This Publishing Firm's AI Push Has Generated $100 Million. One Investor Just Increased Its Stake by $7 Million

5 days ago 8

Jonathan Ponciano, The Motley Fool

Fri, May 22, 2026 astatine 9:27 AM CDT 4 min read

On May 21, 2026, Access Investment Management disclosed a acquisition of 210,580 shares of John Wiley & Sons (NYSE:WLY), an estimated $6.83 cardinal commercialized based connected quarterly mean pricing.

What happened

According to an SEC filing dated May 21, 2026, Access Investment Management accrued its presumption successful John Wiley & Sons by 210,580 shares. The estimated worth of shares purchased was $6.83 million, based connected the mean closing terms for the 4th ending March 31, 2026. The fund's quarter-end holding successful John Wiley & Sons was 366,520 shares, with the position's worth rising by $7.65 cardinal owed to some the further shares and banal terms appreciation.

What other to cognize

This was a buy, raising the fund's involvement successful John Wiley & Sons to 3.72% of its 13F reportable assets nether management.
Top holdings aft the filing:
- NYSE:JBL: $31.07 cardinal (8.3% of AUM)
- NYSE:URI: $23.26 cardinal (6.2% of AUM)
- NYSE:SF: $15.80 cardinal (4.2% of AUM)
- NYSE:APO: $15.76 cardinal (4.2% of AUM)
- NYSE:SON: $15.68 cardinal (4.2% of AUM)
As of May 21, 2026, shares of John Wiley & Sons were priced astatine $41.87, up astir 4% implicit the past twelvemonth and underperforming the S&P 500, which is alternatively up astir 25%.

Company overview

Metric

Value

Price (as of marketplace adjacent May 21, 2026)	$41.87
Market capitalization	$2.22 billion
Revenue (TTM)	$1.67 billion
Net income (TTM)	$154.36 million

Company snapshot

John Wiley & Sons offers scientific, technical, and aesculapian journals, integer and people books, courseware, trial preparation, and acquisition services crossed 3 segments: Research Publishing & Platforms, Academic & Professional Learning, and Education Services.
The steadfast generates gross chiefly done subscription fees, contented licensing, nonstop income of acquisition materials, and online programme absorption services for higher acquisition institutions.
Its main customers see probe libraries, world institutions, corporations, professionals, students, and learned societies worldwide.

John Wiley & Sons is simply a planetary person successful probe publishing and education, serving academic, professional, and organization markets. The institution leverages its extended contented portfolio and integer platforms to present value-added services and learning solutions. Its diversified gross streams and beardown beingness successful world and nonrecreational publishing underpin its competitory presumption successful the planetary cognition economy.

What this transaction means for investors

Wiley isn't a flashy AI stock, but it’s surely leaning into leveraging its proprietary contented and spouse web to thrust maturation and efficiency, and that thesis appears to beryllium gaining traction. In its latest quarter, Wiley generated $410 cardinal successful revenue, up 1%, portion operating income jumped 21% to $63 million. Adjusted EBITDA roseate 12% to $105 million, and the institution reported astir $42 cardinal successful AI-related gross year-to-date. Management besides noted it precocious surpassed $100 cardinal successful cumulative AI gross and signed further partnerships tied to AI applications successful healthcare and research.

Just arsenic important, Wiley's currency procreation is improving. Operating currency travel climbed to $103 cardinal year-to-date from $52 cardinal a twelvemonth earlier, portion escaped currency travel improved to $56 cardinal from antagonistic $1 million. Management remains connected way for astir $200 cardinal successful escaped currency travel this fiscal year.

For semipermanent investors, this bequest company’s usage of AI volition surely beryllium important to watch. If Wiley tin proceed converting its intelligence spot into recurring AI gross portion expanding margins, today's valuation could look much charismatic than its humble banal show suggests.

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