JPMorgan Chase & Co. Raises Holdings in John Wiley & Sons, Inc. $WLY

Key Points

• JPMorgan Chase & Co. increased its stake in John Wiley & Sons by 13.8% in Q3, buying 78,595 shares to hold 650,021 shares (about 1.24% of the company) valued at roughly $26.3 million.
• Wiley beat quarterly expectations with $0.97 EPS vs. $0.86 consensus and revenue of $410.0M vs. $391.0M, issued FY2026 guidance of 3.900–4.350 EPS, while analysts’ average rating remains a Hold.
• Institutional ownership is high at 73.94%, and several large managers notably increased positions in the quarter (e.g., Clarkston Capital +16.7% to 2.21M shares; SG Capital +71.1% to 1.47M shares).

JPMorgan Chase & Co. increased its holdings in John Wiley & Sons, Inc. (NYSE:WLY - Free Report) by 13.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 650,021 shares of the company's stock after buying an additional 78,595 shares during the period. JPMorgan Chase & Co. owned about 1.24% of John Wiley & Sons worth $26,306,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Clarkston Capital Partners LLC boosted its position in John Wiley & Sons by 16.7% during the 3rd quarter. Clarkston Capital Partners LLC now owns 2,207,824 shares of the company's stock valued at $89,351,000 after acquiring an additional 315,329 shares in the last quarter. State Street Corp raised its position 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 worth $76,515,000 after acquiring an additional 34,782 shares in the last quarter. Schroder Investment Management Group lifted its stake in shares of John Wiley & Sons by 1.2% during the 3rd quarter. Schroder Investment Management Group now owns 1,573,330 shares of the company's stock worth $63,673,000 after purchasing an additional 19,067 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of John Wiley & Sons by 3.7% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,557,800 shares of the company's stock worth $63,041,000 after purchasing an additional 55,155 shares during the last quarter. Finally, SG Capital Management LLC boosted its position in John Wiley & Sons by 71.1% during the third quarter. SG Capital Management LLC now owns 1,474,796 shares of the company's stock valued at $59,685,000 after purchasing an additional 612,866 shares in the last quarter. Hedge funds and other institutional investors own 73.94% of the company's stock.

John Wiley & Sons Stock Performance

Shares of WLY opened at $36.94 on Tuesday. The company has a current ratio of 0.59, a quick ratio of 0.57 and a debt-to-equity ratio of 1.06. The firm has a market cap of $1.90 billion, a PE ratio of 12.87 and a beta of 0.96. John Wiley & Sons, Inc. has a 12 month low of $28.38 and a 12 month high of $45.64. The stock has a fifty day moving average price of $31.90 and a 200-day moving average price of $34.50.

John Wiley & Sons (NYSE:WLY - Get Free Report) 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. John Wiley & Sons had a return on equity of 28.38% and a net margin of 9.24%.The firm had revenue of $410.04 million for the quarter, compared to the consensus estimate of $391.00 million. During the same period in the previous year, the business earned $0.84 EPS. The firm's revenue for the quarter 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 research analysts predict that John Wiley & Sons, Inc. will post 3.42 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have issued reports on WLY shares. Wall Street Zen upgraded John Wiley & Sons from a "buy" rating to a "strong-buy" rating in a research note on Saturday, December 13th. Weiss Ratings reissued a "hold (c)" rating on shares of John Wiley & Sons in a research report on Monday, December 29th. Finally, Zacks Research upgraded shares of John Wiley & Sons to a "hold" rating in a report on Tuesday, December 16th. Two investment analysts have rated the stock with a Hold rating, According to data from MarketBeat, 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.

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