Clarkston Capital Partners LLC Has $89.35 Million Position in John Wiley & Sons, Inc. $WLY

Clarkston Capital Partners LLC raised its position in shares of John Wiley & Sons, Inc. (NYSE:WLY) by 16.7% in the 3rd quarter, Holdings Channel reports. The firm owned 2,207,824 shares of the company’s stock after acquiring an additional 315,329 shares during the period. John Wiley & Sons accounts for approximately 1.9% of Clarkston Capital Partners LLC’s holdings, making the stock its 16th largest position. Clarkston Capital Partners LLC’s holdings in John Wiley & Sons were worth $89,351,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. State Street Corp boosted its stake in shares of John Wiley & Sons by 2.1% in the 2nd quarter. State Street Corp now owns 1,714,430 shares of the company’s stock valued at $76,515,000 after purchasing an additional 34,782 shares during the last quarter. Schroder Investment Management Group raised its stake in John Wiley & Sons by 1.2% during the third quarter. Schroder Investment Management Group now owns 1,573,330 shares of the company’s stock worth $63,673,000 after buying an additional 19,067 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in John Wiley & Sons by 3.7% in the third quarter. Dimensional Fund Advisors LP now owns 1,557,800 shares of the company’s stock valued at $63,041,000 after buying an additional 55,155 shares during the period. SG Capital Management LLC lifted its holdings in John Wiley & Sons by 71.1% in the third quarter. SG Capital Management LLC now owns 1,474,796 shares of the company’s stock valued at $59,685,000 after buying an additional 612,866 shares during the period. Finally, Brown Advisory Inc. boosted its position in John Wiley & Sons by 3.7% during the second quarter. Brown Advisory Inc. now owns 1,228,848 shares of the company’s stock valued at $54,843,000 after acquiring an additional 43,894 shares during the last quarter. 73.94% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

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

John Wiley & Sons Stock Performance

Shares of John Wiley & Sons stock opened at $37.49 on Monday. John Wiley & Sons, Inc. has a 52 week low of $28.38 and a 52 week high of $47.26. The company has a quick ratio of 0.57, a current ratio of 0.59 and a debt-to-equity ratio of 1.06. The business has a 50 day moving average price of $30.65 and a 200-day moving average price of $34.77. The company has a market cap of $1.97 billion, a PE ratio of 13.06 and a beta of 0.96.

John Wiley & Sons (NYSE:WLY) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.86 by $0.11. John Wiley & Sons had a net margin of 9.24% and a return on equity of 28.38%. The company had revenue of $410.04 million for the quarter, compared to analyst estimates of $391.00 million. During the same period last year, the firm earned $0.84 earnings per share. The firm’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. Equities analysts anticipate that John Wiley & Sons, Inc. will post 3.42 earnings per share for the current fiscal year.

John Wiley & Sons Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Tuesday, December 30th were given a $0.355 dividend. This represents a $1.42 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date of this dividend was Tuesday, December 30th. John Wiley & Sons’s dividend payout ratio (DPR) is currently 49.48%.

John Wiley & Sons News Summary

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

• Positive Sentiment: Q3 beat on profit and revenue — Wiley reported $0.97 EPS vs. $0.86 expected and revenue of $410.0M vs. $391M, with operating income up ~21% and clear margin expansion, supporting near-term earnings momentum. BusinessWire: Q3 2026 results
• Positive Sentiment: AI revenue target gives visible growth runway — management is targeting $45M–$50M of AI-related revenue for fiscal 2026 and emphasized AI momentum as a driver of margin and cash-flow improvement. That guidance provides a tangible growth vector beyond legacy publishing. Seeking Alpha: AI revenue target
• Positive Sentiment: Market commentary highlights margin expansion and improving cash flow — analysts and press noted that margin expansion was a key driver of the beat and supports higher free cash flow and return on equity. Investing.com: Margin expansion coverage
• Neutral Sentiment: Company issued FY2026 EPS guidance range of $3.90–$4.35 — the range gives investors forward visibility but contains a wide band that leaves some uncertainty on full-year realization. Yahoo Finance: Earnings highlights & guidance
• Negative Sentiment: Guidance perceived as cautious vs. some expectations — the midpoint of the guidance is roughly in line with or slightly below some street expectations (~$4.00), which may limit upside if investors expected a more aggressive outlook. MSN: Earnings call transcript

John Wiley & Sons Profile

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.