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John Wiley & Sons, Inc. (WLY)

USD49.32 -0.48 (-0.96%)
US NYSE Communication Services Publishing
Address 111 River Street 07030-5774
Hoboken, NJ, US
CEO Matthew Kissner
Website wiley.com
IPO 1972-06-01
CIK 107140 ISIN US9682232064

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Also trades on New York Stock Exchange · JW-A (USD) New York Stock Exchange · JW-B (USD) New York Stock Exchange · WLY (USD) New York Stock Exchange · WLYB (USD)
Description

John Wiley & Sons, Inc., a publisher, provides authoritative content, data-driven insights, and knowledge services for the advancement of science, innovation, and learning in the United States, China, the United Kingdom, Japan, Australia, and internationally. The company’s Research segment provides scientific, technical, medical, and scholarly journals, as well as related content and services in the areas of physical sciences and engineering, health sciences, social sciences, and humanities, and life sciences. This segment sells its products direct to research libraries and library consortia, as well as to researchers and professional society members, and other customers; and through independent subscription agents. The company’s Learning segment offers scientific, professional, and education print and digital books; digital courseware to support students and instructors, and assessment services for businesses and professionals. This segment sells its products and services to business and leadership, technology, behavioral health, engineering/architecture, science, and professional education categories through brick-and-mortar and online retailers, wholesalers who supply such bookstores, college bookstores, individual practitioners, corporations, distributor networks, and government agencies. John Wiley & Sons, Inc. was founded in 1807 and is headquartered in Hoboken, New Jersey.

News Sentiment (7d)
76 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD49.32 -0.48 (-0.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
474.3K
Beta
0.80
Float Shares
39.74M
Free Float %
74.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.82% +7.31% +12.91% +29.11% +50.55% +52.46% +7.65% +42.90% -18.60% -7.85% +7,233.54%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Hold
Price Targets & DCF
Current price
49.32
DCF (Unlevered) 179.87 +264.7%
DCF (Levered) 72.51 +47.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-06 Change
Strong Buy 1 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
1.66
Distress
Piotroski F-Score
9 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Publishing: +0.8%
    -0.1% Q2'26: +1.2% (vs Q2'25)
  • EPS growth Publishing: +9.6%
    +171.9% Q2'26: +103.2% (vs Q2'25)
  • FCF margin FCF growth · Publishing: +28.6%
    +5.1% Q2'26: +32.2% (vs Q2'25)
  • EBIT margin Publishing: +12.9%
    +15.4% Q2'26: +23.4% (vs Q2'25)
  • ROIC Publishing: +7.5%
    +16.8% Q2'26: +27.1% (vs Q2'25)
  • Share dilution Publishing: +0.0%
    -2.9% Q2'26: -2.2% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Publishing: -0.41×
    2.97× Q2'26: -50.43× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.80) × ERP
WACC = 76% × Ke + 24% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 179.85 Current price: 49.32
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Apr 2015
actual
Apr 2016
actual
Apr 2017
actual
Apr 2018
actual
Apr 2019
actual
Apr 2020
actual
Apr 2021
actual
Apr 2022
actual
Apr 2023
actual
Apr 2024
actual
Apr 2025
actual
Apr 2026
1 Rev. Ana.
1 EPS Ana.
Apr 2027
1 Rev. Ana.
1 EPS Ana.
Apr 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
1.82B
est: 1.85B (-1.4%)
1.73B
est: 1.73B (-0.1%)
1.72B
est: 1.69B (+1.5%)
1.80B
est: 1.77B (+1.6%)
1.80B
est: 1.80B (+0.1%)
1.83B
est: 1.81B (+1.2%)
1.94B
est: 1.91B (+1.9%)
2.08B
est: 2.08B (+0.3%)
2.02B
est: 2.02B (+0.2%)
1.87B
est: 1.83B (+2.6%)
1.68B
est: 1.67B (+0.5%)
1.68B
1.68B – 1.68B
+0.5% YoY
1.78B
1.78B – 1.78B
+6.0% YoY
1.84B
1.84B – 1.84B
+3.4% YoY
EBITDA
420.47M
est: 294.42M (+42.8%)
372.57M
est: 275.31M (+35.3%)
376.07M
est: 269.82M (+39.4%)
417.62M
est: 281.61M (+48.3%)
388.26M
est: 286.51M (+35.5%)
361.30M
est: 288.38M (+25.3%)
424.11M
est: 303.48M (+39.7%)
449.83M
est: 330.94M (+35.9%)
288.60M
est: 320.98M (-10.1%)
43.45M
est: 271.00M (-84.0%)
345.02M
est: 247.88M (+39.2%)
249.15M
249.15M – 249.15M
+0.5% YoY
264.20M
264.20M – 264.20M
+6.0% YoY
273.11M
273.11M – 273.11M
+3.4% YoY
EBIT
266.54M
est: 107.90M (+147.0%)
216.72M
est: 100.90M (+114.8%)
219.51M
est: 98.89M (+122.0%)
263.63M
est: 103.21M (+155.4%)
227.11M
est: 105.00M (+116.3%)
181.97M
est: 105.69M (+72.2%)
218.82M
est: 111.22M (+96.7%)
229.46M
est: 121.29M (+89.2%)
70.85M
est: 117.64M (-39.8%)
-138.04M
est: 422.07M (-132.7%)
195.43M
est: 386.05M (-49.4%)
388.04M
388.04M – 388.04M
+0.5% YoY
411.48M
411.48M – 411.48M
+6.0% YoY
425.35M
425.35M – 425.35M
+3.4% YoY
Net Income
176.87M
est: 178.93M (-1.2%)
145.78M
est: 148.04M (-1.5%)
113.64M
est: 151.33M (-24.9%)
192.19M
est: 180.39M (+6.5%)
168.26M
est: 161.57M (+4.1%)
-74.29M
est: 118.71M (-162.6%)
148.26M
est: 148.32M (0.0%)
148.31M
est: 222.06M (-33.2%)
17.23M
est: 186.42M (-90.8%)
-200.32M
est: -106.54M (-88.0%)
84.16M
est: 189.30M (-55.5%)
223.64M
223.64M – 223.64M
+18.1% YoY
255.59M
255.59M – 255.59M
+14.3% YoY
282.21M
282.21M – 282.21M
+10.4% YoY
SGA
1.01B
est: 802.38M (+25.3%)
994.63M
est: 750.28M (+32.6%)
988.60M
est: 735.34M (+34.4%)
953.22M
est: 767.47M (+24.2%)
963.58M
