John Wiley & Sons, Inc. filings document the reporting obligations of a New York publishing and research-intelligence company with Class A and Class B common stock. Recent Form 8-K reports cover quarterly results, Regulation FD earnings presentation materials, share repurchase authorization activity, dividend-related capital allocation context, and executive leadership changes.
The company’s proxy materials address governance and shareholder voting matters, including board and executive compensation disclosures. Together, the filings provide formal records of Wiley’s operating results, capital-return programs, management structure, compensation arrangements, and public-company governance.
John Wiley & Sons, Inc. (WLY) ten-percent owner Wiley Bradford made a bona fide charitable gift of 65,000 shares of Class A Common Stock to a nonprofit organization unaffiliated with him and the issuer; no value was received. He disclaimed beneficial ownership of the gifted shares, and 328,047 directly held shares were reported following the gift.
Separate indirect holdings reported were 1,200,000 shares through WG6 LLC, 462,338 shares through E.P. Hamilton Trusts LLC, 301,645 shares through W. Bradford Wiley & Associates, L.P., and 55,673 shares under the Trust of Esther B. Wiley. The footnotes say Wiley Bradford, Peter Booth Wiley and Deborah E. Wiley may be deemed to share beneficial ownership of the WG6 LLC shares; they share the WBW LP and Esther B. Wiley trust holdings. Celia Wiley, Jesse C. Wiley and Elizabeth H. Wiley are also identified as sharing beneficial ownership of the E.P. Hamilton Trusts LLC shares.
John Wiley & Sons, Inc. shareholders elected nine director nominees at the September 24, 2026 annual meeting: Class A shareholders elected directors Katya D. Andresen, David C. Dobson and Karen N. Madden; Class B shareholders elected directors Brian O. Hemphill, Matthew S. Kissner, Raymond W. McDaniel, Jr., William J. Pesce, Inder M. Singh and Jesse C. Wiley. They are to serve until the 2027 annual meeting or until successors are elected and qualified. Shareholders ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending April 30, 2027, and approved the non-binding advisory resolution on named executive officer compensation.
John Wiley & Sons, Inc. director William J. Pesce received an annual award of 2,880 restricted stock units on September 24, 2026. On September 23, 2026, 3,275 previously awarded units vested and converted into 3,275 Class A Common shares; his reported direct holdings after that transaction were 91,384 Class A Common shares. The award vests on the earlier of the day before the next annual meeting, the director's death or disability, or a change in control event. No Rule 10b5-1 plan is reported.
JOHN WILEY & SONS, INC. director Raymond W. McDaniel acquired 2,880 Phantom Stock Units on September 24, 2026, as an annual director stock award under the company’s 2022 Omnibus Stock and Long-Term Incentive Plan. The reported price was $48.61 per unit; he held 66,287 Phantom Stock Units directly after the award. No Rule 10b5-1 plan is reported.
JOHN WILEY & SONS, INC. director David C. Dobson acquired 2,880 Phantom Stock Units on September 24, 2026, in an annual director stock award, reported at $48.61 per share. The deferred units are tied one-for-one to Class A Common stock and vest on the earliest of the day before the next Annual Meeting, the director’s death or disability, or a change in control event. They settle in Class A Common stock upon separation from the Board; distributions follow Dobson’s election of a lump sum or ratable installments over no more than 10 years. His reported balance after the award was 34,499 Phantom Stock Units.
John Wiley & Sons, Inc. director Katherine Dunn Andresen acquired 2,880 Phantom Stock Units on September 24, 2026, as an annual director stock award. The reported price was $48.61 per share, and her reported position after the award was 7,091 Phantom Stock Units. No Rule 10b5-1 plan is reported.
The deferred award vests on the earliest of the day before the next Annual Meeting, the director’s death or disability, or a change in control. It settles upon separation from the Board in 100% of Class A Common stock.
John Wiley & Sons, Inc. director Inder M. Singh acquired 2,880 Phantom Stock Units on September 24, 2026, at a reported $48.61 per-unit price; his direct position became 18,495 units. The annual award was deferred under the Director Deferred Compensation Plan. Units vest at the earliest of the day before the next Annual Meeting, death or disability, or a change in control; they settle in Class A Common stock upon separation of service from the Board. Distributions follow his election as a lump sum or ratable installments over no more than 10 years.
JOHN WILEY & SONS, INC. director Brian O. Hemphill acquired 2,880 Phantom Stock Units on September 24, 2026, in an annual director award; the transaction lists a price of $48.61 per share. The award was deferred under the Director Deferred Compensation Plan, and 17,275 Phantom Stock Units were reported following the award. The units vest at the earliest of the day before the next Annual Meeting, death or disability, or a change in control, and settle in Class A Common stock upon separation from Board service. No Rule 10b5-1 plan is reported.
John Wiley & Sons, Inc. director Karen N. Madden acquired 2,880 Phantom Stock Units on September 24, 2026, reported at $48.61 per unit; her reported balance after the award was 8,256 units. The annual director award was deferred under the Director Deferred Compensation Plan. The units vest on the earliest of the day before the next annual meeting, her death or disability, or a change in control, and settle upon separation from Board service in Class A common stock. Distribution is in a lump sum or installments over no more than 10 years, per her election. No Rule 10b5-1 plan is reported.
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.