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WLY · John Wiley & Sons, Inc.
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WLY John Wiley & Sons (WLY) Insider Trading, Ownership & Congress Trades

Media · Books: publishing or publishing & printing · CIK 0000107140
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
149
13F, latest reported quarter
Conversions, 180 days
8
Codes C/M, not in net · $0 priced

John Wiley & Sons insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for JOHN WILEY & SONS, INC. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Flynn Jay
EVP & GM, Research & Learning
SELL
2025-07-02 SEC
5,300
$229.5K
+29.6%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Apr 10, 2024.
  • The trade is 34.4% of the 15,427 shares held after it.
  • 2 other insiders sold within 30 days.
  • 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & GM, Research & Learning Flynn Jay sold about $229.5K of WLY on Jul 2, 2025; 2 other insiders sold within 30 days and 149 funds added in the latest 13F quarter.
Caridi Christopher
SVP, Chief Accounting Officer
SELL
2025-07-02 SECtraded 2025-07-01
5,665
$250.1K
+29.6%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 71.5% of the 7,928 shares held after it.
  • 2 other insiders sold within 30 days.
  • 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Chief Accounting Officer Caridi Christopher sold about $250.1K of WLY on Jul 1, 2025; 2 other insiders sold within 30 days and 149 funds added in the latest 13F quarter.
Monaco Kevin
SVP, Treasurer & Tax
SELL
2025-07-02 SECtraded 2025-06-30
3,000
$135.3K
+29.6%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jul 16, 2021.
  • The trade is 27.5% of the 10,918 shares held after it.
  • 2 other insiders sold within 30 days.
  • 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Treasurer & Tax Monaco Kevin sold about $135.3K of WLY on Jun 30, 2025; 2 other insiders sold within 30 days and 149 funds added in the latest 13F quarter.
Bell George
SELL
2025-05-22 SECtraded 2025-03-13
9,984
$440.0K
+37.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 37.9% of the 26,355 shares held after it.
  • 1 other insider sold within 30 days.
  • 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Bell George sold about $440.0K of WLY on Mar 13, 2025, the largest insider sale at the company since 2023; 1 other insider sold within 30 days and 149 funds added in the latest 13F quarter.
Dobson David C
Director
SELL
2025-03-12 SECtraded 2025-03-11
1,349
$62.1K
+29.4%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (3 buys, 2 sales), the last on Mar 10, 2025.
  • +12.2% median (+8.4% mean) 90-day return after 3 previous buys.
  • 1 other insider sold within 30 days.
  • 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Dobson David C sold about $62.1K of WLY on Mar 11, 2025; 1 other insider sold within 30 days and 149 funds added in the latest 13F quarter.
35 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
149 funds bought in last quarter
more than 72% of Media
Revenue
-0.1% year over year
below 55% of Media
Margin
13.2% net margin
more than 92% of Media
Buybacks
$15.2M repurchased, FY to 2026-07-31
below 62% of Media
Short interest
10.8% of the float short (float per yahoo 2026-10-27) · 9.6 days to cover · settled 2026-10-15
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch WLY

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+49.1%12M
-21%+4%+30%+55%2025-102025-122026-022026-042026-062026-082026-10 2026-07-02 · James Flynn filed to sell $653.5K2026-06-18 · James Flynn filed to sell $1.6M
Form 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns WLY: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
6,200,148 sh
$300.8M
NEUBERGER BERMAN GROUP LLC
3,029,372 sh
$146.9M
VANGUARD PORTFOLIO MANAGEMENT LLC
2,494,247 sh
$121.0M
SCHRODER INVESTMENT MANAGEMENT GROUP
2,434,536 sh
$118.1M
STATE STREET CORP
2,263,854 sh
$109.7M

Congress trades in WLY

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

WLY planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
James Flynn
Filed 2026-07-02
$653.5K
James Flynn
Filed 2026-06-18
$1.6M

