TSE:TRI

Thomson Reuters Corp (TRI.TO)

147.66
-6.31 (4.10%)
as of Sep 4, 2026, 4:39:32 pm Market Open.
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Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Thomson Reuters Corp (TRI) is currently facing significant market skepticism regarding the potential impact of artificial intelligence (AI) on its core legal and financial data services. Despite fears that AI might replace critical aspects of its services, many analysts argue that TRI's extensive proprietary data gives it a strong competitive advantage that will persist in the long term. The company recently showed solid financial performance, including stable topline growth, a significant free cash flow increase, and ongoing share buybacks. While there are concerns about valuation and the market's response to AI developments, sentiments are cautiously optimistic for those willing to view TRI as a long-term investment. Analysts suggest that TRI might be undervalued at its current price, providing an attractive entry point for new investors amidst the prevailing fears.

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Consensus
Cautious
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Valuation
Fair Value
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SELL

(Market Call Minute.) End markets are not improving. Better places to put your money.

DON'T BUY

(Market Call Minute) They are going through a big shareholder turn-over and their major markets, financial services, are in cost cutting mode.

COMMENT

Thinks the only future you get with this company is the dividend yield, which is about 4.5%. His model price is $29.24 which is a 3% upside.

DON'T BUY

Financial services businesses are not getting bigger right now. There has been a lot of cost-cutting. This is more of a value investment. Better places to look.

PAST TOP PICK

(Top Pick Aug 03/11, Down 5.72%) Cash flow has not been bad and they returned lots of money to shareholders though dividend increases. 4% yield that dominates in the markets it is in. Owned it for years.

COMMENT

Bought this around $28 when it had a 4.2% yield. Knew there would have to be a little bit of patience required as the financial side (Reuters) is taking its time paying off. Starting to come. You get paid to wait.

HOLD

Sold her holdings a while ago. Financials are a very big end market for them and none of them in the US or Europe are growing. That impacts their user base. Doesn't see a near-term catalyst. Stock provides a very nice yield and the dividend is safe. Looks like it has bottomed at these price levels.

PAST TOP PICK
(A Top Pick June 16/11. Down 13.34%.) The issue here is trying to re-accelerate their growth and getting a catalyst. The nice thing is, you get paid 4% to wait. Their acquisition of FX Alliance will hopefully reaccelerate their market side business.
HOLD
Has disappointed but he is sticking with it. They are doing the right thing; it's just taking longer, probably 2 years, to consolidate the Reuters acquisition. Pretty competitive business with Bloomberg. Have free cash flow of about $900 million-$1 billion a year. Increased their dividend, but at a smaller rate than he would have liked. Longer-term, it's a good place to be.
BUY
Has been forming a nice base over the last 6 months and has just broken above it. Stock has positive technicals about its 20, 50 and 200 day moving averages.
DON'T BUY
This has always been next year’s stock. For some reason, analysts like this stock better than the market does.
BUY
Finally showing signs of a turnaround. Stock has bottomed. 4.2% yield, safe, get paid to wait. Valuation is as cheap as it has been in 10-15 years.
PAST TOP PICK
(A Top Pick Aug 3/11. Down 6.22%.) Pays a nice dividend.
HOLD
He finds it somewhat expensive. Even though the stock has not done anything for a while it still trades at around 9-10 times operating cash, which is pretty expensive in the group. Also their business is centered around the financial industry and to him, the financial industry will continue to shrink over the next number of years.
TOP PICK
Likes the new management’s discipline and principles across all divisions, especially the financial segment. Doesn't expect there will be any short-term improvement results in the financial sector but you might in the 2nd half. 4.5% dividend.
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