Overview

• John Wiley Q2 revenue beats analyst expectations despite a slight year-over-year decline

• Adjusted EPS for Q2 surpasses estimates, reflecting strong operational performance

• Research segment growth driven by global demand and AI initiatives

Outlook

• Wiley reaffirms fiscal 2026 Adjusted EBITDA margin, EPS, and Free Cash Flow outlook

• Revenue guidance narrowed to low-single digit growth due to Learning challenges

• Research and AI momentum expected to remain strong in fiscal 2026

Result Drivers

• RESEARCH GROWTH - Strong global demand for research publishing and AI projects drove 6% revenue increase in Research segment

• LEARNING DECLINE - Learning segment revenue fell 11% due to market-related softness and inventory issues

• COST MANAGEMENT - Reduced corporate expenses by 18% due to restructuring and expense management

Key Details

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 $60.00, about 58.4% above its December 3 closing price of $37.89

• The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw6WSxLra

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(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.)