WLY · John Wiley & Sons, Inc. Class A
John Wiley & Sons Inc (WLY)
What's happening
- WLY is down 6.72% today, trading at $47.19. — Live quote
- Volume today (21,874) is well below its 3-month average of 478,000. (Finnhub fundamentals)
- Last quarter's EPS beat estimates: $0.44 actual vs. $0.40 estimated (+8.9%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-09-01 (5 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jul '26 | Jan '26 | Oct '25 | Jul '25 | Jan '25 |
|---|---|---|---|---|---|
| Market cap | $2.66B | $1.63B | $1.92B | $1.98B | $2.07B |
| P/E | 35.63 | 25.71 | 25.87 | 71.25 | -21.13 |
| Price/Sales | 1.64 | 1.00 | 1.16 | 1.21 | 1.22 |
| Price/Book | 3.33 | 2.17 | 2.59 | 2.70 | 3.02 |
| EV/Revenue | 2.38 | 1.43 | 1.65 | 1.67 | 1.68 |
| EV/EBITDA | 12.20 | 6.45 | 7.45 | — | — |
| ROE | 9.35% | 8.44% | 10.01% | 3.79% | -14.27% |
| ROA | 2.38% | 2.47% | 3.00% | 1.10% | -3.76% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 1.2% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 13.2%. Finnhub fundamentals ↗
- Trailing 52-week price return is +28.4%. Finnhub market metrics ↗
Potential concerns
- Latest SEC filing is Form 10-Q, filed 2026-09-04; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on WLY
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jul '26 | Jan '26 | Oct '25 | Jul '25 | Jan '25 | Oct '24 | Jul '24 | Jan '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $386.4M | $410.0M | $421.8M | $396.8M | $404.6M | $426.6M | $403.8M | $460.7M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $2.9M | $62.8M | $73.0M | $31.0M | $51.8M | $64.1M | $29.0M | -$46.4M |
| Net income | -$11.7M | $29.7M | $44.9M | $11.7M | -$23.0M | $40.5M | -$1.4M | -$113.9M |
| EPS (diluted) | $-0.23 | $0.56 | $0.84 | $0.22 | $-0.43 | $0.74 | $-0.03 | $-2.08 |
| EPS (basic) | $-0.23 | $0.57 | $0.85 | $0.22 | $-0.43 | $0.75 | $-0.03 | $-2.08 |
| Operating margin | $1 | $15 | $17 | $8 | $13 | $15 | $7 | -$10 |
| Net margin | -$3 | $7 | $11 | $3 | -$6 | $9 | -$0 | -$25 |
Balance sheet
| Line item | Jul '26 | Apr '26 | Jan '26 | Oct '25 | Jul '25 | Apr '25 | Jan '25 | Oct '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $3.13B | $2.59B | $2.56B | $2.47B | $2.52B | $2.69B | $2.60B | $2.61B |
| Total liabilities | $2.34B | $1.74B | $1.81B | $1.73B | $1.79B | $1.94B | $1.91B | $1.85B |
| Stockholders' equity | $797.0M | $848.2M | $750.0M | $740.2M | $733.1M | $752.2M | $685.2M | $755.3M |
| Total current assets | $438.2M | $419.7M | $411.3M | $381.2M | $420.3M | $439.9M | $394.8M | $370.3M |
| Total current liabilities | $688.8M | $778.9M | $692.4M | $540.4M | $648.8M | $820.9M | $717.3M | $561.5M |
| Cash & equivalents | $106.4M | $75.6M | $95.1M | $67.4M | $81.8M | $85.9M | $104.5M | $75.5M |
| Accounts receivable | $210.7M | $244.2M | $200.2M | $209.7M | $220.3M | $228.4M | $184.7M | $183.0M |
| Inventory | $18.5M | $19.3M | $19.3M | $21.4M | $22.0M | $22.9M | $25.3M | $27.1M |
| Property, plant & equipment | $131.6M | $136.3M | $141.7M | $146.8M | $152.4M | $162.1M | $164.5M | $172.4M |
| Goodwill | $1.39B | $1.13B | $1.14B | $1.12B | $1.12B | $1.12B | $1.08B | $1.10B |
