4D·

So much for disruption—I'd buy it, too

The U.S. bank JPMorgan has raised its price target for Wolters Kluwer from 73 to 87 euros and upgraded the information services provider’s stock from “Neutral” to “Overweight.” The stock is attractively valued, Daniel Kerven wrote on Thursday. In light of the Dutch company’s recent investments, acquisitions, and product launches, he has become even more optimistic about its competitive moat against AI competitors.

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Kini - Dividend Strategy@investron

2D

That's good news!

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Kini - Dividend Strategy

@investron

3Semana·

Dividendo WKL

WKL is una de mis más recientes adiciones a mi cartera. Sugerida por mi screener e investigada mas profundamente por mi más tarde.

Realmente creo que tiene potencial de subida y que esta empresa, de mas de 1 siglo de antiguedad, sabrá adaptarse a las nuevas tecnologias.

17.06

Wolters Kluwer

Recibío x97,27 dividendos por valor de 1,59 €

154,65 €

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5 Comentarios

Keineui@Keineui

3Semana

I used their tax software the past years privately. All well and good. This year, they changed it for an online program where you can talk to their AI.
And I must say the product is really bad. Although the chatting part to their AI is nice and delivers good responses, the rest of the product is really really bad: very slow with lots of response lag. content does not load and needs to be brought up several times, steps saved get unsaved and so on. Very disappointing I must admit. The download software was way better.

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TheMaverick

@TheMaverick

1Lun·

Good news for Wolters Kluwer shareholders

Wolters Kluver $WKL (+1,82 %) and OpenAI signed a deal, the stock is up 4%:

Wolters Kluwer and OpenAI expand enterprise AI collaboration to advance trusted Expert AI for regulated professionals.

The collaboration combines OpenAI’s latest capabilities across Wolters Kluwer’s Expert AI product suite to accelerate next-generation AI for professionals in high-stakes fields.

I think the SaaSpocalypse fears are gonna end soon for the software sector.

https://www.wolterskluwer.com/en/news/wolters-kluwer-and-openai-expand-enterprise-ai-collaboration-to-advance-trusted-expert-ai

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Tom@Tomtom12

1Lun

Good news. It's my biggest share.

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Tom

@Tomtom12

1Lun·

Subsequent purchase Wolters Kluwer

$WKL (+1,82 %)

Why?

The company continues to deliver fairly strong operating figures:

high recurring revenues (~83-85%),

strong margins,

stable cash flows,

share buybacks,

dividend growth.

And: AI is not only a threat, but is already being actively integrated:

AI-supported products,

Healthcare AI,

Legal/Tax AI,

cloud software growth.

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5 Comentarios

jkb92@jkb92

1Lun

I also bought more today. I agree with you.

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Solitair

@Solitair

1Lun·

Bye Wolters Kluwer

$WKL (+1,82 %) I have now sold. That was quite a dip. And of course the share is now rising🙈

But what the heck, I'm not going to starve because of it. The money has gone into ETF positions.

The actual loss is more like 70%, as I sold and bought again in the meantime for tax reasons.

I don't know exactly, get Quinn shows me something around -12000% but it wasn't that much of a loss after all😆

13.05

Wolters Kluwer

Vendido x80 en 57,38 €

4590,40 €

9,89 %

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fund_navigator_elshq@fund_navigator_elshq

1Lun

Just believe in the quality of the company, despite AI fears. Getting out completely is not always good.

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Dutch-invest

@Dutch-invest

1Lun·

Bought Wolter Kluwer at €58.12

Just bought €1000 worth of Wolters Kluwer. Curious how others here view the company long term

14.05

Wolters Kluwer

Comprado a 58,12 €

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6 Comentarios

Tom@Tomtom12

1Lun

Bought 100 Stocks Yesterday. Cheap is cheap

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Solitair

@Solitair

1Lun·

Quo Vadis Wolters Kluwer

$WKL (+1,82 %)

The figures weren't actually that bad, but the share price has been falling by double digits every quarter for about a year now. Today it's also going down again without any apparent reason. Yes, SaaS apocalypse and all that.

GetQuinn says my total return is about -70%.

In the meantime, I'm thinking about simply putting the few bucks left over from my investment into an ETF, e.g. the $TDIV (+0,57 %) . even if a bottom were reached at some point, I hardly believe that the share would outperform this ETF or any other, for example. what do you think? Keep holding or get out and into an ETF?

