TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 3, 2026, 12:00 am

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

Thomson Reuters Corp (TRI-T) is currently facing scrutiny due to fears that AI may disrupt its core legal and financial data services. Despite its strong fundamentals, including a solid balance sheet and consistent revenue performance, investor sentiment is cautious amid potential AI competition. While some experts highlight TRI's proprietary data as an essential asset that AI tools cannot easily replicate, others express concern over the company's competitive positioning moving forward. Many analysts suggest that TRI's valuation, although lower than past highs, remains elevated in the context of growth expectations. Ultimately, there is a general consensus that the stock, while presenting attractive opportunities for long-term investors, is undergoing a transitional phase marked by market volatility and shifting investor perceptions regarding its future performance in light of AI advancements.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
LexisNexis, LNN
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.
PAST TOP PICK
(A Top Pick Aug 3/11. Down 8.02%.) Likes the dividends.
PAST TOP PICK
(A Top Pick Apr 8/11. Down 21.61%.)
WAIT
Has held for several years, riding it up and down. Since they bought Reuters A lot of the synergies they thought would occur did and they got a lot of the costs out of the system but this was in the financial crisis. They replaced management in the last number of months and now we are seeing improvements in the financial markets. For time being he thinks this stocks is in no mans land. He would not sell it and thinks you could see mid$30s in not too distant future but not until they get some of the new financial products out into the marketplace and get more success.
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