WU The Western Union Company
XNYS
6.21
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WU
$6.21
—
Key stats
$6.21
Pre-market
$6.26
+0.81%
- 52-Week Range
- $5.87 – $10.35
- YTD
- -32.72%
- IV Rank (30D)
- 51.13
- Straddle Price
- $0.62
- P/C Vol Ratio
- 0.23
- Market Cap
- $2.0B
- Open
- $6.31
- Day Range
- $6.18 – $6.36
- Volume
- 5,820,997
- Prev Close
- $6.34
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.96% |
| Beta vs SPY | 0.77 |
| Cost of Equity (CAPM) | 8.82% (VRP-adj) |
| WACC | 6.80% |
| Volatility Risk Premium | +70.2pp (IV − HV30) |
| Effective Tax Rate | 21.6% |
| Rev. Growth (YoY, DCF input) | -1.9% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.5B |
| Return on Equity (TTM) | 43.2% |
| Book / Price | 46.0% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 35.1% |
| FCF Margin (TTM) | 12.8% |
| Debt / Equity | 2.95 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $6.58 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $6.15 |
| Bollinger Width / SMA20 | 134.8% (drives anchor stability) |
| Net Debt | $1.8B |
| Market Cap | $2B |
Peers used for multiples: AGNC, ARR, CPB, IVR, ORC, PMT, TOL
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$12.52
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $23.65 | 25% | |
| DDM (Gordon) | $8.62 | 20% | |
| Peer P/E | $6.87 | 11% | median 5.6× · 5 peers |
| Peer EV/EBITDA | $19.06 | 11% | median 9.6× · 3 peers |
| Peer P/B | $2.37 | 2% | median 0.8× · 7 peers |
| Peer P/S | n/a | 0% | |
| Market Anchor (SMA50) | $6.58 | 31% | stability 63% (BB-width) |
| Options Expected (B-L 30d) | $6.24 | 0% | 7 strikes · skew +0.13 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- SERVICES-BUSINESS SERVICES, NEC (7389) · industry map
- Exchange
- XNYS
- Market Cap
- $2.0B
- Employees
- 9,600
- List Date
- 2006-09-20
- CIK
- 0001365135
- Next Earnings
- 2026-11-04 (After-Close)
- EPS Forecast
- $0.35 (6 est.)
- Headquarters
- Denver, CO
- Homepage
- https://www.westernunion.com
Western Union provides domestic and international money transfers through its global network of over 500,000 outside agents. The company handled almost 290 million transactions in 2025 and is the largest money transfer company in the world.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 2.30% | 2.05% | 0.57% | 3.63% | -1.15% | 1.52% | 1.49% |
| Feb | 2.70% | -5.61% | -8.54% | 5.34% | 5.45% | 1.16% | 0.08% |
| Mar | 4.14% | 6.60% | -13.30% | 3.63% | -1.49% | -8.68% | -1.52% |
| Apr | 2.43% | -11.88% | -1.18% | -2.18% | -6.07% | 7.45% | -1.91% |
| May | -4.64% | 4.07% | 4.78% | -2.22% | -3.93% | -11.73% | -2.28% |
| Jun | -6.55% | -7.89% | 1.65% | -5.05% | -9.27% | -5.52% | -5.44% |
| Jul | 0.74% | 1.25% | 3.92% | -2.22% | -7.15% | -19.08% | -3.76% |
| Aug | -5.05% | -12.82% | 1.73% | 4.54% | 9.47% | 9.31% | 1.20% |
| Sep | -6.48% | -8.16% | 5.52% | -1.97% | -8.69% | -16.43% | -6.04% |
| Oct | -11.30% | -2.38% | -14.01% | -8.50% | 15.47% | 3.16%* | -2.93% |
| Nov | -15.76% | 7.56% | 2.02% | 2.51% | -3.41% | -- | -1.42% |
| Dec | 9.92% | -4.84% | 2.23% | -4.42% | 7.75% | -- | 2.13% |
| Total | -26.62% | -29.74% | -16.03% | -7.70% | -6.23% | -35.91% | -20.37% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $6.15
SMA 50: $6.58
SMA 200: $8.14
Current: $6.21
EMA 12: $6.23
EMA 26: $6.30
MACD: -0.0659 | Signal: 0.0562
BEARISH
ADX (14): 22.60
WEAK TREND
+DI: 22.57
−DI: 19.81
Momentum Oscillators
RSI (14): 46.09
NEUTRAL
Stoch %K: 72.70
Stoch %D: 78.11
Williams %R: -49.52
Volume & Volatility
BB Upper: $6.40
BB Lower: $5.89
NEUTRAL
OBV: -511,421,021
Vol SMA 20: 7,268,318
Vol ROC: -4.00%
ATR: $0.18
True Range: $0.18
HV 20: 29.3%
HV 30: 33.7%
HV 60: 38.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report - WU
Executive Summary
Overall Assessment: NEUTRAL with confidence level 6/10
Key Drivers:
- Technical indicators suggest a weak trend, with momentum oscillators indicating neutral sentiment
- Recent news headlines are mixed, with positive sentiment from the Western Union and Intermex acquisition update, but negative sentiment from Remitly's profitability concerns
