Group 1 - John Wiley & Sons, Inc. (WLY) demonstrated reasonable performance driven by margin improvement and sales growth in research, despite facing pressures in the learning segment [2] - The company is focusing on AI as an important theme, indicating a strategic direction towards technology integration [2] - The Valkyrie Trading Society, associated with the company, emphasizes high conviction and obscure developed market ideas that are downside limited and likely to generate non-correlated and outsized returns in the current economic environment [2] Group 2 - The Value Lab, led by the Valkyrie Trading Society, targets a portfolio yield of about 4% and has performed well over the last 5 years by engaging in international markets [1] - The Value Lab offers members real-time updates, 24/7 chat support, regular global market news reports, feedback on stock ideas, new trades monthly, quarterly earnings write-ups, and daily macro opinions [2]

Core Insights - Virtusa and Wiley have formed a multi-year managed services partnership aimed at accelerating Wiley's technology transformation to enhance customer service and drive innovation, productivity, and cost efficiencies [1] - The partnership will allow Wiley to free up capital for high-return investments and enable its technology teams to focus on developing next-generation customer platforms and AI-powered solutions [1] - Virtusa will take ownership of Wiley's Sri Lanka technology operation, leveraging its established presence and expertise to provide continuity and optimize Wiley's technology foundation [1] Company Overview - Wiley is a global leader in authoritative content and research intelligence, with over 200 years of experience in the scholarly ecosystem, focusing on transforming scientific breakthroughs into real-world impact [1] - Virtusa specializes in product and platform engineering services, helping organizations grow sustainably by reimagining enterprises through domain-driven solutions [1] - Virtusa offers a broad range of services, including AI advisory, digital engineering, data analytics, and managed services across various industries such as financial services, healthcare, and technology [1]

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Company Overview - John Wiley & Sons (WLY) is located in Hoboken and operates within the Consumer Staples sector [3] - The stock has experienced a price change of 0.29% since the beginning of the year [3] Dividend Information - The company currently pays a dividend of $0.35 per share, resulting in a dividend yield of 4.62%, which is higher than the Publishing - Books industry's yield of 4.31% and the S&P 500's yield of 1.39% [3] - The annualized dividend of $1.42 has increased by 0.7% from the previous year [4] - Over the past 5 years, John Wiley & Sons has raised its dividend 5 times, averaging an annual increase of 0.69% [4] - The current payout ratio is 37%, indicating that the company pays out 37% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year, WLY anticipates solid earnings growth, with the Zacks Consensus Estimate for 2026 projected at $4.00 per share, reflecting a year-over-year earnings growth rate of 9.89% [5] Investment Considerations - Established firms with secure profits are typically viewed as the best dividend options, while high-growth businesses or tech start-ups rarely offer dividends [6] - WLY is considered a compelling investment opportunity due to its strong dividend profile and a Zacks Rank of 3 (Hold) [6]

Company Overview - John Wiley & Sons (WLY) is a Consumer Staples stock headquartered in Hoboken, experiencing a price change of -3.69% this year [3] - The company currently pays a dividend of $0.70 per share, resulting in a dividend yield of 4.81%, which is higher than the Publishing - Books industry's yield of 4.3% and the S&P 500's yield of 1.41% [3] Dividend Performance - The current annualized dividend of John Wiley & Sons is $1.42, reflecting a 0.7% increase from the previous year [4] - Over the past 5 years, the company has increased its dividend 5 times, averaging an annual increase of 0.69% [4] - The current payout ratio is 37%, indicating that the company pays out 37% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - The Zacks Consensus Estimate for earnings in 2026 is $4.00 per share, with an expected increase of 9.89% from the previous year [5] - The company is anticipated to see earnings expansion this fiscal year, which will influence future dividend growth [5] Investment Considerations - Dividends are favored by investors as they enhance stock investing profits, reduce overall portfolio risk, and offer tax advantages [5] - WLY is considered a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6]

