Scholastic Corporation (SCHL)

Scholastic's stock has seen significant movement in the past six months, with a 110.95% increase between May 5, 2025, and May 4, 2026. Key events impacting the stock include Q1 Fiscal 2026 results where Scholastic reported a quarterly loss but maintained its full-year guidance, a $386 million sale-leaseback agreement of its New York headquarters, Q3 Fiscal 2026 results where Scholastic missed Wall Street's revenue expectations but beat analyst estimates for non-GAAP loss per share, a cash tender offer to purchase up to $200 million of its common stock, and consistent dividend payouts.

Demand for Scholastic's products and services is highly seasonal, largely tied to the academic calendar. The first fiscal quarter is traditionally the weakest due to the summer break, often resulting in seasonal losses. Education sales are typically higher in the second fiscal quarter due to the back-to-school season. The company generally expects to rebound in subsequent quarters after the Q1 seasonal loss.

Scholastic Corporation is an American multinational publishing, education, and media company headquartered in New York City, primarily operating in the publishing sector with a focus on children's literacy and education. It is the world's largest publisher and distributor of children's books and print and digital educational materials for pre-K to grade 12. The company's business is divided into three main segments: Children's Book Publishing and Distribution, Education Solutions, and International. Scholastic holds the rights to iconic franchises such as Harry Potter, The Hunger Games, Captain Underpants, Dog Man, Goosebumps, and Clifford the Big Red Dog.

Scholastic Corporation maintains a significant global presence, with operations in Canada, the UK, Australia, and Asia. The company exports its publishing model to diverse educational systems worldwide and has a strong presence in countries including New Zealand, China, India, South Korea, Japan, Malaysia, Thailand, the Philippines, Indonesia, and Singapore. Scholastic distributes its products to over 135 international locations and in more than 52 languages. Its Book Fairs are global, with operations extending to Australia, Canada, India, New Zealand, the Philippines, and the U.K.

Scholastic has a long-standing reputation as a global leader in children's publishing and education, built over more than 100 years. The company is known for bringing high-quality books and educational materials to children worldwide through various channels. In the past year, a data breach in 2025 could have impacted its reputation. Recent initiatives like the launch of 100 Little Free Libraries featuring popular characters also contribute positively to its brand image.

Scholastic Corporation's stock ownership is a mix of institutional, retail, and individual investors, with institutional investors holding a substantial majority. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., and Dimensional Fund Advisors, L.P. Insider ownership stood at approximately 4.39% in March 2025. Iole Lucchese inherited Richard Robinson Jr.'s super-voting Class A shares, making her the controlling owner.