- Options market signals indicate low volatility, with IV rank at 20.2% and expected move of $0.78
Primary Risks:
- Weak trend and neutral momentum could lead to further consolidation or minor price movements
- Volatility is historically low, which may indicate a lack of catalysts driving significant moves
- Options market expectations are pricing in a relatively small move by expiration, indicating limited upside potential
Investment Thesis: WU's current technical and news environment suggest a neutral stance. The company's recent acquisition update and relatively low volatility could lead to further consolidation or minor price movements. However, the lack of clear catalysts or significant momentum indicators suggests that investors should approach this stock with caution.
Recent News Sentiment Impact: The mixed sentiment from recent news headlines is likely impacting WU's current market dynamics. The positive update on the Western Union and Intermex acquisition has boosted investor confidence, while concerns about Remitly's profitability have tempered enthusiasm. This mixed sentiment has led to a relatively neutral technical environment.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Weak uptrend
- Long-term (3-12 months): Neutral
Support/Resistance Levels: The company's recent high was $8.16, with the upper Bollinger Band sitting at this level. The middle band is currently around $7.53.
Momentum Signals:
- RSI interpretation: 52.98 (neutral)
- MACD signal: Bearish
- Bollinger Bands position: Neutral
Volume Analysis: The volume trend is neutral, with the On-Balance Volume (OBV) indicating a slight downtrend. The Volume Rate of Change (VROC) is also negative.
News & Sentiment Analysis
Recent Headlines Summary:
- Positive update on Western Union and Intermex acquisition
- Negative sentiment from Remitly's profitability concerns
- Mixed sentiment from other headlines, with no clear catalysts driving significant moves
Sentiment Assessment: The overall news sentiment is neutral, with both positive and negative themes present. This mixed sentiment has led to a relatively calm market environment.
Catalyst Identification:
- Upcoming acquisition update: Western Union and Intermex
- Product launches: None mentioned in recent headlines
- Regulatory changes: No significant regulatory updates recently
Market Narrative: The news narrative is currently neutral, with no clear catalysts driving significant moves. The mixed sentiment from recent headlines has led to a relatively calm market environment.
Risk & Volatility Assessment
Risk Assessment:
- Beta: 0.51 (low volatility)
- Alpha: -0.14
- Correlation: 0.21
- Stock Volatility: 0.31 (low)
Options Market Signals: The options market is pricing in a relatively small move by expiration, with an IV rank of 20.2% and expected move of $0.78.
Downside Protection: Support levels are around $6.90 (lower Bollinger Band), which could provide some downside protection.
Market Context & Positioning
Sector Performance:
- Western Union's sector is relatively strong, with a recent increase in cross-border remittances driving growth.
Institutional Activity:
- No significant institutional activity noted recently.
Correlation Analysis: The company's stock moves relatively less than the market (beta 0.51), indicating low volatility.
Relative Valuation: WU's current price-to-earnings ratio is around 15.5x, which is slightly above its historical average of 14.2x. The stock appears to be trading within a relatively stable range.
Key Levels & Action Items
Critical Price Levels:
- Support: $6.90 (lower Bollinger Band)
- Resistance: $8.16 (upper Bollinger Band)
Breakout/Breakdown Levels:
- Breakout above $8.16 could lead to further price appreciation
- Breakdown below $6.90 could result in a more significant decline
Time-Sensitive Catalysts:
- Upcoming acquisition update: Western Union and Intermex
Risk Management: Stop-loss levels should be set around $6.70 (2% below current price), with position sizing considering the relatively low volatility.