WLY mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Clarkston Partners Fund
$15.8M position · as of 2026-06-30
5.4%
Brown Advisory Small-Cap Fundamental Value Fund
$26.4M position · as of 2026-06-30
2.1%
Brown Advisory Sustainable Small-Cap Core Fund
$2.5M position · as of 2026-06-30
2.1%
Invesco S&P SmallCap High Dividend Low Volatility ETF
$1.4M position · as of 2026-05-31
1.9%
Invesco S&P SmallCap Utilities & Communication Services ETF
$292.1K position · as of 2026-05-31
1.6%
Small Cap Dividend Fund
$1.8M position · as of 2026-06-30
1.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Matthew S. Kissner
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$6.6M
$5.8M
$1.9M
-15%
+46%
2024
$5.5M
$5.7M
$2.2M
-12%
+23%
2022
$4.4M
$1.8M
$1.6M
-28%
-16%
2021
$4.9M
$3.9M
$2.7M
-8%
-11%
2020
$7.3M
$10.7M
$2.7M
+57%
+67%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 149 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
NFLXROKURDIIBTATZOONXSTADMQCRTOCURICMPRAMCFLNT

WLY financials

Revenue growth
-0.1%
XBRL, annual
Net margin
13.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.7B
four quarters, 2025-08-01 to 2026-07-31
Net margin, TTM
+11.9%
net income over revenue, 2025-08-01 to 2026-07-31
Free cash flow, TTM
$239.9M
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Debt to equity
1.62x
long-term 2026-07-31 plus current 2026-07-31; equity 2026-07-31
Cash flow to debt
0.22x
TTM operating cash flow over long-term 2026-07-31 plus current 2026-07-31
Return on equity
+25.9%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets
+7.0%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on invested capital
n/a
effective tax rate -7%, not meaningful
Return on capital employed
+11.5%
operating income (EBIT proxy) over average of 2025-07-31 and 2026-07-31 minus current liabilities
P/E, trailing
14.46x
close 2026-10-26 over four quarters of diluted EPS, 2025-08-01 to 2026-07-31
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
0.13x
P/E over trailing EPS growth of 110%: four quarters to 2026-07-31 against the four to 2025-07-31
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-042025-042024-042023-04
Revenue$1.7B$1.7B$1.9B$2.0B
Operating income$276.9M$221.4M$52.3M$55.9M
Net income$221.6M$84.2M-$200.3M$17.2M
EPS (diluted)4.161.53-3.650.31
Operating cash flow$260.5M$202.6M$207.6M$277.1M
Cash$75.6M$85.9M$83.2M$106.7M
Long-term debt$670.9M$789.4M$767.1M$743.3M
Buybacks$100.1M$60.4M$45.0M$35.0M
Dividends paid$74.4M$76.1M$77.0M$77.3M
SEC XBRL, fiscal years, as known on 2026-10-28

WLY Stock Sonar score 5/7 axes

Find similar shapesCompare

WLY ranks highest on profitability (90th percentile) and institutional and government (72nd), and lowest on risk and compliance (42nd), among Media peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
90
Inputs
  • Return on equity+25.9% · 92 pct, sector of 61
  • Return on assets+7.0% · 91 pct, sector of 87
  • Return on invested capitaleffective tax rate -7%, not meaningful
  • Return on capital employed+11.5% · 86 pct, sector of 74
Financial health
55
Inputs
  • Debt to equity1.62x · 35 pct, sector of 66
  • Cash flow to debt0.22x · 74 pct, sector of 70
Growth
48
Inputs
  • Revenue growth, YoY-0.1% · 44 pct, sector of 100
  • Backlog growth, YoY+5.8% · 51 pct, universe of 855
Institutional and government
72
Inputs
  • Funds adding, latest quarter149 · 72 pct, sector of 83
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
42
Inputs
  • Short interest, % of float+10.8% · 21 pct, sector of 100
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+10.6% · 62 pct, sector of 73
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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