TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
221 watching
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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
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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