John Wiley & Sons, Inc. WLY R2KR3K
Company Overview
John Wiley & Sons, Inc., a publisher, provides authoritative content and research intelligence for the advancement of scientific discovery, innovation, and learning in the United States, the United Kingdom, Germany, and internationally. It operates through Research and Learning segment. The company's Research segment provides scientific, technical, medical, and scholarly journals, as well as related content and services in the areas of physical sciences and engineering, health sciences, social sciences, and humanities, and life sciences. This segment sells its products direct to research libraries and library consortia, as well as to researchers and professional society members, and other customers; and through independent subscription agents. The company's Learning segment offers scientific, professional, and education print and digital books; digital courseware to support students and instructors, and assessment services for businesses and professionals. This segment sells its products and services to business and leadership, technology, behavioral health, engineering/architecture, science, and professional education categories through brick-and-mortar and online retailers, wholesalers who supply such bookstores, college bookstores, individual practitioners, corporations, distributor networks, and government agencies. John Wiley & Sons, Inc. was founded in 1807 and is headquartered in Hoboken, New Jersey.
Why Investors Should Care
Generates a return on equity of 27.7%, reflecting efficient use of shareholder capital.
Return on capital employed stands at 16.3%.
Trades at a P/E of 11.6, below the sector median of 19.2.
Operating margin of 24.7% supports profitability.
Offers a dividend yield of 2.65%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Apr 2026 Revenue of $1.68B (-0.1% YoY); net profit $221.62M.
- Trailing 12 Months Year-on-year growth — revenue +1.2%, earnings +108.4%.
- 5-Year Trend Long-term compounding — revenue CAGR 0.2%, profit CAGR 3.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 0.25% |
| 1 Year: | 1.20% |
Compounded Profit Growth
| 5 Years: | 3.48% |
| 1 Year: | 108.40% |
Stock Price Performance
| 1 Year: | +20.78% |
| 6 Months: | +27.37% |
| 3 Months: | +7.05% |
| 1 Month: | -12.49% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)33.40 · Neutral
P/E of 11.56 is below the sector median of 19.18 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 27.7%.
- Attractive dividend yield of 2.65%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Communication Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WLY John Wiley & Sons, Inc. R2KR3K | 46.95 | 11.56 | $1.97B | 2.65% | 16.33% | 27.69% | 0.25% | 3.48% |
| 2 | GOOGL Alphabet Inc. NDXSPXR3KAITECH | 338.46 | 16.98 | $1.99T | 0.25% | 26.20% | 48.68% | 17.96% | 21.53% |
| 3 | META Meta Platforms, Inc. NDXSPXR3KAITECH | 616.77 | 23.23 | $1.36T | 0.36% | 25.69% | 29.85% | 19.89% | 37.61% |
| 4 | NFLX Netflix, Inc. NDXSPXR3KAI | 78.25 | 24.61 | $325.83B | 0.00% | 29.87% | 49.54% | 22.30% | 32.79% |
| 5 | VZ Verizon Communications Inc. SPXR3K | 50.35 | 13.11 | $209.19B | 6.02% | 8.56% | 15.84% | 2.33% | 6.90% |
| 6 | TMUS T-Mobile US, Inc. NDXSPXR3K | 183.36 | 19.18 | $196.69B | 2.27% | 9.39% | 17.99% | 22.63% | 28.77% |
| 7 | DIS The Walt Disney Company SPXR3K | 105.31 | 21.71 | $181.84B | 1.43% | 10.74% | 8.01% | 6.96% | 4.12% |
| 8 | T AT&T Inc. SPXR3K | 25.68 | 8.45 | $175.97B | 4.68% | 6.59% | 18.34% | 0.31% | 3.44% |
