Clear Secure CEO Sells Shares as Analysts Update Price Targets

Caryn Seidman Becker, the Chief Executive Officer of Clear Secure, Inc. (NYSE:YOU), sold 34,309 shares of the company on June 26, 2026. This transaction was not part of a pre-arranged trading plan, according to the filing.

Insider Buying and Selling at Clear Secure, Inc.

On June 26, 2026, Clear Secure's CEO, Caryn Seidman Becker, sold 34,309 shares. This sale was not part of a Rule 10b5-1 trading plan, indicating it was an unplanned transaction. The average sale price and total value of the transaction were not disclosed.

Other Institutional Activity in Clear Secure

BlackRock, Inc. increased its stake in Clear Secure by 377,963 shares, bringing its total to 15,122,080 shares valued at approximately $732.1 million, a 2.6% increase. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions in the company, holding 7,117,017 and 4,005,646 shares respectively. State Street Corp added 95,598 shares, resulting in a total of 3,407,833 shares valued at about $165.0 million, marking a 2.9% increase. Conversely, Renaissance Technologies LLC reduced its holdings by 289,700 shares, now holding 3,352,717 shares worth $162.3 million, an 8.0% decrease.

Clear Secure, Inc. Stock Up 29.0%

On Saturday, shares of Clear Secure, Inc. (NYSE:YOU) traded near $53.18. The company boasts a market cap of $5.36 billion, with a P/E ratio of 42.54 and a forward P/E of 19.95, indicating investor expectations for growth. The stock has a beta of 1.059, reflecting moderate volatility. Over the past year, the stock has ranged from a low of $27.23 to a high of $62.73, with a 50-day moving average of $55.52 and a 200-day moving average of $42.10.

Recent Earnings

Clear Secure reported revenues of approximately $942.4 million with a growth rate of 19.7%. The company achieved a net margin of 13.0% and a return on equity of 109.5%. The earnings per share stood at $1.25. Investors can look forward to the next earnings report on May 6, 2026.

Dividend

Clear Secure offers an annual dividend rate of $0.60, yielding 1.13%. The dividend payout ratio is 42%, indicating a balanced approach between rewarding shareholders and retaining earnings for growth.

Analysts Set New Price Targets

On May 7, 2026, Wells Fargo maintained a sell rating on Clear Secure with a price target of $40. On the same day, DA Davidson downgraded the stock to a hold with a target of $60. Meanwhile, Needham maintained its buy rating with a $70 target on May 6, 2026. The consensus among analysts is a buy rating, with a mean price target of $62 based on seven analyst opinions.

About Clear Secure, Inc.

Clear Secure, Inc. operates a secure identity platform under the CLEAR brand, primarily in the U.S. The company provides a multi-layered infrastructure for identity verification and offers services like CLEAR Plus and the CLEAR mobile app for smoother airport security experiences. Based in New York, Clear Secure also collaborates with partners like Samsung to expand its digital ID solutions.

Bottom Line

Caryn Seidman Becker's recent sale of Clear Secure shares comes as the company continues to show solid earnings growth and receives mixed analyst ratings. Investors keep a close eye on insider transactions for potential insights into management's outlook. Remember, 13F filings and insider reports are backward-looking and may not reflect current positions.