WLY · John Wiley & Sons, Inc.
$47.76
+0.02 (+0.04%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$2.41B
Shares
50.68M
Volume · Sep 30
445.48K
Avg daily vol (3M)
501.63K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$47.76
Open$47.77
Day$47.74–48.93
52W close$28.79–55.72
Avg vol 30d538K
Short int4.7M · 9.2% float · 6.2d
Short vol78%
Last earningsSep 3, 2026
DataJan 2020–Sep 2026
Filing10-Q · Sep 4
Up next
Next earnings call
Dec 3, 2026
Est · unconfirmed
· in 9 wks
filed Sep 4, 2026
call held Sep 3, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$1.67B
Trailing 12 months
Net income (TTM)
$198.19M
Trailing 12 months
Revenue growth YoY
-2.6%
Year over year
Operating margin
14.9%
Trailing 12 months
P / E (TTM)
12.9
Trailing earnings · reciprocal yield 7.8%
FCF yield
10.0%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$1.18B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-6.0%
Year over year · fewer shares
Price change (1Y)
+19.6%
Trailing year
Short interest
9.2%
Latest settlement · 6.2 days to cover
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Neutral
Momentum
Strong
Sentiment
Neutral
Fundamentals
Excellent
Quant / Vol
Moderate
Market backdrop
VIX 16.3 · calm
Equity put/call 0.53
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+16%
above
Price vs 50-day avg
−6%
below
RSI (14)
43
neutral
MACD trend
Positive
52-week position
70%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−9%
trailing
6-month return
+24%
trailing
YTD return
+56%
this year
Relative strength
+12%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $51 › 200d $41 — 50d above 200d
Institutional flow
Accumulating
+7% holders QoQ · +53 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
9.19% of float · ▲ +1.3% MoM · 6.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
266 holders — near 3-yr high, broad support
Squeeze score
67
elevated · 0–100
Fundamentals
Revenue growth
+5%
Y/Y
Gross margin
73%
expanding
EPS growth
+172%
Y/Y
Free cash flow
$209.4M
Valuation
P/E 12.8
below peers
Buyback
$192.4M
remaining
Balance sheet
$607.8M
net debt
Quant / Vol
risk profile
Volatility
36%
annualized · 1-yr
Max drawdown
−29%
past year
ATR
3.6%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Sep 3, 2026
Adjusted EBITDA Margin
· Fiscal 2027 Outlook
Non-GAAP
Initiated
26.5% – 27.5%
Adjusted EPS
· Fiscal 2027 Outlook
Non-GAAP
Initiated
$4.60 – $5.05
Free Cash Flow
· Fiscal 2027 Outlook
Non-GAAP
Initiated
$205M
Guided vs delivered
· last 2 settled
Revenue
fiscal '22
guided $2.07B – $2.1B
$2.08B
In line
Revenue
full fiscal year
guided $1.87B – $1.89B
$1.94B
Beat +3.5%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+16%
Bullish
Price vs 50-day avg
−6%
Bearish
RSI (14)
43
Neutral
MACD trend
Positive
Bullish
52-week position
70%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $51 › 200d $41 — 50d above 200d
Institutional flow
Accumulating
+7% holders QoQ · +53 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
9.19% of float · ▲ +1.3% MoM · 6.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
266 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $29
Now $48 · 70%
Range high $56
vs 200-day avg +16%
vs 50-day avg -6%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $67.8M | the three months ended July 31, 2026 filing | — |
| AI license revenue | $13.7M | the three months ended July 31, 2026 filing | — |
| Average price – Class A and Class B | $45.44 | Three Months Ended July 31, 2026 filing | — |
| Emerald Publishing acquisition consideration | $462.7M | three months ended July 31, 2026 filing | — |
| Learning Adjusted Operating Income non-GAAP | $4.89M | the three months ended July 31, 2026 filing | — |
| Quarterly dividend per share annualized | $1.43 | Three Months Ended July 31, 2026 filing | — |
| Research Adjusted Operating Income non-GAAP | $60.98M | the three months ended July 31, 2026 filing | — |
| Shares repurchased – Class A | 330K | Three Months Ended July 31, 2026 filing | — |
| Shares repurchased – Class B | 1K | Three Months Ended July 31, 2026 filing | — |
| Adjusted EPS non-GAAP | $0.44 | the first quarter of fiscal year 2027 | — |
| Adjusted Operating Income non-GAAP | $31M | the first quarter of fiscal year 2027 | — |
| AI licensing revenue | $14M | the first quarter of fiscal year 2027 | — |
| AI model training customers | 23 | Q1 2027 | — |
| AI revenue | $14M | Q1 2027 | — |
| Capex | $14M | Q1 2027 | — |
| Corporate Expenses non-GAAP | $33M | Q1 2027 | — |
| CY26 journal renewal retention | 99% | CY26 | — |
| Emerald acquisition consideration | $450M | the first quarter of fiscal year 2027 | — |
| Free Cash Flow non-GAAP | $70M | the first quarter of fiscal year 2027 | — |
