The Western Union Company (WU) Presents at UBS Global Technology and AI Conference 2025 Transcript
WU offers a compelling value opportunity, trading at record-low multiples, with its core business in decline and digital disruption. European retail revitalization and digital growth offset steeper declines elsewhere; management aims to replicate this success in North America via localized pricing and innovation. My DCF model suggests WU is 73% undervalued, with a large margin of safety, robust dividend yield, and significant insider buying.
The Western Union Company ( WU ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 9:40 AM EST Company Participants Devin McGranahan - President, CEO & Director Conference Call Participants Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Presentation Tien-Tsin Huang JPMorgan Chase & Co, Research Division All right.
Western Union is transforming into a digital-first payments company, with strong Q3'25 results and momentum in digital and Consumer Services segments. Western Union offers a compelling 21% shareholder yield (11% dividend, 10% buybacks), trades at just 5x earnings, and maintains a fortress balance sheet with investment-grade credit. Growth is driven by branded digital expansion, Consumer Services, and the Intermex acquisition, despite headwinds in the U.S.-Mexico corridor and integration risks.
The Western Union Company ( WU ) Analyst/Investor Day November 6, 2025 1:00 PM EST Company Participants Tom Hadley - Head of Investor Relations Devin McGranahan - President, CEO & Director Bob Rupczynski - Chief Marketing Officer Giovanni Angelini - President of Europe, Africa & MEPA Massimiliano Alvisini Sofia Graniello - Senior Vice President of U.S. Consumer Services Benjamin Hawksworth - Chief Operating Officer Matthew Cagwin - Executive VP & CFO Conference Call Participants Kartik Mehta - Northcoast Research Partners, LLC Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Presentation Tom Hadley Head of Investor Relations Good afternoon. My name is Tom Hadley, Vice President, Corporate Development and Investor Relations.
The Western Union Company (NYSE:WU ) Q3 2025 Earnings Call October 23, 2025 4:30 PM EDT Company Participants Tom Hadley - Head of Investor Relations Devin McGranahan - President, CEO & Director Matthew Cagwin - Executive VP & CFO Conference Call Participants Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Darrin Peller - Wolfe Research, LLC William Nance - Goldman Sachs Group, Inc., Research Division James Faucette - Morgan Stanley, Research Division Timothy Chiodo - UBS Investment Bank, Research Division Rayna Kumar - Oppenheimer & Co. Inc., Research Division Christopher Svensson - Deutsche Bank AG, Research Division Cristopher Kennedy - William Blair & Company L.L.C., Research Division James Friedman - Susquehanna Financial Group, LLLP, Research Division Kartik Mehta - Northcoast Research Partners, LLC Zachary Gunn - Financial Technology Partners LP Presentation Operator Good day, and welcome to the Western Union Third Quarter 2025 Results Conference Call.
While the top- and bottom-line numbers for Western Union (WU) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Western Union (WU) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.46 per share a year ago.
Western Union (WU) closed at $8.14 in the latest trading session, marking a +2.65% move from the prior day.
In the closing of the recent trading day, Western Union (WU) stood at $8.67, denoting a +1.88% move from the preceding trading day.
WU launches WhatsApp money transfers in Peru, aiming to boost digital growth and expand its global remittance reach.
Western Union is reportedly considering the launch of its own dollar-backed stablecoin. The remittance company is facing competition from a growing swath of cryptocurrency-centered money movement operations, Bloomberg reported Tuesday (Aug. 12).