SCHLNasdaqBooks: Publishing or Publishing & PrintingFiscal year ends May 31
SCHOLASTIC CORP
Financials through Q1 FY2027, quarter ended Aug 31, 2026Last filing: 10-Q on Sep 25, 2026
$39.48+1.81 (+4.80%)
Close on Oct 19, 2026
- Market cap
- $746.17M
- P/E (TTM)
- 28.2
- Dividend yield
- 2.03%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.3%
17M of 18M shares
Institutional holders
226
54 new, 32 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $14.26M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Iole Lucchese | 955,019 | 5.20% | 13D (active) amendment | Aug 26, 2026 |
| BlackRock, Inc. | 2,439,244 | 11.70% | 13G (passive) amendment | Jun 30, 2026 |
| Mary Sue Robinson Morrill | 2,302,373 | 9.30% | 13G (passive) amendment | Dec 31, 2025 |
| William W. Robinson | 2,020,057 | 7.40% | 13G (passive) amendment | Dec 31, 2024 |
| Andrew S. Hedden | 1,729,766 | 7.00% | 13G (passive) amendment | Dec 31, 2025 |
| Dimensional Fund Advisors LP | 1,676,235 | 9.50% | 13G (passive) amendment | Sep 30, 2026 |
| Barbara Robinson Buckland | 1,660,125 | 6.80% | 13G (passive) amendment | Dec 31, 2025 |
| Florence Robinson Ford | 1,440,035 | 5.90% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SCHL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,624,440 | 14.26% | $120.72M | −779,740 | 0.00% |
| Dimensional Fund Advisors LP | 1,731,705 | 9.41% | $79.66M | −2,596 | 0.01% |
| American Century Companies Inc | 838,952 | 4.56% | $38.59M | +42,938 | 0.02% |
| State Street Corp | 677,671 | 3.68% | $31.17M | −189,263 | 0.00% |
| Bragg Financial Advisors, Inc | 672,247 | 3.65% | $30.92M | −304 | 0.83% |
| Vanguard Capital Management LLC | 636,562 | 3.46% | $29.28M | −212,697 | 0.00% |
| Invesco Ltd. | 588,589 | 3.20% | $27.08M | +7,926 | 0.00% |
| Geode Capital Management, LLC | 574,612 | 3.12% | $26.44M | −45,065 | 0.00% |
| Allianz Asset Management GmbH | 550,055 | 2.99% | $25.30M | −24,326 | 0.02% |
| Vanguard Portfolio Management LLC | 482,704 | 2.62% | $22.20M | −43,429 | 0.00% |
| Charles Schwab Investment Management Inc | 461,428 | 2.51% | $21.23M | −114,208 | 0.00% |
| Qube Research & Technologies Ltd | 409,320 | 2.22% | $18.83M | +386,621 | 0.02% |
| Alliancebernstein L.P. | 371,800 | 2.02% | $14.52M | −590,654 | 0.00% |
| Morgan Stanley | 304,326 | 1.65% | $14.00M | −156,919 | 0.00% |
| Aqr Capital Management LLC | 287,479 | 1.56% | $13.22M | −15,524 | 0.00% |
| UBS Group AG | 267,302 | 1.45% | $12.30M | +122,886 | 0.00% |
| Empowered Funds, LLC | 253,526 | 1.38% | $11.66M | +113,747 | 0.06% |
| Bank of New York Mellon Corp | 248,201 | 1.35% | $11.42M | −17,881 | 0.00% |
| Bridgeway Capital Management, LLC | 240,936 | 1.31% | $11.08M | +35,000 | 0.19% |
| Jane Street Group, LLC | 239,153 | 1.30% | $11.00M | +156,479 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 226 | 17M | 94.3% | 54 / 57 | 89 / 32 | 2M | 4M |
| Q1 2026 | 210 | 19M | 100.0% | 50 / 74 | 50 / 30 | 4M | 3M |
| Q4 2025 | 194 | 20M | 100.0% | 33 / 48 | 79 / 18 | 1M | 2M |
| Q3 2025 | 181 | 21M | 100.0% | 37 / 56 | 64 / 14 | 3M | 2M |
| Q2 2025 | 160 | 20M | 100.0% | 22 / 55 | 63 / 27 | 1M | 3M |
| Q1 2025 | 166 | 22M | 100.0% | 31 / 57 | 53 / 21 | 3M | 4M |
| Q4 2024 | 159 | 22M | 100.0% | 19 / 65 | 54 / 34 | 3M | 2M |
| Q3 2024 | 174 | 22M | 100.0% | 18 / 59 | 76 / 33 | 5M | 2M |
| Q2 2024 | 190 | 22M | 100.0% | 27 / 68 | 75 / 18 | 1M | 2M |
