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
HOLD
Sold about a year ago. Industry is still consolidating. Still laying off and that has hurt them. Consolidating legal side with financial. Dividend is attractive (4.5%) and safe. The price might not go anywhere for the next year or so but the dividend is there. It is a save investment.
DON'T BUY
Yield is not great. Had expected better things from the merger with Reuters. Should be doing better than they are doing.
BUY
Fundamentally it is a terrific company. Has been well run over a long period of time. Doesn't feel you would go too far wrong buying it at the current price.
BUY
Recently purchased this. Good asset and you get paid to wait. 4.3% dividend. Slowly getting their act together on the financial market side.
PAST TOP PICK
(A Top Pick Feb 23/11. Down 26.5%.) Huge management changes in this company in the last year. Dividend is secure and he would like to give management 2-3 quarters for some kind of evidence of a turnaround.
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.
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