John Wiley & Sons (WLY)

Stated as a priority in 4 of last 4 quarters. Corporate Expenses improved by $8 million (19%) in 2026-Q3, contributing to an Adjusted EBITDA margin increase from about 15.7% in 2025-Q3 to 17.6% in 2026-Q3. Fiscal 2026 Adjusted EBITDA margin expanded 260 basis points to 17.7%. Management's focus on cost savings and operational efficiency is reflected in margin expansion and expense reduction, indicating delivering progress.

Stated as a priority in 3 of last 4 quarters. Dividend was increased for the 33rd consecutive year to $1.43 per share annualized. Wiley allocated $33 million to dividends and share repurchases in 2026-Q3 and $100 million to share repurchases in Fiscal 2026, up from $60 million prior year. Management has consistently emphasized returning capital to shareholders, with financials showing steady dividend growth and increased repurchase activity.

consolidated · GAAP

FY2027-Q1 · Period ending Jul 31, 2026

Source: stock_quarterly_financials_fmp. Reference: 2027-Q1.

Source status: unverified.

Stated as a priority in 4 of last 4 quarters. Free Cash Flow improved from a use of $100 million in 2025-Q3 to a use of $70 million in 2026-Q3. Fiscal 2026 Free Cash Flow grew 55% to $195 million, with Fiscal 2027 guidance at $205 million. Management's focus on cash generation is supported by improving cash flow metrics and reaffirmed outlook, indicating delivering progress.

Stated as a priority in 4 of last 4 quarters. Research revenue grew from approximately $282 million in 2025-Q3 to $293 million in 2026-Q3 (+4%), with Research Publishing up 12% including Emerald acquisition. AI licensing revenue reached $14 million in 2026-Q3 and nearly $50 million for Fiscal 2026, growing double digits. Management consistently emphasized growth in Research and AI data services, and the financials show delivering momentum in these areas.