| Q1 2024 | 183 | 23M | 100.0% | 27 / 60 | 72 / 20 | 3M | 4M |
| Q4 2023 | 176 | 24M | 100.0% | 20 / 53 | 71 / 20 | 2M | 3M |
| Q3 2023 | 178 | 25M | 100.0% | 30 / 47 | 73 / 11 | 2M | 19M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SCHL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 986,729 | 5.36% | $45.39M | 0.04% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 709,963 | 3.86% | $28.75M | 0.11% | May 31, 2026 |
| FPA Queens Road Small Cap Value Fund | 631,707 | 3.43% | $25.58M | 1.89% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 627,761 | 3.41% | $25.52M | 0.13% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 435,650 | 2.37% | $20.04M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 393,304 | 2.14% | $18.09M | 0.02% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 355,559 | 1.93% | $16.36M | 0.43% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 248,623 | 1.35% | $10.07M | 0.11% | May 31, 2026 |
| Hennessy Cornerstone Growth Fund | 227,000 | 1.23% | $9.23M | 1.90% | Jul 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 222,256 | 1.21% | $9.03M | 0.30% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 193,147 | 1.05% | $7.85M | 0.05% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 187,551 | 1.02% | $8.63M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 167,273 | 0.91% | $6.80M | 0.02% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 149,629 | 0.81% | $6.08M | 0.04% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 149,469 | 0.81% | $6.88M | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Iole Lucchese | EVP & CHIEF STRATEGY OFFICER, Director | 785,090 | 4.26% | Sep 29, 2026 |
| Warwick Peter | PRESIDENT & CEO, Director | 158,414 | 0.86% | Jul 23, 2026 |
| Paul Hukkanen | SVP, CHIEF ACCT OFF | 12,476 | 0.07% | Sep 29, 2026 |
| Sasha Quinton | EVP, Pres. CBG | 49,788 | 0.27% | Sep 29, 2026 |
| Chris Lick | EVP, GENERAL COUNSEL | 11,308 | 0.06% | Sep 29, 2026 |
| Haji Glover | EVP & CHIEF FINANCIAL OFFICER | 22,696 | 0.12% | Sep 25, 2026 |
| Jeffrey Mathews | EVP, CHIEF GROWTH OFFICER | 63,574 | 0.35% | Sep 25, 2026 |
| James W. Barge | Director | 39,367 | 0.21% | Sep 18, 2026 |
| Linda Li | Director | 17,396 | 0.09% | Sep 18, 2026 |
| Anne Clarke Wolff | Director | 9,012 | 0.05% | Sep 18, 2026 |
| Andres A. Alonso | Director | 24,889 | 0.14% | Sep 18, 2026 |
| Milena Alberti-Perez | Director | 9,012 | 0.05% | Sep 18, 2026 |
| Verdell Walker | Director | 18,539 | 0.10% | Sep 18, 2026 |
| Kaya Henderson | Director | 10,813 | 0.06% | Sep 18, 2026 |
| Robert Louis Dumont | Director | 18,862 | 0.10% | Sep 18, 2026 |
| Alix Guerrier | Director | 14,063 | 0.08% | Sep 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Chris Lick EVP, GENERAL COUNSEL | Sep 28, 2026 | Tax withholding | −147 | $32.74 | $4.81K | 11,308 |
| Iole Lucchese EVP & CHIEF STRATEGY OFFICER, Director | Sep 28, 2026 | Tax withholding | −1,582 | $32.74 | $51.79K | 50,015 |
| Sasha Quinton EVP, Pres. CBG | Sep 28, 2026 | Tax withholding | −1,254 | $32.74 | $41.06K | 49,788 |
| Paul Hukkanen SVP, CHIEF ACCT OFF | Sep 28, 2026 | Tax withholding | −434 | $32.74 | $14.21K | 12,476 |
| Iole Lucchese EVP & CHIEF STRATEGY OFFICER, Director | Sep 23, 2026 | Tax withholding | −3,565 | $35.09 | $125.10K | 51,597 |
| Haji Glover EVP & CHIEF FINANCIAL OFFICER | Sep 23, 2026 | Tax withholding | −2,626 | $35.09 | $92.15K | 22,696 |
