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John Wiley & Sons: Structural Risk To Higher Education Casts A Shadow Over AI Licensing

John Wiley & Sons: Structural Risk To Higher Education Casts A Shadow Over AI Licensing

John Wiley & Sons delivers solid margin improvement and research sales growth, aided by high-margin AI licensing revenues. WLY faces structural headwinds in its learning segment due to weak white-collar job markets and potential long-term enrollment declines from LLM disruption. Despite mixed segment performance, WLY maintains strong FCF generation, robust buybacks, and a combined yield near 13% after recent price declines.

Feb 18, 2026 10:00 AM seekingalpha.com

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