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
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.
DON'T BUY
Great company. Sold newspaper division at an opportune time. Has always been an expensive company. Their largest business is the markets side and that business has been suffering. Earnings growth is questionable at the present. Great management running a company in a tough industry. Dividend payout ratio is high.
PAST TOP PICK
Is going to be a bit challenged until the economy improves. Has share buy-back in place which looks good. Making management changes to the company to help with the execution.
COMMENT
Very high quality name that generally trades with the market. If you believe in a Santa Claus rally, like he does, it should participate fully in that.
HOLD
Really interesting at this point. Their business has not fallen that drastically. They are a beta for the financial markets and specifically track the bank indexes. Their financial products are highly sensitive to a cut in spending for a lot of the banks. However, they also have legal, medical and marketing data. Trading at 5X EBITDA versus their normal 7X.
SELL
Not a big fan of what you are getting here. You are not getting a fantastically or terrifically managed company.
DON'T BUY
Missed their earnings again but raised their dividends. He thought this was wrong so sold his holdings. Good dividend yield but has been struggling.
PAST TOP PICK
(A Top Pick Sept 9/10. Down 18.3%.) Still likes the company and the management but business has been a little rocky. Turnaround is slower than people expected. A long-term Hold.
Showing 196 to 210 of 718 entries