est: 780.81M (+23.4%)
996.06M
est: 785.92M (+26.7%)
1.02B
est: 827.06M (+23.7%)
1.08B
est: 901.90M (+19.7%)
1.04B
est: 874.77M (+18.6%)
1.01B
est: 975.75M (+3.9%)
947.44M
est: 892.50M (+6.2%)
897.10M
897.10M – 897.10M
+0.5% YoY
951.29M
951.29M – 951.29M
+6.0% YoY
983.35M
983.35M – 983.35M
+3.4% YoY
EPS
3.01
est: 3.26 (-7.8%)
2.53
est: 2.70 (-6.3%)
1.99
est: 2.76 (-27.9%)
3.35
est: 3.29 (+1.8%)
2.94
est: 2.95 (-0.2%)
-1.32
est: 2.17 (-161.0%)
2.65
est: 2.71 (-2.0%)
2.66
est: 4.05 (-34.3%)
0.31
est: 3.40 (-90.9%)
-3.65
est: -2.00 (-82.4%)
1.56
est: 3.55 (-56.1%)
4.20
4.20 – 4.20
+18.3% YoY
4.80
4.80 – 4.80
+14.3% YoY
5.30
5.30 – 5.30
+10.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-16 A 4/5 4/5 3/5 5/5 3/5 3/5 4/5
2026-06-15 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-12 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-11 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-10 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-09 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-08 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-05 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-04 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-03 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-02 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-06-01 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-28 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-27 A- 4/5 4/5 5/5 4/5 2/5 3/5 2/5
2026-05-26 A- 4/5 4/5 5/5 4/5 2/5 3/5 2/5
2026-05-22 A- 4/5 4/5 5/5 4/5 2/5 3/5 2/5
2026-05-21 A- 4/5 4/5 5/5 4/5 2/5 3/5 2/5
2026-05-20 A- 4/5 4/5 5/5 4/5 2/5 3/5 2/5
2026-05-19 A- 4/5 4/5 5/5 4/5 2/5 3/5 2/5
2026-05-18 A- 4/5 4/5 5/5 4/5 2/5 3/5 2/5
2026-05-15 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-14 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-13 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-12 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-11 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-08 A- 4/5 4/5 5/5 5/5 1/5 3/5 3/5
2026-05-07 A- 4/5 4/5 5/5 5/5 1/5 3/5 3/5
2026-05-06 A- 4/5 4/5 5/5 5/5 1/5 3/5 3/5
2026-05-05 A- 4/5 4/5 5/5 4/5 1/5 3/5 3/5
2026-05-04 A- 4/5 4/5 5/5 4/5 1/5 3/5 3/5
2026-05-01 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-30 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-29 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-28 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-27 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-23 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-22 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-21 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-20 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-17 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-16 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-15 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
184.70M
OE per share TTM
3.48
Owner's Yield
8.15%
Maintenance CapEx ratio
40.10%
Maint CapEx / Avg PPE
17.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
251
Total invested
1.60B
Insider transactions (90d)
23
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 5.07M 10.90% 4.94M 5.07M HC Delaware 2022-01-27
2 The Vanguard Group - 23-1945930 4.67M 10.00% 4.56M IA Pennsylvania 2022-09-09
3 STATE STREET CORPORATION 3.92M 8.40% 3.83M 3.92M HC BOSTON, MASSACHUSETTS 2022-02-11
4 Clarkston Capital Partners, LLC 3.08M 6.56% 3.08M 3.08M IA Michigan 2021-02-16
5 SSGA FUNDS MANAGEMENT, INC. 2.45M 5.25% 2.44M 2.45M IA BOSTON, MASSACHUSETTS 2022-02-11
6 Caraway Jackson Investments LLC 2.29M 5.10% 2.29M 2.29M OO Cayman Islands 2024-09-30
7 EMAI Management, LLC 2.29M 5.10% 2.29M 2.29M OO Cayman Islands 2024-09-30
8 Eli Samaha 2.29M 5.10% 2.29M 2.29M IN Cayman Islands 2024-09-30
9 Madison Avenue GP, LLC 2.29M 5.10% 2.29M 2.29M OO Cayman Islands 2024-09-30
10 Madison Avenue International LP 2.29M 5.10% 2.29M 2.29M PN Cayman Islands 2024-09-30
11 Madison Avenue Partners, LP 2.29M 5.10% 2.29M 2.29M PN Cayman Islands 2024-09-30
12 Eaton Vance Management 04-3101341 1.23M 11.00% 1.23M 1.23M IA United States of America 2014-01-27
13 Capital Research Global Investors ** 904.8K 1.90% 904.8K 904.8K IA Delaware 2016-02-16
14 666 Third Ave. - 9th Floor, New York, New York 10017 10.00 12.00% 2.92M IA Delaware 2021-02-11
15 Pioneer Global Asset Management S.p.A (PGAM) 1.60% 952.2K FI Italy 2016-02-05
16 Energy Transfer Equity, L.P. 0.00% 35.0K 2.86M 32.2K PN Pennsylvania 2013-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
251
+14 vs prev Q
New positions
52
Closed positions
38
Increased
139
Reduced
73
Put/Call ratio
1.85
Calls held
7.1K
Puts held
13.1K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 6.13M +147.4K (+2.5%) 187.80M -54.4M (-22.4%) 11.55% +0.339 pp 0.00% -0.001 pp USD47.65 -35.7% 6 qtrs
2 VANGUARD GROUP INC 4.84M +25.2K (+0.5%) 148.26M -46.6M (-23.9%) 9.12% +0.096 pp 0.00% -0.001 pp USD50.48 -39.3% 84 qtrs
3 NEUBERGER BERMAN GROUP LLC 3.07M -205.1K (-6.3%) 93.96M -38.5M (-29.1%) 5.78% -0.353 pp 0.07% -0.027 pp USD44.11 -30.6% 58 qtrs
4 CLARKSTON CAPITAL PARTNERS, LLC 2.62M +410.1K (+18.6%) 80.19M -9.2M (-10.3%) 4.93% +0.795 pp 1.86% -0.068 pp USD38.69 -20.8% 51 qtrs
5 SCHRODER INVESTMENT MANAGEMENT GROUP 1.81M +234.5K (+14.9%) 55.37M -8.3M (-13.0%) 3.41% +0.458 pp 0.04% -0.007 pp USD37.35 -18.0% 11 qtrs
6 STATE STREET CORP 1.70M +24.3K (+1.5%) 52.55M -15.1M (-22.3%) 3.20% +0.063 pp 0.00% -0.001 pp USD47.87 -36.0% 51 qtrs