| Intangible assets | $853.3M | $579.0M | $595.1M | $582.0M | $580.3M | $595.0M | $572.1M | $598.3M |
| Other non-current assets | $262.1M | $267.4M | $214.1M | $178.4M | $189.8M | $306.8M | $322.3M | $295.0M |
| Accounts payable | $44.9M | $67.2M | $50.1M | $47.7M | $36.4M | $60.9M | $53.2M | $40.4M |
| Accrued liabilities | — | — | — | — | — | — | — | — |
| Deferred revenue (current) | $384.3M | $451.4M | $292.8M | $218.8M | $361.7M | $462.7M | $313.3M | $241.5M |
| Short-term debt | $13.8M | $12.5M | $11.2M | $10.0M | $10.0M | $10.0M | $10.0M | $10.0M |
| Other current liabilities | $71.7M | $63.0M | $75.0M | $68.3M | $66.0M | $66.1M | $92.2M | $71.6M |
| Long-term debt | $1.28B | $670.9M | $796.3M | $861.7M | $818.3M | $789.4M | $877.2M | $951.0M |
| Other non-current liabilities | $77.3M | $65.7M | $69.5M | $73.2M | $69.9M | $70.4M | $72.3M | $83.0M |
| Common stock & paid-in capital | — | — | — | — | — | — | — | — |
| Retained earnings | $1.71B | $1.74B | $1.62B | $1.61B | $1.58B | $1.59B | $1.54B | $1.58B |
| Accumulated other comprehensive income (loss) | -$447.5M | -$442.2M | -$452.9M | -$481.3M | -$478.4M | -$478.9M | -$519.4M | -$496.3M |
Cash flow
| Line item | Jul '26 | Apr '26 | Jan '26 | Oct '25 | Jul '25 | Apr '25 | Jan '25 | Oct '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | -$55.3M | $157.2M | $179.8M | $8.5M | -$85.0M | $150.3M | $146.2M | -$5.3M |
| Investing cash flow | -$465.4M | -$17.5M | -$26.8M | -$26.4M | $98.9M | -$24.3M | -$25.2M | -$20.7M |
| Financing cash flow | $552.9M | -$158.3M | -$127.0M | $4.0M | -$16.9M | -$149.4M | -$89.0M | $11.5M |
| Free cash flow | -$66.5M | $144.0M | $167.0M | -$4.6M | -$97.0M | $131.2M | $132.9M | -$19.8M |
| Capital expenditures | $11.2M | $13.2M | $12.9M | $13.1M | $12.0M | $19.1M | $13.3M | $14.5M |
| Depreciation & amortization | $37.3M | $107.0M | $35.6M | $35.9M | $36.4M | $109.9M | $36.5M | $36.7M |
| Share-based compensation | $4.9M | $3.8M | $5.3M | $5.6M | $5.9M | $5.1M | $5.2M | $6.0M |
| Deferred income taxes | — | -$74.7M | — | — | — | $939.0K | — | — |
| Change in accounts receivable | -$33.4M | $43.9M | -$9.5M | -$10.6M | -$8.1M | $43.7M | $1.7M | -$9.1M |
| Change in inventory | — | -$6.7M | — | — | — | $1.4M | — | — |
| Share repurchases | $15.2M | $30.1M | $34.9M | $21.6M | $13.5M | $25.0M | $10.0M | $12.9M |
| Debt issued | $1.08B | $265.3M | $199.3M | $219.8M | $280.9M | $152.9M | $241.1M | $355.9M |
| Debt repaid | $468.8M | $386.6M | $273.7M | $174.9M | $250.3M | $253.7M | $310.9M | $315.6M |
| Tax withholding on stock comp | $5.8M | $3.6M | $101.0K | $24.0K | $4.3M | $2.8M | $160.0K | $216.0K |
Income statement
| Line item | Apr '26 | Apr '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Revenue | $1.68B | $1.68B | $1.87B | $2.02B | $2.08B |
| Gross profit | — | — | — | — | — |
| Operating income | $276.9M | $221.4M | $52.3M | $55.9M | $219.3M |
| Net income | $221.6M | $84.2M | -$200.3M | $17.2M | $148.3M |
| EPS (diluted) | $4.16 | $1.53 | $-3.65 | $0.31 | $2.62 |
| EPS (basic) | $4.22 | $1.56 | $-3.65 | $0.31 | $2.66 |
| Operating margin | $17 | $13 | $3 | $3 | $11 |
