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JOHN WILEY & SONS, INC. (WLY) reported first-quarter fiscal 2027 revenue of $386.4 million, down 3% year over year, and a GAAP net loss of $11.7 million (diluted $(0.23) per share) versus net income of $11.7 million ($0.22 per share) a year ago, mainly due to higher restructuring and acquisition costs and lower AI license revenue.
On an adjusted constant-currency basis, Adjusted Operating Income was $30.9 million (-9%), Adjusted EBITDA $67.8 million (-4%), and Adjusted EPS $0.44 (-10%). Wiley completed the $462.7 million acquisition of Emerald Publishing, adding $13.3 million of revenue and $1.2 million of net income in the quarter and increasing goodwill and intangible assets. Research segment revenue rose 4% with Adjusted EBITDA up 9%, while Learning revenue fell 19% and Adjusted EBITDA declined 55%, reflecting the absence of prior-year AI license deals and weaker print and digital demand.
Operating cash outflow improved to $55.3 million from $85.0 million, and free cash flow less product development spending was a negative $69.6 million versus negative $99.9 million. To fund Emerald, long-term debt increased to $1.28 billion and quarterly interest expense rose to $13.9 million. Wiley continues its multiyear Global Restructuring Program, recording $16.5 million in charges this quarter and targeting approximately $125 million of annualized cost savings, with about $120 million expected in fiscal 2027.
JOHN WILEY & SONS, INC. (WLY) reported fiscal Q1 2027 results with revenue of $386.4 million, down 3% from $396.8 million, and a GAAP net loss of $11.7 million versus income of $11.7 million a year ago, reflecting higher restructuring and Emerald acquisition costs. GAAP diluted EPS was $(0.23) vs. $0.22, while non‑GAAP Adjusted EPS was $0.44, down 10%.
Research remained the growth engine: revenue rose 4% to $293.5 million, Research Publishing grew 12%, and segment Adjusted EBITDA margin expanded 130 bps to 29.6%, helped by the Emerald Publishing acquisition, which contributed $13 million of revenue and $5 million of Adjusted EBITDA. Learning revenue fell 19% to $92.9 million and Adjusted EBITDA dropped 55% to $14 million amid prior‑year AI licensing comparisons and softer demand.
Non‑GAAP Adjusted EBITDA was $67.8 million, down 4% with margin at 17.6%. Free cash flow was a use of $70 million, an improvement from a $100 million use, while net debt increased to $1.19 billion and net debt‑to‑EBITDA to 2.7x following the roughly $450 million Emerald acquisition. Wiley raised its dividend for the 33rd consecutive year, returned $33 million via dividends and buybacks, and reaffirmed its fiscal 2027 outlook, including Adjusted EPS of $4.60–$5.05 and free cash flow of $205 million.
John Wiley & Sons, Inc. outlines strong fiscal 2026 results and key governance items for shareholder vote at the September 24, 2026 virtual annual meeting. Shareholders of record on July 31, 2026 will vote on electing 9 directors, ratifying PricewaterhouseCoopers LLP as auditor, and approving say‑on‑pay.
The company reports GAAP revenue of $1.677 billion, GAAP net income of $222 million, diluted EPS of $4.16, Free Cash Flow of $195 million, and an Adjusted EBITDA margin of 26.2%. Adjusted EPS rose to $4.19, with Research growing while Learning declined, and AI licensing revenue across Research and Learning increasing 23%.
Wiley emphasizes two growth engines: a durable Research franchise and a rapidly scaling AI and data analytics business, including AI‑related revenue in Research and Learning increasing from $23 million in fiscal 2024 to $49 million and recurring AI revenue rising from $1 million to $8 million. The company returned $174 million to shareholders, including a record $100 million of share repurchases, and marked 32 consecutive years of dividend increases. The proxy also details a majority‑independent, skills‑based board, dual‑class share structure, extensive shareholder engagement, and performance‑linked executive compensation with clawback, stock ownership guidelines, and no hedging or option repricing.
MCDANIEL RAYMOND W reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons, Inc. director Raymond W. McDaniel received a grant of 462 Phantom Stock Units on July 23, 2026, at a reference value of $48.72 per unit. The award reflects additional units from a quarterly dividend under the directors’ deferred compensation plan and increases his direct deferred holdings to 63,407 units, which are 1-for-1 settled in Class A Common stock upon separation from the Board.
Madden Karen N reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons, Inc. director Karen N. Madden received a grant of 39 Phantom Stock Units on July 23, 2026 at a reference value of $48.72 per unit. The additional units reflect quarterly dividend equivalents deferred under the company’s Deferred Compensation Plan for Directors and are credited 1-for-1 in Class A Common stock, settling when she separates from the board. Following this grant, she directly holds 5,376 Phantom Stock Units.
John Wiley & Sons director Katherine Dunn Andresen received a grant of 31 Phantom Stock Units on 2026-07-23 at a reference price of $48.72 per unit under the company’s Deferred Compensation Plan for Directors. These units convert 1-for-1 into Class A Common and settle upon separation from the Board, bringing her deferred holdings to 4,211 units.
Baker Mari Jean reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons director Mari Jean Baker received a grant of 311 Phantom Stock Units on July 23, 2026 at $48.72 per unit, credited as dividend equivalents under the Deferred Compensation Plan for Directors. Each unit is 1-for-1 tied to Class A Common and settles in shares upon separation from the board, bringing her reported phantom holdings to 42,684 units.
Singh Inder M reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons, Inc. director Inder M Singh received a grant of 114 Phantom Stock Units tied to Class A Common stock at a reference value of $48.72 per unit. The award reflects additional units from a quarterly dividend under the Deferred Compensation Plan for Directors and will settle 1-for-1 in Class A Common shares upon separation from the Board, bringing his phantom unit balance to 15,615.
Dobson David C reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director David C. Dobson received a grant of 230 Phantom Stock Units on July 23, 2026 at $48.72 per unit. The award reflects additional units credited from a quarterly dividend under the company’s Deferred Compensation Plan for Directors.
Each unit is convertible on a 1-for-1 basis into Class A Common stock and will settle in shares upon his separation from the board. Following this credit, Dobson’s reported Phantom Stock Unit holdings total 31,619 units.