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

Clarkston Capital Partners LLC lifted its position in shares of John Wiley & Sons, Inc. (NYSE:WLY) by 16.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,207,824 shares of the company’s stock after purchasing an additional 315,329 shares during the period. John Wiley & Sons accounts for about 1.9% of Clarkston Capital Partners LLC’s holdings, making the stock its 16th biggest position. Clarkston Capital Partners LLC owned approximately 4.15% of John Wiley & Sons worth $89,351,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of WLY. EverSource Wealth Advisors LLC grew its holdings in John Wiley & Sons by 519.8% in the second quarter. EverSource Wealth Advisors LLC now owns 564 shares of the company’s stock worth $25,000 after purchasing an additional 473 shares during the period. Acadian Asset Management LLC bought a new position in John Wiley & Sons during the first quarter valued at approximately $65,000. Strs Ohio bought a new position in shares of John Wiley & Sons during the 1st quarter valued at $111,000. Lido Advisors LLC bought a new position in John Wiley & Sons in the second quarter valued at about $233,000. Finally, Oxford Asset Management LLP purchased a new stake in shares of John Wiley & Sons during the 2nd quarter valued at about $261,000. 73.94% of the stock is owned by hedge funds and other institutional investors.

John Wiley & Sons Stock Up 7.9%

Shares of WLY 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 market capitalization of $1.97 billion, a PE ratio of 13.06 and a beta of 0.96. The stock has a fifty day simple moving average of $30.65 and a two-hundred day simple moving average of $34.77. The company has a quick ratio of 0.57, a current ratio of 0.59 and a debt-to-equity ratio of 1.06.

John Wiley & Sons (NYSE:WLY) last announced its earnings results on Thursday, March 5th. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.86 by $0.11. The firm had revenue of $410.04 million for the quarter, compared to the consensus estimate of $391.00 million. John Wiley & Sons had a net margin of 9.24% and a return on equity of 28.38%. The firm’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.84 EPS. John Wiley & Sons has set its FY 2026 guidance at 3.900-4.350 EPS. As a group, equities analysts forecast that John Wiley & Sons, Inc. will post 3.42 EPS for the current year.

John Wiley & Sons Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Tuesday, December 30th were paid 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 3.8%. John Wiley & Sons’s dividend payout ratio is currently 49.48%.

John Wiley & Sons News Roundup

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

Wall Street Analysts Forecast Growth

WLY has been the subject of a number of recent research reports. Zacks Research upgraded shares of John Wiley & Sons to a “hold” rating in a report on Tuesday, December 16th. Weiss Ratings restated a “hold (c)” rating on shares of John Wiley & Sons in a research note 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 note on Saturday, December 13th. Two investment analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the company presently has an average rating of “Hold”.

John Wiley & Sons Company 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.