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Also trades as: JW-A (NYSE) · $vol 11M · WLYB (NYSE) · $vol 0M · JW-B (NYSE) · $vol 0M

WLY Smart Money

John Wiley & Sons, Inc.
1W: +0.7% 1M: +11.4% 3M: -4.8% YTD: +82.7% 1Y: +46.6% 3Y: +88.1% 5Y: +18.1%
$52.61
-1.02 (-1.90%)
 
Weekly Expected Move ±4.0%
$50 $52 $54 $56 $58
NYSE · Communication Services · Publishing · Tech Score Strong Buy · Power 70 · $2.7B mcap · 38M float · 1.35% daily turnover · Short 63% of daily vol
Credit Risk of going bust: lower than 53% of companies Debt: 34.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.77 (down 97%), John Wiley & Sons, Inc. would be worth roughly what it owes.
Total debt $1.37B against a stock market value of $2.67B.
Distance to default 5.47 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $652.5M (short-term plus half of long-term), stock volatility 36.5%; Altman Z'' 2.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
299
Institutions Holding
+17 vs prior
75.0%
Ownership
+15.40%
53 New
89 Increased
111 Reduced
33 Closed

👔 Insider Trades

2 records
Date Name Title Type Shares Price Value Filing
2026-10-13 WILEY DEBORAH E 10% owner G-Gift 25,000 $— $0 Filing
2026-01-09 WILEY DEBORAH E 10% owner D-Sale to Issuer 75,000 $30.53 $2.3M Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
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SCHRODER INVESTMENT MANAGEMENT GROUP 2,434,536 $118M +51,833 2026-06-30 Filing
STATE STREET CORP 2,263,854 $110M +87,888 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 1,883,440 $91M +53,764 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,666,448 $81M -53,084 2026-06-30 Filing
BANK OF MONTREAL /CAN 1,578,053 $77M -12,415 2026-06-30 Filing
BROWN ADVISORY INC 1,266,653 $61M +57,237 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 1,006,220 $49M +35,463 2026-06-30 Filing
SILVERCREST ASSET MANAGEMENT GROUP LLC 923,562 $45M -49,104 2026-06-30 Filing
NEUMEIER POMA INVESTMENT COUNSEL LLC 865,460 $42M +454,895 2026-06-30 Filing
Bank of New York Mellon Corp 790,867 $38M -5,324 2026-06-30 Filing
Clarkston Capital Partners, LLC 759,081 $37M -183,475 2026-06-30 Filing
PRINCIPAL FINANCIAL GROUP INC 752,766 $37M +555,831 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 713,846 $35M -33,788 2026-06-30 Filing
Sixth Street Partners Management Company 713,846 $35M +713,846 2026-06-30 Filing
MORGAN STANLEY 665,627 $32M -18,371 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 576,223 $28M +222,285 2026-06-30 Filing
Invesco Ltd. 545,369 $26M -271,116 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms