The Western Union Company

NYSE:WU 株式レポート

時価総額:US$2.5b

Western Union 将来の成長

Future 基準チェック /26

Western Union利益と収益がそれぞれ年間6.4%と4.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に44.7% 9.1%なると予測されています。

主要情報

6.4%

収益成長率

9.07%

EPS成長率

Diversified Financial 収益成長8.5%
収益成長率4.1%
将来の株主資本利益率44.74%
アナリストカバレッジ

Good

最終更新日23 Jul 2026

今後の成長に関する最新情報

分析記事 Oct 26

The Western Union Company Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Last week, you might have seen that The Western Union Company ( NYSE:WU ) released its third-quarter result to the...

Recent updates

Seeking Alpha Jul 17

Western Union: An 11% Yield And 5x Earnings Make This Turnaround Worth The Risk

Summary Western Union trades at a compelling 4.6x 2026 adjusted EPS guidance, offering an 11% dividend yield and speculative turnaround potential. Despite declining traditional remittance revenues and margin pressure, WU maintains profitability and confirmed 2026 guidance, with digital and Consumer Services showing growth. The $500M Intermex acquisition targets improved Americas performance, aiming for $0.10+ EPS accretion, but faces integration and regulatory risks. Digitalization, stablecoin initiatives, and aggressive cost management underpin WU’s speculative Buy rating, contingent on stabilizing earnings and sustaining dividends. Read the full article on Seeking Alpha
ナラティブ更新 Jul 15

WU: Stablecoin Launch And Intermex Timing Will Shape Future Returns

Western Union's updated analyst price target has moved from $9.08 to $8.64, reflecting analysts' more cautious stance following a lower $8 target tied to the later International Money Express deal close and a new $7 target from fresh Underweight coverage. Analyst Commentary Recent commentary on Western Union centers on cautious views of execution and growth, with price targets converging in a relatively tight US$7 to US$8 range.
ナラティブ更新 Jul 01

WU: New Stablecoin And Intermex Deal Will Support Future Earnings

Analysts have slightly reduced their $ fair value estimate for Western Union to about $9.08 from roughly $9.46, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. What’s in the News for Western Union Western Union and Total Wireless partnered to embed one fee-free Western Union money transfer per month into certain Total Wireless plans, with transfers available to over 200 countries and territories, according to recent company announcements.
ナラティブ更新 Jun 15

WU: Digital Settlements And Retail Network Will Support Future Upside Potential

Analysts have adjusted their price target for Western Union to $11.00 from $13.81, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Western Union launched USDPT, a US dollar denominated stablecoin issued by Anchorage Digital Bank N.A. on the Solana blockchain.
ナラティブ更新 Jun 01

WU: New Stablecoin Platform Will Support Stronger Cash Settlement And Earnings

Analysts have kept Western Union's fair value estimate broadly stable, with the updated target implying around $9.46 per share. Small adjustments to the discount rate and future P/E assumptions have offset each other.
ナラティブ更新 May 04

WU: Stablecoin Partnership And Buybacks Will Shape Balanced Earnings Outlook

Analysts have slightly reduced their price target on Western Union to $9.46 from $9.62, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E as the main factors behind this adjustment. What's in the News Western Union issued full year 2026 guidance, with revenue growth expected in a 5% to 8% range and EPS guided to US$1.50 to US$1.60.
ナラティブ更新 Apr 19

WU: Stablecoin Headwinds Will Be Offset By Digital And Retail Execution

Analysts have trimmed their Western Union price target by about $0.55 to $13.81, citing updated assumptions around revenue growth, profit margins, discount rates and future P/E multiples, as well as concerns that sentiment around stablecoins could weigh on the stock. Analyst Commentary Recent commentary points to a mixed backdrop for Western Union, with some analysts focused on headwinds from stablecoin sentiment and others highlighting areas where the company could still support equity value through execution and capital allocation.
ナラティブ更新 Apr 05

