Wolters Kluwer (WKL) AGM 2026 summary

Opening remarks and agenda

• Meeting convened with full Supervisory and Executive Boards, auditor, and notary present; all statutory requirements for valid resolutions met.

• Agenda included financial and sustainability performance, strategy, AI innovation, trading update, dividend proposal, and voting on key items.

Financial performance review

• Achieved 6% organic revenue growth in 2025, driven by recurring revenues and cloud-based solutions.

• Adjusted operating profit margin rose 40 basis points to 27.5%; diluted Adjusted EPS up 9% in constant currencies.

• Adjusted free cash flow increased 10%, return on invested capital at 18%, and leverage at 2x.

• Investment in product development maintained at 11% of revenues, with nearly 70% of digital revenues from AI-powered solutions.

• Cloud software revenue grew 14% organically; recurring revenues now 85% of total, growing 7% organically.

Strategic initiatives and plans

• Accelerating AI innovation, increasing product development spend to 12–13% of revenues while targeting margin growth.

• Launched advanced AI products in health, tax, and legal sectors, with strong customer adoption and positive feedback.

• Expanding strategic partnerships and intensifying data-driven go-to-market approaches.

• Leveraging proprietary content, customer-centric platforms, expert-in-the-loop AI, and deep ecosystem integration as competitive advantages.