WLY at a glance
JOHN WILEY & SONS, INC. (WLY, SEC CIK 107140) filed its latest 10-K annual report on June 24, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended April 30, 2026 (FY2026), JOHN WILEY & SONS, INC. (WLY) reported revenue of $1.7 billion (down 0.1% from FY2025) and net income of $221.6 million. Diluted EPS was $4.16.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding JOHN WILEY & SONS, INC. (WLY) shares worth $982.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.7B
- −0.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $982.9M · +0 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Apr 30, 2026
Risk Factors
- Regulatory risk from EU AI Act effective Aug 2026, imposes significant compliance burdens on AI system providers/deployers
- Geopolitical exposure in China: 31% of 2025 research articles include China-based authors, risking impact from IP export restrictions
- Operational risk from legacy global Learning business platform with limited order management support, risking order processing disruptions
- Competitive threat from AI technologies causing product cannibalization and market disruption in publishing industry
- Financial concentration risk: 19% of revenue via journal subscription agents, with one agent max 10%, exposing cash flow to agent liquidity
Management Discussion & Analysis
- Revenue $1,676.5M, flat YoY; Research segment up 5% to $1,129.9M; Learning segment down 7% to $546.6M
- Operating income $276.9M, +25% YoY; Adjusted operating income $296.2M, +18%; Adjusted EBITDA $439.6M, +10%
- Best segment: Research with 8% constant currency Adjusted EBITDA growth, margin 33.2% vs 32.1%; Worst: Learning revenue down 7%, Adjusted EBITDA down 6%
- Operating cash flow $260.5M, +$57.9M; Free cash flow less product dev $195.3M, +$69.5M; $100M share repurchased; dividends $1.42/share annualized
- Management highlights AI licensing growth (AI revenue $49.1M vs $40M prior); new Emerald Publishing acquisition for $452M post fiscal year; ongoing restructuring for $120M annualized cost savings; expects further restructuring charges in FY27
Business Overview
- Core business model: global digital publishing and learning services focused on scientific research, academic, and professional content with 85% revenue from digital products
- AI-driven content licensing for corporate R&D and AI model training emphasized as new growth engine in Research Solutions segment
- Strategic shift towards expanding Journal Subscriptions, Transformational Agreements, and Open Access publishing to capture growing peer-reviewed research demand
- Employee count approximately 4,500 worldwide as of April 30, 2026, supporting global operations primarily in US and UK
- Commitment to net-zero emissions by 2040 with science-based targets validated by SBTi and expanded investments in digital and sustainable publishing innovations
AI summary of the WLY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Outlook risks: restructuring savings, journal renewals, education seasonality, economic conditions, cyber risk, and artificial intelligence execution
Risk Factors
- Share repurchase authorization up to $250 million, with $192.4 million remaining at July 31, 2026
- Repurchases totaled 330,733 shares at average $45.44 per share during the quarter
AI summary of the WLY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- 95.5% of Class A and 98.4% of Class B shares represented, indicating strong shareholder participation
- All director nominees elected through 2027, including David C. Dobson with 23,486,157 Class A votes for and 14,829,164 withheld
Item 7.01: Regulation FD Disclosure
- FY2027 first-quarter earnings presentation furnished as Exhibit 99.2 following the September 3, 2026 conference call
- Presentation materials provide investors with management’s discussed quarterly performance and outlook context
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q1 2027 results announced on September 3, 2026
- Press release contains the company’s financial results and is filed as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 FY2027 revenue fell 3% to $386M; adjusted EPS declined 10% to $0.44, reflecting prior-year AI licensing and Learning weakness
