Western Union (NYSE:WU – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.250-1.350 for the period, compared to the consensus EPS estimate of 1.750. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.3 billion.
Analyst Upgrades and Downgrades
A number of equities research analysts recently issued reports on WU shares. JPMorgan Chase & Co. decreased their price objective on shares of Western Union from $9.00 to $8.00 and set an “underweight” rating for the company in a report on Monday, July 13th. Citigroup reduced their price target on Western Union from $9.50 to $8.50 and set a “neutral” rating for the company in a research report on Friday, July 17th. Cantor Fitzgerald decreased their price target on Western Union from $9.00 to $8.00 and set an “underweight” rating for the company in a research note on Wednesday, July 22nd. Weiss Ratings lowered Western Union from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, June 5th. Finally, Barclays started coverage on Western Union in a research note on Tuesday, July 7th. They issued an “underweight” rating and a $7.00 price objective on the stock. Five equities research analysts have rated the stock with a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Reduce” and an average price target of $8.64.
Get Our Latest Stock Report on Western Union
Western Union Stock Performance
Western Union (NYSE:WU – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The credit services provider reported $0.31 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.12). The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $1.02 billion. Western Union had a net margin of 10.88% and a return on equity of 55.94%. The firm’s revenue was down 1.3% on a year-over-year basis. During the same quarter last year, the company earned $0.37 earnings per share. Western Union has set its FY 2026 guidance at 1.250-1.350 EPS. Analysts expect that Western Union will post 1.74 EPS for the current year.
Western Union Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Tuesday, June 16th were given a dividend of $0.235 per share. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $0.94 dividend on an annualized basis and a yield of 12.2%. Western Union’s payout ratio is 69.12%.
Insider Buying and Selling
In other Western Union news, insider Benjamin Carlton Adams sold 19,924 shares of the stock in a transaction on Friday, May 1st. The shares were sold at an average price of $9.23, for a total value of $183,898.52. Following the completion of the sale, the insider directly owned 234,689 shares of the company’s stock, valued at $2,166,179.47. This represents a 7.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 3.29% of the stock is currently owned by insiders.
More Western Union News
Here are the key news stories impacting Western Union this week:
- Positive Sentiment: Consumer Services revenue increased 4% to $147.1 million, while Branded Digital revenue grew 7% and transactions rose 25%. Management also said it remains engaged with regulators regarding its planned Intermex acquisition, which could provide longer-term strategic benefits. Western Union Reports Second Quarter 2026 Results
- Neutral Sentiment: Quarterly revenue was approximately $1.01 billion, down about 1% year over year and slightly below the $1.02 billion analyst consensus. Consumer Money Transfer revenue fell 2% to $866.1 million, primarily reflecting weakness in the Americas retail business. Compared to Estimates, Western Union Q2 Earnings
- Negative Sentiment: Reported quarterly EPS of $0.31 missed the $0.43 consensus estimate and declined from $0.37 a year earlier. Another release identified GAAP diluted EPS of $0.24, down from $0.37, while net income fell 37% to $76.7 million and operating margin contracted to 13% from 19%. Western Union Lags Q2 Earnings Estimates
- Negative Sentiment: Western Union reduced its FY 2026 adjusted EPS outlook to $1.25-$1.35, well below the approximately $1.75 analyst consensus. Revenue guidance of $4.2-$4.3 billion was broadly in line with expectations, but the earnings reset is likely the primary catalyst for the stock’s decline.
- Negative Sentiment: Recent insider activity reported four sales and no purchases over six months, adding to cautious sentiment, although the transactions are not necessarily related to the quarterly results.
Institutional Trading of Western Union
A number of hedge funds have recently modified their holdings of the company. Goldman Sachs Group Inc. raised its stake in shares of Western Union by 401.4% in the fourth quarter. Goldman Sachs Group Inc. now owns 7,604,026 shares of the credit services provider’s stock valued at $70,793,000 after purchasing an additional 6,087,613 shares in the last quarter. Qube Research & Technologies Ltd lifted its holdings in shares of Western Union by 821.1% during the 2nd quarter. Qube Research & Technologies Ltd now owns 4,170,343 shares of the credit services provider’s stock worth $35,114,000 after acquiring an additional 3,717,589 shares during the period. Marshall Wace LLP boosted its position in shares of Western Union by 3,370.2% during the 4th quarter. Marshall Wace LLP now owns 3,740,849 shares of the credit services provider’s stock valued at $34,827,000 after acquiring an additional 3,633,049 shares in the last quarter. UBS Group AG increased its stake in Western Union by 128.4% in the third quarter. UBS Group AG now owns 4,900,542 shares of the credit services provider’s stock valued at $39,155,000 after acquiring an additional 2,754,827 shares during the period. Finally, Morgan Stanley raised its position in Western Union by 44.6% in the fourth quarter. Morgan Stanley now owns 8,648,431 shares of the credit services provider’s stock worth $80,517,000 after purchasing an additional 2,666,265 shares in the last quarter. Institutional investors own 91.81% of the company’s stock.
About Western Union
Western Union Company (NYSE: WU) is a global leader in cross-border, cross-currency money movement and payments. The company enables individuals and businesses to send and receive money through a variety of channels, including its vast agent network, online platforms, and mobile applications. Core services include person-to-person money transfers, business-to-business cross-border payments, bill payment services and prepaid card programs.
Through its digital offerings, Western Union provides customers with the ability to initiate transfers via its website and mobile app, as well as track transactions in real time.
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