Wolters Kluwer NV Reports Strong 2025 Results and Expands AI Footprint Across Europe

Wolters Kluwer NV (ticker: WKL), the Dutch‑based global provider of professional information solutions, announced its full‑year 2025 performance on February 25, 2026. The company posted revenues of €6,125 million, representing a 7 % increase in constant currencies and 6 % organic growth. Recurring revenues—constituting 83 % of total sales—also rose 7 % organically, while non‑recurring income declined 1 %.

The company’s earnings metrics reinforce this upward trajectory. Net income reached €1.308 billion (EUR 5.64 per share), up from €1.079 billion (EUR 4.52 per share) a year earlier. After excluding non‑recurring items, adjusted earnings were €1.225 billion or EUR 5.29 per share. These figures underscore the robustness of Wolters Kluwer’s core subscription and recurring‑revenue model, a key driver behind its market‑cap of €13.54 billion.

AI‑Enabled Growth Drives Digital Revenues

Digital platforms and AI solutions now account for nearly 70 % of the company’s digital earnings, a figure highlighted in a February 25 press release in Alphen aan den Rijn. The Dutch firm attributes this surge to its expanding suite of AI‑powered products, which blend the firm’s trusted legal, tax, and risk‑management content with generative‑AI capabilities. The success of these offerings has translated into a solid margin profile and a growing share of high‑margin digital revenue streams.

On February 26, Wolters Kluwer announced the launch of its Libra legal AI workspace in Belgium, completing availability across the LR Benelux region. The new workspace merges advanced generative‑AI tools with Wolters Kluwer’s authoritative legal content, enabling legal professionals to streamline research, drafting, and regulatory compliance workflows. The expansion into Belgium signals a broader pan‑European strategy aimed at deepening the firm’s penetration in key legal markets and positioning Libra as a flagship product in the growing AI‑augmented professional services sector.

Share Repurchase Activity

In a move to return value to shareholders, Wolters Kluwer completed a share‑buyback of 130,851 ordinary shares between February 19 and 23, 2026. While the exact financial impact of this transaction is modest relative to the company’s overall capital structure, it reflects a disciplined capital‑allocation policy that balances reinvestment in growth initiatives—particularly AI development—with shareholder returns.

Market Context

Wolters Kluwer’s share price, as of February 23, 2026, stood at EUR 62.20, a decline from the 52‑week high of EUR 163.65 seen in May 2025 but comfortably above the 52‑week low of EUR 59. The company trades at a price‑earnings ratio of 18.76, placing it within a moderate valuation band for professional‑services firms that are experiencing accelerated digital transformation.

Outlook

The combination of solid recurring revenue growth, a rapidly expanding AI portfolio, and a proactive capital‑return program positions Wolters Kluwer favorably as the professional‑services industry increasingly embraces data‑driven solutions. The continued rollout of Libra across European jurisdictions, coupled with ongoing investment in cloud‑software offerings, should sustain the firm’s earnings momentum into the next fiscal cycle.