John Wiley & Sons, Inc. $WLY Shares Newly Purchased by Crossmark Global Holdings Inc.

Key Points

• Crossmark Global Holdings purchased 238,819 John Wiley & Sons shares worth approximately $11.4 million, giving it a 0.47% stake. Institutional investors collectively own 73.94% of the company.
• Analyst sentiment is cautious: Weiss Ratings and Wall Street Zen downgraded the stock to “Hold,” while the two analysts covering it maintain an average “Hold” rating.
• Wiley exceeded quarterly earnings expectations with $0.44 EPS versus $0.40 forecast and $386.36 million in revenue, though revenue declined 2.6% year over year. The company also pays a quarterly dividend of $0.3575, implying a 2.6% annual yield.

Crossmark Global Holdings Inc. purchased a new stake in John Wiley & Sons, Inc. (NYSE:WLY - Free Report) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 238,819 shares of the company's stock, valued at approximately $11,406,000. Crossmark Global Holdings Inc. owned 0.47% of John Wiley & Sons as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Dimensional Fund Advisors LP boosted its holdings in shares of John Wiley & Sons by 14.3% in the first quarter. Dimensional Fund Advisors LP now owns 1,829,676 shares of the company's stock valued at $69,711,000 after acquiring an additional 228,864 shares in the last quarter. Access Investment Management LLC lifted its position in shares of John Wiley & Sons by 135.0% during the 1st quarter. Access Investment Management LLC now owns 366,520 shares of the company's stock valued at $13,964,000 after acquiring an additional 210,580 shares during the last quarter. Ancora Advisors LLC bought a new stake in shares of John Wiley & Sons during the 2nd quarter worth $8,722,000. Principal Financial Group Inc. grew its holdings in shares of John Wiley & Sons by 0.8% in the 1st quarter. Principal Financial Group Inc. now owns 196,935 shares of the company's stock worth $7,503,000 after acquiring an additional 1,477 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings in shares of John Wiley & Sons by 38.6% during the first quarter. First Trust Advisors LP now owns 103,974 shares of the company's stock valued at $3,961,000 after purchasing an additional 28,931 shares during the last quarter. 73.94% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on WLY shares. Weiss Ratings cut John Wiley & Sons from a "buy (b-)" rating to a "hold (c)" rating in a research note on Tuesday, September 8th. Wall Street Zen cut shares of John Wiley & Sons from a "strong-buy" rating to a "hold" rating in a report on Saturday, September 12th. Two research 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 Stock Performance

Shares of John Wiley & Sons stock opened at $54.01 on Friday. John Wiley & Sons, Inc. has a 12 month low of $28.38 and a 12 month high of $57.45. The company has a quick ratio of 0.61, a current ratio of 0.64 and a debt-to-equity ratio of 1.60. The stock has a market cap of $2.74 billion, a PE ratio of 12.45, a price-to-earnings-growth ratio of 1.45 and a beta of 0.76. The business has a fifty day simple moving average of $50.19 and a 200-day simple moving average of $47.16.

John Wiley & Sons (NYSE:WLY - Get Free Report) last posted its quarterly earnings results on Thursday, September 3rd. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.40 by $0.04. John Wiley & Sons had a return on equity of 27.99% and a net margin of 11.90%. The firm had revenue of $386.36 million for the quarter, compared to analyst estimates of $380.20 million. During the same period in the previous year, the firm earned $0.49 earnings per share. John Wiley & Sons's quarterly revenue was down 2.6% on a year-over-year basis. John Wiley & Sons has set its FY 2027 guidance at 4.600-5.050 EPS. On average, sell-side analysts anticipate that John Wiley & Sons, Inc. will post 4.80 EPS for the current fiscal year.

John Wiley & Sons Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 22nd. Stockholders of record on Tuesday, October 6th were given a $0.3575 dividend. This represents a $1.43 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend was Tuesday, October 6th. John Wiley & Sons's dividend payout ratio is 37.83%.

John Wiley & Sons Company Profile

John Wiley & Sons, Inc is a global research and education company that provides scholarly publishing, learning, and professional information services. The company serves researchers, students, educators, professionals, institutions, and organizations through digital and print content.

Wiley publishes academic journals, books, reference works, and educational materials across fields including science, technology, medicine, business, and the social sciences. Its offerings also include research databases, online learning resources, digital course materials, professional development content, and services that support scholarly communication and academic publishing.

Founded in 1807 by Charles Wiley, the company has evolved from a New York-based publishing business into an international provider of research and education content.

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