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.
John Wiley & Sons (WLY) reported a director Form 4 showing the acquisition of 293 Phantom Stock Units on 10/23/2025 under the company’s Deferred Compensation Plan for Directors, reflecting quarterly dividend credits. Each unit converts 1‑for‑1 into Class A Common stock and settles upon separation from the Board. Following the transaction, the director beneficially owns 30,769 derivative units, held directly. The filing lists a derivative security price of $36.98.
John Wiley & Sons, Inc. (WLY) reported a director’s acquisition of 395 phantom stock units on 10/23/2025, coded A. The filing lists a $36.98 price of derivative security. Following this transaction, the director beneficially owned 41,536 derivative securities, held directly.
The units convert on a 1-for-1 basis into Class A Common and were credited as additional phantom stock units resulting from a quarterly dividend and deferred under the company’s Deferred Compensation Plan for Directors. Shares settle upon separation from the Board.
John Wiley & Sons, Inc. (WLY) reported a director’s Form 4 showing an acquisition of 39 Phantom Stock Units on 10/23/2025, credited from a quarterly dividend under the company’s Deferred Compensation Plan for Directors. Each unit is 1-for-1 into Class A Common and will settle upon separation from the Board. The filing lists a derivative price of $36.98. Following this transaction, the director beneficially owned 4,098 derivative securities, held directly.
John Wiley & Sons reported mixed first-quarter results with modest revenue pressure offset by improved profitability. Consolidated revenue was $396.8 million, down 2% year-over-year, while reported operating income rose to $31.0 million (+7%). Diluted EPS turned positive at $0.22 versus a $(0.03) loss a year earlier. On an adjusted, constant-currency basis (excluding Held for Sale or Sold), Adjusted Revenue rose 1% and Adjusted Operating Income was $34.0 million (-2%). AI license revenue grew to $28.9 million. Total debt outstanding was $828.3 million with about $469.4 million of unused borrowing capacity. The effective tax rate was 33.9% versus 106.2% last year. A settlement in principle was reached in the Anthropic class-action matter, but Wiley cannot estimate its potential share of any settlement.
John Wiley & Sons furnished an 8-K reporting that on September 4, 2025 the company held its first-quarter fiscal 2026 earnings conference call and is furnishing the related presentation materials as Exhibit 99.2 and a press release as Exhibit 99.1. The filing states the information in Items 2.02 and 7.01 and the exhibits are being furnished, not filed, and therefore are not subject to Section 18 liability or automatically incorporated by reference into other securities filings. The exhibits listed include a press release titled "AI Demand Drives Wiley's First Quarter 2026 Results" and presentation materials dated September 4, 2025.
Deirdre P. Silver, EVP and General Counsel of John Wiley & Sons, Inc., reported a purchase of Class A common stock under a dividend reinvestment plan. The Form 4 shows acquisition of 223 shares at a reported price of $39.63 each on 07/24/2025, increasing the reporting person’s direct beneficial ownership to 25,143 Class A shares. The filing explains the shares resulted from a dividend reinvestment plan administered by the reporting person’s broker-dealer and were not previously reported. The filer also discloses this Form 4 was submitted late due to an administrative error discovered during an internal quarterly review.
John Wiley & Sons (WLYB) reports a year of operational improvement driven by Research and AI licensing while completing portfolio changes. On a non-GAAP basis, Wiley delivered $1.66 billion in Adjusted Revenue with a 24.0% Adjusted EBITDA margin and $126 million in Free Cash Flow. The company expanded adjusted operating margin by 300 basis points and increased share repurchases by 34% to $60 million.
From a GAAP perspective, full-year revenue was $1,678 million (down from $1,873 million) reflecting divestitures; operating income improved to $221 million (vs. $52 million prior) and diluted EPS was $1.53 (vs. a $3.65 loss). AI licensing revenue rose to $40 million from $23 million, and net debt to EBITDA was 1.8x. The Proxy sets the Annual Meeting for September 25, 2025 and asks shareholders to elect 10 directors, ratify PwC, and approve advisory executive compensation.
John Wiley & Sons, Inc. (Class A) is the subject of a joint Schedule 13G/A filed by Clarkston Capital Partners, LLC, Clarkston Companies, Inc., Modell Capital LLC and three individual reporting persons disclosing beneficial ownership of 1,892,495 shares, equal to 4.24% of the 44,624,949 shares outstanding as of May 31, 2025. The filing breaks out voting and dispositive powers: 700,000 shares with sole voting and dispositive power, 1,186,500 with shared voting power, and 1,192,495 with shared dispositive power.
The Schedule states the shares were purchased by CCP for discretionary clients or by a control person in an account over which that person has beneficial ownership. The filing includes a joint filing agreement as Exhibit 99.1 and signatures dated 08/13/2025.