| Free cash flow less product development spending non-GAAP | -$69.65M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash used in operating activities -$55.27M
-$11.2M Less: Additions to technology, property, and equipment
-$3.18M Less: Product development spending
= Free cash flow less product development spending -$69.65M
|
|||
| Journals on new publishing platform | 1,600 | Q1 2027 | — |
| Learning Adjusted EBITDA non-GAAP | $14M | the first quarter of fiscal year 2027 | — |
| Learning Adjusted EBITDA Margin non-GAAP | 15.1% | Q1 2027 | — |
| Learning revenue | $93M | the first quarter of fiscal year 2027 | -19.2% |
|
|
|||
| Nexus publisher partners | 71 | Q1 2027 | — |
| Non-GAAP Adjusted Earnings Per Share - Diluted non-GAAP | $0.44 | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP US GAAP (Loss) Earnings Per Share - Diluted -$0.23
+$0.2 Acquisition and integration related costs
+$0.26 Restructuring and related charges
+$0.24 Amortization of acquired intangible assets
-$0.02 Net (gain) loss on sale of businesses and assets
-$0.01 EPS impact of using weighted-average dilutive shares for adjusted EPS calculation
= Non-GAAP Adjusted Earnings Per Share - Diluted $0.44
|
|||
| Non-GAAP Adjusted EBITDA non-GAAP | $67.82M | Three Months Ended July 31, 2026 | — |
| Non-GAAP Adjusted Effective Tax Rate non-GAAP | 24.6% | Three Months Ended July 31, 2026 | — |
| Non-GAAP Adjusted Income Before Taxes non-GAAP | $30.35M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP US GAAP (Loss) Income Before Taxes -$12.58M
+$11.04M Acquisition and integration related costs
+$16.53M Restructuring and related charges
+$16K Foreign exchange losses (gains) on intercompany transactions
+$16.46M Amortization of acquired intangible assets
-$1.11M Net (gain) loss on sale of businesses and assets
= Non-GAAP Adjusted Income Before Taxes $30.35M
|
|||
| Non-GAAP Adjusted Income Tax Provision non-GAAP | $7.48M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP US GAAP Income Tax (Benefit) Provision -$850K
+$936K Income Tax Impact of Adjustments: Acquisition and integration related costs
+$3.31M Income Tax Impact of Adjustments: Restructuring and related charges
+$10K Income Tax Impact of Adjustments: Foreign exchange losses (gains) on intercompany transactions
+$4.33M Income Tax Impact of Adjustments: Amortization of acquired intangible assets
-$259K Income Tax Impact of Adjustments: Net (gain) loss on sale of businesses and assets
= Non-GAAP Adjusted Income Tax Provision $7.48M
|
|||
| Non-GAAP EBITDA non-GAAP | $38.67M | Three Months Ended July 31, 2026 | — |
| Output growth | 8% | Q1 2027 | — |
| Research Adjusted EBITDA non-GAAP | $87M | the first quarter of fiscal year 2027 | — |
| Research Adjusted EBITDA margin non-GAAP | 29.6% | the first quarter of fiscal year 2027 | — |
| Research revenue | $293M | the first quarter of fiscal year 2027 | +4.0% |
|
|
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| Returns to Shareholders | $33M | the first quarter of fiscal year 2027 | — |
| Share repurchases | $15M | the first quarter of fiscal year 2027 | — |
| Spectral collection mass spectra | 1.2M | Q1 2027 | — |
| Submissions growth | 31% | Q1 2027 | — |
| Adjusted EBITDA Margin non-GAAP | 33.2% | fiscal 2026 filing | — |
| Adjusted Operating Income by segment non-GAAP | $448.99M | fiscal 2026 filing | — |
| Adjusted Operating Income by segment - Learning non-GAAP | $166.39M | fiscal 2026 filing | — |
| Adjusted Operating Income by segment - Research non-GAAP | $282.6M | fiscal 2026 filing | — |
| Adjusted Revenue non-GAAP | $1.68B | fiscal 2026 filing | — |
| Atypon hosted publishers and societies | 2,000 | fiscal year 2026 filing | — |
| Colleagues worldwide | 4,500 | fiscal year 2026 filing | — |
| Learning revenue from digital and online products and services | 62% | fiscal year 2026 filing | — |
| Learning share of consolidated revenue | 33% | fiscal year 2026 filing | — |
| Non-GAAP Adjusted Revenue non-GAAP | $1.68B | year ended April 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Publishing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WLY
this stock
John Wiley & Sons, Inc.
|
$2.41B | +55.9% | +4.5% | 12.8 | 9.2% |
|
NYT
New York Times Co
|
$10.29B | -8.2% | -1.6% | 26.6 | 8.4% |
|
PSO
Pearson PLC
|
$9.70B | +14.3% | — | — | 0.6% |
|
SPGNY
Springer Nature AG & Co. KGaA/ADR
|
$2.28B | — | — | — | 0.0% |
|
TDAY
USA TODAY Co., Inc.
|
$942.57M | +22.1% | +13.7% | — | 18.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WLY | +0.0% | -8.8% | +23.8% | -8.8% | +55.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +0.7% | -9.0% | +11.6% | -8.3% | +44.1% |
Capital returns
Buyback program
· as of Jul 31, 2026
Authorized
$250.00M
Spent (derived)
$57.60M
Remaining
$192.40M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.