{"filings":[{"id":115195,"accession_number":"0000866729-26-000007","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Scholastic posts Q3 GAAP EPS $2.55 on sale-leaseback gain; board OKs $300M buyback","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $329.1M (-2% YoY); operating loss $26.9M vs $23.9M loss prior year.","Adjusted EBITDA $0.0M vs $6.0M; excludes $6.7M impact from sale-leaseback.","Sale-leaseback net proceeds >$400M; net cash $90.6M vs net debt $189.4M prior year.","Board authorized $300M buyback including $200M modified Dutch auction tender at $36-$40/share.","Long-term net leverage target set at 2.0-2.5x Adjusted EBITDA."],"consensus_eps_estimate":null,"consensus_eps_actual":1.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":1105800000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115194,"accession_number":"0000866729-26-000005","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Scholastic authorizes $200M Dutch auction tender offer at $36-$40/share","event_type":"other_material","confidence":"high","bullets":["Repurchase of up to $200M of common stock via modified Dutch auction tender offer.","Purchase price range: $36.00 to $40.00 per share, cash, net of withholding taxes.","Offer expected to commence March 23, 2026; expires April 20, 2026 unless extended.","Funding from cash on hand and borrowings under revolving credit facility.","J.P. Morgan Securities LLC serving as Dealer-Manager for the offer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131610,"accession_number":"0001193125-25-328833","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Scholastic appoints Mathews President Ed Solutions, raises compensation, approves $1.5M bonus pool","event_type":"leadership","confidence":"high","bullets":["Jeffrey Mathews named President, Education Solutions (permanent); base salary rises to $675k (from $615k) effective Jan 1, 2026.","STIP target increased to 70% (from 60%), effective June 1, 2025; FY26 payout guaranteed at minimum of Chief Growth Officer STIP.","Temporary severance: if Mathews resigns due to compensation downgrade within 12 months from Jan 1, 2026, he gets 24 months salary.","$1.5M special bonus pool approved for executives who closed two sale/leaseback deals; CFO Glover and Mathews each receive $400k."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131609,"accession_number":"0001193125-25-324788","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["2.01","2.03","1.01","9.01"],"status":"ready","headline":"Scholastic completes sale-leaseback of NYC HQ and Jefferson City facility; generates $401M net proceeds","event_type":"other_material","confidence":"high","bullets":["Total proceeds of $481M; estimated net proceeds of $401M after taxes, fees, and transaction expenses.","Proceeds to be used for capital allocation priorities including share repurchases, per CEO.","SoHo lease initial term 15 years with two 10-year renewal options; total fixed rent $333M over initial term.","Jefferson City lease initial term 20 years with two 10-year renewals; first-year base rent ~$6.886M, triple net.","Transactions closed December 17, 2025; buyers were subsidiaries of Empire State Realty Trust and Fortress Investment Group."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131608,"accession_number":"0000866729-25-000037","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Scholastic Q2 EPS $2.17 (up 27% YoY); Board expands buyback to $150M post sale-leaseback","event_type":"earnings","confidence":"high","bullets":["Revenue $551.1M (+1% YoY); operating income $82.9M (+11%); diluted EPS $2.17 (+27%).","Adjusted EBITDA $122.5M (+13%); one-time charges $12.1M in Q2 vs. $4.2M year ago.","Book Fairs revenue $242M (+5%) on higher fair count and revenue per fair; Trade up 7% to $110.4M.","Completed sale-leasebacks generated $401M net proceeds; Board authorized $150M share repurchase program.","Affirmed FY2026 Adj. EBITDA outlook of $146-156M (net of $14M partial-year sale-leaseback impact); free cash flow >$430M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":776700000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131607,"accession_number":"0001193125-25-309611","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["1.01","2.01","2.03","9.01"],"status":"ready","headline":"Scholastic sells NYC HQ for $386M and Mo. warehouses for $95M in sale-leasebacks","event_type":"other_material","confidence":"high","bullets":["NYC building at 557 Broadway sold to ESRT (Empire State Realty Trust) for $386M; closing Dec 16-18, 2025.","Scholastic leases back floors 6-12 for 15 years, two 10-yr extensions; aggregate fixed rent $333M over initial term.","Jefferson City, MO warehouse sites sold to Fortress affiliate FNLR for $94.97M; closing by Dec 31, 2025.","Scholastic leases back all three warehouses for 20 years, two 10-yr renewals; initial annual rent ~$6.886M, CPI-adjusted.","Neither transaction conditioned on buyer financing; Scholastic retains rights of first offer to purchase properties if offered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131606,"accession_number":"0001193125-25-305233","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Scholastic signs sale-leasebacks for NYC HQ and Jefferson City facility; expects $401M net proceeds","event_type":"other_material","confidence":"high","bullets":["Net proceeds of $401M from sale-leasebacks of 555-557 Broadway (NYC) and Jefferson City distribution center.","NYC sale to Empire State Realty Trust (ESRT) for $386M gross ($327M net); 15-year lease with two 10-year extensions.","Jefferson City sale to Fortress for $95M gross ($74M net); 20-year triple net lease with two 10-year extensions.","Proceeds will be used for debt reduction and share repurchases; transactions expected to close by end of 2025.","NYC lease adds $11.2M annual expense (net of reduced operating costs); ESRT assumes retail leases that generated $11.2M rental income in FY2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148178,"accession_number":"0000866729-25-000034","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Scholastic shareholders approve stock plan amendment and elect directors at annual meeting","event_type":"other","confidence":"high","bullets":["Class A stockholders approved Amendment No. 2 to Management Stock Purchase Plan, increasing authorized shares by 100,000 to 700,000.","All eight Class A director nominees and three Common Stock director nominees were elected with majority support.","Amendment No. 1 to Outside Director Stock Incentive Plan was also approved unanimously by Class A stockholders.","All votes passed with no abstentions or broker non-votes for Class A; Common Stock votes were similarly strong."