John Wiley & Sons Inc. (WLY) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$51.17 -0.52% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $51.24

John Wiley & Sons Inc. (WLY) earns a Roarable Rating of B (Buy) with 72/100 RQD Confidence. High-quality cash engine (74% profit margin, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B β€’ BUY Cap $2.61B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is WLY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-02, John Wiley & Sons Inc. (NYSE: WLY) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $51.17 (-0.52% 1D, market cap $2.61B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 14/20, and SEC Balance-Sheet Forensics 18/20. Across 1011 tracked Consumer Discretionary issuers, WLY ranks #114 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does WLY compare to WLYB and SCHL in the Consumer Discretionary sector?
β–Ό

Within the Consumer Discretionary sector (Books), WLY carries a Roarable B (72/100 RQD), trailing P/E of 11.8x, gross margin of 74.3%, and ROIC of 15.1%. By comparison, WLYB (John Wiley & Sons Inc.) holds a B grade (74/100 RQD, P/E 12.4x, ROIC 15.1%, cap $2.75B) and SCHL (Scholastic Corporation) posts a C- grade (59/100 RQD, P/E 12.7x, ROIC 1.1%, cap $722.2M). Among the 5-stock peer group, GPK leads on earnings multiple (5.9x) while WLY leads on capital efficiency (15.1% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WLY?
β–Ό

Per WLY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-04-30, CIK 0000107140), John Wiley & Sons Inc. generated $1.68B in revenue (-0.1% YoY), $221.6M in net income, and $209.4M in free cash flow against $2.56B in total assets and $796.3M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $51.25 (+0.15%)🧬 Cannibal Buyback (-2.92% YoY Shares)βš™οΈ Cash Engine: 13/20 (C) β€’ 12.5% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 72/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.0% avg 90D alpha vs SPY β€’ 68.7% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERBUY β€’ B
025507510072
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B Β· Rk B-
Cash (13)Whales (13)SEC (14)Macro (14)CEO (18)
Each axis scored 0–20
12M PRICE TARGET CONE+6.3% Base Target
$64 Bull$54 Base$42 Bear
πŸ“¬ FREE WLY RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for WLY)Realized 20D OHLCV Swing Band: Β±6.1%
Deterministic 5-Pillar Attribution (72/100 Composite)
πŸ” WHY WLY SCORES 72/100 (B) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy β€’ Cannibal Buyback (-2.92% YoY Shares)

β–² #2 Bullish Driver: SEC 10-K Forensic Risk+14/20 pts (19% of score)

Altman Z-Score 2.63 (WATCH ZONE (1.8–3.0)) β€’ Piotroski F-Score 7/9

β–Ό #1 Drag / Risk Factor: Whale & Options Positioning13/20 pts (-7 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-7 pts vs max)

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
80
Grade A-$51.32+0.9% Next Q
Q2 (-2Q)
77
Grade B+$51.78+3.6% Next Q
Q3 (-1Q)
75
Grade B+$53.63-4.6% Next Q
Current
72
Grade B$51.17+7% Hist 90D Ξ±
Trajectory: A- (80) β†’ B (72)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the WLY Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 72/100 (B) score, WLY faces multiple-compression risk if 11.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) β€” any gross margin slip below 71.8% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($50.34) or 200D SMA ($43.48) invalidates the momentum regime and cuts Target Base ($54.39) toward Bear Floor ($41.96).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WLYβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œWLY Beats Next Quarter EPS Consensus (Jan 28, 2027) & Holds Above 200D SMA”
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

WLY Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (WLY)

No recent open-market Form 4 cluster sales or emergency dumps flagged on WLY. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (WLY Tape Review)

  • βœ“Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • βœ“Forensic Red-Light accounting & dilution traps to review on your watchlist
  • βœ“Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
WLY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +27.35%β–Ό DESCENDING CHANNEL
2026-11-02O $50.58H $51.44L $50.58C $51.17VOL 335.7K
RES: $54.03SUP: $44.28SMA50: $50.34SMA200: $43.48
$58.94$52.77$46.59$40.42$34.24RES $54.03SUP $44.28$51.172026-05-042026-06-172026-08-042026-09-172026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WLY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
2.2%/yr Implied 5Y Growth

vs. -0.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WLY today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for WLY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for WLY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WLY)

Consumer Discretionary Rank #114 of 1011 βš”οΈ WLYB vs WLY Full Matrix β†’