| Net margin | $13 | $5 | -$11 | $1 | $7 |
Balance sheet
| Line item | Apr '26 | Apr '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Total assets | $2.59B | $2.69B | $2.73B | $3.11B | $3.36B |
| Total liabilities | $1.74B | $1.94B | $1.99B | $2.06B | $2.22B |
| Stockholders' equity | $848.2M | $752.2M | $739.7M | $1.05B | $1.14B |
| Total current assets | $419.7M | $439.9M | $454.0M | $541.3M | $550.9M |
| Total current liabilities | $778.9M | $820.9M | $873.3M | $895.6M | $969.4M |
| Cash & equivalents | $75.6M | $85.9M | $83.2M | $106.7M | $100.4M |
| Accounts receivable | $244.2M | $228.4M | $224.2M | $310.1M | $332.0M |
| Inventory | $19.3M | $22.9M | $26.2M | $30.7M | $36.6M |
| Property, plant & equipment | $136.3M | $162.1M | $192.4M | $247.1M | $271.6M |
| Goodwill | $1.13B | $1.12B | $1.09B | $1.20B | $1.30B |
| Intangible assets | $579.0M | $595.0M | $615.7M | $854.8M | $931.4M |
| Other non-current assets | $267.4M | $306.8M | $283.7M | $170.3M | $194.0M |
| Accounts payable | $67.2M | $60.9M | $55.7M | $84.3M | $77.4M |
| Accrued liabilities | — | — | — | — | — |
| Deferred revenue (current) | $451.4M | $462.7M | $483.8M | $504.7M | $538.1M |
| Short-term debt | $12.5M | $10.0M | $7.5M | $5.0M | $18.8M |
| Other current liabilities | $63.0M | $66.1M | $76.3M | $88.0M | $95.8M |
| Long-term debt | $670.9M | $789.4M | $767.1M | $743.3M | $768.3M |
| Other non-current liabilities | $65.7M | $70.4M | $71.8M | $79.1M | $90.5M |
| Retained earnings | $1.74B | $1.59B | $1.58B | $1.86B | $1.92B |
| Accumulated other comprehensive income (loss) | -$442.2M | -$478.9M | -$528.4M | -$528.9M | -$508.1M |
Cash flow
| Line item | Apr '26 | Apr '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Operating cash flow | $260.5M | $202.6M | $207.6M | $277.1M | $339.1M |
| Investing cash flow | $28.1M | -$94.0M | -$106.6M | -$98.4M | -$194.0M |
| Financing cash flow | -$298.3M | -$125.3M | -$107.2M | -$168.6M | -$131.6M |
| Free cash flow | $209.4M | $141.1M | $131.6M | $195.9M | $250.3M |
| Capital expenditures | $51.2M | $61.5M | $76.1M | $81.2M | $88.8M |
| Depreciation & amortization | $143.5M | $147.1M | $177.0M | $213.3M | $215.2M |
| Share-based compensation | $20.6M | $22.2M | $25.0M | $26.5M | $25.7M |
| Deferred income taxes | -$74.7M | $939.0K | -$37.9M | -$37.5M | $3.5M |
| Change in accounts receivable | $15.8M | $4.2M | -$85.9M | $21.8M | -$20.4M |
| Change in inventory | -$6.7M | $1.4M | -$5.4M | $522.0K | -$2.3M |
| Share repurchases | $100.1M | $60.4M | $45.0M | $35.0M | $30.0M |
| Debt issued | $965.3M | $1.20B | $1.18B | $1.01B | $650.9M |
| Debt repaid | $1.09B | $1.19B | $1.16B | $1.04B | $661.9M |
| Tax withholding on stock comp | $8.0M | $7.0M | $8.5M | $8.0M | — |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding WLY as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-06-30 to 2026-06-30
Recent transactions
- Most recent: McMahan Danielle (EVP, Chief People Officer) — Option exercise of 15,810 shares on 2026-06-30.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| McMahan Danielle | EVP, Chief People Officer | Option exercise | 2026-06-30 | 15,810 |