This analysis provides a comprehensive overview of WU's technical, news, and risk dynamics. The mixed sentiment from recent headlines and low volatility suggest a neutral stance, while the company's recent acquisition update and relatively strong sector performance provide some potential upside catalysts.
Generated
News
All WU news →
Russian President Vladimir Putin ordered local Metro Cash and Carry units placed under temporary administration while also allowing Western Union to sell its assets in the country, the latest in a series of Kremlin moves to assert control over foreign businesses.
Earnings History
16 of 23 under expected move
Avg Expected Move
7.70%
Avg Actual Move
5.22%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-10 | After-Close | 5.92% | 0.38% | 0.06x | Within |
| 2021-05-04 | After-Close | 5.84% | 3.36% | 0.58x | Within |
| 2021-08-04 | After-Close | 5.69% | 0.63% | 0.11x | Within |
| 2021-11-02 | After-Close | 7.61% | 1.31% | 0.17x | Within |
| 2022-02-10 | After-Close | 7.03% | 5.14% | 0.73x | Within |
| 2022-04-28 | After-Close | 7.77% | 12.57% | 1.62x | Exceeded |
| 2022-08-03 | After-Close | 7.15% | 5.58% | 0.78x | Within |
| 2022-10-19 | After-Close | 4.98% | 5.68% | 1.14x | Exceeded |
| 2023-02-07 | After-Close | 7.58% | 0.72% | 0.09x | Within |
| 2023-05-02 | After-Close | 8.39% | 9.80% | 1.17x | Exceeded |
| 2023-07-26 | After-Close | 8.12% | 0.80% | 0.10x | Within |
| 2023-10-25 | After-Close | 6.81% | 9.74% | 1.43x | Exceeded |
| 2024-02-06 | After-Close | 5.82% | 5.58% | 0.96x | Within |
| 2024-04-24 | After-Close | 8.31% | 2.21% | 0.27x | Within |
| 2024-07-30 | After-Close | 7.71% | 8.33% | 1.08x | Exceeded |
| 2024-10-23 | After-Close | 7.36% | 3.38% | 0.46x | Within |
| 2025-02-04 | After-Close | 8.19% | 6.07% | 0.74x | Within |
| 2025-04-23 | After-Close | 8.41% | 0.69% | 0.08x | Within |
| 2025-07-28 | After-Close | 12.14% | 4.15% | 0.34x | Within |
| 2025-10-23 | After-Close | 9.83% | 10.20% | 1.04x | Exceeded |
| 2026-02-20 | Pre-Market | 6.09% | 1.80% | 0.30x | Within |
| 2026-04-24 | Pre-Market | 9.65% | 4.61% | 0.48x | Within |
| 2026-07-30 | After-Close | 10.73% | 17.30% | 1.61x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
WU Options Activity & IV Rank
WU IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 46.6%
7-DTE IV: —
Expected Move: $0.62
7-DTE Move: $0.62
Days to Exp: 25 (2026-11-20)
Options Flow
Call Volume: 303
Put Volume: 70
P/C Volume: 0.231
BULLISH
Call OI: 29,776
Put OI: 6,116
P/C OI: 0.205
Total OI: 35,892
ATM Options Pricing
ATM Call: $0.42
ATM Put: $0.20
Call %: 6.8%
Put %: 3.2%
Chain Summary
Chain Volume: 3,285
Chain OI: 212,635
Last Updated: 10/26/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 41st percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
41%
vs own history
GEX tilt
+0.33
OI-weighted, today
Vanna tilt
+0.35
δ-sensitivity to IV
Charm tilt
-0.46
δ-decay vs time
Vanna tilt +0.35: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.46: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 15 ATM contracts, 39k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · ATM 47.5% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)51.1MediumOct 26
Straddle Price (30 DTE)$0.62Oct 26
Beta Analysis
Risk Metrics
Beta: 0.4126
Alpha: -35.20%
Correlation: 0.1406
R-Squared: 2.0%
Stock Volatility: 37.4%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own WU
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $40.2M | #724 of 3716 | +701.2% | 13F | |
