Morningstar Rating

Stock Research and Analysis

by R.J. Hottovy, CFA

Bulls Say

Despite industry headwinds in the higher education business, we view Wiley as well positioned among its peers due to its strong digital presence. Wiley has a strong record of adapting its business to changes in technology.
Deltak is a growth business in a rapidly developing industry: online education courses from respected traditional universities. We believe this business can contribute materially to cash flow growth over a longer horizon.
The company has a solid record of balancing capital allocation among share repurchases, dividends, and accretive acquisitions. Read more 

Bears Say

Some scholarly journal customers, such as the University of California system, have taken a stand against the prices charged by publishers for content. As a result, publishers like Wiley may have to take smaller price increases from academic libraries.
New markets such as India and China could be more difficult to monetize than the company expects.
All three of Wiley's primary business lines would be negatively affected if another economic slowdown were to occur, especially the professional/trade segment, given its direct consumer exposure. Read more 


The departure of Stephen Smith as CEO on June 1 for previously disclosed medical reasons and the appointment of COO Mark Allin to the head role will not affect our Exemplary equity stewardship rating. We acknowledge Smith's strong leadership since taking   Read more 


John Wiley & Sons is a worldwide publisher of print and electronic products, with about half of its sales coming from outside the United States. The research segment,  Read more 

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