7 DIMENSIONAL FUND ADVISORS LP 1.60M +43.0K (+2.8%) 49.03M -14.0M (-22.2%) 3.02% +0.097 pp 0.01% -0.003 pp USD45.87 -33.2% 51 qtrs
8 MADISON AVENUE PARTNERS, LP 1.15M -23.4K (-2.0%) 35.14M -12.2M (-25.8%) 2.16% -0.032 pp 1.51% -1.318 pp USD41.67 -26.5% 8 qtrs
9 BROWN ADVISORY INC 1.04M -163.4K (-13.5%) 31.94M -16.9M (-34.6%) 1.96% -0.296 pp 0.04% -0.019 pp USD43.85 -30.1% 5 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 953.9K -5.2K (-0.5%) 29.22M -9.6M (-24.7%) 1.80% +0.000 pp 0.00% -0.001 pp USD48.39 -36.7% 78 qtrs
11 SILVERCREST ASSET MANAGEMENT GROUP LLC 921.3K +921.3K (+100.0%) 28.22M +28.2M (+100.0%) 1.74% +1.735 pp 0.19% +0.194 pp USD30.63 +0.0% 1 qtrs NEW
12 BANK OF NEW YORK MELLON CORP 827.8K +96.1K (+13.1%) 25.36M -4.3M (-14.4%) 1.56% +0.188 pp 0.00% -0.001 pp USD43.64 -29.8% 66 qtrs
13 PALISADE CAPITAL MANAGEMENT, LP 822.2K -119.9K (-12.7%) 25.18M -12.9M (-33.9%) 1.55% -0.216 pp 0.75% -0.289 pp USD47.18 -35.1% 55 qtrs
14 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 794.9K -83.7K (-9.5%) 24.35M -11.2M (-31.5%) 1.50% -0.149 pp 0.07% -0.024 pp USD46.83 -34.6% 21 qtrs
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 672.1K -432.0 (-0.1%) 20.59M -6.6M (-24.4%) 1.27% +0.006 pp 0.00% -0.001 pp USD48.26 -36.5% 100 qtrs
16 INVESCO LTD. 636.1K +44.5K (+7.5%) 19.48M -4.5M (-18.6%) 1.20% +0.090 pp 0.00% -0.001 pp USD41.66 -26.5% 57 qtrs
17 JPMORGAN CHASE & CO 635.1K -14.9K (-2.3%) 19.45M -6.9M (-26.1%) 1.20% -0.022 pp 0.00% 0.000 pp USD44.22 -30.7% 51 qtrs
18 MORGAN STANLEY 621.8K -746.4K (-54.6%) 19.05M -36.3M (-65.6%) 1.17% -1.392 pp 0.00% -0.002 pp USD46.17 -33.7% 51 qtrs
19 GOLDMAN SACHS GROUP INC 533.2K +327.7K (+159.4%) 16.33M +8.0M (+96.3%) 1.00% +0.619 pp 0.00% +0.001 pp USD35.80 -14.4% 73 qtrs
20 BANK OF MONTREAL /CAN/ 441.6K +441.6K (+100.0%) 13.53M +13.5M (+100.0%) 0.83% +0.832 pp 0.00% +0.005 pp USD30.63 +0.0% 4 qtrs
21 MARSHALL WACE, LLP 400.7K +400.7K (+100.0%) 12.27M +12.3M (+100.0%) 0.75% +0.755 pp 0.01% +0.011 pp USD30.63 +0.0% 16 qtrs
22 NEUMEIER POMA INVESTMENT COUNSEL LLC 393.7K -1.9K (-0.5%) 12.06M -4.0M (-24.7%) 0.74% +0.000 pp 1.00% -0.314 pp USD40.47 -24.3% 2 qtrs
23 NORTHERN TRUST CORP 382.3K -33.6K (-8.1%) 11.71M -5.1M (-30.4%) 0.72% -0.059 pp 0.00% -0.001 pp USD49.38 -38.0% 51 qtrs
24 FMR LLC 378.2K +67.5K (+21.7%) 11.59M -992.0K (-7.9%) 0.71% +0.130 pp 0.00% 0.000 pp USD40.76 -24.9% 18 qtrs
25 QUBE RESEARCH & TECHNOLOGIES LTD 351.4K -107.7K (-23.5%) 10.76M -7.8M (-42.1%) 0.66% -0.198 pp 0.01% -0.008 pp USD42.96 -28.7% 15 qtrs
26 NEW YORK STATE COMMON RETIREMENT FUND 300.4K +— (+0.0%) 9.20M -3.0M (-24.3%) 0.57% +0.003 pp 0.01% -0.003 pp USD50.76 -39.7% 87 qtrs
27 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 283.5K -162.1K (-36.4%) 8.68M -9.4M (-51.8%) 0.53% -0.301 pp 1.55% -0.965 pp USD42.48 -27.9% 6 qtrs
28 BALYASNY ASSET MANAGEMENT L.P. 261.6K +261.6K (+100.0%) 8.01M +8.0M (+100.0%) 0.49% +0.493 pp 0.01% +0.010 pp USD30.63 +0.0% 4 qtrs
29 SG CAPITAL MANAGEMENT LLC 252.6K -1.2M (-82.9%) 7.74M -51.9M (-87.0%) 0.48% -2.287 pp 0.74% -4.578 pp USD44.82 -31.7% 6 qtrs
30 LOOMIS SAYLES & CO L P 250.3K -12.2K (-4.6%) 7.67M -3.0M (-27.8%) 0.47% -0.020 pp 0.01% -0.003 pp USD44.29 -30.8% 60 qtrs
31 ALLIANZ ASSET MANAGEMENT GMBH 240.4K -28.2K (-10.5%) 7.36M -3.5M (-32.3%) 0.45% -0.050 pp 0.01% -0.005 pp USD43.36 -29.4% 26 qtrs
32 THOMPSON SIEGEL & WALMSLEY LLC 235.5K +137.2K (+139.7%) 7.21M +3.2M (+81.4%) 0.44% +0.260 pp 0.12% +0.057 pp USD34.07 -10.1% 8 qtrs
33 VICTORY CAPITAL MANAGEMENT INC 230.1K +819.0 (+0.4%) 7.05M -2.2M (-24.0%) 0.43% +0.004 pp 0.00% -0.001 pp USD44.56 -31.3% 28 qtrs
34 ACCESS INVESTMENT MANAGEMENT LLC 155.9K +— (+0.0%) 6.31M +— (+0.0%) 0.29% +0.002 pp 1.70% +0.000 pp USD42.85 -28.5% 3 qtrs
35 CITADEL ADVISORS LLC 204.4K +89.8K (+78.3%) 6.26M +1.6M (+35.0%) 0.38% +0.170 pp 0.00% +0.000 pp USD34.95 -12.4% 52 qtrs
36 PRINCIPAL FINANCIAL GROUP INC 195.5K -2.8K (-1.4%) 5.99M -2.0M (-25.4%) 0.37% -0.003 pp 0.00% -0.001 pp USD46.42 -34.0% 77 qtrs
37 PROSHARE ADVISORS LLC 190.7K +26.9K (+16.4%) 5.84M -787.3K (-11.9%) 0.36% +0.052 pp 0.01% -0.004 pp USD43.92 -30.3% 50 qtrs
38 BANK OF AMERICA CORP /DE/ 183.8K -99.0K (-35.0%) 5.63M -5.8M (-50.8%) 0.35% -0.184 pp 0.00% 0.000 pp USD44.17 -30.7% 52 qtrs
39 UBS GROUP AG 164.4K -47.4K (-22.4%) 5.04M -3.5M (-41.3%) 0.31% -0.087 pp 0.00% -0.001 pp USD42.76 -28.4% 45 qtrs
40 D. E. SHAW & CO., INC. 147.4K +126.3K (+598.9%) 4.51M +3.7M (+428.9%) 0.28% +0.238 pp 0.00% +0.002 pp USD31.35 -2.3% 12 qtrs
41 NORDEA INVESTMENT MANAGEMENT AB 141.5K -13.6K (-8.8%) 4.35M -1.9M (-29.9%) 0.27% -0.024 pp 0.00% -0.002 pp USD39.62 -22.7% 20 qtrs
42 PUBLIC SECTOR PENSION INVESTMENT BOARD 141.5K -18.4K (-11.5%) 4.33M -2.1M (-33.0%) 0.27% -0.033 pp 0.01% -0.009 pp USD40.98 -25.3% 11 qtrs
43 AMERIPRISE FINANCIAL INC 133.1K -11.8K (-8.1%) 4.08M -1.8M (-30.5%) 0.25% -0.021 pp 0.00% 0.000 pp USD41.17 -25.6% 55 qtrs
44 AMERICAN CENTURY COMPANIES INC 128.3K -8.5K (-6.2%) 3.93M -1.6M (-29.0%) 0.24% -0.015 pp 0.00% -0.001 pp USD41.29 -25.8% 21 qtrs
45 LSV ASSET MANAGEMENT 127.7K +28.2K (+28.3%) 3.91M -116.0K (-2.9%) 0.24% +0.054 pp 0.01% 0.000 pp USD38.30 -20.0% 2 qtrs
46 RHUMBLINE ADVISERS 112.7K +55.0 (+0.0%) 3.45M -1.1M (-24.3%) 0.21% +0.001 pp 0.00% -0.001 pp USD48.40 -36.7% 55 qtrs
47 LEGAL & GENERAL GROUP PLC 108.5K -5.7K (-5.0%) 3.32M -1.3M (-28.1%) 0.20% -0.010 pp 0.00% 0.000 pp USD43.41 -29.4% 59 qtrs
48 UBS ASSET MANAGEMENT AMERICAS INC 101.2K +3.1K (+3.1%) 3.10M -871.3K (-21.9%) 0.19% +0.007 pp 0.00% 0.000 pp USD43.75 -30.0% 55 qtrs