| 9 | SPOT Spotify Technology S.A. R3KAITECH | 542.43 | 29.58 | $111.53B | 0.00% | 24.61% | 44.48% | 13.59% | - |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jul 2015 | Oct 2015 | Jan 2016 | Jul 2016 | Oct 2016 | Jan 2017 | Apr 2017 | Jul 2017 | Oct 2017 | Jan 2018 | Apr 2018 | Jul 2018 | Oct 2018 | Jan 2019 | Apr 2019 | Jul 2019 | Oct 2019 | Jan 2020 | Apr 2020 | Jul 2020 | Oct 2020 | Jan 2021 | Apr 2021 | Jul 2021 | Oct 2021 | Jan 2022 | Jul 2022 | Oct 2022 | Jan 2023 | Jul 2023 | Oct 2023 | Jan 2024 | Jul 2024 | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | 411.40M | 451.70M | 455.70M | 477.30M | 410.90M | 448.60M | 449.40M | 491.20M | 423.50M | 466.20M | 467.10M | 474.70M | 431.33M | 491.01M | 482.91M | 536.30M | 488.39M | 533.00M | 515.88M | 487.57M | 514.84M | 491.37M | 451.01M | 492.81M | 460.70M | 403.81M | - | - | 442.58M | 396.80M | 421.75M | 410.04M | 447.94M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 110.94M | 109.26M | 104.39M | 107.78M | 110.08M |
| Gross Profit | - | - | - | 290.80M | 314.00M | 320.10M | 332.90M | 285.50M | 319.60M | 319.30M | 340.70M | 283.10M | 316.00M | 305.50M | 340.70M | 280.40M | 322.80M | 313.20M | 324.10M | 286.50M | 336.20M | 325.30M | 368.20M | - | - | - | - | - | - | - | - | - | - | - | - | 331.64M | 287.54M | 317.36M | 302.25M | 337.86M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 242.68M | 253.54M | 238.34M | 232.44M | 224.64M |
| Operating Income | 44.91M | 60.27M | 39.62M | 43.80M | 47.70M | 51.20M | 63.50M | 12.60M | 80.80M | 65.40M | 72.70M | 36.10M | 57.50M | 50.30M | 80.10M | 4.50M | 63.40M | 48.50M | -170.70M | 30.04M | 69.91M | 34.33M | 51.20M | 40.97M | 73.89M | 45.99M | -16.96M | 57.44M | -67.06M | -16.36M | 46.24M | -46.41M | 28.97M | - | - | 88.96M | 34.00M | 79.03M | 69.81M | 113.22M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 101.30M | 65.19M | 105.61M | 91.48M | 142.90M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 11.27M | 11.04M | 11.67M | 11.49M | 9.65M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 52.27M | 17.71M | 58.01M | 44.40M | 94.97M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -15.83M | 6.01M | 13.12M | 14.72M | -40.37M |
| Net Income | 32.46M | 43.60M | 35.52M | 31.00M | -11.50M | 47.40M | 46.70M | 9.20M | 60.00M | 68.80M | 54.20M | 26.30M | 43.80M | 34.90M | 63.30M | 3.60M | 44.70M | 35.40M | -158.00M | 16.33M | 68.43M | 22.16M | 41.40M | 13.83M | 55.97M | 35.37M | -17.84M | 38.19M | -71.47M | -92.26M | -19.45M | -113.88M | -1.44M | - | - | 68.09M | 11.70M | 44.89M | 29.68M | 135.35M |
| Diluted EPS | 0.55 | 0.74 | 0.61 | 0.53 | -0.20 | 0.82 | 0.81 | 0.16 | 1.04 | 1.19 | 0.93 | 0.45 | 0.76 | 0.61 | 1.10 | 0.06 | 0.79 | 0.63 | -2.83 | 0.29 | 1.22 | 0.39 | 0.73 | 0.24 | 0.99 | 0.63 | -0.32 | 0.68 | -1.29 | -1.67 | -0.35 | -2.08 | -0.03 | - | - | 1.25 | 0.22 | 0.84 | 0.56 | 2.61 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Apr 2009 | Apr 2010 | Apr 2011 | Apr 2012 | Apr 2013 | Apr 2014 | Apr 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | Apr 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.61B | 1.70B | 1.74B | 1.78B | 1.76B | 1.78B | 1.82B | 1.73B | 1.72B | 1.80B | 1.80B | 1.83B | 1.94B | - | 2.02B | 1.87B | 1.68B | 1.68B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 692.54M | 579.72M | 431.38M | 431.51M |
| Gross Profit | - | - | 1.20B | 1.24B | 1.23B | 1.27B | - | - | 1.26B | 1.27B | 1.25B | 1.24B | 1.32B | - | 1.33B | 1.29B | 1.25B | 1.25B |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.12B | 1.07B | 999.26M | 948.96M |
| Operating Income | 218.48M | 242.59M | 248.15M | 280.42M | 199.43M | 206.67M | 237.74M | 188.11M | 211.47M | 231.46M | 223.99M | -54.29M | 185.51M | - | 205.08M | 223.75M | 246.97M | 296.06M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 284.90M | 40.16M | 343.63M | 405.18M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 37.74M | 49.00M | 52.55M | 43.85M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 33.10M | -187.05M | 142.88M | 215.09M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 15.87M | 13.27M | 58.72M | -6.53M |