| Silver Deirdre P. | EVP, General Counsel | Option exercise | 2026-06-30 | 14,171 |
| Kissner Matthew | President and CEO | Option exercise | 2026-06-30 | 39,092 |
| Weber Andrew | EVP, Technology and Operations | Option exercise | 2026-06-30 | 6,631 |
| Monaco Kevin | SVP, Treasurer & Tax | Option exercise | 2026-06-30 | 3,835 |
| Caridi Christopher | SVP, Chief Accounting Officer | Option exercise | 2026-06-30 | 4,319 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-06-30 | McMahan Danielle | EVP, Chief People Officer | Option exercise | 15,810 | $0.00 |
| 2026-06-30 | McMahan Danielle | EVP, Chief People Officer | Tax withholding | 8,743 | $48.51 |
| 2026-06-30 | Silver Deirdre P. | EVP, General Counsel | Option exercise | 14,171 | $0.00 |
| 2026-06-30 | Silver Deirdre P. | EVP, General Counsel | Tax withholding | 6,479 | $48.51 |
| 2026-06-30 | Kissner Matthew | President and CEO | Option exercise | 39,092 | $0.00 |
| 2026-06-30 | Kissner Matthew | President and CEO | Tax withholding | 19,957 | $48.51 |
| 2026-06-30 | Weber Andrew | EVP, Technology and Operations | Option exercise | 6,631 | $0.00 |
| 2026-06-30 | Weber Andrew | EVP, Technology and Operations | Option exercise | 905 | $0.00 |
| 2026-06-30 | Weber Andrew | EVP, Technology and Operations | Tax withholding | 4,168 | $48.51 |
| 2026-06-30 | Monaco Kevin | SVP, Treasurer & Tax | Option exercise | 3,835 | $0.00 |
| 2026-06-30 | Monaco Kevin | SVP, Treasurer & Tax | Tax withholding | 1,219 | $48.51 |
| 2026-06-30 | Caridi Christopher | SVP, Chief Accounting Officer | Option exercise | 4,319 | $0.00 |
| 2026-06-30 | Caridi Christopher | SVP, Chief Accounting Officer | Option exercise | 905 | $0.00 |
| 2026-06-30 | Caridi Christopher | SVP, Chief Accounting Officer | Tax withholding | 1,885 | $48.51 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-04 15:35 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-09-04 | 10-Q | 2026-07-31 | View on SEC.gov → |
| 2026-09-03 | 8-K | 2026-09-03 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-09 | 8-K | 2026-07-09 | View on SEC.gov → |
| 2026-07-01 | 4 | 2026-06-30 | View on SEC.gov → |
| 2026-07-01 | 4 | 2026-06-30 | View on SEC.gov → |
Recent news
Headlines about WLY (John Wiley & Sons, Inc. Class A). Links open the publisher — we don’t host full articles.
-
Wiley (WLY) Stock Confronts Margin Pressure Despite Stronger AI Momentum
simplywall.st · 2026-09-04 -
John Wiley & Sons Inc (WLY) (Q1 2027) Earnings Call Highlights: AI Revenue Surges 40% Ahead ...
Yahoo Finance · 2026-09-03 -
John Wiley & Sons, Inc. Q1 2027 Earnings Call Summary
Yahoo Finance · 2026-09-03 -
WLY Looks 34.2% Overvalued on GF Value™ as Dividend Sustainabili
GuruFocus · 2026-09-03 -
Wiley reaffirms FY2027 adjusted EPS $4.60-$5.05 while targeting over $50M in AI revenue
Seeking Alpha · 2026-09-03 -
Understanding Momentum Shifts in (WLY)
Stock Traders Daily · 2026-09-03 -
John Wiley & Sons Q1 Earnings Call Highlights
Yahoo Finance · 2026-09-03 -
John Wiley & Sons, Inc. 2027 Q1 - Results - Earnings Call Presentation (NYSE:WLY) 2026-09-03
seekingalpha.com · 2026-09-03
No headlines in this category right now — try “All”.