| Sasha Quinton EVP, Pres. CBG | Sep 23, 2026 | Tax withholding | −2,786 | $35.09 | $97.76K | 51,042 |
| Paul Hukkanen SVP, CHIEF ACCT OFF | Sep 23, 2026 | Tax withholding | −710 | $35.09 | $24.91K | 12,910 |
| Jeffrey Mathews EVP, CHIEF GROWTH OFFICER | Sep 23, 2026 | Tax withholding | −2,110 | $35.09 | $74.04K | 63,574 |
| Chris Lick EVP, GENERAL COUNSEL | Sep 23, 2026 | Tax withholding | −1,119 | $35.09 | $39.27K | 11,455 |
| Anne Clarke Wolff Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 9,012 |
| Linda Li Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 17,396 |
| James W. Barge Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 39,367 |
| Alix Guerrier Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 14,063 |
| Robert Louis Dumont Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 18,862 |
| Kaya Henderson Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 10,813 |
| Verdell Walker Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 18,539 |
| Milena Alberti-Perez Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 9,012 |
| Andres A. Alonso Director | Sep 16, 2026 | Award | +3,700 | $35.13 | $129.98K | 24,889 |
| Andres A. Alonso Director | Aug 26, 2026 | Sale | −2,112 | $40.28 | $85.07K | 21,189 |
| Andres A. Alonso Director | Aug 26, 2026 | Option exercise | +2,112 | $38.56 | $81.44K | 23,301 |
| Iole Lucchese EVP & CHIEF STRATEGY OFFICER, Director | Aug 26, 2026 | Sale | −289,624 | $39.76 | $11.52M | 289,623 |
| Sasha Quinton EVP, Pres. CBG | Aug 7, 2026 | Option exercise | +22,151 | $20.63 | $456.98K | 75,979 |
| Sasha Quinton EVP, Pres. CBG | Aug 7, 2026 | Sale | −22,151 | $42.00 | $930.34K | 53,828 |
| Sasha Quinton EVP, Pres. CBG | Aug 6, 2026 | Sale | −2,410 | $42.05 | $101.34K | 53,828 |
| Sasha Quinton EVP, Pres. CBG | Aug 6, 2026 | Sale | −5,139 | $41.74 | $214.50K | 56,238 |
| Sasha Quinton EVP, Pres. CBG | Aug 6, 2026 | Option exercise | +7,549 | $20.63 | $155.74K | 61,377 |
| Kaya Henderson Director | Aug 6, 2026 | Sale | −3,250 | $40.25 | $130.81K | 7,113 |
| Sasha Quinton EVP, Pres. CBG | Aug 5, 2026 | Sale | −20,488 | $43.17 | $884.47K | 53,828 |
| Sasha Quinton EVP, Pres. CBG | Aug 5, 2026 | Option exercise | +20,488 | $20.63 | $422.67K | 74,316 |
| Warwick Peter PRESIDENT & CEO, Director | Jul 21, 2026 | Tax withholding | −25,674 | $46.44 | $1.19M | 158,414 |
| Warwick Peter PRESIDENT & CEO, Director | Jul 21, 2026 | Award | +46,425 | $46.44 | $2.16M | 184,088 |
| Warwick Peter PRESIDENT & CEO, Director | Jul 1, 2026 | Tax withholding | −8,345 | $46830.00 | $390.80M | 129,656 |
| Warwick Peter PRESIDENT & CEO, Director | Jul 1, 2026 | Award | +8,007 | $46.83 | $374.97K | 137,663 |
| Warwick Peter PRESIDENT & CEO, Director | May 7, 2026 | Tax withholding | −2,033 | $40.07 | $81.46K | 138,001 |
| Warwick Peter PRESIDENT & CEO, Director | May 7, 2026 | Option exercise | +2,112 | $38.56 | $81.44K | 140,034 |
| Paul Hukkanen SVP, CHIEF ACCT OFF | Mar 25, 2026 | Option exercise | +10,000 | $21.03 | $210.30K | 23,620 |
| Paul Hukkanen SVP, CHIEF ACCT OFF | Mar 25, 2026 | Sale | −10,000 | $39.40 | $394.00K | 13,620 |
| Haji Glover EVP & CHIEF FINANCIAL OFFICER | Jan 22, 2026 | Tax withholding | −422 | $34.78 | $14.68K | 25,322 |
| Sasha Quinton EVP, PRES SCHL READING EVENTS | Oct 1, 2025 | Tax withholding | −1,493 | $27.69 | $41.34K | 53,828 |