| Point72 Hedge fund Steve Cohen | $14.3M | #665 of 1945 | +48.7% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $2.2M | #1329 of 4729 | -0.2% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
WU Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 320,200,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
10 filers$31.81M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $10.18M | 32.00% | 2026-06-30 |
| 2 | CONTINENTAL ADVISORS LLC | $6.08M | 19.12% | 2026-09-30 |
| 3 | Jane Street Group, LLC Custodian | $6.02M | 18.92% | 2026-06-30 |
| 4 | J. Goldman & Co LP | $3.46M | 10.89% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $2.52M | 7.94% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $1.27M | 4.00% | 2025-09-30 |
| 7 | Walleye Capital LLC | $1.22M | 3.83% | 2026-06-30 |
| 8 | CAPITAL FUND MANAGEMENT S.A. | $565.95K | 1.78% | 2026-06-30 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $482.02K | 1.52% | 2026-06-30 |
| 10 | Walleye Trading LLC | $2.31K | <0.01% | 2026-06-30 |
7 filers$14.82M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $6.39M | 43.11% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $4.79M | 32.28% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $2.22M | 14.97% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $668.00K | 4.51% | 2025-09-30 |
| 5 | CAPITAL FUND MANAGEMENT S.A. | $344.96K | 2.33% | 2026-06-30 |
| 6 | Walleye Capital LLC | $271.04K | 1.83% | 2026-06-30 |
| 7 | Walleye Trading LLC | $144.76K | 0.98% | 2026-06-30 |
WU Insider Trading (Form 4)
Latest: 2026-10-06Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-06 | Giovanni Angelini | President Europe, Africa, MEPA | Tax (F) | −1,035 | $6.00 | -$6.2K | EDGAR |
| 2026-09-09 | Benjamin Scott Hawksworth | Chief Operating Officer | Tax (F) | −8,569 | $7.00 | -$60.0K | EDGAR |
| 2026-06-11 | Giovanni Angelini | President Europe, Africa, MEPA | Award (A) | +66,846 | — | EDGAR | |
| 2026-05-04 | Benjamin Carlton Adams | Chief Legal Officer | Sell (S) | −19,924 | $9.23 | -$183.9K | EDGAR |
| 2026-04-30 | Giovanni Angelini | President Europe, Africa, MEPA | Sell (S) | −6,000 | $9.47 | -$56.9K | EDGAR |
| 2026-03-17 | Milind Pant | Director | Award (A) | +16,905 | — | EDGAR | |
| 2026-03-11 | Cherie Axelrod | Chief Enterprise Risk Officer | Award (A) | +69,562 | — | EDGAR | |
| 2026-03-11 | Matthew Cagwin | Chief Financial Officer | Award (A) | +245,816 | — | EDGAR | |
| 2026-03-11 | Giovanni Angelini | President Europe, Africa, MEPA | Award (A) | +104,603 | — | EDGAR | |
| 2026-03-11 | Solomon D Trujillo | Director | Award (A) | +32,951 | — | EDGAR | |
| 2026-03-10 | Benjamin Scott Hawksworth | Chief Operating Officer | Award (A) | +198,745 | — | EDGAR | |
| 2026-03-10 | Benjamin Scott Hawksworth | Chief Operating Officer | Tax (F) | −3,145 | $9.74 | -$30.6K | EDGAR |
| 2026-03-04 | Julie Cameron-Doe | Director | Award (A) | +20,921 | — | EDGAR | |
| 2026-03-04 | Martin I Cole | Director | Award (A) | +20,921 | — | EDGAR | |
| 2026-03-04 | Suzette Deering | Director | Award (A) | +20,921 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
WU Insider Holdings
21 insiders · @ $6.21
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Devin McGranahan | CEO & President | 1,662,964 | $10.33M | $1.50M | 15 | 2026-03-04 |
| 2 | Matthew Cagwin | Chief Financial Officer | 493,427 | $3.06M | $146.3K | 15 | 2026-03-11 |
| 3 | Giovanni Angelini | President Europe, Africa, MEPA | 377,103 | $2.34M | $32.7K | 24 | 2026-10-06 |
| 4 | Benjamin Scott Hawksworth | Chief Operating Officer | 313,891 | $1.95M | $0 | 7 | 2026-09-09 |
| 5 | Jeffrey A Joerres | Director | 254,619 | $1.58M | $199.2K | 15 | 2026-03-04 |