1. Head-to-Head Consumer Discretionary Peer Comparison (WLY vs. WLYB, SCHL, PSO, GPK)

Industry: Books (4 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, John Wiley & Sons Inc. (WLY) ranks #114 by composite RQD confidence (72/100, grade B) and #384 by equity capitalization ($2.61B). Within this direct 5-issuer industry benchmark cohort, GPK leads on earnings valuation at 5.9x trailing P/E, while WLY leads on capital efficiency and profitability with 15.1% ROIC and 74.3% gross margin. WLYB currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with WLY at 72/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
WLY ACTIVE
John Wiley & Sons Inc.
B 72/100 11.8x 74.3% 15.1% -0.52% $2.61B Benchmark Subject
WLYB
John Wiley & Sons Inc.
B 74/100 12.4x 74.3% 15.1% -4.86% $2.75B /wlyb-vs-wly β†’
SCHL
Scholastic Corporation
C- 59/100 12.7x 56.4% 1.1% +0.82% $722.2M /schl-vs-wly β†’
PSO
Pearson Plc
C- 60/100 β€” β€” β€” -0.74% $10.53B /pso-vs-wly β†’
GPK
Graphic Packaging Holding Company
D+ 53/100 5.9x 18.2% 7.8% +1.59% $2.61B /gpk-vs-wly β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2026-04-30 β€’ CIK 0000107140

In its most recent audited fiscal period (FY2025, filed 2026-04-30), John Wiley & Sons Inc. (WLY) reported GAAP revenue of $1.68B (-0.1% vs. FY2024 revenue of $1.68B , and -10.5% cumulative change since FY2023) , GAAP net income of $221.6M, operating cash flow of $260.5M, and free cash flow of $209.4M (+48.4% YoY). On the balance sheet, WLY closed FY2025 with $2.56B in total assets against $796.3M in total debt (Altman Z-Score: 2.63, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-04-30 $1.68B $221.6M $260.5M $209.4M $2.56B $796.3M
FY2024 (FY) 2025-04-30 $1.68B $84.2M $202.6M $141.1M $2.60B $877.2M
FY2023 (FY) 2024-04-30 $1.87B -$200.3M $207.6M $207.6M β€” β€”

3. WLY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WLY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, John Wiley & Sons Inc. (NYSE: WLY) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $51.17 (-0.52% 1D, market cap $2.61B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 14/20, and SEC Balance-Sheet Forensics 18/20. Across 1011 tracked Consumer Discretionary issuers, WLY ranks #114 in composite RQD confidence.

How does WLY compare to WLYB and SCHL in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Books), WLY carries a Roarable B (72/100 RQD), trailing P/E of 11.8x, gross margin of 74.3%, and ROIC of 15.1%. By comparison, WLYB (John Wiley & Sons Inc.) holds a B grade (74/100 RQD, P/E 12.4x, ROIC 15.1%, cap $2.75B) and SCHL (Scholastic Corporation) posts a C- grade (59/100 RQD, P/E 12.7x, ROIC 1.1%, cap $722.2M). Among the 5-stock peer group, GPK leads on earnings multiple (5.9x) while WLY leads on capital efficiency (15.1% ROIC).

What are the biggest fundamental strengths and SEC risk factors for WLY?

Per WLY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-04-30, CIK 0000107140), John Wiley & Sons Inc. generated $1.68B in revenue (-0.1% YoY), $221.6M in net income, and $209.4M in free cash flow against $2.56B in total assets and $796.3M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is WLY trading relative to its 50-day, 200-day, and 52-week technical levels?

WLY last traded at $51.17 (-0.52% on volume of 397,367 shares), positioning the stock +1.65% above its 50-day simple moving average ($50.34) and +17.69% above its 200-day simple moving average ($43.48). Across its 52-week range of $28.38 to $57.45, WLY sits at the 78.4% percentile with a 14-day RSI of 51.3 (NEUTRAL RANGE) and an implied next-earnings move of Β±6.1% ($48.05 to $54.29).

