Scholastic Corporation (SCHL)

Scholastic Corp. (SCHL) stock has experienced significant movement in the past six months. As of April 7, 2026, the share price was $39.06, representing a 136.58% increase over the past year. The stock price increased by 14.32% in the past month and 2.06% compared to the previous week. Key events impacting the stock include sale-leaseback transactions in December 2025, which generated $401 million in net proceeds and led to a $150 million share repurchase program. Scholastic reported strong performance in the second quarter of fiscal year 2026, driven by successful back-to-school book fairs and strong trade publishing results. The company reported an operating loss in the seasonally quiet first quarter of fiscal year 2026, but affirmed its fiscal 2026 guidance. Scholastic missed Wall Street's revenue expectations in Q1 CY2026, but its non-GAAP loss per share was better than analyst estimates, leading to a positive market response.

Scholastic Corporation's business is highly seasonal, as its Children's Book Publishing and Distribution school-based book club and book fair channels, and most of its Education businesses, operate on a school-year basis. Consequently, the company's revenues in the first and third fiscal quarters are generally lower than in the other two quarters. During the first fiscal quarter, school-based channel and magazine revenues are minimal. The back-to-school season is a significant period for Scholastic, with book fairs being a major driver of revenue and operating leverage. Weather and natural disaster disruptions can lead to school closures, which in turn can reduce demand for Scholastic's products in its school channels.

Scholastic Corporation is a global publishing, education, and media company focused on children's literacy and education. It publishes and distributes books, comics, and educational materials for schools, teachers, parents, and children. The company's major products include children's books, magazines, pre-K to grade 12 instructional programs, films, and television content. Scholastic distributes its products through school-based book clubs, book fairs, retail and online sales, and direct-to-home continuity programs. The company has three reportable segments: Children's Book Publishing and Distribution, Education Solutions, and International, with the majority of its revenue coming from the Children's Book Publishing and Distribution segment.

Scholastic Corporation has a worldwide geographic footprint, operating internationally with original publishing of trade books and educational materials, distribution through Book Clubs and Book Fairs, instructional materials for schools, and exports to over 135 international locations. Scholastic has a significant presence in countries such as Australia, New Zealand, the United Kingdom, Canada, China, India, South Korea, Japan, Malaysia, Thailand, the Philippines, Indonesia, and Singapore.

In the past year, Scholastic's brand reputation has been affected by a 2025 data breach. However, the company continues to leverage its iconic intellectual property (IP) and expand its reach through digital platforms. The launch of the Scholastic-branded streaming app has garnered over 3.5 million views since September 2025, and digital engagement for franchises like Clifford the Big Red Dog has seen notable book sales growth. Scholastic also announced the release of Paris Hilton's Paris & Pups™ on YouTube in September 2025, with tie-in books and toys planned. The company's long-standing commitment to education and its role as a leading publisher and distributor of children's books contribute to its overall brand recognition.

Scholastic Corporation has a diverse ownership structure, including institutional, retail, and individual investors. Institutional investors hold a significant portion, ranging from approximately 39.41% to 79.74% of the company's stock. Insiders own about 4.47%, while public companies and individual investors hold around 27.51% to 28.30%. Major institutional shareholders include BlackRock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc. Iole Lucchese became the controlling owner of the company following the death of CEO Richard Robinson in 2021, inheriting his super-voting Class A shares.