Company Overview - John Wiley & Sons (WLY) is located in Hoboken and operates within the Consumer Staples sector [3] - The stock has experienced a price decline of 28.9% since the beginning of the year [3] Dividend Information - The company currently pays a dividend of $0.35 per share, resulting in a dividend yield of 4.57% [3] - The Publishing - Books industry has a slightly higher yield of 4.59%, while the S&P 500's yield stands at 1.42% [3] - The annualized dividend of $1.42 has increased by 0.7% from the previous year [4] - Over the past five years, John Wiley & Sons has raised its dividend five times, averaging an annual increase of 0.69% [4] - The current payout ratio is 37%, indicating that the company distributes 37% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year 2025, the Zacks Consensus Estimate predicts earnings of $4.00 per share, reflecting a year-over-year growth rate of 9.89% [5] Investment Considerations - Dividends are favored by investors as they enhance stock investment profits, reduce overall portfolio risk, and offer tax advantages [5] - WLY is considered a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6]

Core Viewpoint - Wiley has declared a quarterly cash dividend of $0.355 per share on its Class A and Class B Common Stock, reflecting its commitment to returning value to shareholders [1] Dividend Announcement - The quarterly dividend is scheduled to be paid on January 15, 2026, to shareholders of record on December 30, 2025 [1] - This dividend translates to an annual dividend of $1.42 per share, indicating an increase compared to previous periods [1]

Core Viewpoint - Wiley has increased its share repurchase allocation for Fiscal 2026 to $100 million, reflecting a significant rise from previous years [1] Financial Performance - The share repurchase allocation for Fiscal 2025 was $60 million, and for Fiscal 2024 it was $45 million, indicating a consistent upward trend in the company's commitment to returning capital to shareholders [1] - In the first half of Fiscal 2026, Wiley has already executed approximately $35 million of the repurchase allocation, with a goal to complete $65 million by the end of the fiscal year [1]

Core Insights - John Wiley & Sons, Inc. has partnered with IQVIA Holdings Inc. to enhance the Clinical Outcome Assessment (COA) execution process, making it a notable dividend stock to consider [1][5]. Partnership Overview - The partnership provides a streamlined solution for COA instruments, making them readily available to pharmaceutical and research organizations, thus simplifying vendor-related workflows and ensuring quality assurance [2][5]. - Traditionally, COA licensing involves multiple vendors, which can delay trial timelines and affect quality assurance. The new collaboration offers a combined COA licensing and implementation solution under one contract, overseen by a rights holder to ensure scientific accuracy [3][4]. Product Offering - Phase one of the partnership includes five Wiley-managed COA tools, with plans to expand to over 100 COAs and full lifecycle services by the end of 2026. These tools are designed for specialized clinical research areas such as anxiety, depression, pediatric cancer, lupus-related organ damage, and physical sexual maturity [4][5]. Company Background - John Wiley & Sons, Inc. is a New Jersey-based publisher that provides reliable content, data insights, and learning services both in the United States and internationally [6].

Group 1 - John Wiley & Sons, Inc. reported fiscal Q2 2026 revenue of $422 million, a slight decrease from $427 million in the prior year, with a $3 million impact from divested businesses [1] - Operating income increased by 14%, and diluted EPS rose 14% to $0.84 compared to $0.74 in the prior year [1] - Adjusted EPS for the quarter was $1.10, reflecting a 12% increase at constant currency, despite a higher adjusted effective tax rate [1] Group 2 - Research revenue grew by 6% to $279 million, primarily driven by a 7% increase in Research Publishing, including $5 million from AI revenue [2] - Article submissions and output saw significant growth, with increases of 28% and 12% respectively, across all key geographies [2] - The company reaffirmed its full-year outlook for adjusted EBITDA margin, adjusted EPS, and free cash flow, while narrowing revenue guidance to the low end of the range due to market challenges in Learning [3] Group 3 - John Wiley & Sons operates through three segments: Research, Learning, and Held for Sale or Sold [3]