WLY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Are WLY insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies WLY leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

ROARABLE RATING BRIEF β€’ RQD 72/100 (B) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

WLY β€” John Wiley & Sons Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:25:20Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, WLY scores 72 out of 100, a letter grade of B, with the verdict label "Roarable Buy β€” Good Risk/Reward." The five pillars are: Fundamental Cash Engine 13/20 (ROIC 15.1%; FCF yield 8.02%), Whale 13F Flow 13/20 (institutional accumulation and options positioning), Insider Conviction 18/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit 14/20 (Beta 1.0; sector sensitivity), and Forensic Balance Sheet 14/20 (Altman Z 2.63; Piotroski F 7/9; Debt/Equity 1.06). For a prospective investor, the strongest pillar is insider conviction, which the rating treats as the highest-scoring factor. The cash-generation pillars are solid but not top-tier, and the balance-sheet pillar is moderate given the stated leverage ratio. The rating's upside case rests on cash returns and insider signaling; its valuation tradeoff is that the multiples shown in the market data are low relative to the rating's verdict, which warrants checking whether the low multiples reflect durable earnings or a discount the market is applying for a reason not captured in this source set.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
51.44$2.61B11.81110.34.372.85%1.0$28.38 - $57.4515.1%

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$1676.5M$276.9M$221.6MN/A$209.4M$95.1M$796.3M
FY 2024$1677.6M$221.4M$84.2MN/A$141.1M$104.5M$877.2M
FY 2023$1873.0M$52.3M$-200.3MN/A$207.6MN/AN/A

Per the SEC financials, revenue was broadly flat between FY 2024 and FY 2025 while operating and net income rose substantially, and FY 2023 shows a net loss of $-200.3M. Per the market data, net margin is 13.2% and ROIC is 15.1%. Per the Roarable RQD rating, the Altman Z-Score is 2.63 and the Piotroski F-Score is 7/9, with Debt/Equity at 1.06. Reported debt declined from $877.2M to $796.3M across the two most recent periods.

Recent Catalysts & News Wire Analysis

Per the recent news and catalysts feed, six items relate to WLY, all with a YELLOW light and MARKET WIRE impact label: (1) a Yahoo Finance report headlined around a dividend lift and fair value focus; (2) a Moomoo forum/discussion item; (3) a GuruFocus report citing a stock decline of 3.9%, an overvaluation characterization, and a GF Score of 55/100; (4) a Yahoo Finance report suggesting the stock may be 37% below fair value as cash flow holds up; (5) a Simply Wall St piece on how a dividend increase has changed the investment story; and (6) a Stock Titan report on a deferred dividend adding 228 stock units for director David C. Dobson. The news items are predominantly commentary and dividend-related. Risk watch items are the conflicting valuation characterizations across sources (overvalued per GuruFocus versus undervalued per Yahoo Finance). The Butterfly Supply-Chain Graph reports no proprietary signals and no links.

Open Questions

  • What drives the gap between the low P/E (11.8 TTM) and the RQD verdict, and is recurring earnings quality consistent with the FY 2025 operating income increase?
  • Why did net income swing from $-200.3M in FY 2023 to $221.6M in FY 2025, and what portion of that swing is non-recurring?
  • What are the EPS figures? The financials list EPS as N/A for all reported periods, so per-share earnings trend cannot be verified against the net income figures.
  • Which specific insider trades make up the cluster flow behind the 18/20 insider-conviction score, and by whom?
  • How do the conflicting valuation signals (overvalued per GuruFocus; up to 37% below fair value per Yahoo Finance) reconcile with the source data?

WLY Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for John Wiley & Sons Inc. (WLY) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to WLY Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

WLY Bull vs. Bear Conversation Board β€” What's Your Call at $51.17?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON WLY 🐻 33% BEARISH CONVICTION
1. Pick Your Side on WLY:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk πŸ‚ BULLISH 🎯 Target: $60.70 (+18.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is WLY (B β€’ RQD 72/100) a Buy at $51.44?

Welcome to the WLY (John Wiley & Sons Inc.) Roar Pit. Current RQD Composite is 72/100 (Roarable Buy β€” Good Risk/Reward) in Books. Bulls point to capital efficiency (15.1% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $41.15 (-20.0%)
Spot @ $51.44

Pump the brakes on WLY β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on WLY, but look at what you are paying: 11.8x trailing P/E with 74.3% gross margins. Unless John Wiley & Sons Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

TA TapeReader_Pro Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $63.27 (+23.0%)
Spot @ $51.44

WLY cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on WLY, the market is fixating on short-term headline noise in Books and ignoring the balance sheet and cash flow trajectory. At $51.44 (52-wk range $28.38 - $57.45), any beat on forward guidance forces shorts and underweight funds to chase.

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