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John Wiley & Sons, Inc. filings document material events for a New York corporation with Class A and Class B common stock. Recent Form 8-K reports cover quarterly operating results, Regulation FD earnings presentation materials, board-authorized share repurchase activity, executive appointments and departures, and shareholder voting results from the annual meeting.
The filings also record governance matters such as director elections by share class and officer compensation or separation arrangements when disclosed. Capital-allocation filings address repurchase authorizations, while earnings-related filings furnish financial press releases and presentation exhibits for the company’s research publishing, research intelligence, and learning operations.
John Wiley & Sons reported flat fiscal 2026 revenue of $1.68 billion but sharply higher profitability and cash generation. GAAP diluted EPS rose to $4.16 from $1.53, while non-GAAP Adjusted EPS increased to $4.19 from $3.64. Adjusted EBITDA grew 10% to $440 million, lifting margin to 26.2%, and Adjusted operating margin reached a record 17.7%. Free cash flow climbed 55% to $195 million, supported by higher cash earnings and lower capex.
The Research segment delivered 5% full-year revenue growth to $1.13 billion and Adjusted EBITDA of $375 million with a 33.2% margin, offsetting a 7% revenue decline in the Learning segment. Wiley highlighted growing AI and data analytics activity with $49 million of AI revenue, up 23%. The Emerald Publishing acquisition is expected to add $78 million of fiscal 2027 revenue and be accretive to Adjusted EPS.
For fiscal 2027, Wiley targets low-to-mid single digit organic revenue growth, Adjusted EBITDA margin of 26.5–27.5%, Adjusted EPS of $4.60–$5.05, and free cash flow of about $205 million, including Emerald’s contribution and its year-one cash flow dilution.
John Wiley & Sons, Inc. reported that director Mari J. Baker has informed the Board she will not stand for reelection at the 2026 Annual Meeting of Shareholders scheduled for September 24, 2026. She will serve out her current term as a director, Chair of the Executive Compensation and Development Committee, and member of the Executive Committee until that meeting.
The company stated that Ms. Baker’s decision is not due to any disagreement regarding operations, policies, or practices. She has served on the Board for 15 years. Effective September 24, 2026, the Board size will be reduced to nine members, unless later changed by Board resolution.
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 Danielle McMahan, EVP and Chief People Officer, reported routine equity compensation in the form of restricted stock units. She received 11,373 restricted stock units tied to Class A common stock from a performance stock unit grant originally made on November 2, 2023, after performance conditions were approved on May 27, 2026. She also received 15,810 restricted stock units from a June 25, 2025 performance stock unit grant, with performance conditions likewise approved on May 27, 2026. These restricted stock units are scheduled to vest on June 30, 2026 and June 30, 2028, remain subject to forfeiture until vesting, and convert into Class A common stock on a one-for-one basis.
JOHN WILEY & SONS, INC. senior vice president and chief accounting officer Christopher Caridi reported two equity compensation awards tied to prior performance grants. On May 27, 2026, 4,319 Performance Stock Units granted on June 25, 2025 and 3,298 Performance Stock Units granted on November 2, 2023 had their performance conditions approved and were converted into Restricted Stock Units.
The 4,319 Restricted Stock Units are scheduled to vest on June 30, 2028, and the 3,298 Restricted Stock Units are scheduled to vest on June 30, 2026. These awards are subject to forfeiture until they vest and will convert into Class A common stock on a one-for-one basis, reflecting routine, non-cash compensation rather than open-market trading.
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.