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John Wiley & Sons Inc

John Wiley & Sons Inc

WLY
$50.97USD↑+0.06%+0.03 today

MARKET CAP

2.6B

P/E (TTM)

12.0x

FWD P/E

10.8x

DAY RANGE

$50 – $52

52W RANGE

$28
$53

AI Summary

Stalk
Buy NowMedium

WLY remains in a high-confidence Stage 2 uptrend supported by rising EMAs and sustained volume participation. Price has pulled back into the short-term EMA zone after an extended move, offering a structurally appropriate entry. Despite extreme overbought conditions, the pullback into EMAs suggests a healthy consolidation rather than exhaustion. We recommend buying now into the pullback with the 9/21 EMA area as support. Key risks include extreme overextension, potential stage transition pressure at highs, and rejection of EMA support on a deeper retracement.

  • ↑Free cash flow surged 55% to $195M, boosting liquidity.
  • ↑AI segment revenue grew from $23M to $49M, aiming >$50M.
  • ↓Learning segment revenue declined 11% YoY on weak enrollments.
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The case for & against

Bull & Bear analysis

Bullish

John Wiley & Sons, Inc. (NYSE: WLY) is a leading global publisher and provider of knowledge solutions for academic, professional, and worldwide educational markets. The company primarily operates through its Research and Learning segments, leveraging its vast portfolio of content to drive growth in the rapidly evolving AI economy. With a strong focus on publishing high-quality scholarly content, Wiley is strategically positioned to capitalize on advancements in research and technology.

Bull says

  • ↑Free cash flow surged 55% to $195M, boosting liquidity.
  • ↑AI segment revenue grew from $23M to $49M, aiming >$50M.
  • ↑Returned $174M to shareholders via $100M buybacks and dividends.
  • ↑Adjusted EBITDA margin projected at 25.5–26.5%, up from 26.2%.
  • ↑Research segment revenue rose 5%, with full synergies by year three.
  • ↑High earnings yield and strong balance sheet quality support value.

Bear says

  • ↓Learning segment revenue declined 11% YoY on weak enrollments.
  • ↓Negative growth indicator signals challenges in broad revenue expansion.
  • ↓Profitability pressures mount from weak segment returns and spending drags.
  • ↓AI revenue growth remains unpredictable as market dynamics evolve.
  • ↓Limited institutional interest may dampen stock momentum.
  • ↓Macro and regulatory uncertainties pose further revenue volatility risks.

Investment themes with WLY

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 06-19-2026neutral

Transcript signals

Bull points

  • We are targeting a substantial reduction in our technology costs over time by streamlining the tech organization with a focus on our location footprint and partnerships with external providers, rationalizing our application landscape, and capitalizing on emerging AI-driven software development tools.
  • we expect to deliver significant adjusted EBITDA margin improvement over time in addition to the progress we've made to date.
  • For the full year, adjusted revenue was up 3% driven by research and academic growth and AI licensing, offsetting some pressure on professional due to retail channel softness.

Bear points

  • Our corporate expenses were down 10% in Q4 and 4% in fiscal year 25. Although as expected, the unallocated portion rose modestly this year, mainly due to enterprise modernization.
  • Adjusted revenue was essentially flat with research growth and AI licensing offset by a $23 million rights project in the prior year. As noted, the most current AI licensing agreement in learning is valued at $18 million, with $9 million recognized this quarter and $9 million next quarter.
  • We saw some softness in ancillary and print products, including back files and digital archives. These are more discretionary in nature. As of April, We've completed 99% of our calendar year 25 journal renewals and are seeing good growth overall.
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