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148177,"accession_number":"0000866729-25-000028","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Scholastic posts Q1 operating loss of $92.2M, revenue down 5%; affirms FY2026 guidance","event_type":"earnings","confidence":"high","bullets":["Revenue fell 5% YoY to $225.6M; diluted EPS loss widened to $2.83 from $2.21 loss.","Education Solutions revenue dropped 28% to $40.1M; Children's Book Publishing rose 4% to $109.4M.","Adjusted EBITDA loss improved 8% to $55.7M; one-time charges totaled $10.3M vs $2.9M last year.","Company affirms fiscal 2026 guidance; net debt increased to $242.8M from $152.1M a year ago.","Sale-leaseback of NYC office and Jefferson City distribution centers under evaluation."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":225600000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148176,"accession_number":"0000866729-25-000015","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Scholastic reports FY2025 adjusted EBITDA $145.4M; guides FY2026 $160-170M","event_type":"earnings","confidence":"high","bullets":["FY2025 revenues $1,625.5M (+2% YoY); GAAP EPS $(0.07); ex-items EPS $0.48.","Q4 revenues $508.3M (+7%); adjusted EBITDA $91.2M (+1%); diluted EPS $0.59.","Children's Publishing segment revenue up 9% in Q4; Trade up 19% on Hunger Games; Education down 7%.","FY2026 guidance: Adj. EBITDA $160-170M, revenue growth 2-4%; includes ~$10M tariff impact.","Returned $92.6M ($22.6M div, $70M buyback); exploring real estate sale-leaseback with Newmark."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1625500000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148175,"accession_number":"0000950170-25-097217","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-07-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Scholastic appoints Milena Alberti and Anne Clarke Wolff as independent directors; two planned retirements accelerated","event_type":"leadership","confidence":"high","bullets":["Directors John L. Davies and David P. Young accelerate planned retirements, resign July 16, 2025.","Alix Guerrier resigns as Common Stock director, reappointed as Class A Stock director to fill Young's vacancy.","Milena Alberti (former CFO of Penguin Random House, Getty Images) appointed as Common director; joins Audit and HRCC.","Anne Clarke Wolff (CEO of Independence Point Advisors, ex-Bank of America MD) appointed as Common director; joins Audit Committee.","New directors receive $95,000 annual cash retainer and $25,000 prorated RSU grant; fiscal 2026 director compensation unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166932,"accession_number":"0000950170-25-088712","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Scholastic updates strategic initiatives; expects FY2025 EBITDA at original guidance of $140M-$150M","event_type":"other_material","confidence":"high","bullets":["Expects fiscal 2025 Adjusted EBITDA in line with original guidance of $140M-$150M, above narrowed outlook, driven by cost management and Q4 execution.","Retained Newmark Group to find investment partners for a potential sale-leaseback of NYC owned office/retail real estate; also evaluating advisors for Jefferson City distribution centers.","Reorganized Children's Book and Education Solutions businesses with new leaders to refine strategies and improve financial results in FY2026 and beyond.","Directors David Young (since 2015) and John Davies (since 2000) to retire at September 17, 2025 annual meeting; Board working with Korn Ferry to identify two new independent directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166931,"accession_number":"0000950170-25-078908","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Scholastic merges Trade Publishing, Book Fairs, Book Clubs into Children's Book Group; Quinton leads, DeLeo joins","event_type":"other_material","confidence":"high","bullets":["Sasha Quinton appointed EVP & President of new Children's Book Group effective June 1, 2025.","Jackie DeLeo joins as Publisher & Chief Merchant starting June 2, 2025; previously at Disney Book Group and Barnes & Noble.","Reorganization aims to expand IP value through cohesive editorial, distribution, and merchandising across all channels.","Further strategic details expected in July with fiscal 2025 results and fiscal 2026 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166930,"accession_number":"0000950170-25-077753","cik":866729,"company_name":"SCHOLASTIC CORP","ticker":"SCHL","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Scholastic EVP General Counsel Hedden retires; Chris Lick appointed successor","event_type":"leadership","confidence":"high","bullets":["Andrew Hedden retires as EVP, General Counsel & Secretary effective May 31, 2025.","Hedden joined Scholastic in 2008; will remain as Senior Counselor.","Chris Lick, current Deputy General Counsel, appointed EVP, General Counsel & Secretary effective June 1, 2025.","Lick has been with Scholastic's legal dept since 2008; holds JD from Cardozo School of Law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}