John Wiley & Sons, Inc. (WLYB)

John Wiley & Sons, Inc. (NYSE:WLY ) Q1 2026 Earnings Call September 4, 2025 10:00 AM EDT Company Participants Brian Campbell - Vice President, Investor Relations Matthew Kissner - President, CEO & Employee Director Craig Albright - Executive VP & CFO James Flynn - Executive VP and GM of Research & Learning Conference Call Participants Dan Moore - CJS Securities, Inc. Presentation Operator Good morning, and welcome to Wiley's First Quarter Fiscal 2026 Earnings Call. As a reminder, this conference is being recorded [Operator Instructions] At this time, I'd like to introduce Wiley's Vice President of Investor Relations, Brian Campbell.

While the company will be dealing with some revenue pressures in Q1, including from the high margin AI-licensing revenues, the multiples are compressed. The business has important recurring characteristics and decent leading indicators in the ex-AI businesses. We also like the company's capital allocation and return policies that could lever decent returns for shareholders from these sold-off levels.

I track companies with consistent dividend growth, focusing on those with strong financial health and above-average yields versus the S&P 500. This week's highlighted stocks average a 3.1% dividend increase and a 12.5-year growth streak, but only Darden Restaurants stands out for performance. SCHD ETF remains my preferred broad dividend growth holding, outperforming most individual names except Darden over the past decade.

John Wiley & Sons, Inc. is transforming from a print-focused publisher to a tech-driven knowledge platform, leveraging AI licensing and cost discipline to drive profit growth. Despite revenue headwinds from Open Access and lumpy AI deal flow, profitability is rebounding, with margins expanding and recurring AI income gaining traction. WLY shares trade at a steep discount (10x P/E vs. 17x historical), offering a margin of safety, supported by a 3.8% dividend and strong cost controls.

John Wiley & Sons, Inc. (NYSE:WLY ) Q4 2025 Earnings Conference Call June 17, 2025 10:00 AM ET Company Participants Brian Campbell - Vice President, Investor Relations Christopher F. Caridi - Interim CFO, Senior VP, Chief Accounting Officer & Global Corporate Controller James Flynn - Executive VP and GM of Research & Learning Matthew S.

John Wiley & Sons gets a hold rating today, as upside and downside factors considered did not make a strong buy or sell case. The firm could see growth upside from its work with AI learning models, as well as business growth in Asia and Latin America, across a diversified portfolio that includes learning. A weak net income margin, poor cashflow growth, and unremarkable dividend growth could be a challenge.

John Wiley & Sons, Inc. (NYSE:WLY ) Q3 2025 Earnings Conference Call March 6, 2025 10:00 AM ET Company Participants Brian Campbell - Vice President, Investor Relations Matt Kissner - President and CEO Christopher Caridi - Interim Chief Financial Officer Jay Flynn - Executive Vice President and General Manager, Research and Learning Conference Call Participants Daniel Moore - CJS Securities Sami Kassab - BNP Paribas Operator Good morning. And welcome to Wiley's Q3 Fiscal 2025 Earnings Call.

Steven Cress talks to Kim Khan about his top dividend stocks for the year. Diversification and strong fundamentals are key strategies for investors.

WLY is restructuring to divest non-core assets from the Learning segment. The company has a significant presence in the growing online learning market. Revenue from the Learning segment is growing faster than the Research segment.

John Wiley & Sons, Inc. (NYSE:WLY ) Q2 2025 Earnings Conference Call December 5, 2024 10:00 AM ET Company Participants Brian Campbell - Vice President of Investor Relations Matthew Kissner - President and Chief Executive Officer Christopher Caridi - Interim Chief Financial Officer Jay Flynn - Executive Vice President and General Manager, Research and Learning Conference Call Participants Daniel Moore - CJS Securities Operator Good morning, and welcome to Wiley's Q2 Fiscal 2025 Earnings Call. As a reminder, this conference is being recorded.

John Wiley & Sons, Inc. (NYSE:WLY ) Q1 2025 Earnings Conference Call September 5, 2024 10:00 AM ET Company Participants Brian Campbell - Vice President, Investor Relations Matt Kissner - President & Chief Executive Officer Christina Van Tassell - Executive Vice President & Chief Financial Officer Jay Flynn - Executive Vice President & General Manager, Research & Learning Conference Call Participants Daniel Moore - CJS Securities Operator Good morning, and welcome to Wiley's Q1 Fiscal 2025 Earnings Call. As a reminder, this conference is being recorded.

