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John Wiley & Sons, Inc. director Karen N. Madden reported the crediting of 60 Phantom Stock Units on 01/15/2026. These units were added at a reference price of $31.01 per unit as part of her deferred compensation.
Following this transaction, she beneficially owns a total of 5,291 Phantom Stock Units in a direct capacity. According to the plan terms, each unit is convertible on a 1-for-1 basis into John Wiley & Sons, Inc. Class A Common stock.
The filing explains that the additional 60 units arose from a quarterly dividend and were deferred under the company’s Deferred Compensation Plan for Directors. The Phantom Stock Units are scheduled to settle in Class A Common shares upon her separation from service on the Board.
John Wiley & Sons, Inc. director Katherine Dunn Andresen reported an acquisition of derivative equity linked to the company. On January 15, 2026, she acquired 47 Phantom Stock Units at $31.01 per unit, bringing her total to 4,145 Phantom Stock Units held directly.
According to the filing, these additional units arose from a quarterly dividend and were deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors. The units are credited on a 1‑for‑1 basis and will be settled in John Wiley & Sons, Inc. Class A Common stock upon her separation from service on the Board.
John Wiley & Sons director Brian O. Hemphill reported an automatic increase in his deferred equity under the company’s director compensation plan. On January 15, 2026, he acquired 160 Phantom Stock Units at $31.01 per unit, bringing his total to 14,168 Phantom Stock Units held directly. According to the plan terms, these units are credited 1-for-1 and will settle in John Wiley & Sons Class A Common stock upon his separation from Board service.
John Wiley & Sons, Inc. director Inder M. Singh acquired 174 Phantom Stock Units on January 15, 2026. These units were credited at a price of $31.01 each as a result of a quarterly dividend under the company’s Deferred Compensation Plan for Directors.
Each Phantom Stock Unit is convertible on a 1‑for‑1 basis into John Wiley & Sons Class A Common stock. After this credit, Singh beneficially owns a total of 15,369 Phantom Stock Units, held directly. Under the plan, these units are scheduled to settle in 100% Class A Common stock upon his separation from service on the Board.
John Wiley & Sons, Inc. 10% owner Deborah E. Wiley reported selling 75,000 shares of Class A common stock on January 9, 2026. The shares were sold back to the company in a private transaction under a Board-approved repurchase program as part of her estate planning. The price was $30.5287 per share, based on the five-day volume-weighted average price ending January 8, 2026.
After the sale, she held 659,529 Class A shares directly. She also had indirect beneficial ownership of additional Class A shares held through several entities and a trust, including 1,200,000 shares via WG6 LLC, 462,338 shares via EPH LLC, 301,645 shares via WBW LP, and 55,673 shares as co-trustee.
John Wiley & Sons, Inc. reported that it has increased its Fiscal 2026 share repurchase allocation to $100 million. This planned buyback level is higher than the Company’s prior allocations of $60 million for Fiscal 2025 and $45 million for Fiscal 2024, indicating a larger capital return program for the coming fiscal year. The increase is being made under an existing $250 million share repurchase authorization approved by the Board on June 25, 2025, which provides the overall framework within which these repurchases may occur.
John Wiley & Sons, Inc. reported slightly lower revenue but higher profitability for the quarter ended October 31, 2025. Net revenue was $421.8 million, down modestly from $426.6 million a year ago, while net income rose to $44.9 million from $40.5 million as cost of sales and operating expenses declined. Diluted earnings per share increased to $0.84 from $0.74.
The Research segment drove results, with revenue of $278.5 million, led by Research Publishing at $241.4 million, while Learning revenue declined to $143.2 million as Academic and Professional products softened. Operating income improved to $73.0 million versus $64.1 million.
Operating cash flow for the six months was a use of $76.5 million, improving from a $94.0 million use, helped by working capital but offset by large reductions in contract liabilities. Wiley realized $114.1 million of cash proceeds from asset and business sales, including monetizing University Services notes and earnouts, and recorded a $3.4 million net loss on divestitures year-to-date. The multiyear Global Restructuring Program continued, with $6.1 million in restructuring and related charges in the quarter and total program charges reaching $148.9 million.
John Wiley & Sons, Inc. reported that it released its financial results for the second quarter of fiscal year 2026 and discussed them on an earnings conference call, both held on December 4, 2025. The company furnished a press release titled “Research Growth, AI Momentum, and Material Margin Expansion Highlight Wiley’s Second Quarter 2026” as Exhibit 99.1 and the related presentation materials as Exhibit 99.2. These materials are provided for informational purposes and are designated as furnished, not filed, under the securities laws.
The Vanguard Group filed Amendment No. 14 to Schedule 13G reporting beneficial ownership in John Wiley & Sons Inc (WLY) as of 09/30/2025. Vanguard reported 4,815,296 shares of common stock, representing 10.83% of the class.
Vanguard reported 0 shares with sole voting power and 279,047 shares with shared voting power. It reported 4,491,283 shares with sole dispositive power and 324,013 shares with shared dispositive power. Vanguard stated the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Vanguard’s clients have the right to receive dividends or sale proceeds relating to the reported securities, and no single other person’s interest exceeds 5%.
John Wiley & Sons, Inc. disclosed a Form 4 showing a director acquired 144 Phantom Stock Units on 10/23/2025 with Transaction Code A. The units were credited due to a quarterly dividend under the company’s Deferred Compensation Plan for Directors at a reported derivative price of $36.98.
Each unit is 1-for-1 into Class A Common and settles upon separation from the Board. Following this transaction, the director beneficially owned 15,195 derivative securities.