WU Western Union Company

$WU Stablecard/visa rollout , Publix super market contract renewal , Gmt deal closed, imxi deal pending.

$WU Possible outcomes on this now MASSIVE 55% WU - IMXI arbitrage deal: (1) Nov 10th walk deadline comes without re-approvals/any done deal & deal falls apart, (2) California DFPI re-approves deal & SEC re-approves anti-trust review & deal goes through by Nov 10th, (3) Both WU & IMXI approve new possible extension of Nov 10th walk deadline & deal re-approval efforts continue, (4) WU and IMXI decide to abandon deal/pay penalties & seek other path, or (5) Hidden motives are at play here by bad players trying to delay/kill this deal (as possibly evidenced by the "sudden" August 13th California DFPI approval reversal within hours of New York's approval). My opinion is that all involved lose, to include California, if this deal falls apart after 14+ months of work. Option #5 could sadly be the case, though. I am still optimistic for option #2 or #3 being in play, but #4 is possible now. The 175 year old WU know this environment well, that is for sure.

$WU Has this become a Cartel operation? So much of the business seems to be money transfers. This great old name would seem to be a good addition to some Fiserv business. Nice dividend.

$WU Looks like a value trap, but the drop has outrun the cash flows. Shares are about $6, down roughly 42% from February’s $10.35 high. The bear case is real: retail remittances are losing share, revenue has drifted lower, Q2 missed, and 2026 adjusted EPS guidance was cut to $1.25–$1.35. Debt is about $2.7B, and a 15% yield often signals a cut. Earnings do not match that slope. Adjusted EPS was flat at about $1.75 in 2024 and 2025. Trailing earnings are still about $395M, and Q2 revenue fell only 1%. The $0.94 dividend has been held since 2021. In 2025 the company returned about $529M vs $505M of free cash flow. Trailing free cash flow is about $565M, so the dividend uses a bit over half, and the share count is down 5.6%. The stock trades at about 4.8 times earnings. Another 25% drop would put shares near $4.50, under 3.5 times the guide, with a yield above 20%. The market cannot keep marking it down at this pace unless cash flows break.

$WU Now WU is not going away, but any appre ciation in stock value is years away; and regain of $10 will be extreamly extreamly difficult

$WU Maybe earnings is being pushed back because IMXI announcement at beginning of November! hopefully! Management sure better deliver on earnings! need at least .35; close to .49 would sure be nice

$WU if stock goes under 5, a lot of funds must sell, as they cannot keep stocks in fund that are under $5 in the stock mix! wonder what management is thinking to save the company; or if they are counting on failure! still hard to believe management has driven this company so far down a hole that it will be difficult to recover

$WU 📝 The Western Union Company selected Noah to provide stablecoin infrastructure for its global fiat-to-fiat transfer platform and Receiver Redirect service, enabling transfers in over 60 currencies across 200 countries and territories to reduce remittance delays and costs.

$WU Western Union re-filed its antitrust paperwork Friday for the Intermex acquisition. The original HSR clearance lapsed, so the companies restarted the 30-day clock on October 2 (company 8-K). California is the other holdup. The state money-transmitter approval is suspended and is not expected back before October 6. The deal: 16 a share in cash, roughly 500 million in equity and enterprise value, about a 50 percent premium to the 90-day volume-weighted average price. Western Union expects more than 10 cents of adjusted EPS accretion in the first full year and 30 million in run-rate cost synergies within 24 months. What it is buying: Intermex's retail remittance footprint, the Mexico and Central America corridors where it has the cultural playbook. Why it has to work: Q2 revenue was 1.01 billion, down 1.3 percent, and EPS fell to 31 cents from 42 cents a year ago. Full-year adjusted EPS guidance is 1.25 to 1.35 against a 1.29 consensus.

$WU I mean dam if the cartel wanna use it then the cartel wanna use it. Buffet likes shady business. Big dawg should buy.

$WU this one is starting to smell like a reverse split coming; guaranteed capital loss.