John Wiley & Sons, Inc. Class A (WLY)

In the past six months, John Wiley & Sons, Inc. (WLY) stock has experienced notable movements. As of April 7, 2026, the share price was $38.26, a decline of 3.68% over the past year. However, the stock has increased by 27.03% in the past month and has a year-to-date return of 27.07% as of April 2, 2026. Over the last six months, the stock has increased by 35.48%. Following the Q3 2026 earnings report, WLY shares gained +14.1% on the day to close at $34.73, and have since drifted +10.2% higher. The company's Q3 2026 earnings exceeded analysts' revenue expectations, with strong AI revenue growth and margin expansion. Wiley also announced a quarterly cash dividend payable on April 23, 2026.

John Wiley & Sons, Inc. experiences demand seasonality due to the nature of its educational business. The academic calendar drives demand for educational materials, with peak periods aligning with the start of academic terms. This seasonality influences revenue recognition and operational planning within the Learning segment. The Research segment may experience more stable demand, though academic cycles can still influence research submission and publication rates.

John Wiley & Sons, Inc. (Wiley) is an American multinational publishing company founded in 1807, operating in the Consumer Publishing sector with a focus on academic publishing, instructional materials, and STM publishing. Wiley provides content, insights, and knowledge services, categorized into Research and Learning segments. The Research segment offers peer-reviewed STM publishing and related services, while the Learning segment provides print and digital books, courseware, and assessment services. Wiley also produces books, journals, and training materials, and is expanding into AI licensing and data services.

John Wiley & Sons, Inc. has a significant global presence, with its headquarters in Hoboken, New Jersey, U.S. The company operates in numerous countries, including the United States, United Kingdom, India, Sri Lanka, and Germany. It also maintains foreign subsidiaries across Europe, Asia, Canada, and Australia, with specific office locations in various cities worldwide.

In the past year, John Wiley & Sons' reputation has been affected by controversies concerning its journal publishing practices. Over 8,000 articles from "paper mills" were retracted in Hindawi journals, leading to Wiley ceasing the use of the Hindawi brand. Wiley has also faced controversies regarding the forced inclusion of its content in AI LLM training, raising concerns about intellectual property rights and ethical AI development. The company has faced journal protests and scrutiny over its publication practices and manipulation of bibliometrics. Despite these challenges, Wiley is working to leverage its content for AI applications, positioning itself as a leader in AI licensing.

John Wiley & Sons, Inc. has a unique ownership structure with a substantial stake held by the Wiley family and significant institutional ownership. The Wiley family maintains a massive stake, with Deborah E. Wiley owning approximately 35.84% of the company's total shares. Overall, insiders hold about 16.68% of the stock. Institutional investors own a significant portion of the stock, ranging between 73.94% and 77.41% of the common stock. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and Neuberger Berman Group LLC.