| 6 | Benjamin Carlton Adams | Chief Legal Officer | 247,281 | $1.54M | -$183.9K | 15 | 2026-05-04 |
| 7 | Michael Miles | Director | 197,243 | $1.22M | -$969.7K | 26 | 2026-03-04 |
| 8 | Cherie Axelrod | Chief Enterprise Risk Officer | 151,576 | $941.3K | $0 | 17 | 2026-03-11 |
| 9 | Betsy D Holden | Director | 144,466 | $897.1K | -$828.1K | 24 | 2026-03-04 |
| 10 | Andrew D Walker | Chief Operations Officer | 128,803 | $799.9K | $0 | 10 | 2025-04-22 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
WU Board & Officers
As of SEC filings through Oct 6, 2026Directors 12
- Betsy D Holden · since Sep 29, 2006
- Michael Miles · since Sep 29, 2006
- Solomon D Trujillo · since Jul 20, 2012
- Martin I Cole · since Jul 16, 2015
- Angela Sun · since Jul 19, 2018
- Jan Siegmund · since Dec 4, 2019
- Timothy P. Murphy · since Mar 24, 2020
- Devin McGranahan · since Dec 27, 2021
- Jeffrey A Joerres · listed since Feb 2023
- Suzette Deering · since Sep 21, 2023
- Julie Cameron-Doe · since Dec 12, 2023
- Milind Pant · since Mar 13, 2026
Officers 7
- Devin McGranahan · CEO & President · since Dec 27, 2021
- Giovanni Angelini · President Europe, Africa, MEPA · listed since Oct 2024
- Matthew Cagwin · Chief Financial Officer · listed since Feb 2023
- Benjamin Scott Hawksworth · Chief Operating Officer · listed since Sep 2025
- Cherie Axelrod · Chief Enterprise Risk Officer · since Aug 1, 2022
- Benjamin Carlton Adams · Chief Legal Officer · listed since Feb 2024
- Barry D. Cooper · Chief Accounting Officer · since Jul 1, 2025
Changes in the last 10 years (57)
| Mar 13, 2026 | Milind Pant became a director |
| Sep 10, 2025 | Benjamin Scott Hawksworth listed as Chief Operating Officer (previously Chief Technology Officer) in SEC filings |
| Jul 1, 2025 | Barry D. Cooper became Chief Accounting Officer |
| Jun 27, 2025 | Benjamin Scott Hawksworth became Chief Technology Officer |
| May 16, 2025 | The company announced the departure of Andrew D Walker as Chief Operations Officer in an SEC filing |
| Jan 7, 2025 | The company announced the departure of Mark Hinsey as Chief Accounting Officer in an SEC filing |
| Oct 4, 2024 | Giovanni Angelini listed as President Europe, Africa, MEPA (previously President, Europe and Africa) in SEC filings |
| Feb 26, 2024 | Benjamin Carlton Adams listed as Chief Legal Officer (previously CLO & Interim CHRO) in SEC filings |
| Dec 12, 2023 | Julie Cameron-Doe became a director |
| Nov 15, 2023 | The company announced the departure of Jean Claude Farah as President, Global Network in an SEC filing |
| Oct 3, 2023 | Estebarena Rodrigo Garcia became President of North America |
| Sep 21, 2023 | Suzette Deering became a director |
| Feb 27, 2023 | The company announced the departure of Richard Goodman from the board in an SEC filing |
| Feb 27, 2023 | The company announced the departure of Joyce Ann Phillips from the board in an SEC filing |
| Feb 27, 2023 | Jeffrey A Joerres first listed as a director in an SEC filing |
| Feb 27, 2023 | Giovanni Angelini listed as President, Europe and Africa (previously Head of Europe and Africa) in SEC filings |
| Feb 24, 2023 | The company announced the departure of Gabriella Fitzgerald as President Americas Region in an SEC filing |
| Feb 24, 2023 | Matthew Cagwin listed as Chief Financial Officer (previously Interim Chief Financ. Officer) in SEC filings |
| Feb 24, 2023 | Benjamin Carlton Adams listed as CLO & Interim CHRO (previously Chief Legal Officer & Corp Sec) in SEC filings |
| Sep 28, 2022 | Giovanni Angelini became Head of Europe and Africa |
| Sep 3, 2022 | Matthew Cagwin became Interim Chief Financ. Officer |
