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John Wiley & Sons, Inc. (WLY) Stock Analysis

SellModerate Confidence

Communication Services · Publishing

Sell if holding. Momentum 2.8/10 is below the 5.0 floor at $40.76 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Leverage penalty (D/E 1.2): -0.5.

John Wiley and Sons is a publisher with Research (64% of revenue, 1,800+ scientific journals) and Learning (academic publishing, courseware, assessments) segments. Revenue is 83% digital and 48% recurring in fiscal 2025; approximately 49% from outside the U.S. The company is... Read more

$40.76+37.8% A.UpsideScore 5.9/10#1 of 4 Publishing
Stop $38.84Target $56.10(analyst − 15%)A.R:R 5.1:1
Analyst target$66.00+61.9%1 analysts
Range unavailable (1 analysts)

Sell if holding. Momentum 2.8/10 is below the 5.0 floor at $40.76 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Leverage penalty (D/E 1.2): -0.5. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.9/10, moderate confidence.

Passes 6/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 47d clear, semi cycle peak clear). Fails on weak momentum. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (3/4)
Attractive valuation
Analyst upside: 38%
Risks
Leverage penalty (D/E 1.2): -0.5
Negative momentum

Key Metrics

P/E (TTM)14.2
P/E (Fwd)8.6
Mkt Cap$2.1B
EV/EBITDA8.9
Profit Mgn9.2%
ROE21.5%
Rev Growth1.3%
Beta0.80
Dividend3.50%
Rating analysts5

Quality Signals

Piotroski F7/9

Options Flow

P/C0.33bullish
IV56%elevated
Max Pain$35-14.1% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicChina-based authors30%
    10-K Item 1A: 'In our Research segment, approximately 30% of the articles we published in calendar year 2024 included China-based authors.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Rsi
5.0
Ma Position
8.0
Volume distribution (falling OBV)Above 200-MA but MA slope flat

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.0
Quality Rank
2.5
Value Rank
7.5
GatesMomentum 2.8<4.5A.R:R 5.1 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 47d clearSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
69 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $37.72Resistance $43.18

Price Targets

$39
$56
A.Upside+37.6%
A.R:R5.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Momentum score 2.8/10 — below 4.5 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-06-16 (47d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is WLY stock a buy right now?

Sell if holding. Momentum 2.8/10 is below the 5.0 floor at $40.76 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Leverage penalty (D/E 1.2): -0.5. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $38.84. Score 5.9/10, moderate confidence.

What is the WLY stock price target?

Take-profit target: $56.10 (+37.8% upside). Prior stop was $38.84. Stop-loss: $38.84.

What are the risks of investing in WLY?

Leverage penalty (D/E 1.2): -0.5; Negative momentum.

Is WLY overvalued or undervalued?

John Wiley & Sons, Inc. trades at a P/E of 14.2 (forward 8.6). TrendMatrix value score: 9.1/10. Verdict: Sell.

What do analysts say about WLY?

5 analysts cover WLY with a consensus score of 4.0/5. Average price target: $66.

What does John Wiley & Sons, Inc. do?John Wiley and Sons is a publisher with Research (64% of revenue, 1,800+ scientific journals) and Learning (academic...

John Wiley and Sons is a publisher with Research (64% of revenue, 1,800+ scientific journals) and Learning (academic publishing, courseware, assessments) segments. Revenue is 83% digital and 48% recurring in fiscal 2025; approximately 49% from outside the U.S. The company is divesting non-core education businesses to focus on research publishing and professional learning.

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