Four dividend increases this week, including Universal Corporation, with a 1.25% increase, extending its 53-year dividend growth streak. My investment strategy involves buying companies with consistent dividend growth and beating benchmarks. I share data on companies with consistent dividend growth history merged with other metrics to find valuable investment ideas.

John Wiley & Sons, Inc. (NYSE:WLY ) Q4 2024 Earnings Conference Call June 13, 2024 10:00 AM ET Company Participants Brian Campbell - Vice President, Investor Relations Matt Kissner - Interim President & Chief Executive Officer Christina Van Tassell - Executive Vice President & Chief Financial Officer Jay Flynn - Executive Vice President & General Manager, Research & Learning Conference Call Participants Daniel Moore - CJS Securities Nick Dempsey - Barclays Operator Good morning, and welcome to Wiley's Q4 Fiscal 2024 Earnings Call. As a reminder, this conference is being recorded.

U.S. stocks were mixed, with the Dow Jones index falling around 200 points on Thursday.

John Wiley & Sons stock WLY, +2.24% was rallying by 15% in premarket trades Thursday after the book publisher's fourth-quarter results came in ahead of analyst estimates. The company also projected stronger-than-expected adjusted 2025 earnings and said it's “seeing significant interest in leveraging our authoritative content to train AI and machine learning models.

Amalgamated Bank reduced its stake in shares of John Wiley & Sons, Inc. (NYSE:WLY – Free Report) by 6.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,486 shares of the company’s stock after selling 1,083 shares during the quarter. Amalgamated Bank’s holdings in John Wiley & Sons were worth $492,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also modified their holdings of WLY. Summit Global Investments bought a new position in John Wiley & Sons in the 4th quarter valued at $1,412,000. Los Angeles Capital Management LLC acquired a new stake in John Wiley & Sons in the fourth quarter worth about $289,000. Mission Wealth Management LP raised its holdings in John Wiley & Sons by 13.7% during the 4th quarter. Mission Wealth Management LP now owns 11,279 shares of the company’s stock worth $358,000 after purchasing an additional 1,363 shares during the last quarter. Russell Investments Group Ltd. raised its holdings in John Wiley & Sons by 61.5% during the 4th quarter. Russell Investments Group Ltd. now owns 42,789 shares of the company’s stock worth $1,358,000 after purchasing an additional 16,300 shares during the last quarter. Finally, State of New Jersey Common Pension Fund D lifted its position in John Wiley & Sons by 25.0% during the 4th quarter. State of New Jersey Common Pension Fund D now owns 83,167 shares of the company’s stock valued at $2,640,000 after purchasing an additional 16,616 shares during the period. Institutional investors and hedge funds own 73.94% of the company’s stock. John Wiley & Sons Stock Up 0.5 % Shares of NYSE WLY opened at $38.69 on Monday. The company has a current ratio of 0.54, a quick ratio of 0.50 and a debt-to-equity ratio of 1.20. The firm has a market capitalization of $2.12 billion, a PE ratio of -13.43 and a beta of 0.89. The firm’s 50-day moving average is $37.90 and its 200-day moving average is $34.28. John Wiley & Sons, Inc. has a 1 year low of $28.83 and a 1 year high of $40.23. John Wiley & Sons (NYSE:WLY – Get Free Report) last released its earnings results on Thursday, March 7th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.14. The firm had revenue of $460.70 million during the quarter, compared to analyst estimates of $392.60 million. John Wiley & Sons had a negative net margin of 8.14% and a positive return on equity of 18.83%. The business’s quarterly revenue was down 6.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.85 EPS. Equities analysts expect that John Wiley & Sons, Inc. will post 2.55 EPS for the current year. John Wiley & Sons Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, April 25th. Shareholders of record on Tuesday, April 9th were issued a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 3.62%. The ex-dividend date was Monday, April 8th. John Wiley & Sons’s dividend payout ratio (DPR) is currently -48.61%. Insider Transactions at John Wiley & Sons In related news, EVP Jay Flynn sold 6,114 shares of the stock in a transaction that occurred on Wednesday, April 10th. The shares were sold at an average price of $38.82, for a total value of $237,345.48. Following the sale, the executive vice president now directly owns 8,069 shares in the company, valued at approximately $313,238.58. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.79% of the company’s stock. John Wiley & Sons Profile (Free Report) John Wiley & Sons, Inc operates as a research and education company worldwide. The company operates through three segments: Research, Academic, and Talent. The company offers scientific, technical, medical, and scholarly journals, as well as related content and services to learned societies, individual researchers, other professionals, and academic, corporate, and government libraries.