John Wiley Sons Cl A (2F7) AI Stock Analysis

John Wiley Sons Cl A

(Frankfurt:2F7)

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Positive Factors

Research publishing leadershipResearch publishing combines strong current growth with exceptional customer retention and recognized journal quality. These indicators support durable institutional demand, protect Wiley’s research franchise, and provide a foundation for continued expansion in scholarly content and related services.

Negative Factors

Learning weaknessThe Learning segment is experiencing broad pressure across academic, professional, consumer, and corporate demand, with substantial margin compression alongside lower revenue. Continued weakness could offset research growth and make consolidated earnings more dependent on cost control.

John Wiley Sons Cl A (2F7) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 2.59B
Dividend Yield: 2.79%
Average Volume (3M): 6
Price to Earnings (P/E): 13.6
Beta (1Y): 0.32
Revenue Growth: -6.39%
EPS Growth: 100.02%
Country: Germany
Employees: 4,500
Sector: Communication Services
Sector Strength: 60
Industry: Publishing

John Wiley Sons Cl A Business Overview & Revenue Model

Company Description

John Wiley & Sons, Inc., a publisher, provides authoritative content, data-driven insights, and knowledge services for the advancement of science, innovation, and learning in the United States, China, the United Kingdom, Japan, Australia, and interna...

John Wiley Sons Cl A Earnings Call Summary

Earnings Call Date:Sep 02, 2026(Q1-2027)|% Change Since:2.12%|Next Earnings Date:Dec 08, 2026

Earnings Call SentimentPositive

The call was broadly positive. Strong research publishing growth, expanding AI and data analytics activity, favorable Emerald integration, cost reductions, improved free cash flow, shareholder returns, and reaffirmed full-year guidance significantly outweighed the learning downturn, prior-year AI licensing comparison, lower reported profitability metrics, and higher leverage following the acquisition.

Positive Updates

Research Publishing Growth

Research publishing revenue increased 12%, reflecting strong global demand to publish, record submissions, the Emerald addition, and AI momentum. Excluding Emerald, publishing grew about 6%.

Negative Updates

Learning Revenue Decline

Learning revenue declined 20% to $93 million, with both Academic revenue of $45 million and Professional revenue of $48 million down 20%. The decline reflected prior-year AI licensing comparisons, lower print revenue, softer retail consumer demand, softer corporate demand in assessments, and seasonally low academic activity.

Company Guidance

Wiley reaffirmed full-year guidance for organic revenue growth of low to mid single digits with research at mid single digits, excluding the $78 million Emerald contribution over 11 months of fiscal 27, with Emerald included in all other metrics; adjusted EBITDA margin of 26.5 to 27.5%, adjusted EPS of $4.60 to $5.05 including roughly $0.10 from Emerald, and free cash flow of $205 million, with Emerald dilutive by $15 million in year 1 before turning accretive in fiscal 28. Wiley remains well on track for over $50 million in fiscal 27 AI revenue and AI recurring revenue growing 2x to 3x over prior year, expects CapEx of approximately $80 million this year, and expects the full $30 million of Emerald cost synergies by year 3; management expects a seasonally soft first quarter picking up in quarter 2, 3, and 4.

John Wiley Sons Cl A Risk Analysis

John Wiley Sons Cl A disclosed 58 risk factors in its most recent earnings report. John Wiley Sons Cl A reported the most risks in the "Tech & Innovation" category.

Tech & Innovation - Risks related to the company’s reliance on technology and ability to make innovative products

Latest Risks Added

0 New Risks

John Wiley Sons Cl A Peers Comparison

Overall Rating

UnderperformOutperform

Sector (60)

Financial Indicators

DE:2F7 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
NWSA	69Neutral	$16.21B	30.82	6.62%	0.69%	1.06%	26.22%
NYT	68Neutral	$11.32B	29.00	19.47%	1.24%	10.76%	23.78%
PSO	61Neutral	$10.43B	25.49	9.13%	2.00%	7.10%	-22.39%
Sector *	60Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
EDUC	60Neutral	$8.87M	3.35	6.43%	―	-31.97%	―
SCHL	47Neutral	$723.49M	26.03	7.05%	2.29%	-2.53%	―

* Communication Services Sector Average

Performance Comparison

DE:2F7 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:2F7	John Wiley Sons Cl	45.20	14.51	47.28%
EDUC	Educational Development	1.04	-0.32	-23.53%
NYT	The New York Times Company	70.17	13.11	22.98%
NWSA	News Corporation Class A	29.12	3.51	13.72%
PSO	Pearson PLC	17.37	4.03	30.18%
SCHL	Scholastic	39.30	11.82	43.03%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

John Wiley Sons Cl A AI Stock Analysis