49 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 100.8K +100.8K (+100.0%) 3.09M +3.1M (+100.0%) 0.19% +0.190 pp 0.01% +0.005 pp USD30.63 +0.0% 1 qtrs NEW
50 BESSEMER GROUP INC 100.4K +100.3K (+91,974.3%) 3.07M +3.1M (+76,750.0%) 0.19% +0.189 pp 0.00% +0.005 pp USD30.65 -0.1% 6 qtrs
51 VOLORIDGE INVESTMENT MANAGEMENT, LLC 99.3K +99.3K (+100.0%) 3.04M +3.0M (+100.0%) 0.19% +0.187 pp 0.01% +0.011 pp USD30.63 +0.0% 1 qtrs NEW
52 HRT FINANCIAL LP 92.5K -18.6K (-16.8%) 2.83M -1.7M (-37.0%) 0.17% -0.034 pp 0.01% -0.008 pp USD41.80 -26.7% 6 qtrs
53 RAYMOND JAMES FINANCIAL INC 92.4K -473.0K (-83.7%) 2.83M -20.1M (-87.6%) 0.17% -0.885 pp 0.00% -0.007 pp USD43.71 -29.9% 5 qtrs
54 KENDALL CAPITAL MANAGEMENT 88.2K -10.0K (-10.2%) 2.70M -1.3M (-32.0%) 0.17% -0.018 pp 0.57% -0.331 pp USD40.29 -24.0% 13 qtrs
55 ATOM INVESTORS LP 85.7K +7.5K (+9.6%) 2.62M -539.1K (-17.0%) 0.16% +0.015 pp 0.21% -0.031 pp USD42.63 -28.1% 9 qtrs
56 SWISS NATIONAL BANK 83.3K +1.1K (+1.3%) 2.55M -775.2K (-23.3%) 0.16% +0.003 pp 0.00% 0.000 pp USD45.68 -32.9% 51 qtrs
57 XTX TOPCO LTD 82.2K +82.2K (+100.0%) 2.52M +2.5M (+100.0%) 0.15% +0.155 pp 0.07% +0.066 pp USD30.63 +0.0% 12 qtrs
58 FIRST TRUST ADVISORS LP 75.0K +47.3K (+170.8%) 2.30M +1.2M (+104.9%) 0.14% +0.089 pp 0.00% +0.001 pp USD34.88 -12.2% 5 qtrs
59 NUVEEN, LLC 74.0K -3.3K (-4.3%) 2.27M -861.0K (-27.5%) 0.14% -0.005 pp 0.00% 0.000 pp USD44.56 -31.3% 4 qtrs
60 BARCLAYS PLC 70.1K +1.0K (+1.5%) 2.15M -1.2M (-35.6%) 0.13% +0.003 pp 0.00% 0.000 pp USD44.03 -30.4% 51 qtrs
61 SPEARS ABACUS ADVISORS LLC 67.4K +— (+0.0%) 2.07M -663.4K (-24.3%) 0.13% +0.001 pp 0.04% -0.013 pp USD38.42 -20.3% 8 qtrs
62 AQR CAPITAL MANAGEMENT LLC 67.2K -11.0K (-14.0%) 2.06M -1.1M (-34.2%) 0.13% -0.020 pp 0.00% -0.001 pp USD41.63 -26.4% 49 qtrs
63 CLARK ESTATES INC/NY 67.0K +9.7K (+17.0%) 2.05M -264.8K (-11.4%) 0.13% +0.019 pp 0.50% -0.031 pp USD36.39 -15.8% 10 qtrs
64 SEIZERT CAPITAL PARTNERS, LLC 65.6K +2.2K (+3.4%) 2.01M -558.2K (-21.7%) 0.12% +0.005 pp 0.08% -0.026 pp USD40.17 -23.7% 15 qtrs
65 WEISS ASSET MANAGEMENT LP 63.9K +31.4K (+96.6%) 1.96M +641.3K (+48.8%) 0.12% +0.059 pp 0.03% +0.012 pp USD35.64 -14.1% 2 qtrs
66 ELO MUTUAL PENSION INSURANCE CO 57.0K +21.4K (+60.0%) 1.75M +303.9K (+21.1%) 0.11% +0.041 pp 0.03% +0.003 pp USD38.57 -20.6% 4 qtrs
67 SEI INVESTMENTS CO 57.0K +30.7K (+116.3%) 1.75M +679.7K (+63.7%) 0.11% +0.058 pp 0.00% +0.001 pp USD35.72 -14.2% 45 qtrs
68 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 50.1K +— (+0.0%) 1.53M -493.0K (-24.3%) 0.09% +0.001 pp 0.00% -0.001 pp USD46.34 -33.9% 51 qtrs
69 WELLS FARGO & COMPANY/MN 47.0K -34.2K (-42.2%) 1.44M -1.8M (-56.2%) 0.09% -0.064 pp 0.00% 0.000 pp USD43.33 -29.3% 57 qtrs
70 CARDINAL CAPITAL MANAGEMENT 45.1K +1.3K (+3.0%) 1.40M -373.8K (-21.1%) 0.08% +0.003 pp 0.19% -0.060 pp USD45.44 -32.6% 49 qtrs
71 ALLIANCEBERNSTEIN L.P. 45.3K +— (+0.0%) 1.39M -445.6K (-24.3%) 0.09% +0.001 pp 0.00% 0.000 pp USD47.49 -35.5% 61 qtrs
72 PRUDENTIAL FINANCIAL INC 44.7K -2.8K (-5.9%) 1.37M -552.9K (-28.8%) 0.08% -0.005 pp 0.00% -0.001 pp USD37.26 -17.8% 77 qtrs
73 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 44.1K -7.3K (-14.2%) 1.36M -715.1K (-34.4%) 0.08% -0.013 pp 0.00% -0.001 pp USD44.56 -31.3% 4 qtrs
74 NORGES BANK 44.0K +44.0K (+100.0%) 1.35M +1.3M (+100.0%) 0.08% +0.083 pp 0.00% +0.000 pp USD30.63 +0.0% 1 qtrs NEW
75 PRICE T ROWE ASSOCIATES INC /MD/ 43.0K +3.7K (+9.4%) 1.32M -273.0K (-17.2%) 0.08% +0.007 pp 0.00% +0.000 pp USD42.67 -28.2% 75 qtrs
76 JUPITER ASSET MANAGEMENT LTD 42.4K +— (+0.0%) 1.30M -417.2K (-24.3%) 0.08% +0.000 pp 0.01% -0.004 pp USD44.63 -31.4% 3 qtrs
77 GREAT WEST LIFE ASSURANCE CO /CAN/ 40.1K -8.5K (-17.6%) 1.23M -712.0K (-36.7%) 0.08% -0.016 pp 0.00% -0.001 pp USD42.49 -27.9% 63 qtrs
78 MARTIN & CO INC /TN/ 39.7K +1.3K (+3.3%) 1.21M -339.2K (-21.8%) 0.07% +0.003 pp 0.21% -0.068 pp USD47.92 -36.1% 57 qtrs
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 39.6K -63.0 (-0.2%) 1.21M -392.1K (-24.4%) 0.07% +0.000 pp 0.00% 0.000 pp USD41.51 -26.2% 52 qtrs
80 OXFORD ASSET MANAGEMENT LLP 38.2K +8.8K (+29.8%) 1.17M -20.8K (-1.7%) 0.07% +0.017 pp 0.48% +0.071 pp USD38.84 -21.1% 3 qtrs
81 DEUTSCHE BANK AG\ 36.7K +4.4K (+13.6%) 1.13M -183.6K (-14.0%) 0.07% +0.009 pp 0.00% 0.000 pp USD42.85 -28.5% 50 qtrs
82 HILLSDALE INVESTMENT MANAGEMENT INC. 36.2K +1.1K (+3.0%) 1.11M -313.2K (-22.1%) 0.07% +0.002 pp 0.03% -0.012 pp USD44.20 -30.7% 4 qtrs
83 SUSQUEHANNA INTERNATIONAL GROUP, LLP 35.8K +35.8K (+100.0%) 1.10M +1.1M (+100.0%) 0.07% +0.067 pp 0.00% +0.000 pp USD30.63 +0.0% 17 qtrs
84 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 34.5K -2.0K (-5.5%) 1.06M -420.9K (-28.5%) 0.06% -0.003 pp 0.01% -0.003 pp USD39.47 -22.4% 11 qtrs
85 UNCOMMON CENTS INVESTING LLC 34.3K -895.0 (-2.5%) 1.05M -373.3K (-26.2%) 0.06% -0.001 pp 0.25% -0.100 pp USD46.96 -34.8% 25 qtrs
86 MILLENNIUM MANAGEMENT LLC 34.1K +26.4K (+340.9%) 1.04M +731.7K (+233.7%) 0.06% +0.050 pp 0.00% +0.000 pp USD33.56 -8.7% 48 qtrs
87 CALDWELL SUTTER CAPITAL, INC. 33.8K +— (+0.0%) 1.04M -332.7K (-24.3%) 0.06% +0.000 pp 0.44% -0.145 pp USD39.89 -23.2% 13 qtrs
88 RUSSELL INVESTMENTS GROUP, LTD. 29.5K +1.1K (+3.8%) 904.2K -246.3K (-21.4%) 0.06% +0.002 pp 0.00% 0.000 pp USD39.82 -23.1% 37 qtrs
89 FRANKLIN RESOURCES INC 29.5K -127.0 (-0.4%) 903.5K -295.4K (-24.6%) 0.06% +0.000 pp 0.00% 0.000 pp USD37.73 -18.8% 11 qtrs
90 INVENOMIC CAPITAL MANAGEMENT LP 28.3K +28.3K (+100.0%) 865.9K +865.9K (+100.0%) 0.05% +0.053 pp 0.04% +0.040 pp USD30.63 +0.0% 1 qtrs NEW
91 THRIVENT FINANCIAL FOR LUTHERANS 28.2K -1.5K (-5.0%) 863.0K -337.0K (-28.1%) 0.05% -0.003 pp 0.00% -0.001 pp USD40.25 -23.9% 48 qtrs
92 ACADIAN ASSET MANAGEMENT LLC 27.7K +23.3K (+519.9%) 847.0K +667.0K (+370.6%) 0.05% +0.044 pp 0.00% +0.001 pp USD32.22 -4.9% 41 qtrs
93 SQUAREPOINT OPS LLC 26.7K +13.0K (+95.5%) 817.5K +265.1K (+48.0%) 0.05% +0.025 pp 0.00% +0.000 pp USD35.66 -14.1% 4 qtrs
94 ILLINOIS MUNICIPAL RETIREMENT FUND 25.4K +4.5K (+21.6%) 779.2K -67.4K (-8.0%) 0.05% +0.009 pp 0.01% -0.001 pp USD37.46 -18.2% 10 qtrs
95 GSA CAPITAL PARTNERS LLP 24.7K +24.7K (+100.0%) 757.0K +757.0K (+100.0%) 0.05% +0.047 pp 0.07% +0.065 pp USD30.63 +0.0% 1 qtrs NEW
96 BRICKWOOD ASSET MANAGEMENT LLP 23.6K +23.6K (+100.0%) 723.5K +723.5K (+100.0%) 0.04% +0.045 pp 0.50% +0.503 pp USD30.63 +0.0% 1 qtrs NEW
97 SG AMERICAS SECURITIES, LLC 23.3K +2.6K (+12.3%) 713.0K -126.0K (-15.0%) 0.04% +0.005 pp 0.00% -0.002 pp USD39.39 -22.2% 51 qtrs
98 METLIFE INVESTMENT MANAGEMENT, LLC 23.0K -1.6K (-6.3%) 705.3K -289.6K (-29.1%) 0.04% -0.003 pp 0.00% -0.001 pp USD56.13 -45.4% 33 qtrs
99 NORTH STAR INVESTMENT MANAGEMENT CORP. 23.0K +23.0K (+100.0%) 704.5K +704.5K (+100.0%) 0.04% +0.043 pp 0.04% +0.044 pp USD30.63 +0.0% 1 qtrs NEW
100 STATE OF ALASKA, DEPARTMENT OF REVENUE 22.7K -48.9K (-68.3%) 694.0K -2.2M (-76.0%) 0.04% -0.092 pp 0.01% -0.022 pp USD40.27 -23.9% 33 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.36
Neutral
Ratio by volume
3.00
Bullish
Buys
49
Sells
36
Shares acquired
291.0K
Shares disposed
86.2K
Cash buys
Cash sales
Net activity
+204,780
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-27 Weber Andrew Officer A-Award A Restricted Stock Units 11,927 0.00 11,927 D
2026-05-27 Silver Deirdre P. Officer A-Award A Restricted Stock Units 10,223 0.00 10,223 D
2026-05-27 Monaco Kevin Officer A-Award A Restricted Stock Units 3,835 0.00 3,835 D
2026-05-27 McMahan Danielle Officer A-Award A Restricted Stock Units 15,810 0.00 15,810 D
2026-05-27 Kissner Matthew Director / Officer A-Award A Restricted Stock Units 55,692 0.00 55,692 D
2026-05-27 Caridi Christopher Officer A-Award A Restricted Stock Units 4,319 0.00 4,319 D
2026-05-27 Albright Craig Morrow Officer A-Award A Restricted Stock Units 16,121 0.00 16,121 D
2026-05-11 Kowalski Jessica Patricia Officer A-Award A Restricted Stock Units 36,792 0.00 36,792 D
2026-04-30 Weber Andrew Officer M-Exempt A Class A Common 2,007 0.00 12,947 D
2026-04-30 Silver Deirdre P. Officer M-Exempt A Class A Common 1,815 0.00 30,007 D
2026-04-30 Monaco Kevin Officer M-Exempt A Class A Common 508 0.00 12,740 D
2026-04-30 McMahan Danielle Officer M-Exempt D Restricted Stock Units 1,914 0.00 5,745 D
2026-04-30 Kissner Matthew Director / Officer M-Exempt A Class A Common 6,798 0.00 29,187 D
2026-04-30 Flynn Jay Officer F-InKind D Class A Common 5,470 40.93 223.9K 21,180 D
2026-04-30 Caridi Christopher Officer M-Exempt A Class A Common 555 0.00 10,001 D
2026-04-30 Albright Craig Morrow Officer M-Exempt D Restricted Stock Units 2,714 0.00 8,142 D
2026-04-23 Singh Inder M Director A-Award A Phantom Stock Units 132 0.00 15,501 D
2026-04-23 Madden Karen N Director A-Award A Phantom Stock Units 45 0.00 5,337 D
2026-04-23 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 536 0.00 62,945 D
2026-04-23 Hemphill Brian O Director A-Award A Phantom Stock Units 122 0.00 14,290 D
2026-04-23 Dobson David C Director A-Award A Phantom Stock Units 267 0.00 31,389 D
2026-04-23 Baker Mari Jean Director A-Award A Phantom Stock Units 361 0.00 42,373 D
2026-04-23 Andresen Katherine Dunn Director A-Award A Phantom Stock Units 36 0.00 4,181 D
2026-01-15 Singh Inder M Director A-Award A Phantom Stock Units 174 0.00 15,369 D
2026-01-15 Madden Karen N Director A-Award A Phantom Stock Units 60 0.00 5,291 D
2026-01-15 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 706 0.00 62,409 D
2026-01-15 Hemphill Brian O Director A-Award A Phantom Stock Units 160 0.00 14,168 D
2026-01-15 Dobson David C Director A-Award A Phantom Stock Units 352 0.00 31,121 D
2026-01-15 Baker Mari Jean Director A-Award A Phantom Stock Units 476 0.00 42,012 D
2026-01-15 Andresen Katherine Dunn Director A-Award A Phantom Stock Units 47 0.00 4,145 D
2026-01-09 WILEY DEBORAH E 10% Owner D-Return D Class A Common Stock 75,000 30.53 2.29M 659,529 D
2025-10-23 Singh Inder M Director A-Award A Phantom Stock Units 144 0.00 15,195 D
2025-10-23 Madden Karen N Director A-Award A Phantom Stock Units 50 0.00 5,231 D
2025-10-23 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 587 0.00 61,703 D
2025-10-23 Hemphill Brian O Director A-Award A Phantom Stock Units 133 0.00 14,008 D
2025-10-23 Dobson David C Director A-Award A Phantom Stock Units 293 0.00 30,769 D
2025-10-23 Baker Mari Jean Director A-Award A Phantom Stock Units 395 0.00 41,536 D
2025-10-23 Andresen Katherine Dunn Director A-Award A Phantom Stock Units 39 0.00 4,098 D
2025-09-25 Singh Inder M Director A-Award A Phantom Stock Units 3,275 0.00 15,051 D
2025-09-25 PESCE WILLIAM J Director A-Award A Restricted Stock Units 3,275 0.00 3,275 D
2025-09-25 Madden Karen N Director A-Award A Phantom Stock Units 3,275 0.00 5,181 D
2025-09-25 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 3,275 0.00 61,116 D
2025-09-25 Hemphill Brian O Director A-Award A Phantom Stock Units 3,275 0.00 13,875 D
2025-09-25 Dobson David C Director A-Award A Phantom Stock Units 3,275 0.00 30,477 D
2025-09-25 Baker Mari Jean Director A-Award A Phantom Stock Units 3,275 0.00 41,142 D
