Western Union: A Hidden Growth Story Trading At An 11.5% Yield

The Western Union Company remains a Buy, with conviction strengthened by its stablecoin launch and accelerated digital transformation, despite recent share price stagnation. WU's stablecoin, USDPT, and digital asset initiatives are reshaping its settlement infrastructure, targeting efficiency, new revenue streams, and broader digital adoption. Short-term risks include margin pressure, North American weakness, and regulatory uncertainty around the Intermex acquisition, but 2026 EPS/revenue guidance is reaffirmed.