Brickwood Asset Management LLP Buys 450,428 Shares of The Western Union Company $WU

Brickwood Asset Management LLP grew its stake in shares of The Western Union Company (NYSE:WU) by 13.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,804,124 shares of the credit services provider’s stock after buying an additional 450,428 shares during the period. Western Union accounts for 23.0% of Brickwood Asset Management LLP’s investment portfolio, making the stock its biggest position. Brickwood Asset Management LLP owned approximately 1.20% of Western Union worth $30,395,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. PARK CIRCLE Co purchased a new stake in Western Union during the 3rd quarter worth about $823,000. JPMorgan Chase & Co. grew its holdings in shares of Western Union by 5.5% during the third quarter. JPMorgan Chase & Co. now owns 782,266 shares of the credit services provider’s stock worth $6,250,000 after buying an additional 40,444 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in shares of Western Union in the third quarter valued at approximately $133,000. Baader Bank Aktiengesellschaft purchased a new position in shares of Western Union during the third quarter valued at approximately $92,000. Finally, Bryce Point Capital LLC boosted its position in Western Union by 304.1% during the third quarter. Bryce Point Capital LLC now owns 66,486 shares of the credit services provider’s stock worth $531,000 after acquiring an additional 50,032 shares during the last quarter. 91.81% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Western Union

Here are the key news stories impacting Western Union this week:

• Positive Sentiment: Q4 adjusted EPS beat estimates — WU reported $0.45 EPS vs. consensus $0.43, helped by lower costs and margin improvements. This supports near-term earnings resilience. Western Union (WU) Surpasses Q4 Earnings Estimates
• Positive Sentiment: Company raised FY‑26 revenue target — Western Union provided revenue guidance of $4.2–$4.4B, above some Street estimates, signalling management expects recovery in some businesses. Western Union Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: High dividend/income thesis highlighted — Commentary pieces point to an attractive ~10% yield and a strategic push toward digital, which may appeal to income-focused investors if the transition continues. Western Union: Attractive 10% Yield From A Remittance Giant Going Digital
• Neutral Sentiment: Full Q4 call / transcript available — Management discussed drivers (digital growth, cost controls) and regional dynamics; read the full transcript for commentary that could change near‑term sentiment. The Western Union Company (WU) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Company filings and slide deck posted — Official press release and slides provide detail on one‑time items (GAAP vs adjusted) that explain the gap between adjusted EPS and GAAP figures. View Press Release / Slide Deck
• Negative Sentiment: Revenue missed estimates — Q4 revenue was ~$1.008B vs. Street ~$1.045B and declined roughly 4.7–5% YoY, a primary reason the stock sold off despite the EPS beat. What’s Going On With Western Union Stock Today?
• Negative Sentiment: Core Consumer Money Transfer business weakening — The legacy retail remittance segment fell (reported ~7% decline), underscoring competitive pressure from digital rivals and raising questions about sustainability of revenue. Does Western Union’s Earnings Beat Mean Its Transition Is Working?
• Negative Sentiment: Stock sold off on mixed print — Multiple market reports note shares fell on the quarter because the revenue miss and segment weakness outweighed the EPS beat and yield story for many investors. Western Union Stock Drops Amid Q4 Results

Western Union Price Performance

WU stock opened at $9.25 on Friday. The company has a market cap of $2.94 billion, a PE ratio of 4.04, a price-to-earnings-growth ratio of 3.03 and a beta of 0.52. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 2.80. The stock has a 50-day moving average price of $9.51 and a two-hundred day moving average price of $8.88. The Western Union Company has a 12-month low of $7.85 and a 12-month high of $11.94.

Western Union (NYSE:WU) last released its quarterly earnings data on Friday, February 20th. The credit services provider reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.43 by $0.02. The business had revenue of $1 billion for the quarter, compared to analyst estimates of $1.04 billion. Western Union had a return on equity of 60.85% and a net margin of 18.80%.The company’s revenue was down 4.7% compared to the same quarter last year. During the same period in the previous year, the company posted $0.40 EPS. Western Union has set its FY 2026 guidance at 1.750-1.850 EPS. As a group, research analysts predict that The Western Union Company will post 1.79 EPS for the current year.

Western Union Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be given a dividend of $0.235 per share. This represents a $0.94 dividend on an annualized basis and a yield of 10.2%. The ex-dividend date of this dividend is Tuesday, March 17th. Western Union’s dividend payout ratio is 41.05%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on WU shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of Western Union in a report on Wednesday, January 21st. UBS Group upped their target price on Western Union from $8.50 to $9.00 and gave the company a “neutral” rating in a research note on Monday, November 10th. Keefe, Bruyette & Woods raised their price target on Western Union from $9.00 to $10.00 and gave the stock a “market perform” rating in a research note on Friday, January 2nd. Susquehanna lifted their price target on Western Union from $9.00 to $10.00 and gave the company a “neutral” rating in a report on Monday, November 10th. Finally, Cantor Fitzgerald upgraded shares of Western Union to a “strong sell” rating in a report on Tuesday, January 27th. Ten analysts have rated the stock with a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Reduce” and a consensus price target of $8.82.

Western Union Profile

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.