WU Earnings

WU reported its earnings on 2026-02-20, showcasing a revenue of 1.01B against an estimate of 1.04B, resulting in a -3.04% surprise. The EPS was 0.45, surpassing the expected 0.43 by 4.65%. The stock experienced a -1.8% price change on the earnings day and a 2.75% change over the next five days, reflecting market reactions to the results.

Following WU's earnings announcement on 2026-02-20, the stock price moved by -1.8% on the day of the release. Over the subsequent five days, it saw a 2.75% change. Historically, WU's stock price tends to shift by an average of -0.8% in the 10 days leading up to earnings and -1.1% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate WU's annual revenue to reach 990.06M, while the EPS is projected at 0.41. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between WU's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, WU's stock price typically moves by -0.8% in the 10 days before its earnings and -1.1% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.41 and revenue of 990.06M.

The earnings call highlights strong financial performance with significant NOI and AFFO growth, along with optimistic future prospects in the Retirement segment. The Q&A section reveals positive occupancy trends and strategic acquisition plans, despite some vagueness in management's responses. While there are concerns about the flu season and project timelines, the overall sentiment is bolstered by high occupancy rates and development plans. Given the company's market cap, this is likely to result in a positive stock price movement over the next two weeks.