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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.
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.
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 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 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.
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.