Charles Schwab Investment Management Inc. Has $30.59 Million Stock Position in John Wiley & Sons, Inc. $WLY

Charles Schwab Investment Management Inc. reduced its stake in shares of John Wiley & Sons, Inc. (NYSE:WLY) by 0.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 686,456 shares of the company’s stock after selling 5,372 shares during the quarter. Charles Schwab Investment Management Inc.’s holdings in John Wiley & Sons were worth $30,588,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Sterling Capital Management LLC grew its holdings in shares of John Wiley & Sons by 686.1% in the 4th quarter. Sterling Capital Management LLC now owns 621 shares of the company’s stock worth $27,000 after purchasing an additional 542 shares during the last quarter. Aquatic Capital Management LLC acquired a new stake in shares of John Wiley & Sons in the 4th quarter valued at approximately $34,000. State of Wyoming acquired a new stake in John Wiley & Sons during the 4th quarter worth approximately $46,000. GAMMA Investing LLC raised its holdings in John Wiley & Sons by 35.8% during the 1st quarter. GAMMA Investing LLC now owns 1,564 shares of the company’s stock worth $70,000 after buying an additional 412 shares during the period. Finally, Harbor Capital Advisors Inc. grew its stake in shares of John Wiley & Sons by 37.8% during the 1st quarter. Harbor Capital Advisors Inc. now owns 1,827 shares of the company’s stock worth $81,000 after acquiring an additional 501 shares in the last quarter. Institutional investors and hedge funds own 73.94% of the company’s stock.

John Wiley & Sons Stock Performance

Shares of WLY stock opened at $40.15 on Wednesday. The business’s 50 day simple moving average is $40.78 and its 200 day simple moving average is $41.67. John Wiley & Sons, Inc. has a one year low of $36.50 and a one year high of $53.96. The stock has a market capitalization of $2.14 billion, a PE ratio of 26.24 and a beta of 0.96. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.54 and a quick ratio of 0.51.

John Wiley & Sons (NYSE:WLY) last issued its quarterly earnings results on Tuesday, June 17th. The company reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.10. John Wiley & Sons had a return on equity of 27.42% and a net margin of 5.02%.The firm had revenue of $442.58 million for the quarter, compared to analyst estimates of $435.00 million. During the same period in the previous year, the firm earned $1.21 earnings per share. The company’s revenue was down 5.5% compared to the same quarter last year. John Wiley & Sons has set its FY 2026 guidance at 3.900-4.350 EPS. As a group, research analysts forecast that John Wiley & Sons, Inc. will post 3.42 earnings per share for the current year.

John Wiley & Sons Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 24th. Shareholders of record on Tuesday, July 8th were paid a $0.355 dividend. This is a boost from John Wiley & Sons’s previous quarterly dividend of $0.35. The ex-dividend date was Tuesday, July 8th. This represents a $1.42 dividend on an annualized basis and a yield of 3.5%. John Wiley & Sons’s dividend payout ratio is currently 92.81%.

John Wiley & Sons declared that its board has authorized a share buyback plan on Thursday, June 26th that authorizes the company to buyback $250.00 million in shares. This buyback authorization authorizes the company to buy up to 10.7% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

Analyst Upgrades and Downgrades

Separately, Wall Street Zen raised shares of John Wiley & Sons from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 21st.

John Wiley & Sons Company Profile

John Wiley & Sons, Inc engages in the provision of research and learning materials. It operates through the following segments: Research, Learning, and Held for Sale or Sold. The Research segment consists of research publishing and research solutions. The Learning segment includes academic and professional reporting lines and consists of publishing and related knowledge solutions.