2025-09-25 Andresen Katherine Dunn Director A-Award A Phantom Stock Units 3,275 0.00 4,059 D
2025-09-24 PESCE WILLIAM J Director M-Exempt A Class A Common 2,758 40.11 110.6K 88,108 D
2025-07-24 Singh Inder M Director A-Award A Phantom Stock Units 105 0.00 11,775 D
2025-07-24 Silver Deirdre P. Officer A-Award A Class A Common 223 39.63 8.8K 25,143 D
2025-07-24 Madden Karen N Director A-Award A Phantom Stock Units 17 0.00 1,906 D
2025-07-24 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 516 0.00 57,841 D
2025-07-24 Hemphill Brian O Director A-Award A Phantom Stock Units 95 0.00 10,599 D
2025-07-24 Dobson David C Director A-Award A Phantom Stock Units 243 0.00 27,201 D
2025-07-24 Baker Mari Jean Director A-Award A Phantom Stock Units 338 0.00 37,866 D
2025-07-24 Andresen Katherine Dunn Director A-Award A Phantom Stock Units 7 0.00 784 D
2025-07-02 Flynn Jay Officer S-Sale D Class A Common 5,300 43.30 229.5K 15,427 D
2025-07-01 Caridi Christopher Officer S-Sale D Class A Common 5,665 44.14 250.1K 7,928 D
2025-06-30 Weber Andrew Officer M-Exempt D Restricted Stock Units 3,149 0.00 0 D
2025-06-30 Silver Deirdre P. Officer M-Exempt A Class A Common 6,052 0.00 27,688 D
2025-06-30 Monaco Kevin Officer M-Exempt D Non-Qualified Stock Options (right to buy) 3,000 32.68 98.0K 7,000 D
2025-06-30 McMahan Danielle Officer M-Exempt A Class A Common 6,427 0.00 19,181 D
2025-06-30 Flynn Jay Officer M-Exempt D Restricted Stock Units 8,128 0.00 0 D
2025-06-30 Caridi Christopher Officer M-Exempt D Restricted Stock Units 905 0.00 1,810 D
2025-06-27 Andresen Katherine Dunn Director 0 0.00 0
2025-06-26 Kissner Matthew Director / Officer A-Award A Restricted Stock Units 37,503 0.00 37,503 D
2025-06-26 Albright Craig Morrow Officer A-Award A Restricted Stock Units 10,856 0.00 10,856 D
2025-06-25 Weber Andrew Officer A-Award A Restricted Stock Units 8,031 0.00 8,031 D
2025-06-25 Silver Deirdre P. Officer A-Award A Restricted Stock Units 6,884 0.00 6,884 D
2025-06-25 Monaco Kevin Officer A-Award A Restricted Stock Units 1,808 0.00 1,808 D
2025-06-25 McMahan Danielle Officer A-Award A Restricted Stock Units 7,659 0.00 7,659 D
2025-06-25 Flynn Jay Officer A-Award A Restricted Stock Units 12,337 0.00 12,337 D
2025-06-25 Caridi Christopher Officer A-Award A Restricted Stock Units 2,221 0.00 2,221 D
2025-05-28 Weber Andrew Officer A-Award A Restricted Stock Units 3,149 0.00 3,149 D
2025-05-28 Silver Deirdre P. Officer A-Award A Restricted Stock Units 6,052 0.00 6,052 D
2025-05-28 Monaco Kevin Officer A-Award A Restricted Stock Units 1,829 0.00 1,829 D
2025-05-28 McMahan Danielle Officer A-Award A Restricted Stock Units 6,427 0.00 6,427 D
2025-05-28 Flynn Jay Officer A-Award A Restricted Stock Units 8,128 0.00 8,128 D
2025-05-28 Caridi Christopher Officer A-Award A Restricted Stock Units 2,061 0.00 2,061 D
2025-04-30 Weber Andrew Officer M-Exempt A Class A Common 884 0.00 6,026 D
2025-04-30 Silver Deirdre P. Officer M-Exempt D Restricted Stock Units 1,815 0.00 5,445 D
2025-04-30 Monaco Kevin Officer F-InKind D Class A Common 575 43.64 25.1K 9,609 D
2025-04-30 McMahan Danielle Officer M-Exempt A Class A Common 2,019 0.00 15,326 D
2025-04-30 Kissner Matthew Director / Officer M-Exempt A Class A Common 6,798 0.00 23,410 D
2025-04-30 Flynn Jay Officer M-Exempt D Restricted Stock Units 1,557 0.00 1,557 D
2025-04-30 Caridi Christopher Officer F-InKind D Class A Common 711 43.64 31.0K 11,629 D
2025-04-24 Singh Inder M Director A-Award A Phantom Stock Units 94 0.00 11,670 D
2025-04-24 Madden Karen N Director A-Award A Phantom Stock Units 15 0.00 1,890 D
2025-04-24 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 459 0.00 57,324 D
2025-04-24 Hemphill Brian O Director A-Award A Phantom Stock Units 84 0.00 10,505 D
2025-04-24 Dobson David C Director A-Award A Phantom Stock Units 216 0.00 26,959 D
2025-04-24 Baker Mari Jean Director A-Award A Phantom Stock Units 301 0.00 37,528 D
2025-03-11 Dobson David C Director S-Sale D Class A Common 1,349 46.01 62.1K 0 D
2025-03-10 Dobson David C Director S-Sale D Class A Common 2,041 46.00 93.9K 1,349 D
2025-02-28 Madden Karen N Director A-Award A Phantom Stock Units 1,874 0.00 1,874 D
2025-01-11 Bell George Director A-Award A Phantom stock unit 302 0.00 26,355 D
2025-01-10 Singh Inder M Director A-Award A Phantom Stock Units 96 0.00 11,577 D
2025-01-10 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 472 0.00 56,865 D
2025-01-10 Hemphill Brian O Director A-Award A Phantom Stock Units 87 0.00 10,420 D
2025-01-10 Dobson David C Director A-Award A Phantom Stock Units 222 0.00 26,742 D
2025-01-10 Baker Mari Jean Director A-Award A Phantom Stock Units 309 0.00 37,227 D
2024-12-12 BELL GEORGE Director A-Award A Phantom Stock Units 320 0.00 36,037 D
2024-11-22 Weber Andrew Officer Restricted Stock Units 4,528 0.00 0 D
2024-10-24 Singh Inder M Director A-Award A Phantom Stock Units 81 0.00 11,481 D
2024-10-24 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 400 0.00 56,393 D
2024-10-24 Hemphill Brian O Director A-Award A Phantom Stock Units 73 0.00 10,334 D
2024-10-24 Dobson David C Director A-Award A Phantom Stock Units 188 0.00 26,520 D
2024-10-24 Birnbaum Beth A Director A-Award A Phantom Stock Units 152 0.00 21,376 D
2024-10-24 Baker Mari Jean Director A-Award A Phantom Stock Units 262 0.00 36,918 D
2024-10-24 BELL GEORGE Director A-Award A Phantom Stock Units 253 0.00 35,718 D
2024-10-08 McMahan Danielle Officer S-Sale D Class A Common 2,318 49.41 114.5K 8,978 D
