Welcome to our dedicated page for Wiley (JOHN) & Sons SEC filings (Ticker: WLYB), 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 John Wiley & Sons, Inc. (WLYB) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents offer detailed insight into Wiley’s financial performance, capital allocation decisions, governance, and strategic priorities in research publishing, research intelligence, learning solutions, and AI-related initiatives.
Among the most closely watched filings for WLYB are Form 10-K annual reports and Form 10-Q quarterly reports, which contain segment information for Research and Learning, discussions of demand to publish, read, and license content, and commentary on open access models, AI licensing revenue, and market conditions in academic and professional learning. Investors can also review how Wiley presents non-GAAP measures such as Adjusted EPS, Adjusted Operating Income and Margin, Adjusted EBITDA and Margin, and Free Cash Flow, along with reconciliations to GAAP figures.
Current reports on Form 8-K for WLYB document material events such as quarterly earnings announcements, increases in share repurchase allocations under the company’s authorization, dividend changes, Board appointments, and executive leadership updates. These filings often reference press releases that describe trends in research growth, AI momentum, and margin expansion, as well as decisions on dividends and repurchases.
Definitive proxy statements on Form DEF 14A provide information about Wiley’s Board of Directors, executive compensation, governance practices, and the company’s long-term mission to provide must-have knowledge and insights while embracing responsible AI. Together, these filings help investors understand how Wiley manages its Research and Learning businesses, approaches capital allocation, and positions itself within the scholarly and information ecosystem.
On Stock Titan, WLYB filings are supplemented with AI-powered summaries designed to make complex disclosures more accessible. These summaries can help readers quickly interpret key points from lengthy 10-K and 10-Q reports, 8-K event disclosures, and proxy materials, while links to the original EDGAR documents preserve full detail for deeper analysis.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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. 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. 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.