| Net Income | 128.26M | 143.54M | 171.89M | 212.75M | 144.22M | 160.51M | 176.87M | 145.78M | 113.64M | 192.19M | 168.26M | -74.29M | 148.26M | - | 17.23M | -200.32M | 84.16M | 221.62M |
| Diluted EPS | 2.15 | 2.41 | 2.80 | 3.47 | 2.39 | 2.70 | 2.97 | 2.48 | 1.95 | 3.32 | 2.91 | -1.32 | 2.63 | 2.62 | 0.31 | -3.65 | 1.53 | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Apr 2008 | Apr 2009 | Apr 2010 | Apr 2011 | Apr 2012 | Apr 2013 | Apr 2014 | Apr 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | Apr 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 2.31B | 2.43B | 2.53B | 2.81B | 3.08B | 3.00B | 2.92B | 2.61B | 2.84B | 2.95B | 3.17B | 3.45B | - | 3.11B | 2.73B | 2.69B | 2.59B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 541.28M | 454.04M | 439.88M | 419.67M |
| Cash & Equivalents | 59.31M | 102.83M | 153.51M | 201.85M | 259.83M | 334.14M | 486.38M | 457.44M | 363.81M | 58.52M | 169.77M | 92.89M | 202.46M | 93.80M | - | 106.71M | 83.25M | 85.88M | 75.62M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 30.73M | 26.22M | 22.88M | 19.27M |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 310.12M | 224.20M | 228.41M | 244.16M |
| Total Liabilities | - | - | - | - | - | - | - | - | - | 1.60B | 1.65B | 1.77B | 2.24B | 2.36B | - | 2.06B | 1.99B | 1.94B | 1.74B |
| Current Liabilities | - | - | 666.78M | 756.37M | 640.93M | 667.17M | 729.59M | 803.68M | 781.81M | 787.86M | 874.31M | 882.33M | 927.27M | 988.97M | - | 895.55M | 873.28M | 820.86M | 778.95M |
| Long Term Debt | - | - | 559.00M | 330.50M | 475.00M | 673.00M | 700.10M | 650.09M | 605.01M | 365.00M | 360.00M | 478.79M | 765.65M | 809.09M | - | 743.29M | 767.10M | 789.43M | 670.90M |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 883.50M | 887.28M | 899.20M | 768.89M |
| Total Equity | 689.12M | 513.52M | 722.44M | 977.89M | 1.02B | 988.36M | 1.18B | 1.06B | 1.04B | 1.00B | 1.19B | 1.18B | 933.62M | 1.09B | - | 1.05B | 739.72M | 752.21M | 848.24M |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 83.18M | 83.18M | 83.18M | 83.18M |
Cash Flows (Annual)
Figures in USD.
| Metric | Apr 2009 | Apr 2010 | Apr 2011 | Apr 2012 | Apr 2013 | Apr 2014 | Apr 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | Apr 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 256.01M | 315.01M | 375.62M | 379.65M | 337.04M | 348.22M | - | 349.96M | 314.90M | 382.32M | 250.83M | 288.44M | 359.92M | - | 277.07M | 207.64M | 202.59M | 260.52M |
| Investing Cash Flow | -116.39M | -106.12M | -113.03M | -212.05M | -342.47M | -149.35M | - | -151.40M | -243.01M | -177.41M | -301.50M | -346.67M | -433.15M | - | -98.40M | -106.64M | -94.02M | 28.11M |
| Financing Cash Flow | -89.06M | -156.42M | -230.04M | -104.72M | 90.40M | -53.53M | - | -285.66M | -346.17M | -96.83M | -17.59M | 172.68M | -47.09M | - | -168.57M | -107.22M | -125.33M | -298.30M |
| Capital Expenditure | -46.01M | -48.11M | -54.39M | -67.38M | -58.70M | -57.56M | -69.12M | -86.40M | -105.06M | -114.22M | -77.17M | -88.59M | -77.41M | - | -106.69M | -101.76M | -82.77M | -83.85M |
| Free Cash Flow | 210.00M | 266.90M | 321.23M | 312.27M | 278.33M | 290.66M | - | 263.56M | 209.84M | 268.10M | 173.66M | 199.84M | 282.52M | - | 170.38M | 105.88M | 119.82M | 176.67M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 10.11M | -6.23M | -16.76M | -9.68M |
| Share Buybacks | 35.11M | 0 | 27.96M | 87.07M | 73.72M | 63.39M | 61.98M | 69.98M | 50.33M | 39.69M | 59.99M | 46.59M | 15.77M | 30.00M | 35.00M | 45.05M | 60.42M | - |
Ratios (Annual)
Figures in %.
