Publisher John Wiley Q4 revenue rises on research segment growth

John Wiley & Sons

16/06/2026 12:45

Overview
US research publisher's preliminary Q4 revenue rose 1% yr/yr 
Preliminary Q4 adjusted EPS rose 22% yr/yr 

Outlook
Company expects fiscal 2027 organic revenue growth in the low-to-mid single digit range
Wiley sees fiscal 2027 adjusted EBITDA margin at 26.5% to 27.5%
Company forecasts fiscal 2027 adjusted EPS of $4.60 to $5.05
Wiley expects fiscal 2027 free cash flow of $205 mln

Result Drivers
RESEARCH GROWTH - Q4 Research revenue rose 5%, driven by strong submissions, gold open access, and AI licensing
LEARNING SEGMENT DECLINE - Q4 Learning revenue fell 6%, reflecting lower AI licensing revenue, macro headwinds, and retail channel softness
MARGIN EXPANSION - Adjusted EBITDA margin rose due to cost discipline, favorable mix, and lower corporate expenses from restructuring and technology transformation

Company press release: ID:nBwbrxMnxa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$448 mln
$450 mln (1 Analyst)
Q4 Adjusted EPS
Beat
$1.67
$1.65 (1 Analyst)
Q4 EPS
 
$2.61
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the consumer publishing peer group is "buy"
Wall Street's median 12-month price target for John Wiley & Sons Inc is $66.00, about 52.3% above its June 15 closing price of $43.33
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 7 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)