SCHEDULE: Vanguard Updates John Wiley & Sons Stake to 10.83%

The Vanguard Group filed an Amendment No. 14 to its Schedule 13G, reporting a beneficial ownership of 10.83% in John Wiley & Sons Inc, totaling 4,815,296 common shares as of September 30, 2025.

Summary

• The Vanguard Group reported beneficial ownership of 4,815,296 shares of John Wiley & Sons Inc common stock.
• This represents 10.83% of the class of securities.
• The reporting person, The Vanguard Group, has sole dispositive power over 4,491,283 shares.
• The Vanguard Group has shared dispositive power over 324,013 shares.
• The Vanguard Group holds no sole voting power (0.00 shares).
• The Vanguard Group holds shared voting power over 279,047 shares.
• The filing is an Amendment No. 14 to a Schedule 13G, indicating an update to a previously reported stake.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 6

Explanation: The filing indicates a significant and continued institutional ownership by a major asset manager, which can be interpreted as a vote of confidence in the issuer's long-term prospects, though it is a routine disclosure.

Positives

• The continued significant institutional ownership by The Vanguard Group, a major asset manager, can be viewed as a signal of long-term confidence in John Wiley & Sons Inc.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of institutional ownership, common for large asset managers like The Vanguard Group. It reflects their passive investment in John Wiley & Sons Inc, consistent with their role as a major index fund and active fund manager.

Comparison to Industry Standards

• This Schedule 13G filing is a standard regulatory disclosure for institutional investors holding more than 5% of a company's stock, aligning with industry practices for transparency in significant equity holdings.

Stakeholder Impact

• Shareholders: The continued significant stake by a major institutional investor like Vanguard may provide a degree of stability and confidence in the company's stock.

Key Dates

Recommendation

This Schedule 13G amendment reflects The Vanguard Group's continued significant beneficial ownership in John Wiley & Sons Inc. As a routine disclosure of institutional holdings, it does not provide new operational or financial performance data that would warrant a change in investment thesis. The sustained substantial stake by a prominent asset manager suggests a long-term investment perspective, supporting a 'hold' recommendation for existing investors.

Keywords

John Wiley & Sons, Vanguard Group, Schedule 13G, Institutional Ownership, Common Stock, Investment Adviser, Beneficial Ownership, Equity Stake