What Happened?
Shares of money transfer company Western Union (NYSE: WU) jumped 8.9% in the morning session after the company unveiled its 'Beyond' strategy and provided a positive medium-term financial outlook at its Investor Day event.
The company projected a 20% revenue increase to about $5 billion and a 30% growth in adjusted earnings per share by 2028. This new strategy focused on a digital-first approach to expand its financial services network around the world. The plan involved moving beyond traditional consumer money transfers to include the expansion of its Digital Asset Network and its USDPT stablecoin strategy. Western Union also stated that its Consumer Services division was expected to keep up double-digit revenue growth under the new plan.
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What Is The Market Telling Us
Western Union’s shares are somewhat volatile and have had 11 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 9 days ago when the stock gained 5.1% on the news that the company announced plans to pilot a stablecoin-based settlement system, signaling a significant move toward integrating blockchain technology into its global operations. The initiative, detailed during its third-quarter 2025 earnings call, was aimed at modernizing how the company moves money for its 150 million customers. According to CEO Devin McGranahan, the new system was being tested to shorten settlement windows, improve capital efficiency, and move money faster at a lower cost. This strategic shift into digital assets followed the passage of the GENIUS Act, which provided the regulatory clarity needed for the company to move forward. The move was also part of a wider digital transformation that included recent acquisitions to bolster its services.
Western Union is down 10.7% since the beginning of the year, and at $9.33 per share, it is trading 19.7% below its 52-week high of $11.62 from March 2025. Investors who bought $1,000 worth of Western Union’s shares 5 years ago would now be looking at an investment worth $452.94.
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