Longfellow Investment Management Co. LLC Buys Shares of 869,891 The Western Union Company $WU

Longfellow Investment Management Co. LLC purchased a new stake in The Western Union Company (NYSE:WU) during the second quarter, according to its most recent filing with the SEC. The firm purchased 869,891 shares of the credit services provider’s stock, valued at approximately $6,698,000. Western Union accounts for 1.4% of Longfellow Investment Management Co. LLC’s portfolio, making the stock its 17th biggest holding.

Several other large investors have also recently made changes to their positions in the stock. Wilmington Savings Fund Society FSB lifted its stake in shares of Western Union by 606.7% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 3,265 shares of the credit services provider’s stock worth $26,000 after purchasing an additional 2,803 shares during the last quarter. Salomon & Ludwin LLC grew its stake in Western Union by 1,546.5% in the fourth quarter. Salomon & Ludwin LLC now owns 3,326 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 3,124 shares during the last quarter. Fifth Third Bancorp raised its holdings in Western Union by 67.0% in the fourth quarter. Fifth Third Bancorp now owns 3,331 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 1,336 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of Western Union by 179.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,341 shares of the credit services provider’s stock valued at $31,000 after buying an additional 2,146 shares during the last quarter. Finally, Ascentis Independent Advisors bought a new stake in shares of Western Union in the 1st quarter valued at about $30,000. 91.81% of the stock is owned by institutional investors.

Western Union News Roundup

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

• Positive Sentiment: New York’s Department of Financial Services approved Western Union’s pending acquisition of International Money Express (NASDAQ: IMXI). The approval advances the deal and could expand WU’s cross-border remittance scale, although the company agreed to maintain certain remittance services and locations in New York. Western Union’s Intermex Deal Wins New York Approval but Stalls in California
• Positive Sentiment: Western Union is pursuing new digital-finance growth through its Stablecard launch, a product tied to stablecoin-based payments. The initiative could support WU’s efforts to modernize its business, though its financial impact remains unproven. What Is Western Union Betting On With Its Stablecard Launch?
• Neutral Sentiment: William Blair analyst Christopher Kennedy maintained a Hold rating, citing regulatory uncertainty and weak fundamentals at Intermex. Another analyst source placed WU’s target price at $7.55, close to the stock’s recent trading level, suggesting limited near-term upside based on that view. Regulatory Uncertainty and Weak Intermex Fundamentals Lead to Hold Rating
• Negative Sentiment: California’s Department of Financial Protection and Innovation suspended a previously granted approval extension for the Intermex acquisition, saying it needs to reassess the transaction’s impact on operations in the state. The delay could push back closing and increase regulatory, transaction and integration risks. Western Union and Intermex Provide Update on Pending Acquisition
• Negative Sentiment: Zacks Research reduced its EPS estimates for multiple future quarters, including Q1 2027 to $0.33 from $0.36, Q2 2027 to $0.36 from $0.44, Q4 2027 to $0.46 from $0.58, and Q2 2028 to $0.40 from $0.46. Zacks retained a Strong Sell rating, reinforcing concerns about earnings momentum. Western Union Analyst Estimate Changes

Western Union Trading Down 0.1%

Shares of Western Union stock opened at $7.44 on Monday. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 2.95. The Western Union Company has a 12-month low of $6.27 and a 12-month high of $10.35. The firm has a market capitalization of $2.32 billion, a price-to-earnings ratio of 6.05 and a beta of 0.48. The firm’s 50 day simple moving average is $7.62 and its two-hundred day simple moving average is $8.58.

Western Union (NYSE:WU) last posted its quarterly earnings data on Thursday, July 30th. The credit services provider reported $0.31 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.11). The company had revenue of $1.01 billion for the quarter, compared to analyst estimates of $1.02 billion. Western Union had a return on equity of 50.89% and a net margin of 9.79%.The company’s quarterly revenue was down 1.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.37 earnings per share. Western Union has set its FY 2026 guidance at 1.250-1.350 EPS. Analysts predict that The Western Union Company will post 1.29 EPS for the current year.

Western Union Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Wednesday, September 16th will be paid a $0.235 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $0.94 dividend on an annualized basis and a yield of 12.6%. Western Union’s dividend payout ratio (DPR) is 76.42%.

Analyst Ratings Changes

Several equities research analysts have weighed in on WU shares. Royal Bank Of Canada lowered their target price on shares of Western Union from $9.00 to $8.00 and set a “sector perform” rating for the company in a research note on Friday, July 31st. Barclays dropped their target price on Western Union from $7.00 to $6.00 and set an “underweight” rating on the stock in a research note on Friday, July 31st. Susquehanna reduced their target price on Western Union from $10.00 to $8.00 and set a “neutral” rating on the stock in a research report on Friday, July 31st. Weiss Ratings upgraded Western Union from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, August 3rd. Finally, Zacks Research downgraded Western Union from a “hold” rating to a “strong sell” rating in a report on Tuesday, August 4th. Six research analysts have rated the stock with a Hold rating and eight have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Strong Sell” and an average target price of $7.55.

About Western Union

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.