| Metric | Apr 2009 | Apr 2010 | Apr 2011 | Apr 2012 | Apr 2013 | Apr 2014 | Apr 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | Apr 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | 69.1% | 69.5% | 69.8% | 71.4% | - | - | 73.2% | 70.4% | 69.2% | 67.7% | 67.8% | - | 65.7% | 69.0% | 74.3% | 74.3% |
| Operating Margin % | 13.6% | 14.3% | 14.2% | 15.7% | 11.3% | 11.6% | 13.0% | 10.9% | 12.3% | 12.9% | 12.4% | -3.0% | 9.6% | - | 10.2% | 11.9% | 14.7% | 17.7% |
| Net Margin % | 8.0% | 8.4% | 9.9% | 11.9% | 8.2% | 9.0% | 9.7% | 8.4% | 6.6% | 10.7% | 9.3% | -4.1% | 7.6% | - | 0.9% | -10.7% | 5.0% | 13.2% |
| ROE % | 25.0% | 19.9% | 17.6% | 20.9% | 14.6% | 13.6% | 16.8% | 14.1% | 11.3% | 16.1% | 14.2% | -8.0% | 13.6% | - | 1.6% | -27.1% | 11.2% | 26.1% |
| ROCE % | - | 14.8% | 14.8% | 14.8% | 9.3% | 8.8% | 10.8% | 8.8% | 11.6% | 11.8% | 10.8% | -2.4% | 7.5% | - | 9.3% | 12.1% | 13.2% | 16.3% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 14.76% | 6.20M | $333.01M |
| 2 | Neuberger Berman Group, LLC | 7.19% | 3.02M | $162.16M |
| 3 | Vanguard Portfolio Management LLC | 5.94% | 2.49M | $133.97M |
| 4 | Schroder Investment Management Group | 5.80% | 2.43M | $130.76M |
| 5 | State Street Corporation | 5.39% | 2.26M | $121.59M |
| 6 | Dimensional Fund Advisors LP | 4.48% | 1.88M | $101.16M |
| 7 | Vanguard Capital Management LLC | 3.97% | 1.67M | $89.50M |
| 8 | Bank of Montreal /CAN/ | 3.76% | 1.58M | $84.76M |
| 9 | Brown Advisory Inc. | 3.02% | 1.27M | $68.03M |
| 10 | LSV Asset Management | 2.43% | 1.02M | $54.92M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for WLY
John Wiley & Sons, Inc. Q1 2027 Earnings Call Summary
Moby summary of John Wiley & Sons, Inc.'s Q1 2027 earnings call
Wiley Shares Fall After Q1 Revenue and Earnings Miss Estimates
John Wiley & Sons, Inc. (NYSE:WLY) shares fell 3.
Wiley Schedules First Quarter Fiscal 2027 Earnings Release and Conference Call
HOBOKEN, N.J., August 27, 2026--Wiley (NYSE: WLY), a global leader in authoritative content and research intelligence for the advancement of scientific discovery, innovation, and learning, will release its first quarter fiscal 2027 results …
Why John Wiley & Sons (WLY) Could Be 24% Undervalued Following Its Spectral API Launch
John Wiley & Sons (WLY) has drawn fresh attention after launching a spectral analysis API portfolio that plugs its scientific reference databases and algorithms directly into lab and software workflows across multiple research-heavy industr…
John Wiley & Sons (WLY) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does John Wiley & Sons (WLY) have what it takes? Let's find out.
John Wiley & Sons Inc (WLY) (Q1 2027) Earnings Call Highlights: AI Revenue Surges 40% Ahead ...
Wiley's strategic pivot to AI and data analytics drives robust research growth, offsetting softness in the Learning segment as the company reaffirms its full-year outlook.
WLY — Frequently Asked Questions
What is the current share price of John Wiley & Sons, Inc. (WLY)?
As of 2026-09-07 16:24 PDT, John Wiley & Sons, Inc. (WLY) trades at $46.95 on NYSE. Its 52-week range is $28.33 to $55.72.
What is the market capitalisation of WLY?
John Wiley & Sons, Inc. (WLY) has a market capitalisation of $1.97B on NYSE.
What is the P/E ratio of WLY?
WLY trades at a trailing price-to-earnings (P/E) ratio of 11.56. The industry average P/E is 19.18. Its price-to-book (P/B) ratio is 3.14.
Does WLY pay a dividend?
John Wiley & Sons, Inc. (WLY) currently offers a dividend yield of 2.65%.
What is the return on equity (ROE) of WLY?
WLY has a return on equity (ROE) of 27.69%. Its return on capital employed (ROCE) is 16.33%.
Is WLY a good stock to buy?
This page provides a data-driven analysis of John Wiley & Sons, Inc. (WLY), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.