TSE:TRI

Thomson Reuters Corp (TRI.TO)

114.87
-1.25 (1.08%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 32 opinions in the last 12 months.

Thomson Reuters Corp (TRI-T) continues to evoke mixed opinions from experts, with many emphasizing its valuable proprietary data, especially for legal and accounting sectors. Some analysts recognize its potential to leverage AI technologies to enhance efficiency and product offerings. However, concerns around valuation persist, particularly with the stock's historical high PE ratios and recent downward trends. While there are varying perspectives on how AI may disrupt its core business, some analysts see TRI's unique data moat as a strong competitive advantage that may help it maintain resilience. Overall, while there are advocates for its long-term potential, there are also cautionary notes regarding its current market assessment and future revenue impacts from technological advancements.

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Consensus
Hold
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Valuation
Fair Value
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Similar
Bloomberg, BDN
PAST TOP PICK
(A Top Pick April 8/11. Down 22.24%.) Still positive on this one. Had some significant management changes. Strong dividend yield.
COMMENT
Keep hitting a number of headwinds, not the least of which is the financial crisis of 2008, which slowed down sales.
BUY ON WEAKNESS
4.5% dividend and you are being paid to wait. The financial part of their business is very skewed toward Europe. Until Europe is on a good footing you will not see good performance from TRI, but you could buy it here.
WAIT
Had an interesting combination and really has been a disappointment. It’s importance seems far greater than its performance. IF they can get someone to really drive this company forward they can do better, but it is stuck in a range until then.
COMMENT
Stock price has done very poorly but she feels the dividend is sustainable. They sell “need to know” and “must have” information to the financial and professional industries. Their end market, the financial industry, has not recovered from the recession, which has hurt their business. Feels the dividend is safe but the stock price may be stalled until there is more clarity as to what they're going to do going forward.
PARTIAL BUY
(A Top Pick Aug 3/11. Down 26.79%.) He bought this company for its strong franchises and its strong cash generation, and more importantly, returning cash to shareholders. Yield is very safe. Suffered in 2011 because of perception more than reality, of the collapse in their financial business. Ahat really hasn't happened. Revenues have been disappointing relative to expectations but they've done the management change. 4.7% yield. Pick away in 2012.
HOLD
Major problem has been the losing of market share to people like Bloomberg but secondly the financial market, which is a very big part of their market, has been hit with all the banks, etc cutting back so they don’t need as many screens. Good balance sheet and pays a reasonable dividend. Wait to see if they’ve got the bugs ironed out on their Icon system.
SELL
Going through the wars. Just replaced some senior managers. Seems to be floundering. 4.8% dividend yield. He would look elsewhere right now.
HOLD
Stock has been pretty beat up and has been frustrating for shareholders. Very valuable business and has done well over the long term. Still not at levels that he would consider as a real value stock. Doesn't see any imminent catalyst for the share price to move higher but not much downside either.
SELL
Sold 2 or 3 months ago at a loss because the merger did not get the efficiencies they were hoping for.
TOP PICK
Taken some time for their integration of Reuters but this will be coming to a close at the end of this quarter. Spins off a lot of free cash flow. On par to generate about $840 million in free cash flow in Q4. Have plans to grow their free cash flow $3 billion by 2013-2015. Even though you have to be patient, you collect a nice 4% dividend.
DON'T BUY
Thinks the dividend is very safe and it will continue to go higher. Expensive on a PE basis. Until there is more comfort with US financials, he would avoid this one.
HOLD
Has been a perennial disappointment. The Thomson Reuters merger worked out pretty well. Very strong positions in legal publishing, etc. 4.5% dividend.
DON'T BUY
Analysts keep saying that the earnings are good and growing and the stock is going to explode but it never does.
HOLD
2 major divisions. Financial markets and the professional division. Focus recently has been on the markets area and has been trading like a financial. There are some growth issues on this side of it over the next year. Great yield of almost 4%. Trading at its lowest multiple in probably 10 years.
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