WU: Stablecoin Caution And Digital Execution Will Shape Future Earnings Balance

Analysts have adjusted their Western Union target to $9.62, citing slightly higher assumed discount rates, marginally different revenue growth and profit margin estimates, and a small change in projected future P/E as they factor in recent cautious sentiment around stablecoins. Analyst Commentary Bullish Takeaways Bullish analysts see the reset target of US$9.62 as reflecting a more conservative discount rate and P/E framework, which they view as better aligned with current risk sentiment around stablecoins.
ナラティブ更新 Mar 22

WU: Stablecoin Sentiment And Digital Execution Will Shape Future Earnings Resilience

Analysts have trimmed Western Union's price target to $9.62, reflecting a slightly higher discount rate and a modestly higher assumed future P/E as they factor in potential sentiment headwinds from stablecoins. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the new target P/E still assumes investors are willing to pay a reasonable multiple for Western Union, suggesting the franchise retains perceived value despite digital and stablecoin pressures.
ナラティブ更新 Mar 08

WU: Stablecoin Sentiment And Digital Efforts Will Shape Future Remittance Balance

Analysts have slightly reduced their Western Union price target by $0.08, citing modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions, and highlighting potential sentiment headwinds related to stablecoins. Analyst Commentary Analysts are framing Western Union's outlook around how digital assets, particularly stablecoins, could influence sentiment, valuation assumptions, and long term growth expectations.
ナラティブ更新 Feb 22

WU: Stablecoin Sentiment And Digital Initiatives Will Shape Balanced Remittance Outlook

Analysts have trimmed their Western Union price target slightly to about $9.69 from $9.75, citing updated assumptions around revenue growth, profit margins and future P/E, as well as growing concerns about stablecoin related competitive pressures on sentiment. Analyst Commentary Bullish Takeaways Bullish analysts see the updated assumptions around revenue and margins as already reflected in the trimmed US$9.69 target, which they view as incorporating a cautious stance on execution.
ナラティブ更新 Feb 08

WU: Digital And Retail Remittances Will Offset Stablecoin Sentiment Headwinds

Analysts have trimmed their Western Union fair value estimate from about US$14.58 to roughly US$14.36, reflecting updated views on discount rates, profit margins and future P/E, while also weighing recent commentary on stablecoin sentiment headwinds and the company’s plans to grow revenue through 2028. Analyst Commentary Recent research has highlighted a mix of caution around digital asset competition and constructive views on Western Union’s multiyear revenue ambitions.
ナラティブ更新 Jan 24

WU: Digital And Retail Shifts Plus Stablecoin Plans Will Shape Remittance Outlook

Analysts have nudged their fair value estimate for Western Union to US$9.75 from US$9.63, citing refreshed price targets around US$10 and a clearer plan focused on Retail Money Transfer, Digital Money Transfer and broader Consumer Services growth. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value near US$9.75 to US$10 as supported by a clearer plan tied to specific revenue goals through 2028, which they view as helpful for assessing execution risk.
ナラティブ更新 Jan 10

WU: Digital Remittances And Stablecoin Plans Will Reshape Long Term Outlook

Analysts have nudged their price target for Western Union modestly higher, reflecting updated assumptions around fair value at about $14.58 per share and a slightly lower discount rate as they weigh the company’s outlined plans to grow revenue through improvements in Retail Money Transfer, faster Digital Money Transfer growth, and broader Consumer Services. Analyst Commentary Recent Street research paints a mixed but constructive picture, with bullish analysts highlighting Western Union’s multi‑year revenue ambitions and execution roadmap, while more cautious voices point to policy and industry shifts that could take time to work through.
分析記事 Dec 15

Western Union (NYSE:WU) Has Affirmed Its Dividend Of $0.235

The Western Union Company ( NYSE:WU ) has announced that it will pay a dividend of $0.235 per share on the 31st of...
ナラティブ更新 Dec 14

WU: Digital And Stablecoin Initiatives Will Shape Remittance Outlook Amid Policy Headwinds

Analysts have modestly lifted their price target on Western Union to $10.00 from $9.00, citing the company’s detailed plan to drive roughly 20% revenue growth through 2028 by strengthening retail money transfers, accelerating digital offerings, and gradually realizing synergies from the Intermex acquisition as policy headwinds ease. Analyst Commentary Bullish analysts highlight that the updated 2028 revenue framework, calling for roughly 20% top-line growth, provides clearer visibility into Western Union’s multi-year execution path and supports a modest uplift in valuation.
ナラティブ更新 Nov 28