| Chris Lick EVP, GENERAL COUNSEL | Oct 1, 2025 | Tax withholding | −176 | $27.69 | $4.87K | 12,574 |
| Iole Lucchese EVP & CHIEF STRATEGY OFFICER, Director | Oct 1, 2025 | Tax withholding | −2,981 | $27.69 | $82.54K | 105,032 |
| Haji Glover EVP & CHIEF FINANCIAL OFFICER | Oct 1, 2025 | Tax withholding | −1,170 | $27.69 | $32.40K | 25,744 |
| Paul Hukkanen SVP, CHIEF ACCT OFF | Oct 1, 2025 | Tax withholding | −399 | $27.69 | $11.05K | 13,620 |
| Iole Lucchese EVP & CHIEF STRATEGY OFFICER, Director | Sep 26, 2025 | Tax withholding | −1,582 | $26.80 | $42.40K | 108,013 |
| Paul Hukkanen SVP, CHIEF ACCT OFF | Sep 26, 2025 | Tax withholding | −291 | $26.80 | $7.80K | 14,019 |
| Chris Lick EVP, GENERAL COUNSEL | Sep 26, 2025 | Tax withholding | −147 | $26.80 | $3.94K | 12,750 |
| Sasha Quinton EVP, PRES SCHL READING EVENTS | Sep 26, 2025 | Tax withholding | −849 | $26.80 | $22.75K | 55,321 |
| Paul Hukkanen SVP, CHIEF ACCT OFF | Sep 23, 2025 | Award | +4,654 | $25.78 | $119.98K | 14,310 |
| Iole Lucchese EVP & CHIEF STRATEGY OFFICER, Director | Sep 23, 2025 | Award | +20,946 | $25.78 | $539.99K | 109,595 |
| Haji Glover EVP & CHIEF FINANCIAL OFFICER | Sep 23, 2025 | Award | +14,546 | $25.78 | $375.00K | 26,914 |
| Jeffrey Mathews EVP, CHIEF GROWTH OFFICER | Sep 23, 2025 | Award | +14,313 | $25.78 | $368.99K | 65,684 |
| Chris Lick EVP, GENERAL COUNSEL | Sep 23, 2025 | Award | +9,309 | $25.78 | $239.99K | 12,897 |
| Sasha Quinton EVP, PRES SCHL READING EVENTS | Sep 23, 2025 | Award | +18,038 | $25.78 | $465.02K | 56,170 |
| Sasha Quinton EVP, PRES SCHL READING EVENTS | Sep 22, 2025 | Tax withholding | −742 | $25.01 | $18.56K | 38,132 |
| Jeffrey Mathews EVP, CHIEF GROWTH OFFICER | Sep 22, 2025 | Tax withholding | −2,622 | $25.01 | $65.58K | 51,371 |
| Iole Lucchese EVP & CHIEF STRATEGY OFFICER, Director | Sep 22, 2025 | Tax withholding | −1,383 | $25.01 | $34.59K | 87,266 |
| Paul Hukkanen SVP, CHIEF ACCT OFF | Sep 22, 2025 | Tax withholding | −255 | $25.01 | $6.38K | 9,656 |
| Chris Lick EVP, GENERAL COUNSEL | Sep 22, 2025 | Tax withholding | −128 | $25.01 | $3.20K | 3,588 |
| Verdell Walker Director | Sep 17, 2025 | Award | +4,528 | $27.60 | $124.97K | 14,839 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Andres A. Alonso Director | Aug 26, 2026 | 2,112 | $85.07K | Aug 26, 2026 | Stock Option Exercise |
| Sasha Quinton Officer | Aug 7, 2026 | 22,151 | $930.34K | Aug 7, 2026 | Stock Option Exercise |
| Sasha Quinton Officer | Aug 6, 2026 | 7,549 | $315.82K | Aug 6, 2026 | Stock Option Exercise |
| Kaya Henderson Director | Aug 6, 2026 | 3,250 | $130.81K | Aug 6, 2026 | Restricted Stock Vesting |
| Sasha Quinton Officer | Aug 5, 2026 | 20,488 | $884.43K | Aug 5, 2026 | Stock Option Exercise |
| Rose Else-Mitchell Former Officer | Dec 11, 2023 | 43,769 | $1.75M | Dec 11, 2023 | Option Granted - 09/22/2020 |
| Rose Else-Mitchell Former Officer | Nov 24, 2023 | 951 | $38.04K | Nov 24, 2023 | Options Granted 09/22/2020 |
| Rose Else-Mitchell Former Officer | Nov 22, 2023 | 10,731 | $429.24K | Nov 22, 2023 | Option Granted - 09/22/2020 |
| Rose Else-Mitchell Former Officer | Nov 20, 2023 | 9,572 | $382.88K | Nov 20, 2023 | Options Granted 09/22/2020 |
| Rose Else-Mitchell Officer | Nov 15, 2023 | 5,233 | $209.32K | Nov 15, 2023 | Option Granted - 09/22/2020 |
| John L. Davies Director | Aug 2, 2023 | 4,530 | $197.71K | Aug 2, 2023 | Restricted Stock Vesting |