Welcome to our dedicated page for Wiley John & Sons SEC filings (Ticker: WLY), 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 SEC filings page for John Wiley & Sons, Inc. (WLY) provides access to the company’s official disclosures as filed with the U.S. Securities and Exchange Commission. Wiley describes itself as a global leader in authoritative content, research intelligence, and learning, and its filings give investors a detailed view of how this business is structured, governed, and performing over time.
Through this page, users can review annual reports on Form 10-K and quarterly reports on Form 10-Q, which typically include segment information for Research and Learning, discussions of research publishing and solutions, academic and professional learning activities, and explanations of non-GAAP measures such as Adjusted EPS, Adjusted Operating Income and Margin, EBITDA and Adjusted EBITDA, Adjusted Revenue, and Free Cash Flow. These documents also describe restructuring charges, divestitures, and other items that affect reported results.
Investors can also examine current reports on Form 8-K, where Wiley discloses material events such as earnings releases, changes to share repurchase allocations, dividend-related announcements, and outcomes of the Annual Meeting of Shareholders. Recent 8-K filings have covered second quarter fiscal 2026 results, an increase in the fiscal 2026 share repurchase allocation under an existing authorization, and voting results for director elections and advisory proposals.
In addition, this page offers convenient access to proxy materials and governance-related filings, which provide information on Board composition, shareholder voting outcomes, and corporate governance principles. Where applicable, users can also locate Form 4 insider transaction reports to see equity transactions by directors and officers.
Stock Titan enhances these filings with AI-powered summaries and explanations, helping readers interpret complex accounting, non-GAAP reconciliations, and segment disclosures. Real-time updates from EDGAR, combined with AI insights, allow users to quickly understand how developments in research publishing, AI and data services, and capital allocation are reflected in Wiley’s official regulatory record.
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 stronger third-quarter 2026 results with higher profits, margins, and cash generation. Revenue was $410 million, up 1% year over year. GAAP diluted EPS improved to $0.56 from a loss of ($0.43), while adjusted EPS rose to $0.97, up 19% at constant currency.
Adjusted EBITDA increased to $105 million, up 12%, lifting the adjusted EBITDA margin to 25.7%. Year-to-date operating cash flow nearly doubled to $103 million and free cash flow improved to $56 million from a small use of cash. The company realized $7 million of AI revenue in the quarter and about $42 million year-to-date, and is buying back more stock, targeting $100 million of repurchases in fiscal 2026.
Management now expects fiscal 2026 adjusted EBITDA margin and adjusted EPS to finish at the high end of prior guidance ranges, while reaffirming its outlook for adjusted revenue growth and approximately $200 million of free cash flow.
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. director David C. Dobson reported an acquisition of additional deferred compensation tied to the company’s stock. On January 15, 2026, he acquired 352 Phantom Stock Units at $31.01 per unit, increasing his holdings to 31,121 Phantom Stock Units, all held directly. Each unit is described as 1-for-1 with John Wiley & Sons, Inc. Class A Common stock and was credited as a result of a quarterly dividend under the Deferred Compensation Plan for Directors. These units are scheduled to settle in 100% Class A Common stock upon his separation from service on the Board.
John Wiley & Sons, Inc. director Raymond W. McDaniel reported an annual equity grant in the form of 706 Phantom Stock Units on 01/15/2026. The units were recorded at a price of $31.01 per unit, bringing his total directly held derivative securities to 62,409 Phantom Stock Units after the transaction.
The award is issued under the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan on a 1-for-1 basis into Class A Common stock. These units vest on the earliest of the day before the next annual meeting, the director’s death or disability, or a change in control event, and are settled in 100% Class A Common stock upon retirement from the Board.
John Wiley & Sons, Inc. director Mari Jean Baker reported an automatic increase in deferred compensation tied to company stock. On January 15, 2026, she acquired 476 Phantom Stock Units at a reference price of $31.01 per unit, reflecting a quarterly dividend credited under the company’s Deferred Compensation Plan for Directors. Following this transaction, she beneficially owned 42,012 Phantom Stock Units. Each unit is exchangeable on a 1-for-1 basis into Class A common stock, with shares delivered after she separates from service on the Board.
John Wiley & Sons, Inc. director Karen N. Madden reported the crediting of 60 Phantom Stock Units on 01/15/2026. These units were added at a reference price of $31.01 per unit as part of her deferred compensation.
Following this transaction, she beneficially owns a total of 5,291 Phantom Stock Units in a direct capacity. According to the plan terms, each unit is convertible on a 1-for-1 basis into John Wiley & Sons, Inc. Class A Common stock.
The filing explains that the additional 60 units arose from a quarterly dividend and were deferred under the company’s Deferred Compensation Plan for Directors. The Phantom Stock Units are scheduled to settle in Class A Common shares upon her separation from service on the Board.
John Wiley & Sons, Inc. director Katherine Dunn Andresen reported an acquisition of derivative equity linked to the company. On January 15, 2026, she acquired 47 Phantom Stock Units at $31.01 per unit, bringing her total to 4,145 Phantom Stock Units held directly.
According to the filing, these additional units arose from a quarterly dividend and were deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors. The units are credited on a 1‑for‑1 basis and will be settled in John Wiley & Sons, Inc. Class A Common stock upon her separation from service on the Board.
John Wiley & Sons director Brian O. Hemphill reported an automatic increase in his deferred equity under the company’s director compensation plan. On January 15, 2026, he acquired 160 Phantom Stock Units at $31.01 per unit, bringing his total to 14,168 Phantom Stock Units held directly. According to the plan terms, these units are credited 1-for-1 and will settle in John Wiley & Sons Class A Common stock upon his separation from Board service.