- Research revenue rose 4% to $293M, with Research Publishing up 12% and adjusted EBITDA margin expanding to 29.6%
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Frank Scognamiglio appointed Chief Accounting Officer and principal accounting officer, effective July 9, 2026
- Internal succession from Global Controller, potentially supporting continuity in financial reporting oversight
AI summaries of WLY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WLY
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wiley Bradford | G | Oct 5, 2026 | 65,000 | - |
| MCDANIEL RAYMOND W | A | Sep 24, 2026 | 2,880 | $48.61 |
| Hemphill Brian O | A | Sep 24, 2026 | 2,880 | $48.61 |
| PESCE WILLIAM J | A | Sep 24, 2026 | 2,880 | $48.61 |
| Madden Karen N | A | Sep 24, 2026 | 2,880 | $48.61 |
| Andresen Katherine Dunn | A | Sep 24, 2026 | 2,880 | $48.61 |
| Dobson David C | A | Sep 24, 2026 | 2,880 | $48.61 |
| Singh Inder M | A | Sep 24, 2026 | 2,880 | $48.61 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.7B | $1.7B |
| Operating Income | - | $221.4M | $276.9M |
| Net Income | -$200.3M | $84.2M | $221.6M |
| Op. Margin | - | 13.2% | 16.5% |
| Net Margin | - | 5.0% | 13.2% |
| Balance Sheet | |||
| Total Assets | - | $2.7B | $2.6B |
| Equity | $739.7M | $752.2M | $848.2M |
| ROE | -27.1% | 11.2% | 26.1% |
| Per Share | |||
| EPS | $-3.65 | $1.53 | $4.16 |
| Cash Flow | |||
| Operating CF | - | $202.6M | $260.5M |
| CapEx | $76.1M | $61.5M | $51.2M |
Source: XBRL data in JOHN WILEY & SONS, INC. (WLY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WLY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $982.9M |
| Q1 2026 | 29 | $752.2M |
| Q4 2025 | 27 | $598.8M |
| Q3 2025 | 27 | $833.8M |
| Q2 2025 | 27 | $889.9M |
| Q1 2025 | 24 | $607.8M |
| Q4 2024 | 21 | $552.9M |
| Q3 2024 | 18 | $323.4M |
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- Millennium Management+5.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 202 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WLY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 10-Q | Sep 4, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
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WLY SEC filings: frequently asked questions
Which institutions hold WLY stock?
As of June 30, 2026, the largest JOHN WILEY & SONS, INC. (WLY) holders among the 13F filers tracked by SignalX were BlackRock ($300.8 million), Vanguard Portfolio Management LLC ($121.0 million), State Street Corp ($109.7 million), Dimensional Fund Advisors ($91.4 million), Vanguard Capital Management LLC ($80.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WLY's revenue in fiscal year 2026?
For the fiscal year ended April 30, 2026 (FY2026), JOHN WILEY & SONS, INC. (WLY) reported revenue of $1.7 billion (down 0.1% from FY2025) and net income of $221.6 million. Diluted EPS was $4.16. The figures come from the XBRL data in the 10-K.
What are the main risks in WLY's latest 10-K?
In the 10-K filed June 24, 2026, JOHN WILEY & SONS, INC. (WLY) flagged: Regulatory risk from EU AI Act effective Aug 2026, imposes significant compliance burdens on AI system providers/deployers. Geopolitical exposure in China: 31% of 2025 research articles include China-based authors, risking impact from IP export restrictions. (AI summary of the Risk Factors section.)
What did WLY report in its latest 8-K?
JOHN WILEY & SONS, INC. (WLY) filed an 8-K on September 29, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). 95.5% of Class A and 98.4% of Class B shares represented, indicating strong shareholder participation.
What are the latest WLY SEC filings?
JOHN WILEY & SONS, INC. (WLY) filed its latest 10-K annual report on June 24, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on October 6, 2026.
What is WLY's SEC CIK number?
JOHN WILEY & SONS, INC. (WLY)'s SEC Central Index Key (CIK) is 107140. EDGAR lists every WLY filing under that number.
Ask anything about WLY
The research agent reads WLY's filings, financials, insider trades and 13F holders, then answers with sources.