure currently has a consensus rating of “Hold” and an average price target of $49.43.

CLEAR Secure Trading Up 1.3%

Shares of NYSE:YOU opened at $47.13 on Friday. The firm has a market cap of $6.28 billion, a price-to-earnings ratio of 42.08 and a beta of 1.21. CLEAR Secure, Inc. has a 1 year low of $21.94 and a 1 year high of $50.46. The business has a fifty day simple moving average of $34.82 and a 200 day simple moving average of $34.67.

CLEAR Secure (NYSE:YOU) last issued its earnings results on Wednesday, February 25th. The company reported $0.31 earnings per share for the quarter, hitting the consensus estimate of $0.31. The company had revenue of $240.75 million for the quarter, compared to analyst estimates of $235.66 million. CLEAR Secure had a return on equity of 70.08% and a net margin of 12.12%.The business’s revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.91 EPS. On average, sell-side analysts forecast that CLEAR Secure, Inc. will post 0.98 EPS for the current year.

CLEAR Secure Announces Dividend

The firm also recently disclosed a special dividend, which will be paid on Tuesday, March 24th. Investors of record on Tuesday, March 10th will be given a dividend of $0.20 per share. This represents a yield of 129.0%. The ex-dividend date of this dividend is Tuesday, March 10th. CLEAR Secure’s dividend payout ratio (DPR) is presently 30.49%.

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.