I am also thinking about something similar with $SAP (+0,41 %) .

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TheMaverick@TheMaverick

1Lun

I think the right question you have to ask yourself is "Does my investment thesis changed on this company?"
If your investment thesis didn't change then you should not sell it regardless of what the stock price says.
Stock price doesn't mean that you are wrong or right, it simply tells you what others think of the company you own right now.
If you truly believe in the moat your companies have you should't sell.
If you bought the company because of hype or if your investment thesis changed then you should sell

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Lanre

@Lanre

2Lun·

Wolters Kluwer – Q1 2026 Highlights

$WKL (+1,82 %) Highlights

🟢 Revenue: -3% reported | +4% constant FX | +5% organic

🟢 Recurring Revenue: +7% organic (85% of total)

🔴 Non-Recurring Revenue: -5% organic

🟢 Cloud Revenue: +14% organic (23% mix)

🟢 Adj. Operating Profit: +11% constant FX

🟡 Free Cash Flow: +15% (timing-driven)

🟢 Net Debt / EBITDA: 1.9x

Operations

🟢 Organic growth stable at +5%

🟢 Strong shift to recurring + cloud mix

🔴 Print impact: -130bps drag

🔴 Weakness in licenses & services

🟢 Solid divisional performance (Health standout)

Strategy

🟢 Cloud transition executing well

🟢 AI integration gaining traction

🟡 Investment weighted to H2

Outlook

🟢 Full-year guidance confirmed

🟡 Growth and margins H2 skewed

🧠 Summary

🟢 Core business intact and consistent

🟢 Recurring & cloud mix improving quality

🟢 AI = tailwind, not disruption

🔴 Weak areas are structural (print, non-recurring)

👉 Market weakness driven by AI fears looks overdone

👉 Fundamentals remain strong → high-quality compounder intact

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Solitair@Solitair

2Lun

A bottomless pit.

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Keineui

@Keineui

2Lun·

Anthropic beats Wolters Kluwer

$WKL (+1,82 %) is getting a good beating today and briefly slips below € 60. Price alert triggered and automatic buy order pulled. Why is the price falling so sharply?

Anthropic presented its new AI agents yesterday, which are primarily aimed at the financial world.

https://investrends.ch/aktuell/news/anthropic-stosst-in-die-wall-street-vor-mit-zehn-ki-agenten-und-einem-1-5-milliarden-joint-venture/

The market probably sees providers such as $WKL (+1,82 %) as the losers. We'll see if that's the case. I'll take the 10% dip and reduce my equity, time will tell whether that was a mistake.

investrends.chAnthropic erobert die Wall Street – und setzt Banken, Datenanbieter und Berater gleichzeitig unter Druck

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

2Lun

It is clear that AI is disrupting recognized gold standard databases for verified specialist information that is not freely available.😂 Sooner or later, the topic of "All AI players need subscription models with these data holders to create a more valid, well-founded database" will probably become apparent from my point of view. I'll just sit back and relax.😌

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DailyStock.pro

@dailystock-dot-pro

2Lun·

Potential bagger at this price

$WKL (+1,82 %) is down 58% from its 52-week high of €163.65 and now trades around €69, while still generating €6.13B in revenue, €1.99B in EBITDA, €1.65B in free cash flow.

The bear case is obvious: CEO transition, legacy revenue pressure, and AI fears. But WKL is not selling generic text output that can be replicated by low-quality AI wrappers, it sells deeply embedded regulatory, tax, legal, and healthcare workflows where accuracy, trust, and track record actually matter. This can't be achieved by 4 claude code terminals.

This also doesn’t look like a balance-sheet problem. With this level of cash generation, the debt story looks manageable, and the real question is whether the market is massively underestimating the durability of the franchise.

- Not financial advice. DYOR.

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Keineui@Keineui

2Lun

I’m invested but mainly for the dividends. Don’t see the turnaround anytime soon on the whole software sector. And $WKL certainly wouldn’t be the first in the sector to profit from a different look on software.

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Wolters Kluwer

Price

Debate sobre WKL

So much for disruption—I'd buy it, too

Dividendo WKL

Good news for Wolters Kluwer shareholders

Subsequent purchase Wolters Kluwer

Bye Wolters Kluwer

Bought Wolter Kluwer at €58.12

Quo Vadis Wolters Kluwer

Wolters Kluwer – Q1 2026 Highlights

Anthropic beats Wolters Kluwer

Potential bagger at this price

Valores en tendencia