2024-09-26 Singh Inder M Director A-Award A Phantom Stock Units 2,758 0.00 11,399 D
2024-09-26 PESCE WILLIAM J Director A-Award A Restricted Stock Units 2,758 0.00 2,758 D
2024-09-26 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 2,758 0.00 55,993 D
2024-09-26 Hemphill Brian O Director A-Award A Phantom Stock Units 2,758 0.00 10,261 D
2024-09-26 Dobson David C Director A-Award A Phantom Stock Units 2,758 0.00 26,332 D
2024-09-26 Birnbaum Beth A Director A-Award A Phantom Stock Units 2,758 0.00 21,225 D
2024-09-26 Baker Mari Jean Director A-Award A Phantom Stock Units 2,758 0.00 36,657 D
2024-09-26 BELL GEORGE Director A-Award A Phantom Stock Units 358 0.00 32,706 D
2024-09-25 PESCE WILLIAM J Director M-Exempt A Class A Common 3,218 45.83 147.5K 85,350 D
2024-07-25 Singh Inder M Director A-Award A Phantom Stock Units 65 0.00 8,641
2024-07-25 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 399 0.00 53,235
2024-07-25 Hemphill Brian O Director A-Award A Phantom Stock Units 56 0.00 7,502
2024-07-25 Dobson David C Director A-Award A Phantom Stock Units 177 0.00 23,574
2024-07-25 Birnbaum Beth A Director A-Award A Phantom Stock Units 138 0.00 18,466
2024-07-25 Baker Mari Jean Director A-Award A Phantom Stock Units 254 0.00 33,898
2024-07-25 BELL GEORGE Director A-Award A Phantom Stock Units 242 0.00 32,348
2024-07-15 Kissner Matthew Director / Officer A-Award A Restricted Stock Units 27,192 0.00 27,192
2024-07-01 Van Tassell Christina Officer M-Exempt D Restricted Stock Units 12,203 0.00 0
2024-07-01 Silver Deirdre P. Officer M-Exempt D Restricted Stock Units 4,295 0.00 0
2024-07-01 Monaco Kevin Officer M-Exempt D Restricted Stock Units 1,421 0.00 0
2024-07-01 McMahan Danielle Officer F-InKind D Class A Common 2,792 40.69 113.6K 11,296
2024-07-01 Matin Aref Officer M-Exempt A Class A Common 9,638 0.00 44,681
2024-07-01 Flynn Jay Officer M-Exempt A Class A Common 3,185 0.00 14,102
2024-07-01 Caridi Christopher Officer M-Exempt A Class A Common 904 0.00 9,749
2024-06-27 BELL GEORGE Director A-Award A Phantom Stock Units 421 0.00 32,105
2024-06-26 Van Tassell Christina Officer A-Award A Restricted Stock Units 13,531 0.00 13,531
2024-06-26 Silver Deirdre P. Officer A-Award A Restricted Stock Units 7,260 0.00 7,260
2024-06-26 Monaco Kevin Officer A-Award A Restricted Stock Units 2,030 0.00 2,030
2024-06-26 McMahan Danielle Officer A-Award A Restricted Stock Units 8,077 0.00 8,077
2024-06-26 Matin Aref Officer A-Award A Restricted Stock Units 11,970 0.00 11,970
2024-06-26 Flynn Jay Officer A-Award A Restricted Stock Units 13,011 0.00 13,011
2024-06-26 Caridi Christopher Officer A-Award A Restricted Stock Units 2,186 0.00 2,186
2024-06-18 Van Tassell Christina Officer S-Sale D Class A Common 7,530 39.54 297.7K 11,473
2024-06-17 Dobson David C Director S-Sale D Class A Common 10,000 39.76 397.6K 3,390
2024-05-29 Zipper Todd Officer A-Award A Restricted Stock Units 8,907 0.00 8,907
2024-05-29 Van Tassell Christina Officer A-Award A Restricted Stock Units 12,203 0.00 12,203
2024-05-29 Silver Deirdre P. Officer A-Award A Restricted Stock Units 4,295 0.00 4,295
2024-05-29 Monaco Kevin Officer A-Award A Restricted Stock Units 1,421 0.00 1,421
2024-05-29 McMahan Danielle Officer A-Award A Restricted Stock Units 5,046 0.00 5,046
2024-05-29 Matin Aref Officer A-Award A Restricted Stock Units 9,638 0.00 9,638
2024-05-29 Flynn Jay Officer A-Award A Restricted Stock Units 3,185 0.00 3,185
2024-05-29 Caridi Christopher Officer A-Award A Restricted Stock Units 1,677 0.00 1,677
2024-04-30 Zipper Todd Officer M-Exempt D Restricted Stock Units 3,076 0.00 9,229
2024-04-30 Wiley Jesse Caleb Director / 10% Owner Class B Common 0 0.00 24,565 D
2024-04-30 Van Tassell Christina Officer F-InKind D Class A Common 4,873 37.57 183.1K 19,003
2024-04-30 Silver Deirdre P. Officer M-Exempt A Class A Common 1,889 0.00 18,514
2024-04-30 Monaco Kevin Officer M-Exempt A Class A Common 511 0.00 8,111
2024-04-30 McMahan Danielle Officer M-Exempt A Class A Common 2,107 0.00 12,101
2024-04-30 Matin Aref Officer M-Exempt D Restricted Stock Units 1,908 0.00 0
2024-04-30 KISSNER MATTHEW S Director / Officer 0 0.00 0
2024-04-30 Flynn Jay Officer M-Exempt D Restricted Stock Units 932 0.00 0
2024-04-30 Caridi Christopher Officer M-Exempt A Class A Common 329 0.00 8,587
2024-04-25 Singh Inder M Director A-Award A Phantom Stock Units 78 0.00 8,576
2024-04-25 Silver Deirdre P. Officer A-Award A Class A Common 124 38.14 4.7K 13,632
2024-04-25 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 483 0.00 52,836
2024-04-25 Hemphill Brian O Director A-Award A Phantom Stock Units 68 0.00 7,446
2024-04-25 Dobson David C Director A-Award A Class A Common 122 38.13 4.7K 13,390
2024-04-25 Birnbaum Beth A Director A-Award A Phantom Stock Units 167 0.00 18,328
2024-04-25 Baker Mari Jean Director A-Award A Phantom Stock Units 307 0.00 33,644
2024-04-25 BELL GEORGE Director A-Award A Phantom Stock Units 290 0.00 31,684
2024-04-11 McMahan Danielle Officer S-Sale D Class A Common 3,459 38.71 133.9K 6,659
2024-04-10 Flynn Jay Officer S-Sale D Class A Common 6,114 38.82 237.3K 8,069
2024-03-27 BELL GEORGE Director A-Award A Phantom Stock Units 494 0.00 31,394
2024-01-12 Dobson David C Director A-Award A Class A Common 143 31.98 4.6K 13,268
2024-01-11 Singh Inder M Director A-Award A Phantom Stock Units 93 0.00 8,498
2024-01-11 Silver Deirdre P. Officer A-Award A Class A Common 149 31.48 4.7K 13,508
