Zacks Investment Research·1 day ago
What Makes John Wiley & Sons (WLY) a Strong Momentum Stock: Buy Now?Does John Wiley & Sons (WLY) have what it takes to be a top stock pick for momentum investors? Let's find out.
John Wiley & Sons, Inc.(WLY)Earnings, Financials & Key Ratios
WLY•NYSE
$52.29
12.6× P/E·Price updated Jul 7, 2026
AboutJohn Wiley & Sons, Inc. operates as a research and education company worldwide. The company operates through three segments: Research Publishing & Platforms, Academic & Professional Learning, and Education Services. The Research Publishing & Platforms segment offers scientific, technical, medical, and scholarly journals, as well as related content and services to learned societies, individual researchers, other professionals, and academic, corporate, and government libraries. This segment also publishes physical sciences and engineering, health sciences, social sciences, and humanities and life sciences journals; and provides a publishing software and service for scholarly and professional societies, and publishers to deliver, host, enhance, market, and manage their content on the web through the Literatum platform. It sells and distributes its products through various channels, including research libraries and library consortia, and independent subscription agents, as well as directly to professional society members, bookstores, online booksellers, and other customers. The Academic & Professional Learning segment provides education publishing and professional learning products and services, including scientific, professional, and education print and digital books, digital courseware, and test preparation services to libraries, corporations, students, professionals, and researchers, as well as learning, development, and assessment services for businesses and professionals. This segment distributes its products through chain and online booksellers, libraries, colleges and universities, corporations, direct to consumer, websites, distributor networks, and other online applications. The Education Services segment provides online program management services for higher education institutions and talent development services including placement and training for professionals and businesses. The company was founded in 1807 and is headquartered in Hoboken, New Jersey.Show more
- Revenue$1.68B
- EBITDA$259M-34.7%
- Net Income$222M+163.3%
- EPS (Diluted)4.16+171.9%
- Gross Margin74.26%+4.3%
- EBITDA Margin15.44%-34.7%
- Operating Margin16.51%+12.2%
- Net Margin13.22%+163.5%
- ROE27.69%+145.5%
WLY Price & Volume
John Wiley & Sons, Inc. (WLY) stock price & volume — 10-year historical chart
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Strategic Divestitures Drive Margin Expansion and Deleveraging
Investment Thesis • Updated 2026Q4
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Strained
Cash Flow:Improving
Primary Risk:Open access transition volatility
Key Thesis Takeaways
- John Wiley & Sons is successfully transitioning toward a leaner, high-margin digital research model, evidenced by the stabilization of top-line revenue at 1.2% growth in 2026Q4.
- While the company has made significant progress in reducing total debt from $1.1 billion in 2025Q2 to $768.9 million, investors should monitor the persistent liquidity constraints reflected in a 0.54 current ratio.
- The long-term outlook remains contingent on the firm's ability to navigate the industry-wide shift toward open access while maintaining its current 84.3% gross margin profile.
Verdict Logic
while the company shows improved profitability with a 21.0% operating margin, the 1.21 PEG ratio and high goodwill concentration of $1.1 billion warrant a cautious approach.
WLY Growth Metrics
John Wiley & Sons, Inc. (WLY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-0.3%
5 Years-2.89%
3 Years-6.02%
TTM-0.06%
Profit CAGR
10 Years4.28%
5 Years8.37%
3 Years134.29%
TTM163.33%
EPS CAGR
10 Years5.31%
5 Years9.6%
3 Years137.64%
TTM171.9%
Return on Capital
10 Years11.13%
5 Years11.44%
3 Years13.1%
Last Year15.03%
WLY Recent Earnings
John Wiley & Sons, Inc. (WLY) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 10/12 qtrs (83%)
Q3 2026Latest
Jun 16, 2026Metric
Actual
Est
EPS
$1.67+1.2%
$1.65
Rev
$448M-0.5%
$450M
Q2 2026
Mar 5, 2026Metric
Actual
Est
EPS
$0.97+12.8%
$0.86
Rev
$410M+4.9%
$391M
Q4 2025
Dec 4, 2025Metric
Actual
Est
EPS
$1.10+41.0%
$0.78
Rev
$422M+1.3%
$416M
Q4 2025
Sep 4, 2025Metric
Actual
Est
EPS
$0.49-53.8%
$1.06
Rev
$397M-7.7%
$430M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 16, 2026 | $1.67vs $1.65+1.2% | $448Mvs $450M-0.5% |
| Q2 2026 | Mar 5, 2026 | $0.97vs $0.86+12.8% | $410Mvs $391M+4.9% |
| Q4 2025 | Dec 4, 2025 | $1.10vs $0.78+41.0% | $422Mvs $416M+1.3% |
| Q4 2025 | Sep 4, 2025 | $0.49vs $1.06-53.8% | $397Mvs $430M-7.7% |
Based on last 12 quarters of dataView full earnings history →
Latest WLY News
Recent stock market news and headlines for John Wiley & Sons, Inc. (WLY)
Zacks Investment Research·5 days ago
Consumer Confidence Improves but Economic Woes Continue: 4 Safe PicksConsumer confidence improved as oil prices eased after a U.S.-Iran truce, but inflation, labor worries, and rate-hike expectations keep WLY, TSN, ARKO, and NYT in focus as defensive picks.
