John Wiley & Sons (NYSE:WLY) Updates FY 2026 Earnings Guidance

John Wiley & Sons (NYSE:WLY) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 3.900-4.350 for the period, compared to the consensus earnings per share estimate of 4.000. The company issued revenue guidance of -, compared to the consensus revenue estimate of $1.7 billion.

John Wiley & Sons Stock Performance

NYSE WLY opened at $34.61 on Friday. The company has a current ratio of 0.71, a quick ratio of 0.67 and a debt-to-equity ratio of 1.16. The firm has a market capitalization of $1.82 billion, a price-to-earnings ratio of 18.41 and a beta of 0.96. The firm’s 50 day simple moving average is $30.52 and its 200 day simple moving average is $34.86. John Wiley & Sons has a 1 year low of $28.38 and a 1 year high of $47.26.

John Wiley & Sons (NYSE:WLY) last announced its quarterly earnings data on Thursday, March 5th. The company reported $0.97 EPS for the quarter, beating the consensus estimate of $0.86 by $0.11. John Wiley & Sons had a net margin of 6.11% and a return on equity of 28.23%. The business had revenue of $410.04 million during the quarter, compared to the consensus estimate of $391.00 million. During the same period in the previous year, the business earned $0.84 earnings per share. The company’s revenue was up 1.3% on a year-over-year basis. John Wiley & Sons has set its FY 2026 guidance at 3.900-4.350 EPS. As a group, research analysts expect that John Wiley & Sons will post 3.42 earnings per share for the current fiscal year.

John Wiley & Sons Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Tuesday, December 30th were issued a dividend of $0.355 per share. The ex-dividend date of this dividend was Tuesday, December 30th. This represents a $1.42 dividend on an annualized basis and a dividend yield of 4.1%. John Wiley & Sons’s payout ratio is 75.53%.

Analyst Ratings Changes

Several research analysts have commented on the company. Zacks Research raised John Wiley & Sons to a “hold” rating in a research note on Tuesday, December 16th. Weiss Ratings reiterated a “hold (c)” rating on shares of John Wiley & Sons in a research report on Monday, December 29th. Finally, Wall Street Zen upgraded shares of John Wiley & Sons from a “buy” rating to a “strong-buy” rating in a research report on Saturday, December 13th. Two equities research analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company has a consensus rating of “Hold”.

Key Stories Impacting John Wiley & Sons

Here are the key news stories impacting John Wiley & Sons this week:

• Positive Sentiment: Q3 beat: Wiley reported $0.97 EPS vs. $0.86 consensus and revenue of $410.0M vs. $391M est.; operating income rose ~21% year‑over‑year and GAAP EPS swung positive vs. a prior‑year loss — evidence of improving profitability. AI Momentum, Material Margin Expansion, and Cash Flow Growth Highlight Wiley’s Third Quarter 2026
• Positive Sentiment: AI revenue outlook and strategic focus: Management detailed strong AI product momentum on the call and is targeting $45M–$50M in AI revenue for fiscal 2026 while expanding margins and its global research footprint — a growth vector investors see as higher‑margin. Wiley targets $45M–$50M in AI revenue for fiscal 2026 while expanding margin and global research footprint
• Positive Sentiment: Margin expansion & cash flow: Company commentary and the slide deck emphasize material margin improvement and stronger cash flow generation, supporting higher free cash flow and potential deleveraging or shareholder returns. Wiley beats third quarter estimates on margin expansion
• Neutral Sentiment: FY‑2026 guidance provided: Wiley set EPS guidance of $3.90–$4.35 for FY‑2026 (management commentary and slides available); the range gives analysts data to update models but leaves execution dependent on AI ramp and margin delivery. Wiley Q3 slide deck / press materials
• Neutral Sentiment: Full earnings / call detail available: The earnings call transcript provides color on AI product monetization, international research investments and margin drivers for model updates. John Wiley and Sons Q3 2026 Earnings Call Transcript
• Negative Sentiment: Balance‑sheet / liquidity metrics to watch: Wiley carries leverage (debt/equity ~1.16) and a relatively low current ratio (~0.71), which could constrain flexibility if margin or AI revenue ramps stall. (Background company metrics disclosed in earnings materials.)

Institutional Trading of John Wiley & Sons

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. EverSource Wealth Advisors LLC boosted its stake in John Wiley & Sons by 519.8% during the second quarter. EverSource Wealth Advisors LLC now owns 564 shares of the company’s stock worth $25,000 after acquiring an additional 473 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its position in shares of John Wiley & Sons by 359.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,042 shares of the company’s stock worth $32,000 after purchasing an additional 815 shares in the last quarter. Allworth Financial LP grew its stake in shares of John Wiley & Sons by 1,595.7% in the 3rd quarter. Allworth Financial LP now owns 780 shares of the company’s stock valued at $32,000 after buying an additional 734 shares during the period. Empowered Funds LLC bought a new stake in John Wiley & Sons in the 4th quarter valued at about $37,000. Finally, State of Wyoming acquired a new position in John Wiley & Sons during the 4th quarter worth approximately $60,000. 73.94% of the stock is currently owned by institutional investors and hedge funds.

About John Wiley & Sons

John Wiley & Sons, Inc is a global publishing and educational services company founded in 1807 and headquartered in Hoboken, New Jersey. The company operates through two primary segments: Research & Publishing and Education. Through these segments, Wiley produces a wide range of scholarly journals, books, reference works and digital products for academic, scientific, technical and medical markets, as well as professional development and higher education learning resources.

In its Research & Publishing segment, Wiley publishes thousands of peer-reviewed journals and maintains the Wiley Online Library, a leading platform for scientific and scholarly content.