2024-01-11 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 572 0.00 52,353
2024-01-11 Hemphill Brian O Director A-Award A Phantom Stock Units 81 0.00 7,378
2024-01-11 Dobson David C Director A-Award A Phantom Stock Units 253 0.00 23,184
2024-01-11 Birnbaum Beth A Director A-Award A Phantom Stock Units 198 0.00 18,160
2024-01-11 Baker Mari Jean Director A-Award A Phantom Stock Units 364 0.00 33,337
2024-01-11 BELL GEORGE Director A-Award A Phantom Stock Units 337 0.00 30,900
2024-01-09 Zipper Todd Officer S-Sale D Class A Common 3,935 31.12 122.5K 16,787
2023-12-14 BELL GEORGE Director A-Award A Phantom Stock Units 458 0.00 30,563
2023-11-22 Van Tassell Christina Officer M-Exempt D Restricted Stock Units 11,964 0.00 0
2023-11-02 Van Tassell Christina Officer A-Award A Non-Qualified Stock Options (right to buy) 20,000 35.00 700.0K 20,000
2023-11-02 Silver Deirdre P. Officer A-Award A Non-Qualified Stock Options (right to buy) 20,000 35.00 700.0K 20,000
2023-11-02 McMahan Danielle Officer A-Award A Non-Qualified Stock Options (right to buy) 20,000 35.00 700.0K 20,000
2023-11-02 Matin Aref Officer A-Award A Non-Qualified Stock Options (right to buy) 20,000 35.00 700.0K 20,000
2023-11-02 KISSNER MATTHEW S Officer A-Award A Non-Qualified Stock Options (right to buy) 20,000 35.00 700.0K 20,000
2023-11-02 Flynn Jay Officer A-Award A Non-Qualified Stock Options (right to buy) 20,000 35.00 700.0K 20,000
2023-10-30 Dobson David C Director A-Award A Class A Common 92 30.34 2.8K 13,125
2023-10-25 Singh Inder M Director A-Award A Phantom Stock Units 96 0.00 8,405
2023-10-25 Silver Deirdre P. Officer A-Award A Class A Common 150 30.76 4.6K 13,359
2023-10-25 MCDANIEL RAYMOND W Director A-Award A Phantom Stock Units 590 0.00 51,781
2023-10-25 Hemphill Brian O Director A-Award A Phantom Stock Units 83 0.00 7,298
2023-10-25 Dobson David C Director A-Award A Phantom Stock Units 261 0.00 22,930
2023-10-25 Birnbaum Beth A Director A-Award A Phantom Stock Units 205 0.00 17,962
2023-10-25 Baker Mari Jean Director A-Award A Phantom Stock Units 376 0.00 32,973
2023-10-25 BELL GEORGE Director A-Award A Phantom Stock Units 343 0.00 30,105

Executive team

Top executives
EBIT / Employee
49.8K
Shares Outstanding
53.10M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2006 William J. Pesce President, Chief Executive Officer and Director 823.3K 1.20M 2.48M 190.0K 6.6K 4.70M 56.81%
2 2006 Ellis E. Cousens Executive Vice President, Chief Financial and Operations Officer 445.0K 493.0K 620.3K 60.0K 6.6K 1.62M 41.87%
3 2006 Stephen A. Kippur Executive Vice President and President, Professional/Trade 436.7K 462.3K 620.3K 55.0K 12.8K 1.59M 42.55%
4 2006 Bonnie E. Lieberman Senior Vice President and General Manager, Higher Education 332.5K 441.9K 496.3K 50.0K 7.3K 1.33M 41.13%
5 2006 Gary M. Rinck Senior Vice President and General Counsel 387.5K 330.0K 25.0K 10.8K 753.3K 3.32%
6 2005 William J. Pesce President, Chief Executive Officer and Director 783.3K 1.04M 1.80M 185.0K 6.3K 3.81M 52.12%
7 2005 Ellis E. Cousens Executive Vice President, Chief Financial and Operations Officer 416.7K 498.0K 515.0K 60.0K 6.4K 1.50M 38.43%
8 2005 Stephen A. Kippur Executive Vice President and President, Professional/Trade 416.7K 426.8K 303.1K 55.0K 10.4K 1.21M 29.54%
9 2005 Gary M. Rinck Senior Vice President and General Counsel 270.8K 300.2K 25.0K 254.2K 850.3K 2.94%
10 2005 Bonnie E. Lieberman Senior Vice President and General Manager, Higher Education 316.7K 138.1K 180.2K 50.0K 7.6K 692.5K 33.24%
11 2004 William J. Pesce President, Chief Executive Officer and Director 750.0K 1.19M 1.03M 200.0K 6.2K 3.18M 38.86%
12 2004 Ellis E. Cousens Executive Vice President, Chief Financial and Operations Officer 400.0K 470.0K 310.3K 55.0K 5.9K 1.24M 29.43%
13 2004 Stephen A. Kippur Executive Vice President and President, Professional/Trade 400.0K 396.4K 269.1K 55.0K 11.7K 1.13M 28.63%
14 2004 Bonnie E. Lieberman Senior Vice President and General Manager, Higher Education 300.0K 167.0K 129.3K 50.0K 7.2K 653.5K 27.43%
15 2004 Gary M. Rinck Senior Vice President and General Counsel 43.1K 25.0K 68.1K 36.71%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-08-14 DEFA14A
2025-08-14 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-06-16 8-K
2026-06-15 8-K
2026-06-02 8-K
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4

Executive team

NameTitleCompensationGender
Matthew S. Kissner President, Chief Executive Officer & Employee Director 2M male
James Flynn Executive Vice President and GM of Research & Learning 1M male
Christopher F. Caridi Senior Vice President, Chief Accounting Officer, Finance Transformation Lead & Global Corporate Controller 1M male
Danielle McMahan Executive Vice President & Chief People Officer 939.3K female
Deirdre Silver Executive Vice President, General Counsel & Corporate Secretary 877.7K female
Jesse Caleb Wiley Non-Executive Chairman 372.1K male
Craig Albright Executive Vice President & Chief Financial Officer male
Andrew Weber Executive Vice President of Technology & Operations male
Brian Campbell Vice President of Investor Relations male
Anna Reeves Senior Vice President & Chief Marketing Officer female
ESG Rating
B
PUBLISHING
Rank: 5 out of 9
2021
E (Environmental)
63.5 / 76.8
Company / Sector avg.
S (Social)
57.6 / 65.6
Company / Sector avg.
G (Governance)
75.4 / 76.9
Company / Sector avg.
ESG Total
65.5 / 73.1
Company / Sector avg.
ESG Score History PUBLISHING
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits