TSE:TRI

Thomson Reuters Corp (TRI.TO)

127.04
+6.32 (5.24%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
221 watching
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Investor Insights
star iconJul 24, 2026, 12:00 am

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

Thomson Reuters Corp (TRI) faces mixed opinions from analysts, primarily centered around concerns related to artificial intelligence (AI) potentially disrupting its established business model. While the company has demonstrated consistent topline growth and boasts a solid financial foundation with a strong balance sheet, there is significant market skepticism regarding the future impact of AI on its legal and data services. Many experts highlight the importance of TRI's proprietary data in maintaining its competitive advantage, despite fears that AI might commoditize information. A few analysts express optimism about TRI's long-term prospects, expecting its strong market position and adaptations to AI integration to pay off, while others view the stock's valuation as historically high and warn against potential risks associated with AI disruption. Overall, the sentiment leans towards a belief that, while the current market reaction may be overly pessimistic, caution is advisable as the landscape evolves.

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Consensus
Cautious
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Valuation
Fair Value
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RWS, RWS
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.
PAST TOP PICK
(A Top Pick June 16/11. Down 13.68%.)
SELL
Into law information, market information and healthcare information. These are the first things that are cut in a struggling economy. Have struggled since acquiring writers. Trading at 20X earnings.
TOP PICK
Has disappointed. Went through cost cutting. Two weeks ago they announced more changes. Have increased dividend year after year after year. Decent margins. Sees dividend growth and with price under pressure it is the time to pickup the stock
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