Wolters Kluwer N V Stock Price, News & Analysis

Wolters Kluwer (WTKWY) has appointed Greg Samios as the new CEO of its Health division, effective June 1, 2025. Samios, who brings over 25 years of healthcare experience, succeeds Stacey Caywood, who became a Member of the Executive Board on May 15, 2025.

As Executive Vice President of the Health division's largest business units, Samios has led growth in clinical decision support products like UpToDate and Medi-Span. He spearheaded the integration of generative AI into healthcare products and strengthened partnerships with digital health companies. His previous roles include Executive VP of Legal & Regulatory U.S. at Wolters Kluwer and health-focused positions at Elsevier.

Wolters Kluwer (WTKWY) has reported its latest share buyback transactions for the period of May 22-28, 2025. The company repurchased 226,259 ordinary shares at an average price of €160.75, totaling €36.4 million. This is part of a larger €1 billion share buyback program announced on February 26, 2025.

Year-to-date, Wolters Kluwer has repurchased 2,524,854 shares for a total consideration of €392.3 million at an average price of €155.38. The company has engaged third parties to execute €350 million of buybacks between May 8 and July 28, 2025. The repurchased shares will be held as treasury shares and eventually canceled for capital reduction purposes.

Wolters Kluwer Legal & Regulatory has agreed to acquire Brightflag, an AI-powered legal software company, for €425 million in cash. Brightflag, founded in 2014, specializes in cloud-based legal spend and matter management software, with 155 employees joining Wolters Kluwer post-acquisition. The company demonstrated strong growth with a 36% revenue increase in 2024, reaching €22 million, and €27 million in annual recurring revenue by April 2025. Notably, 95% of Brightflag's revenue is recurring, with 60% coming from U.S. customers. The acquisition aims to strengthen Wolters Kluwer's presence in mid-size corporations across the U.S. and Europe, complementing their existing focus on large corporations. The deal is expected to close in June 2025.

Wolters Kluwer (WTKWY) has reported the latest transactions in its ongoing share buyback program. From May 15-21, 2025, the company repurchased 211,173 ordinary shares at an average price of €159.50, totaling €33.7 million. This is part of a larger €1 billion share buyback program announced on February 26, 2025. Year-to-date, the company has repurchased 2,298,595 shares for €355.9 million at an average price of €154.85. The company has engaged third parties to execute €350 million of buybacks between May 8 and July 28, 2025. The repurchased shares will be held as treasury shares and eventually canceled for capital reduction purposes.

Wolters Kluwer's 2025 Annual General Meeting (AGM) saw the adoption of all proposed resolutions. Key highlights include: Stacey Caywood's appointment to the Executive Board, with plans to make her CEO and Chair following Nancy McKinstry's retirement in February 2026. Kevin Entricken was reappointed as CFO for four years, while Ann Ziegler was reappointed to the Supervisory Board for two years. Shareholders approved the 2024 Financial Statements and a total dividend of €2.33 per share, with a final dividend of €1.50 payable in June 2025. KPMG was appointed as external auditor for sustainability statements (2025-2028). The meeting had a 76.69% shareholder representation and approved the Executive Board remuneration policy update.

Wolters Kluwer (WTKWY) has reported details of its ongoing share buyback program for the period of May 8-14, 2025. The company repurchased 225,090 ordinary shares at an average price of €157.13, totaling €35.4 million. This is part of a larger €1 billion share buyback program announced on February 26, 2025.

Year-to-date, Wolters Kluwer has repurchased 2,087,422 shares for a total consideration of €322.3 million at an average price of €154.38. The company has engaged third parties to execute €350 million of buybacks between May 8 and July 28, 2025. The repurchased shares will be held as treasury shares and eventually canceled for capital reduction purposes.

Wolters Kluwer (WTKWY) reported strong Q1 2025 performance with revenues up 6% in constant currencies and 5% organically. Recurring revenues, comprising 83% of total revenue, grew 7% organically, while non-recurring revenues declined 2%. The company's cloud software revenues showed impressive growth of 14% organically, representing 21% of total revenue. Q1 adjusted operating profit increased 11% at constant currencies, and adjusted free cash flow rose 5%. The company has completed €286 million of its intended €1 billion share buyback. Key divisional performance includes: Health (+4% organic), Tax & Accounting (+5% organic), Financial & Corporate Compliance (+3% organic), Legal & Regulatory (+7% organic), and Corporate Performance & ESG (+10% organic). Management reiterated its full-year 2025 guidance, expecting organic growth in line with 2024's 6% and an adjusted operating profit margin of 27.1%-27.5%.

Wolters Kluwer (WTKWY) has completed a portion of its share buyback program, repurchasing 162,722 ordinary shares between April 24-May 5, 2025, for €25.1 million at an average price of €153.97 per share. This fulfills the previously announced third-party agreement to repurchase €155 million in shares from February 28 to May 5, 2025.

The repurchases are part of a larger €1 billion share buyback program announced on February 26, 2025, for the year 2025. Year-to-date, the company has repurchased 1,862,332 shares for a total of €286.9 million at an average price of €154.05. The repurchased shares will be held as treasury shares and canceled to reduce capital.

["Completion of €155 million third-party share repurchase agreement", "Strong progress on €1 billion buyback program with €286.9 million already executed", "Share cancellation will reduce share count, potentially increasing EPS"]

Wolters Kluwer Legal & Regulatory has acquired Inisoft Group, a Czech software provider specializing in regulatory compliance solutions for the waste management sector. Inisoft's flagship product, Envita, helps over 3,600 customers including government agencies, municipalities, and waste management providers comply with national and local waste disposal regulations through tracking and reporting capabilities.

Founded in 1992, Inisoft's 68 employees will join Wolters Kluwer's Czech and Slovakian unit. The acquisition is expected to achieve a return on invested capital above Wolters Kluwer's 8% after-tax cost of capital within 3-5 years, with an immaterial impact on earnings.