| Aug 11, 2022 | The company announced the departure of Rajesh K. Agrawal as CFO in an SEC filing |
| Aug 1, 2022 | Cherie Axelrod became Chief Enterprise Risk Officer |
| Jun 1, 2022 | Benjamin Carlton Adams became Chief Legal Officer & Corp Sec |
| Apr 18, 2022 | Andrew D Walker became Chief Operations Officer |
| Feb 25, 2022 | The company announced the departure of Michelle R Swanback as President, Platform in an SEC filing |
| Feb 10, 2022 | David Cebollero became Interim Chief Legal Officer |
| Dec 27, 2021 | Devin McGranahan became a director |
| Dec 27, 2021 | Devin McGranahan became CEO & President |
| Nov 11, 2021 | The company announced the departure of Hikmet Ersek from the board in an SEC filing |
| Nov 11, 2021 | The company announced the departure of Hikmet Ersek as President and CEO in an SEC filing |
| Sep 13, 2021 | Gabriella Fitzgerald became President Americas Region |
| Aug 10, 2021 | Andrew Summerill listed as President, Payments (previously President, Payments (Interim)) in SEC filings |
| Nov 10, 2020 | Jacqueline D Molnar listed as Chief Transformation Officer (previously Chief Trans Off. & Glbl Compl.) in SEC filings |
| Jul 1, 2020 | Joyce Ann Phillips became a director |
| Mar 24, 2020 | Timothy P. Murphy became a director |
| Mar 16, 2020 | Mark Hinsey became Chief Accounting Officer |
| Feb 21, 2020 | Jean Claude Farah listed as President, Global Network (previously EVP & Pres., Global Payments) in SEC filings |
| Jan 13, 2020 | Michelle R Swanback became President, Platform |
| Jan 6, 2020 | Rajesh K. Agrawal listed as CFO (previously EVP & CFO) in SEC filings |
| Dec 9, 2019 | Caroline Tsai listed as Chief Legal Officer/Secretary (previously EVP, Secretary & Gen. Counsel) in SEC filings |
| Dec 4, 2019 | Jan Siegmund became a director |
| Nov 12, 2019 | Jacqueline D Molnar listed as Chief Trans Off. & Glbl Compl. (previously Glbl Hd-Transformation & Compl) in SEC filings |
| Aug 6, 2019 | Richard L Williams listed as Chief People Officer (previously EVP & Chief Human Res. Ofcr.) in SEC filings |
| Jul 1, 2019 | Khalid Fellahi became President Consumer Money Trsfr |
| Jul 1, 2019 | Andrew Summerill became President, Payments (Interim) |
| Jun 19, 2019 | Jacqueline D Molnar became Glbl Hd-Transformation & Compl |
| May 20, 2019 | Michael Kalac listed as Acting Chief Tech Officer (previously Interim Chief Tech Officer) in SEC filings |
| Apr 16, 2019 | Michael Kalac became Interim Chief Tech Officer |
| Jul 19, 2018 | Angela Sun became a director |
| Feb 23, 2018 | Sheri Rhodes listed as EVP, Chief Technology Officer (previously Acting Chief Tech Officer) in SEC filings |
| Dec 1, 2017 | Caroline Tsai became EVP, Secretary & Gen. Counsel |
| Sep 22, 2017 | Sheri Rhodes became Acting Chief Tech Officer |
| May 15, 2017 | Jeffrey A Joerres no longer listed as a director in SEC filings |
| Feb 23, 2017 | Jean Claude Farah listed as EVP & Pres., Global Payments (previously EVP & Pres. ME/AF/APAC/RS/CIS) in SEC filings |
| Feb 22, 2017 | Odilon Almeida listed as EVP&Pres.-Global Money Trnsfr (previously EVP & Pres, Americas & Europe) in SEC filings |
| Nov 14, 2016 | Elizabeth Grace Chambers listed as EVP & Chief Strat/Prod/Mktg (previously EVP & Chief Strategy/Prod Ofcr) in SEC filings |
Not reported recently (17)
- Estebarena Rodrigo Garcia · Last reported as President of North America in an SEC filing dated Feb 28, 2025
- David Cebollero · Last reported as Interim Chief Legal Officer in an SEC filing dated May 9, 2022
- Andrew Summerill · Last reported as President, Payments in an SEC filing dated Mar 2, 2022
