Western Union remains a strong buy at 5x forward earnings, offering a 10% dividend yield and aggressive buybacks for a 20% shareholder yield. Q1 EPS miss was driven by transitory factors—vendor incentives, FX losses, and seasonal Travel Money weakness—while management reaffirmed FY '26 EPS guidance of $1.75–1.85. The Intermex acquisition, closing in Q2 '26, should drive H2 growth, stabilize U.S.-LatAm corridors, and deliver $30M in synergies at a 5x EBITDA multiple.
Western Union is looking to stablecoins and merger and acquisition (M&A) activity for growth after a quarter in which revenue was flat due to a decline in the Americas business.
Western Union misses Q1 EPS estimates as margins shrink and income drops, despite steady revenues and strong growth in Branded Digital and Travel Money.
The Western Union Company (WU) Q1 2026 Earnings Call Transcript
The headline numbers for Western Union (WU) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Western Union (WU) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.41 per share a year ago.
Western Union reported lower first-quarter profit and said that its Americas retail business was facing macro headwinds.
Western Union (WU) closed at $9.48 in the latest trading session, marking a +1.94% move from the prior day.
Western Union (WU) concluded the recent trading session at $9.3, signifying a +1.53% move from its prior day's close.
In the closing of the recent trading day, Western Union (WU) stood at $9, denoting a +1.47% move from the preceding trading day.
Western Union trades at a deep discount, with an ~11% dividend yield and an adjusted P/E of ~5x, despite robust core operations. Cost-saving initiatives in Q4 maintained the firm's 20% margins, offsetting a 5% revenue decline resulting from U.S. immigration policy. Growth in Europe and CIS revenue (+5.8% in Q4) and resilient Middle East flows for Q1 will mitigate U.S. immigration policy impacts.
In the closing of the recent trading day, Western Union (WU) stood at $8.46, denoting a -3.09% move from the preceding trading day.