1834 Investment Advisors Co. Lowers Stock Holdings in The Western Union Company $WU

1834 Investment Advisors Co. lowered its position in shares of The Western Union Company (NYSE:WU) by 12.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 485,748 shares of the credit services provider’s stock after selling 66,912 shares during the period. 1834 Investment Advisors Co. owned about 0.15% of Western Union worth $4,522,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. UBS Group AG lifted its position in Western Union by 4.8% in the 4th quarter. UBS Group AG now owns 5,135,424 shares of the credit services provider’s stock worth $47,811,000 after buying an additional 234,882 shares during the last quarter. Vanguard Group Inc. raised its stake in shares of Western Union by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 34,471,400 shares of the credit services provider’s stock worth $320,929,000 after acquiring an additional 1,171,810 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH raised its stake in shares of Western Union by 31.2% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 479,788 shares of the credit services provider’s stock worth $4,466,000 after acquiring an additional 114,035 shares in the last quarter. Salomon & Ludwin LLC lifted its holdings in shares of Western Union by 1,546.5% in the 4th quarter. Salomon & Ludwin LLC now owns 3,326 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 3,124 shares during the last quarter. Finally, WealthCollab LLC boosted its stake in shares of Western Union by 64.5% in the 4th quarter. WealthCollab LLC now owns 4,153 shares of the credit services provider’s stock valued at $39,000 after purchasing an additional 1,629 shares in the last quarter. 91.81% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Western Union

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

• Positive Sentiment: Management announced a push into Travel Money with a $150M revenue target and plans to launch a USD-pegged token (USDPT) next month — potential new revenue streams and digital expansion that could help growth over time. Western Union reaffirms 2026 EPS of $1.75-$1.85 while targeting $150M Travel Money revenue and launching USDPT next month
• Positive Sentiment: Insider buying was reported (company executive purchased shares), which some investors view as a signal of management confidence. Western Union slides as Q1 earnings fall sharply despite flat revenue and reaffirmed outlook
• Neutral Sentiment: The company reaffirmed FY2026 guidance of $1.75–$1.85 adjusted EPS and revenue guidance in the ~$4.2B–$4.4B range — guidance in line with street expectations but dependent on the expected Intermex acquisition closing. Western Union reaffirms 2026 EPS of $1.75-$1.85 while targeting $150M Travel Money revenue and launching USDPT next month
• Neutral Sentiment: Q1 GAAP revenue was essentially flat year‑over‑year (roughly $980–983M reported), with growth in Consumer Services and Branded Digital offset by weakness in Americas retail. Western Union Reports First Quarter 2026 Results
• Negative Sentiment: Q1 EPS missed expectations — reported $0.25 vs. consensus ~ $0.40–$0.45 — and adjusted EPS declined materially from last year, prompting investor concern about near-term profitability. Western Union Stock Slides After Q1 EPS Miss Despite Revenue Beat
• Negative Sentiment: Operating margin compressed (to roughly mid‑teens vs. high‑teens prior year) due to weaker fixed‑cost coverage at owned locations, timing of vendor incentives, higher commissions for new agents and FX impacts — margin pressure is the main driver of the earnings shortfall. Western Union slides as Q1 earnings fall sharply despite flat revenue and reaffirmed outlook

Wall Street Analysts Forecast Growth

WU has been the subject of several recent research reports. Weiss Ratings reissued a “hold (c-)” rating on shares of Western Union in a research note on Wednesday, January 21st. Keefe, Bruyette & Woods raised their price objective on Western Union from $9.00 to $10.00 and gave the company a “market perform” rating in a research note on Friday, January 2nd. Finally, Cantor Fitzgerald upgraded Western Union to a “strong sell” rating in a report on Tuesday, January 27th. Nine investment analysts have rated the stock with a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat.com, Western Union currently has a consensus rating of “Reduce” and a consensus price target of $8.82.

Western Union Stock Performance

Shares of NYSE:WU opened at $8.93 on Monday. The company has a market cap of $2.80 billion, a price-to-earnings ratio of 6.56, a price-to-earnings-growth ratio of 1.75 and a beta of 0.50. The company has a 50-day moving average price of $9.27 and a 200-day moving average price of $9.18. The company has a current ratio of 1.11, a quick ratio of 1.19 and a debt-to-equity ratio of 2.88. The Western Union Company has a 12 month low of $7.85 and a 12 month high of $10.36.

Western Union (NYSE:WU) last posted its earnings results on Friday, April 24th. The credit services provider reported $0.25 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.40 by ($0.15). Western Union had a return on equity of 55.94% and a net margin of 10.88%.The business had revenue of $963.50 million during the quarter, compared to the consensus estimate of $1.06 billion. During the same period in the previous year, the business earned $0.41 earnings per share. The firm’s revenue for the quarter was down .1% compared to the same quarter last year. Western Union has set its FY 2026 guidance at 1.750-1.850 EPS. As a group, equities analysts anticipate that The Western Union Company will post 1.78 EPS for the current year.

Western Union Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th were given a $0.235 dividend. This represents a $0.94 dividend on an annualized basis and a dividend yield of 10.5%. The ex-dividend date was Tuesday, March 17th. Western Union’s dividend payout ratio (DPR) is currently 61.84%.

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.