Welcome to our dedicated page for JOHN WILEY & 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on JOHN WILEY & SONS's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into JOHN WILEY & SONS's regulatory disclosures and financial reporting.
John Wiley & Sons has completed the all-cash acquisition of Emerald Publishing for GBP £337 million (about $452 million), funded from cash on hand. Emerald adds nearly 500 journal brands, 8,000 books, and 3,000 business cases, expanding Wiley’s journal portfolio to roughly 2,500 titles and reinforcing its position in economics, business, finance, and the social sciences.
Emerald is projected to generate over $85 million of revenue in its fiscal year ending December 31, 2026, with mid-single-digit growth, 92% recurring subscription revenue, and a 37–38% Adjusted EBITDA margin before synergies. Wiley targets about $30 million of annual run-rate cost synergies by year three, expects the deal to be accretive to Adjusted EPS in year one and free cash flow in year two, and projects post-synergy Emerald Adjusted EBITDA margins above 60% while keeping net debt to Adjusted EBITDA within a 1.5–2.5x leverage range.
JOHN WILEY & SONS, INC. executive Andrew Weber, EVP of Technology and Operations, reported awards of Restricted Stock Units that were earned from earlier performance-based grants. On May 27, 2026, performance conditions on prior Performance Stock Units were approved and converted into Restricted Stock Units.
The filing shows one award of 11,927 Restricted Stock Units tied to Class A common stock and another of 6,631 Restricted Stock Units. According to the footnotes, the first set of units is scheduled to vest on June 30, 2026 and the second set on June 30, 2028. These units are subject to forfeiture until they vest and then convert into Class A common stock on a one-for-one basis.
JOHN WILEY & SONS, INC. EVP and Chief Financial Officer Craig Morrow Albright reported the acquisition of 16,121 Restricted Stock Units as compensation. These units arose from a June 26, 2025 Performance Stock Unit grant whose performance conditions were approved on May 27, 2026.
The Performance Stock Units converted into Restricted Stock Units scheduled to vest on June 30, 2028. The units are subject to forfeiture until vesting and will convert into Class A common stock on a one-for-one basis, aligning the executive’s compensation with future company performance.
JOHN WILEY & SONS, INC. executive Kevin Monaco, SVP, Treasurer & Tax, reported two equity awards tied to prior performance grants. On May 27, 2026, 2,685 Performance Stock Units granted on November 2, 2023 and 3,835 units granted on June 25, 2025 were converted into Restricted Stock Units.
The 2,685 Restricted Stock Units are scheduled to vest on June 30, 2026, and the 3,835 units are scheduled to vest on June 30, 2028. These awards convert into Class A common stock on a one-for-one basis when vested and remain subject to forfeiture until vesting.
JOHN WILEY & SONS, INC. President and CEO Matthew Kissner reported two equity compensation grants in the form of Restricted Stock Units. He was awarded 55,692 RSUs and 39,092 RSUs on May 27, 2026, each convertible into Class A common stock on a one-for-one basis.
The 55,692 RSUs relate to Performance Stock Units granted on November 2, 2023, with performance conditions approved on May 27, 2026 and scheduled to vest on June 30, 2026. The 39,092 RSUs stem from PSUs granted on June 26, 2025, also with performance conditions approved on May 27, 2026 and vesting on June 30, 2028. All RSUs are subject to forfeiture until vesting and carry no exercise price, reflecting non-cash stock-based compensation rather than market purchases.
John Wiley & Sons Inc ownership filing: Schroder Investment Management Group reports beneficial ownership of 2,382,703 shares of Class A common stock as of 03/31/2026, representing 5.6% of the class. The filer reports sole voting and dispositive power over 468,884 shares and otherwise holds shared/indirect positions through affiliated Schroder entities.
The filing lists organizational details and signatures for Schroder advisers and notes authorization by power of attorney.
John Wiley & Sons, Inc. filing amends beneficial ownership disclosures for certain related reporting persons that collectively hold 942,556 shares of Class A Common Stock, representing 2.21% of the class.
The filing states the 42,562,549 shares outstanding as of February 28, 2026 figure reported in the issuer's Form 10-Q. It breaks down voting and disposition powers: 385,000 shares sole voting/dispositive, 556,351 shared voting, and 557,556 shared dispositive power. The amendment is filed jointly by Clarkston Capital Partners, LLC; Clarkston Companies, Inc.; Jeffrey A. Hakala; and Gerald W. Hakala.
Kowalski Jessica Patricia reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. executive Jessica Patricia Kowalski, EVP and GM, Research, received a grant of 36,792 restricted stock units on May 11, 2026. Each unit is tied 1-for-1 to Class A Common stock. The RSUs vest in three annual installments of 10%, 80%, and 10% on the first, second, and third anniversaries of the grant date, and remain subject to forfeiture under the grant terms.
State Street Corporation reports beneficial ownership of 2,175,966 shares (5.1%) of JOHN WILEY & SONS INC common stock as of 03/31/2026. The filing states shared voting power of 1,951,357 shares and shared dispositive power of 2,175,966 shares, and lists several State Street advisory subsidiaries as holders.
John Wiley & Sons, Inc. reported a leadership change in its Research business. Jay Flynn, Executive Vice President and General Manager, Research and Learning, is departing the company without cause and will receive separation benefits under his previously filed employment letter and the company’s executive severance policy.
Wiley appointed Jessica Kowalski as Executive Vice President and General Manager, Research, effective May 11, 2026. She joins from Microsoft with more than two decades of experience in knowledge, data, research publishing, and AI-enabled businesses, including senior roles at Amazon Web Services and RELX, supporting Wiley’s focus on AI and data-driven research publishing.