The Western Union Company $WU is Discerene Group LP’s 4th Largest Position

Discerene Group LP lessened its stake in The Western Union Company (NYSE:WU) by 15.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,807,178 shares of the credit services provider’s stock after selling 1,559,380 shares during the quarter. Western Union makes up approximately 6.0% of Discerene Group LP’s portfolio, making the stock its 4th biggest holding. Discerene Group LP’s holdings in Western Union were worth $70,369,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of WU. Charles Schwab Investment Management Inc. increased its position in Western Union by 0.4% in the second quarter. Charles Schwab Investment Management Inc. now owns 13,275,287 shares of the credit services provider’s stock worth $111,778,000 after buying an additional 58,070 shares during the last quarter. Schroder Investment Management Group lifted its position in shares of Western Union by 48.5% during the 2nd quarter. Schroder Investment Management Group now owns 13,240,037 shares of the credit services provider’s stock valued at $111,481,000 after buying an additional 4,321,604 shares during the last quarter. Allianz Asset Management GmbH lifted its position in shares of Western Union by 51.1% during the 3rd quarter. Allianz Asset Management GmbH now owns 6,329,626 shares of the credit services provider’s stock valued at $50,574,000 after buying an additional 2,140,167 shares during the last quarter. Qube Research & Technologies Ltd grew its stake 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. Finally, Ameriprise Financial Inc. grew its stake in shares of Western Union by 50.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 4,127,557 shares of the credit services provider’s stock worth $34,744,000 after acquiring an additional 1,380,615 shares during the period. Hedge funds and other institutional investors own 91.81% of the company’s stock.

Western Union Stock Up 0.6%

Shares of NYSE:WU opened at $9.76 on Friday. The firm has a fifty day moving average price of $9.53 and a two-hundred day moving average price of $8.98. The company has a market cap of $3.06 billion, a price-to-earnings ratio of 6.42, a PEG ratio of 1.90 and a beta of 0.51. The company has a debt-to-equity ratio of 3.00, a current ratio of 1.19 and a quick ratio of 1.19. The Western Union Company has a one year low of $7.85 and a one year high of $11.94.

Western Union (NYSE:WU) last released its quarterly earnings results on Friday, February 20th. The credit services provider reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.43 by $0.02. The firm had revenue of $1 billion for the quarter, compared to analysts’ expectations of $1.04 billion. Western Union had a net margin of 12.33% and a return on equity of 62.01%. The business’s quarterly revenue was down 4.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.40 earnings per share. Western Union has set its FY 2026 guidance at 1.750-1.850 EPS. Analysts anticipate that The Western Union Company will post 1.79 EPS for the current fiscal year.

Western Union Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th will be issued a $0.235 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.94 annualized dividend and a dividend yield of 9.6%. Western Union’s dividend payout ratio (DPR) is presently 61.84%.

Trending Headlines about Western Union

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

• Positive Sentiment: Western Union announced a partnership with Crossmint to support the rollout of USDPT, a U.S.-dollar stablecoin issued on the Solana blockchain. Management says the effort will connect digital wallets and the new Digital Asset Network to Western Union’s global payout footprint (360,000+ locations), potentially speeding cross-border flows and opening new revenue channels from tokenized payments and crypto rails. Western Union, Crossmint partner for rollout of USDPT stablecoin
• Neutral Sentiment: Zacks Research issued a batch of EPS estimate changes for WU: modest upgrades to several quarters and FY2026 (e.g., FY2026 raised to $1.79) and upward revisions for some later quarters, signaling slightly better medium-term earnings visibility. These moves support a cautiously constructive view but are incremental rather than transformational. Western Union (WU) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: At the same time Zacks trimmed a few near-term estimates (notably Q1 2026 and parts of FY2027), which highlights some lingering uncertainty about short-term growth and could cap upside until the company demonstrates stablecoin monetization or improved revenue momentum. These cuts are small but may feed short-term profit-taking. Analyst revisions: mixed upgrades and downgrades
• Neutral Sentiment: Industry commentary notes potential spillover effects to Solana (SOL) market dynamics from Western Union’s stablecoin — interesting for crypto-linked narratives but not an immediate revenue guarantee for WU. Investors should weigh macro crypto volatility and regulatory risks. Solana Price Outlook: Can Western Union’s Stablecoin Push SOL Higher?

Analysts Set New Price Targets

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