Seeking Alpha·6 days ago
Dividend Announcements: June 20-26, 2026In this article series, I summarize dividend announcements of the past week. Thirteen companies in my database (including 7 banks) announced dividend increases. JPMorgan Chase stands out with a 10% dividend hike, an A+ safety grade, and a new $50B buyback, and trades only 3.35% above fair value. Matson is the week's high-quality non-bank, boasting a 7.34 quality score, 9.4 safety score, and a conservative 10% payout ratio.
Zacks Investment Research·Jun 30, 2026
3 Stocks in Focus That Announced Dividend Hikes Amid Market VolatilityWLY, AZZ and MATX raised dividends as market volatility, inflation concerns and rate-hike expectations drive investors toward income-focused stocks.
Business Wire·Jun 25, 2026
Wiley Raises Dividend for 33rd Consecutive Year, Powered by Research and AI Momentum, Record Margins, and Strong Cash FlowHOBOKEN, N.J.--(BUSINESS WIRE)--Wiley (NYSE: WLY), a global leader in authoritative content and research intelligence for the advancement of scientific discovery, innovation, and learning, today announced that its Board of Directors has declared a quarterly cash dividend of $0.3575 per share on its Class A and Class B Common Stock, payable on July 23, 2026, to shareholders of record on July 7, 2026. The quarterly dividend is equivalent to an annual dividend of $1.43 per share, an increase from $.
Peers Comparison
Key metrics vs top competitors for John Wiley & Sons, Inc. (WLY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $52.29 | $2.74B | 12.57 | -0.06% | 13.22% | 27.69% | 2.67% | |
| $16.86 | $10.97B | 25.18 | 0.7% | 10.79% | 20.31% | — | |
| $45.26 | $1.1B | -657.85 | 2.25% | 3.88% | 6.91% | — | |
| $3.15 | $371.78M | -1.68 | -14.31% | -4.63% | -7.87% | — | |
| $32.81 | $57.62B | 21.88 | 1.65% | 21.02% | 141.74% | — | |
| $192.25 | $25.19B | 29.62 | 6.63% | 29.34% | — | — |
Compare WLY vs Peers
John Wiley & Sons, Inc. (WLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
WLY SEC Filings & Documents
John Wiley & Sons, Inc. (WLY) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 25, 2026·SEC
Material company update
Jun 16, 2026·SEC
Material company update
Jun 15, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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WLY Frequently Asked Questions
John Wiley & Sons, Inc. (WLY) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is John Wiley & Sons, Inc.'s revenue?
John Wiley & Sons, Inc. (WLY) reported $1.68B in revenue for fiscal year 2026. This represents a 288% increase from $432.0M in 1997.
How fast is John Wiley & Sons, Inc. growing?
John Wiley & Sons, Inc. (WLY) saw revenue decline by 0.1% over the past year.
Is WLY profitable?
Yes, John Wiley & Sons, Inc. (WLY) is profitable, generating $221.6M in net income for fiscal year 2026 (13.2% net margin).
Dividend & Returns
Does WLY pay dividends?
Yes, John Wiley & Sons, Inc. (WLY) pays a dividend with a yield of 2.67%. This makes it attractive for income-focused investors.
What is WLY's return on equity?
John Wiley & Sons, Inc. (WLY) has a return on equity (ROE) of 27.7%. This is excellent, indicating efficient use of shareholder capital.
What is John Wiley & Sons, Inc.'s free cash flow?
John Wiley & Sons, Inc. (WLY) generated $178.8M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.