Neo Ivy Capital Management Grows Stock Position in The Western Union Company $WU

Key Points

• Neo Ivy Capital Management increased its stake in Western Union by 121% in Q3, adding 179,205 shares to hold 327,248 shares (about 0.10% of the company) valued at roughly $2.615 million.
• Western Union trades at a P/E of 6.42 with a $3.06 billion market cap, has set FY2026 EPS guidance of 1.75–1.85 (consensus ~1.79), and pays a quarterly dividend of $0.235 (about a 9.6% yield; 61.8% payout ratio).
• The company announced a partnership with Crossmint to support rollout of the USDPT stablecoin on Solana, which could connect digital wallets to Western Union’s global payout footprint and open new tokenized-payment revenue channels.

Neo Ivy Capital Management increased its holdings in The Western Union Company (NYSE:WU - Free Report) by 121.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 327,248 shares of the credit services provider's stock after acquiring an additional 179,205 shares during the period. Neo Ivy Capital Management owned approximately 0.10% of Western Union worth $2,615,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Wilmington Savings Fund Society FSB raised its holdings in Western Union by 649.4% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 3,462 shares of the credit services provider's stock valued at $28,000 after buying an additional 3,000 shares during the period. UMB Bank n.a. boosted its stake in Western Union by 260.7% during the third quarter. UMB Bank n.a. now owns 3,593 shares of the credit services provider's stock worth $29,000 after buying an additional 2,597 shares during the period. Hantz Financial Services Inc. boosted its stake in Western Union by 667.0% during the second quarter. Hantz Financial Services Inc. now owns 4,602 shares of the credit services provider's stock worth $39,000 after buying an additional 4,002 shares during the period. Caldwell Trust Co acquired a new stake in shares of Western Union during the second quarter valued at about $45,000. Finally, Migdal Insurance & Financial Holdings Ltd. acquired a new position in shares of Western Union in the 3rd quarter worth approximately $50,000. Hedge funds and other institutional investors own 91.81% of the company's stock.

Western Union Price Performance

Shares of NYSE:WU opened at $9.76 on Friday. The firm has a market capitalization of $3.06 billion, a price-to-earnings ratio of 6.42, a price-to-earnings-growth ratio of 1.90 and a beta of 0.51. The company has a debt-to-equity ratio of 3.00, a current ratio of 1.19 and a quick ratio of 1.19. The business's 50 day simple moving average is $9.53 and its 200-day simple moving average is $8.98. The Western Union Company has a 12 month low of $7.85 and a 12 month high of $11.94.

Western Union (NYSE:WU - Get Free Report) last posted its earnings results on Friday, February 20th. The credit services provider reported $0.45 EPS for the quarter, topping analysts' consensus estimates of $0.43 by $0.02. Western Union had a return on equity of 62.01% and a net margin of 12.33%.The company had revenue of $1 billion for the quarter, compared to the consensus estimate of $1.04 billion. During the same period in the previous year, the business earned $0.40 earnings per share. Western Union's quarterly revenue was down 4.7% 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 forecast that The Western Union Company will post 1.79 earnings per share for the current fiscal year.

Western Union Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th will be issued a $0.235 dividend. This represents a $0.94 annualized dividend and a dividend yield of 9.6%. The ex-dividend date of this dividend is Tuesday, March 17th. Western Union's dividend payout ratio is 61.84%.

Trending Headlines about 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?

Analysts Set New Price Targets

A number of brokerages have issued reports on WU. UBS Group boosted their target price on Western Union from $8.50 to $9.00 and gave the company a "neutral" rating in a research report on Monday, November 10th. Keefe, Bruyette & Woods increased their target price on Western Union from $9.00 to $10.00 and gave the stock a "market perform" rating in a research note on Friday, January 2nd. Susquehanna lifted their target price on Western Union from $9.00 to $10.00 and gave the company a "neutral" rating in a research report on Monday, November 10th. Weiss Ratings reissued a "hold (c-)" rating on shares of Western Union in a research note on Wednesday, January 21st. Finally, Cantor Fitzgerald raised shares of Western Union to a "strong sell" rating in a research note on Tuesday, January 27th. Ten research analysts have rated the stock with a Hold rating and five have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Reduce" and an average price target of $8.82.

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.

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