WU: Digital Initiatives And Policy Headwinds Will Shape Medium-Term Revenue Expansion

Analysts have raised Western Union’s price target from $9.42 to $9.63, citing a clear growth strategy and steady improvements in key financial metrics. Analyst Commentary Recent analyst reports have provided both encouraging insights and noted several ongoing risks regarding Western Union’s outlook and execution strategy.
ナラティブ更新 Nov 07

WU: Digital Asset Shift And Policy Easing Will Shape Remittance Outlook

Analysts have slightly raised their price target for Western Union from $9.32 to $9.42, citing ongoing modernization efforts and expectations for gradual improvement as industry headwinds diminish. Analyst Commentary Industry observers have weighed in on Western Union’s current positioning, highlighting areas of both cautious optimism and lingering concern as the company continues to adapt to structural changes in the money transfer sector.
分析記事 Jul 20

The Western Union Company's (NYSE:WU) Prospects Need A Boost To Lift Shares

With a price-to-earnings (or "P/E") ratio of 2.9x The Western Union Company ( NYSE:WU ) may be sending very bullish...
分析記事 May 28

Western Union (NYSE:WU) Has Affirmed Its Dividend Of $0.235

The Western Union Company ( NYSE:WU ) will pay a dividend of $0.235 on the 30th of June. The dividend yield will be...
Seeking Alpha Apr 24

Western Union: Undervalued And Offering A Massive 10% Dividend

Summary Western Union's share price has fallen by a quarter since I last covered the company, with little change in the quality of the core business. The company now offers a bargain forward P/E of 5.5x and a dividend yield of around 10%, despite a high probability of long-term profitability, in my view. Western Union's business operations have offered positive developments, including the introduction of the Western Union Media Network, which will hopefully generate further value for shareholders. Investors do need to be aware of the opportunity cost associated with owning declining businesses, and therefore my buy rating is relatively cautious. Read the full article on Seeking Alpha
分析記事 Apr 18

There Is A Reason The Western Union Company's (NYSE:WU) Price Is Undemanding

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
Seeking Alpha Apr 01

Western Union: A Very Attractive Risk-To-Reward Ratio

Summary Western Union's stock is undervalued, offering a compelling risk-to-reward ratio with a nearly 9% dividend yield, despite fintech competition and declining revenue growth. The company's extensive physical network and cash-based operations ensure its relevance, especially in regions with low banking access and high trust in legacy services. Digital competitors like Wise and Remitly face challenges in sustaining growth and penetrating Western Union's strong physical presence and established customer trust. Western Union's diversification into consumer services and digital wallets aims to increase customer lifetime value, though digital transformation has yet to significantly boost revenue. Read the full article on Seeking Alpha
Seeking Alpha Feb 09

Western Union Struggles With Legacy Infrastructure, Yet Oversold

Summary Western Union's revenue mix shifted, with Consumer Money Transfer declining and Consumer Services growing, partly driven by digital infrastructure investments. I estimate that expansion into new corridors like the U.S. to Guatemala and the U.K. to India will capture $505M in annual revenue over time. I estimate that the changes to the U.S. immigration approach will impact revenues by $300M in 2025. On net, I forecast that WU will produce $4B revenues in 2025. In my view, the WU stock is oversold. Stabilizing operations and strategic growth leads to an intrinsic value of $4.4B or $13 per share. WU will increase in value as it incrementally de-risks its business, and the market will start ascribing a lower 8% required return to the stock. Read the full article on Seeking Alpha
分析記事 Dec 30

Improved Earnings Required Before The Western Union Company (NYSE:WU) Shares Find Their Feet

With a price-to-earnings (or "P/E") ratio of 5.3x The Western Union Company ( NYSE:WU ) may be sending very bullish...
Seeking Alpha Dec 20

