Welcome to our dedicated page for Wiley John & Sons SEC filings (Ticker: WLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for John Wiley & Sons, Inc. (WLY) provides access to the company’s official disclosures as filed with the U.S. Securities and Exchange Commission. Wiley describes itself as a global leader in authoritative content, research intelligence, and learning, and its filings give investors a detailed view of how this business is structured, governed, and performing over time.
Through this page, users can review annual reports on Form 10-K and quarterly reports on Form 10-Q, which typically include segment information for Research and Learning, discussions of research publishing and solutions, academic and professional learning activities, and explanations of non-GAAP measures such as Adjusted EPS, Adjusted Operating Income and Margin, EBITDA and Adjusted EBITDA, Adjusted Revenue, and Free Cash Flow. These documents also describe restructuring charges, divestitures, and other items that affect reported results.
Investors can also examine current reports on Form 8-K, where Wiley discloses material events such as earnings releases, changes to share repurchase allocations, dividend-related announcements, and outcomes of the Annual Meeting of Shareholders. Recent 8-K filings have covered second quarter fiscal 2026 results, an increase in the fiscal 2026 share repurchase allocation under an existing authorization, and voting results for director elections and advisory proposals.
In addition, this page offers convenient access to proxy materials and governance-related filings, which provide information on Board composition, shareholder voting outcomes, and corporate governance principles. Where applicable, users can also locate Form 4 insider transaction reports to see equity transactions by directors and officers.
Stock Titan enhances these filings with AI-powered summaries and explanations, helping readers interpret complex accounting, non-GAAP reconciliations, and segment disclosures. Real-time updates from EDGAR, combined with AI insights, allow users to quickly understand how developments in research publishing, AI and data services, and capital allocation are reflected in Wiley’s official regulatory record.
Andresen Katherine Dunn reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director Katherine Dunn Andresen received a grant of 36 Phantom Stock Units as compensation. The units were credited on April 23, 2026 at a reference value of $41.32 per unit under the company’s Deferred Compensation Plan for Directors.
These Phantom Stock Units are tied 1-for-1 to John Wiley & Sons Class A Common stock and were added as a result of a quarterly dividend. They will settle in Class A Common shares when Andresen separates from service on the Board, bringing her total Phantom Stock Unit balance to 4,181 units.
Hemphill Brian O reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director Brian O. Hemphill received a grant of 122 Phantom Stock Units credited at $41.32 per unit. The units arose from a quarterly dividend and were deferred under the company’s Deferred Compensation Plan for Directors on a 1-for-1 basis into Class A Common stock.
After this award, Hemphill holds a total of 14,290 Phantom Stock Units, which will settle in John Wiley & Sons Class A Common stock upon his separation from the board.
JOHN WILEY & SONS, INC. director Mari Jean Baker reported a compensation-related award of 361 Phantom Stock Units on Class A Common stock, labeled as a grant or other acquisition. The units are valued at $41.32 per unit and are credited 1-for-1 with the underlying shares.
According to the plan terms, these additional Phantom Stock Units arose from a quarterly dividend and were deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors. They will settle in 100% Class A Common stock upon her separation from the Board. Following this credit, she holds 42,373 Phantom Stock Units directly.
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 536 Phantom Stock Units on the company's books. These units were credited at an implied value of $41.32 per unit as part of a quarterly dividend under the Deferred Compensation Plan for Directors.
Each Phantom Stock Unit is exchangeable on a 1-for-1 basis into Class A Common stock and is scheduled to settle in shares when McDaniel separates from service on the Board. After this grant, he holds a total of 62,945 Phantom Stock Units.
Dobson David C reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director David C. Dobson received an award of 267 Phantom Stock Units on April 23, 2026. The reference price for the grant is $41.32 per unit, and each unit is designed to track one share of Class A Common stock on a 1-for-1 basis.
The 267 additional units reflect a quarterly dividend credited under the company’s Deferred Compensation Plan for Directors. After this award, Dobson holds a total of 31,389 Phantom Stock Units, which are scheduled to settle in 100% John Wiley & Sons, Inc. Class A Common stock upon his separation from the Board.
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 132 Phantom Stock Units on April 23, 2026, credited at $41.32 per unit. These units track the value of Class A Common on a 1-for-1 basis.
The award arose from a quarterly dividend that was deferred under the company’s Deferred Compensation Plan for Directors. Following this credit, Singh holds a total of 15,501 Phantom Stock Units, which are scheduled to settle in shares of Class A Common stock upon his 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 45 Phantom Stock Units on a 1-for-1 basis, credited at $41.32 per unit. These units arose from a quarterly dividend and were deferred under the company’s Deferred Compensation Plan for Directors.
Following this award, Madden holds a total of 5,337 Phantom Stock Units. The units are designed to settle in 100% John Wiley & Sons, Inc. Class A Common stock upon her separation of service from the Board, aligning director compensation with long-term shareholder value.
The Vanguard Group filed Amendment No. 15 to its Schedule 13G/A reporting its disaggregated holdings in John Wiley & Sons Inc common stock and stating 0 shares beneficially owned, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026 under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries and business divisions to report separately.
John Wiley & Sons reported modest top-line growth but a strong earnings recovery for the quarter ended January 31, 2026. Revenue rose to $410.0 million, up 1% year over year and flat on a constant-currency basis.
Operating income increased 21% to $62.8 million, helped by lower operating and administrative expenses from ongoing restructuring and cost-saving initiatives, partly offset by higher royalties and bad debt expense. Net income swung from a $23.0 million loss to $29.7 million profit, with diluted EPS improving from a loss of $0.43 to earnings of $0.56.
On an adjusted, constant-currency basis, Wiley reported Adjusted Operating Income of $69.8 million (up 22%), Adjusted EBITDA of $105.4 million (up 12%), and Adjusted EPS of $0.97 (up 19%). For the nine months, revenue was $1.23 billion, net income increased to $86.3 million, and operating cash flow nearly doubled to $103.3 million, supported by divestiture proceeds, lower interest expense, and restructuring-driven efficiencies.
John Wiley & Sons reported stronger third-quarter 2026 results with higher profits, margins, and cash generation. Revenue was $410 million, up 1% year over year. GAAP diluted EPS improved to $0.56 from a loss of ($0.43), while adjusted EPS rose to $0.97, up 19% at constant currency.
Adjusted EBITDA increased to $105 million, up 12%, lifting the adjusted EBITDA margin to 25.7%. Year-to-date operating cash flow nearly doubled to $103 million and free cash flow improved to $56 million from a small use of cash. The company realized $7 million of AI revenue in the quarter and about $42 million year-to-date, and is buying back more stock, targeting $100 million of repurchases in fiscal 2026.
Management now expects fiscal 2026 adjusted EBITDA margin and adjusted EPS to finish at the high end of prior guidance ranges, while reaffirming its outlook for adjusted revenue growth and approximately $200 million of free cash flow.