- Richard L Williams · Last reported as Chief People Officer in an SEC filing dated Feb 25, 2022
- Jacqueline D Molnar · Last reported as Chief Transformation Officer in an SEC filing dated Feb 25, 2022
- Caroline Tsai · Last reported as Chief Legal Officer/Secretary in an SEC filing dated Mar 22, 2021
- Khalid Fellahi · Last reported as President Consumer Money Trsfr in an SEC filing dated Mar 9, 2021
- Amintore Schenkel · Last reported as Chief Acct. Officer in an SEC filing dated Feb 25, 2020
- Roberto G Mendoza · Last reported as a director in an SEC filing dated Feb 21, 2020
- Frances F Townsend · Last reported as a director in an SEC filing dated Feb 21, 2020
- Michael Kalac · Last reported as Acting Chief Tech Officer in an SEC filing dated Nov 12, 2019
- Odilon Almeida · Last reported as EVP&Pres.-Global Money Trnsfr in an SEC filing dated Jun 24, 2019
- Robert W Selander · Last reported as a director in an SEC filing dated Feb 25, 2019
- Sheri Rhodes · Last reported as EVP, Chief Technology Officer in an SEC filing dated Feb 22, 2019
- Elizabeth Grace Chambers · Last reported as EVP & Chief Strat/Prod/Mktg in an SEC filing dated Nov 14, 2017
- John David Thompson · Last reported as EVP and CIO in an SEC filing dated Aug 8, 2017
- John R Dye · Last reported as EVP, Secretary & Gen. Counsel in an SEC filing dated Feb 23, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WU Proposed Insider Sales (Form 144)
Latest: 2026-05-18
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | Axelrod Cherie | Officer | 87,130 | $736.3K | 2026-05-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-01 | Adams Benjamin Carlton | Officer | 19,924 | $183.9K | 2026-05-01 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-04-28 | Angelini Giovanni | Officer | 6,000 | $56.9K | 2026-04-28 | Fidelity Brokerage Services LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-18
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-18 | 0001193125-26-229030 | EDGAR |
| 2026-05-05 | 0001193125-26-206661 | EDGAR |
| 2026-04-24 | 0001193125-26-174988 | EDGAR |
| 2026-03-16 | 0001193125-26-108389 | EDGAR |
| 2026-03-09 | 0001193125-26-098698 | EDGAR |
| 2026-02-20 | 0001193125-26-060322 | EDGAR |
| 2026-01-09 | 0001193125-26-009094 | EDGAR |
| 2025-11-06 | 0001193125-25-268137 | EDGAR |
| 2025-10-23 | 0001193125-25-248746 | EDGAR |
| 2025-10-07 | 0001193125-25-233454 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-20 | 0001193125-26-061340 | EDGAR |
| 2025-02-20 | 0000950170-25-024137 | EDGAR |
| 2024-02-22 | 0000950170-24-018751 | EDGAR |
| 2023-02-23 | 0000950170-23-004146 | EDGAR |
| 2022-02-24 | 0000950170-22-001962 | EDGAR |
| 2021-02-19 | 0001558370-21-001284 | EDGAR |
| 2020-02-20 | 0001558370-20-001090 | EDGAR |
| 2019-02-21 | 0001558370-19-000848 | EDGAR |
| 2018-02-22 | 0001365135-18-000013 | EDGAR |
| 2017-02-22 | 0001365135-17-000008 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-24 | 0001193125-26-177151 | EDGAR |
| 2025-10-27 | 0001193125-25-251580 | EDGAR |
| 2025-07-28 | 0000950170-25-099163 | EDGAR |
| 2025-04-23 | 0000950170-25-057339 | EDGAR |
| 2024-10-23 | 0000950170-24-116637 | EDGAR |
| 2024-07-30 | 0000950170-24-087866 | EDGAR |
| 2024-04-24 | 0000950170-24-047691 | EDGAR |
| 2023-10-25 | 0000950170-23-055181 | EDGAR |
| 2023-07-26 | 0000950170-23-034718 | EDGAR |
| 2023-05-02 | 0000950170-23-016682 | EDGAR |
ETF Holders
136 ETFs hold WU
25 shown · $508.86M total exposure · 0.10% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.10% | $106.8M | $104.0B | 2026-10-23 |
