WLY JOHN WILEY & SONS, INC.

company

SEC Filings & Insider Trading Activity 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

What are the latest WLY SEC filings in 2026?

JOHN WILEY & SONS, INC. (WLY) has filed a 10-K annual report on June 24, 2026, a 10-Q quarterly report on March 6, 2026, an 8-K current report on July 9, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did WLY file its most recent 10-K annual report?

JOHN WILEY & SONS, INC. (WLY) filed its most recent 10-K annual report on June 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view WLY 10-Q quarterly reports?

JOHN WILEY & SONS, INC. (WLY)'s most recent 10-Q quarterly report was filed on March 6, 2026. SignalX displays every WLY 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has WLY filed recently?

JOHN WILEY & SONS, INC. (WLY)'s most recent 8-K was filed on July 9, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find WLY insider trading activity (Form 4)?

SignalX aggregates every WLY Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does WLY file with the SEC?

JOHN WILEY & SONS, INC. (WLY) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new WLY filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for JOHN WILEY & SONS, INC. (WLY).

What is WLY's SEC CIK number?

JOHN WILEY & SONS, INC. (WLY)'s SEC CIK (Central Index Key) number is 107140. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 107140 to look up all WLY filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find WLY return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from JOHN WILEY & SONS, INC. (WLY) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.