JOHN WILEY & SONS, INC.
boothcheck covers JOHN WILEY & SONS, INC. (WLY) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 28, 2026.
- Wiley is deleveraging while cash flow surges: net debt-to-EBITDA improved to 1.4 times, free cash flow rose 55 percent to 195 million dollars, and the dividend was raised for the 33rd consecutive year to about 1.43 dollars annually, a roughly 3.7 percent yield. - A new high-margin line is emerging: AI-licensing revenue reached 49.1 million dollars (up 23 percent, cumulative lifetime above 110 million dollars), with content deals signed with Anthropic, IQVIA, and OpenEvidence, while operating i
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240 institutional managers reported holding WLY in 13F filings for the quarter ended 2026-03-31. Together they hold about 79% of the company; the top 10 hold 47%. 44 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 3.7M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (8.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
WLY has cut its share count 6.5% over the past five years, spending $270.99M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 16 years straight. Cash returned over the past three years: $227.42M in dividends and $205.99M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at WLY over the trailing three years: 2023: 3 buys totaling $654k. 10 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
WLY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-27 | +6.6% | +12.2% |
| 2023-09-09 | +2.6% | -17.0% |
| 2023-12-08 | -0.3% | +13.3% |
| 2024-03-09 | +11.7% | +2.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
WLY's latest 8-K filings: 2026-09-03 (items 2.02, 7.01, 9.01); 2026-07-09 (items 5.02, 9.01); 2026-06-25 (items 8.01, 9.01); 2026-06-16 (items 2.02, 7.01, 9.01); 2026-06-15 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.