Discerene Group LP Sells 1,559,380 Shares of The Western Union Company $WU

Discerene Group LP decreased its holdings in The Western Union Company (NYSE:WU) by 15.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 8,807,178 shares of the credit services provider’s stock after selling 1,559,380 shares during the quarter. Western Union accounts for approximately 6.0% of Discerene Group LP’s investment portfolio, making the stock its 4th biggest holding. Discerene Group LP owned 2.77% of Western Union worth $70,369,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Barclays PLC raised its stake in shares of Western Union by 6.3% in the third quarter. Barclays PLC now owns 477,182 shares of the credit services provider’s stock worth $3,813,000 after purchasing an additional 28,267 shares during the last quarter. Islay Capital Management LLC purchased a new position in shares of Western Union during the third quarter valued at approximately $509,000. Orion Porfolio Solutions LLC boosted its position in shares of Western Union by 14.8% during the third quarter. Orion Porfolio Solutions LLC now owns 125,680 shares of the credit services provider’s stock valued at $1,004,000 after buying an additional 16,163 shares during the last quarter. Victory Capital Management Inc. grew its holdings in Western Union by 6.8% during the third quarter. Victory Capital Management Inc. now owns 1,008,378 shares of the credit services provider’s stock worth $8,057,000 after buying an additional 64,329 shares in the last quarter. Finally, Elo Mutual Pension Insurance Co raised its position in Western Union by 33.5% in the 3rd quarter. Elo Mutual Pension Insurance Co now owns 148,980 shares of the credit services provider’s stock valued at $1,190,000 after buying an additional 37,350 shares during the last quarter. Institutional investors and hedge funds own 91.81% of the company’s stock.

Key Stories Impacting Western Union

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

• Positive Sentiment: Western Union announced a partnership with Crossmint to support the rollout of USDPT, a U.S.-dollar stablecoin issued on the Solana blockchain. Management says the effort will connect digital wallets and the new Digital Asset Network to Western Union’s global payout footprint (360,000+ locations), potentially speeding cross-border flows and opening new revenue channels from tokenized payments and crypto rails. Western Union, Crossmint partner for rollout of USDPT stablecoin
• Neutral Sentiment: Zacks Research issued a batch of EPS estimate changes for WU: modest upgrades to several quarters and FY2026 (e.g., FY2026 raised to $1.79) and upward revisions for some later quarters, signaling slightly better medium-term earnings visibility. These moves support a cautiously constructive view but are incremental rather than transformational. Western Union (WU) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: At the same time Zacks trimmed a few near-term estimates (notably Q1 2026 and parts of FY2027), which highlights some lingering uncertainty about short-term growth and could cap upside until the company demonstrates stablecoin monetization or improved revenue momentum. These cuts are small but may feed short-term profit-taking. Analyst revisions: mixed upgrades and downgrades
• Neutral Sentiment: Industry commentary notes potential spillover effects to Solana (SOL) market dynamics from Western Union’s stablecoin — interesting for crypto-linked narratives but not an immediate revenue guarantee for WU. Investors should weigh macro crypto volatility and regulatory risks. Solana Price Outlook: Can Western Union’s Stablecoin Push SOL Higher?

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Weiss Ratings restated a “hold (c-)” rating on shares of Western Union in a research note on Wednesday, January 21st. Cantor Fitzgerald upgraded shares of Western Union to a “strong sell” rating in a report on Tuesday, January 27th. UBS Group raised their price target on shares of Western Union from $8.50 to $9.00 and gave the company a “neutral” rating in a research report on Monday, November 10th. Susquehanna boosted their price target on shares of Western Union from $9.00 to $10.00 and gave the stock a “neutral” rating in a report on Monday, November 10th. Finally, Keefe, Bruyette & Woods upped their price objective on shares of Western Union from $9.00 to $10.00 and gave the stock a “market perform” rating in a research report on Friday, January 2nd. Ten investment analysts have rated the stock with a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat.com, Western Union has a consensus rating of “Reduce” and an average price target of $8.82.

Western Union Stock Up 0.6%

WU stock opened at $9.76 on Friday. The stock’s fifty day simple moving average is $9.53 and its two-hundred day simple moving average is $8.98. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 3.00. The Western Union Company has a 1-year low of $7.85 and a 1-year high of $11.94. The stock has a market cap of $3.06 billion, a P/E ratio of 6.42, a P/E/G ratio of 1.90 and a beta of 0.51.

Western Union (NYSE:WU) last announced its earnings results on Friday, February 20th. The credit services provider reported $0.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.43 by $0.02. The firm had revenue of $1 billion during the quarter, compared to analyst estimates of $1.04 billion. Western Union had a return on equity of 62.01% and a net margin of 12.33%.The business’s revenue was down 4.7% compared to the same quarter last year. During the same period last year, the firm posted $0.40 EPS. Western Union has set its FY 2026 guidance at 1.750-1.850 EPS. Analysts expect that The Western Union Company will post 1.79 EPS for the current year.

Western Union Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be issued a dividend of $0.235 per share. This represents a $0.94 dividend on an annualized basis and a yield of 9.6%. The ex-dividend date is Tuesday, March 17th. Western Union’s dividend payout ratio (DPR) is 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.