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John Wiley & Sons, Inc. filings document material events for a New York corporation with Class A and Class B common stock. Recent Form 8-K reports cover quarterly operating results, Regulation FD earnings presentation materials, board-authorized share repurchase activity, executive appointments and departures, and shareholder voting results from the annual meeting.
The filings also record governance matters such as director elections by share class and officer compensation or separation arrangements when disclosed. Capital-allocation filings address repurchase authorizations, while earnings-related filings furnish financial press releases and presentation exhibits for the company’s research publishing, research intelligence, and learning operations.
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.
Clarkston Capital Partners and related entities have filed a Schedule 13G reporting beneficial ownership of 2,617,945 shares of John Wiley & Sons, Inc. Class A Common Stock, representing 5.98% of the class, based on 43,792,357 shares outstanding as of November 30, 2025.
The filing attributes 1,020,000 shares with sole voting and dispositive power and 1,587,395–1,597,945 shares with shared voting and dispositive power for each reporting person. The shares are held in discretionary client accounts or an account of a control person of Clarkston Capital Partners.
The reporting group certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of John Wiley & Sons, Inc.
John Wiley & Sons, Inc. director David C. Dobson reported an acquisition of additional deferred compensation tied to the company’s stock. On January 15, 2026, he acquired 352 Phantom Stock Units at $31.01 per unit, increasing his holdings to 31,121 Phantom Stock Units, all held directly. Each unit is described as 1-for-1 with John Wiley & Sons, Inc. Class A Common stock and was credited as a result of a quarterly dividend under the Deferred Compensation Plan for Directors. These units are scheduled to settle in 100% Class A Common stock upon his separation from service on the Board.
John Wiley & Sons, Inc. director Raymond W. McDaniel reported an annual equity grant in the form of 706 Phantom Stock Units on 01/15/2026. The units were recorded at a price of $31.01 per unit, bringing his total directly held derivative securities to 62,409 Phantom Stock Units after the transaction.
The award is issued under the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan on a 1-for-1 basis into Class A Common stock. These units vest on the earliest of the day before the next annual meeting, the director’s death or disability, or a change in control event, and are settled in 100% Class A Common stock upon retirement from the Board.
John Wiley & Sons, Inc. director Mari Jean Baker reported an automatic increase in deferred compensation tied to company stock. On January 15, 2026, she acquired 476 Phantom Stock Units at a reference price of $31.01 per unit, reflecting a quarterly dividend credited under the company’s Deferred Compensation Plan for Directors. Following this transaction, she beneficially owned 42,012 Phantom Stock Units. Each unit is exchangeable on a 1-for-1 basis into Class A common stock, with shares delivered after she separates from service on the Board.