WU continues to witness significant growth in Consumer Services. However, a fall in Consumer Money Transfer revenues impacts revenue growth.
A reduction in migration across Latin America led to slower growth in the remittances business at Western Union in the first quarter.
Western Union's share price has fallen by a quarter since I last covered the company, with little change in the quality of the core business. The company now offers a bargain forward P/E of 5.5x and a dividend yield of around 10%, despite a high probability of long-term profitability, in my view. Western Union's business operations have offered positive developments, including the introduction of the Western Union Media Network, which will hopefully generate further value for shareholders.
The Western Union Company (NYSE:WU ) Q1 2025 Earnings Conference Call April 23, 2025 4:30 PM ET Company Participants Tom Hadley - Vice President, Investor Relations Devin McGranahan - President and Chief Executive Officer Matt Cagwin - Chief Financial Officer Conference Call Participants William Nance - Goldman Sachs Tien-Tsin Huang - JPMorgan Darrin Peller - Wolfe Research Ramsey El-Assal - Barclays Capital Inc. Timothy Chiodo - UBS Jason Kupferberg - Bank of America Bryan Keane - Deutsche Bank Andrew Schmidt - Citi Cristopher Kennedy - William Blair Operator Good day, and welcome to the Western Union First Quarter 2025 Results Conference Call. All participants will be in listen-only mode.
Although the revenue and EPS for Western Union (WU) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Western Union (WU) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.45 per share a year ago.
Beyond analysts' top -and-bottom-line estimates for Western Union (WU), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Western Union (WU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Western Union's stock is undervalued, offering a compelling risk-to-reward ratio with a nearly 9% dividend yield, despite fintech competition and declining revenue growth. The company's extensive physical network and cash-based operations ensure its relevance, especially in regions with low banking access and high trust in legacy services. Digital competitors like Wise and Remitly face challenges in sustaining growth and penetrating Western Union's strong physical presence and established customer trust.
WU collaborates with HCLTech to transition to an AI-powered platform operating model.
Western Union (WU) concluded the recent trading session at $10.49, signifying a -1.41% move from its prior day's close.
Western Union launched an artificial intelligence-focused partnership with India's HCLTech. The collaboration will see Western Union employ HCLTech's AI solutions to move to a âplatform operating model,â which will offer greater agility and scalability, according to a Monday (March 24) press release.