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).
Western Union is acquiring money transfer service International Money Express (Intermex) for $500 million. The deal is designed to bolster Western Union's retail business in the U.S. while helping it speed digital customer acquisition, the company said in a Sunday (Aug. 10) news release.
Western Union is joining forces with two African FinTechs to provide international money transfer services. The collaboration, announced Wednesday (July 30), will see Western Union work with Zambia's Zoona Transactions and its parent company Chipper Cash, letting customers in Zambia send and receive money around the world.
WU slides 4% after Q2 earnings and revenues miss estimates and full-year guidance is lowered.