| 2 | SCHD Schwab U.S. Dividend Equity ETF | Nport | 0.07% | $61.9M | — | 2026-05-31 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $58.6M | — | 2026-09-30 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $41.4M | — | 2026-09-30 |
| 5 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.04% | $27.0M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $20.7M | — | 2026-09-30 |
| 7 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.11% | $18.1M | $15.8B | 2026-10-23 |
| 8 | FGD First Trust Dow Jones Global Select Dividend Index Fund | First Trust | 1.13% | $18.0M | $1.6B | 2026-10-23 |
| 9 | OUSM ALPS | OShares U.S. Small-Cap Quality Dividend ETF | Nport | 1.91% | $16.7M | — | 2026-05-31 |
| 10 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.21% | $16.4M | $7.7B | 2026-10-23 |
| 11 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.05% | $12.4M | — | 2026-05-31 |
| 12 | KBWD Invesco KBW High Dividend Yield Financial ETF | Invesco | 3.42% | $11.2M | — | 2026-10-24 |
| 13 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.21% | $10.3M | $4.8B | 2026-10-23 |
| 14 | DIV Global X SuperDividend U.S. ETF | Global X | 1.32% | $10.2M | — | 2026-10-26 |
| 15 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $8.4M | — | 2026-10-23 |
| 16 | SYLD Cambria Shareholder Yield ETF | Nport | 0.84% | $8.3M | — | 2026-07-31 |
| 17 | SDIV Global X SuperDividend ETF | Global X | 0.69% | $7.9M | — | 2026-10-26 |
| 18 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.03% | $7.8M | — | 2026-10-23 |
| 19 | FXR First Trust Industrials/Producer Durables AlphaDEX® Fund | First Trust | 1.12% | $7.7M | $684.1M | 2026-10-23 |
| 20 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.01% | $7.5M | — | 2026-09-30 |
| 21 | FNDX Schwab Fundamental U.S. Large Company ETF | Nport | 0.03% | $6.9M | — | 2026-05-31 |
| 22 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.11% | $6.5M | — | 2026-09-30 |
| 23 | USVM VictoryShares US Small Mid Cap Value Momentum ETF | Nport | 0.36% | $6.4M | — | 2026-06-30 |
| 24 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $6.1M | — | 2026-10-23 |
| 25 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.01% | $5.8M | $57.3B | 2026-10-23 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$1.22
TTM Revenue
$4.04B
TTM Net Income
$395.40M
TTM Op. Cash Flow
$609.70M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $1.01B | $76.70M | $0.24 | $104.90M |
| Q1 '26 | 2026-03-31 | $982.70M | $64.70M | $0.20 | $109.00M |
| Q4 '25 | 2025-12-31 | $1.01B | $114.40M | $0.35 | $135.40M |
| Q3 '25 | 2025-09-30 | $1.03B | $139.60M | $0.43 | $260.40M |
| Q2 '25 | 2025-06-30 | $1.03B | $122.10M | $0.37 | $-300.00K |
| Q1 '25 | 2025-03-31 | $983.60M | $123.50M | $0.36 | $148.20M |
| Q4 '24 | 2024-12-31 | $1.06B | $385.70M | $1.13 | $134.00M |
| Q3 '24 | 2024-09-30 | $1.04B | $264.80M | $0.78 | $212.10M |
| Q2 '24 | 2024-06-30 | $1.07B | $141.00M | $0.41 | $-33.80M |
| Q1 '24 | 2024-03-31 | $1.05B | $142.70M | $0.41 | $94.00M |
| Q4 '23 | 2023-12-31 | $1.05B | $127.00M | $0.35 | $264.50M |
| Q3 '23 | 2023-09-30 | $1.10B | $171.00M | $0.46 | $254.60M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-30
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
5.09
P/B
2.17
P/S
0.49
EV/EBITDA
4.58
EV/Sales
0.93
ROE
43.2%
ROA
5.0%
Div Yield
15.31%
FCF Yield
30.66%
Debt/Equity
2.95
Current Ratio
—
Market Cap
$1.99B
as of 2026-10-26
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
58.73M
SI % of Float
20.67%
Days to Cover
5.39
Short Vol Ratio
65.6%
Free Float
284.09M
Float %
91.1%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-14