Western Union: Deep Value And Dividend Income

Summary Western Union is expanding its digital wallet services in Singapore and Mexico in addition to growing a new advertising business segment. WU recently approved a $1 billion repurchase authorization, with shares at a historically low valuation. Using a dividend discount model for valuation, the stock appears undervalued by 25% to 35%. The company's strategic growth initiatives, attractive dividend, and robust share repurchase plan policy offer a compelling investment thesis. Read the full article on Seeking Alpha
分析記事 Oct 26

The Western Union Company Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Last week, you might have seen that The Western Union Company ( NYSE:WU ) released its third-quarter result to the...
Seeking Alpha Oct 11

Western Union Has Staying Power, But No Margin Of Safety

Summary Western Union's core business, international money transfers, produces strong cash flow but has been shrinking as digital-only competitors take market share. New CEO Devin McGranahan is focused on cost-cutting and expanding the Branded Digital business, but margins continue to decline. I weigh the pros and cons of an investment in the business and lay out a price range that I would be comfortable buying in. Read the full article on Seeking Alpha
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新しいナラティブ Sep 03

Evolve 2025 Strategy Fuels Optimism With Digital Growth And Market Share Gains

Western Union's Evolve 2025 strategy and adoption of machine learning aim to drive transaction growth and enhance digital operations efficiency, impacting revenue growth.
分析記事 Aug 19

Western Union (NYSE:WU) Is Paying Out A Dividend Of $0.235

The board of The Western Union Company ( NYSE:WU ) has announced that it will pay a dividend of $0.235 per share on the...
分析記事 Aug 02

The Western Union Company Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that The Western Union Company ( NYSE:WU ) released its second-quarter result to the...

業績と収益の成長予測

NYSE:WU - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,5695625726429
12/31/20274,43254757569915
12/31/20264,17548153262315
3/31/20264,050441331505N/A
12/31/20254,051500393544N/A
9/30/20254,101771403542N/A
6/30/20254,104896375494N/A
3/31/20254,144915341461N/A
12/31/20244,210934276406N/A
9/30/20244,204676414537N/A
6/30/20244,266582457579N/A
3/31/20244,369617614740N/A
12/31/20234,357626635783N/A
9/30/20234,397748400578N/A
6/30/20234,388751325539N/A
3/31/20234,357769283519N/A
12/31/20224,476911373582N/A
9/30/20224,668830700882N/A
6/30/20224,8658898491,003N/A
3/31/20225,0179179221,070N/A
12/31/20215,0718068311,045N/A
9/30/20215,058814747978N/A
6/30/20215,030810661879N/A
3/31/20214,855749723941N/A
12/31/20204,835744721878N/A
9/30/20204,871703694835N/A
6/30/20204,919609723860N/A
3/31/20205,1451,062662787N/A
12/31/20195,2921,058N/A915N/A
9/30/20195,3861,135N/A968N/A
6/30/20195,4671,209N/A925N/A
3/31/20195,538811N/A928N/A
12/31/20185,590852N/A821N/A
9/30/20185,627-481N/A837N/A
6/30/20185,644-454N/A1,065N/A
3/31/20185,611-505N/A788N/A
12/31/20175,524-557N/A742N/A
9/30/20175,458209N/A643N/A
6/30/20175,431190N/A532N/A
3/31/20175,428229N/A916N/A
12/31/20165,423253N/A1,042N/A
9/30/20165,431821N/A1,089N/A
6/30/20165,453836N/A1,091N/A
3/31/20165,461820N/A1,072N/A
12/31/20155,484838N/A1,071N/A
9/30/20155,514847N/A1,075N/A

アナリストによる今後の成長予測

収入対貯蓄率: WUの予測収益成長率 (年間6.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: WUの収益 ( 6.4% ) US市場 ( 16.6% ) よりも低い成長が予測されています。

高成長収益: WUの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: WUの収益 ( 4.1% ) US市場 ( 12.3% ) よりも低い成長が予測されています。

高い収益成長: WUの収益 ( 4.1% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: WUの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 44.7 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/30 22:20
終値2026/07/30 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Western Union Company 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
Darrin PellerBarclays
Ramsey El-AssalBarclays
Jason KupferbergBofA Global Research