TSE:TRI

Thomson Reuters Corp (TRI.TO)

144.17
-3.48 (2.36%)
as of Aug 14, 2026, 4:03:41 pm Market Open.
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Investor Insights
star iconAug 13, 2026, 12:00 am

This summary was created by AI, based on 37 opinions in the last 12 months.

Thomson Reuters Corp (TRI-T) is experiencing a mix of skepticism and optimism driven by fears surrounding AI's potential impact on its services, particularly in the legal and accounting sectors. Despite these concerns, many analysts believe TRI’s proprietary data and established market position provide some insulation against AI disruption. The company recently reported solid earnings growth and is investing in share buybacks, indicating confidence in its future. Several experts view the current valuation as more attractive than before and see opportunities for long-term growth, while caution still exists due to valuation discussions and market sentiment. The firm's traditional business model continues to be seen as viable, and many believe it's well-positioned to integrate AI into its offerings, potentially enhancing its competitive advantage.

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Consensus
Buy
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Valuation
Undervalued
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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
HOLD
He is just below breakeven on this stock. Liked the valuation and merger with Reuters. New platform for the financial industry has had a slower uptake than expected. There has been a management shakeup in the last week. Getting down to being over sold. Dividend is very safe.
BUY
Got downgraded today. Since February it has not done particularly well. The news industry has not been doing well. News out of News Corp. has weighed on the industry. It’s getting down to be cheap. Thinks they will do very well.
PAST TOP PICK
(Top Pick Sep 9/10, Down 7.00%) What’s not working in the integration is taking longer than the market expected. The market doesn’t like it. Thinks it is the last quarter of the problems of the integration. Still adding for new clients.
SELL
1st rate company but are not executing as well as they might. If you own, consider moving to a stock that will be much more prolific. (See Top Picks.)
HOLD
Recent performance has been very disappointing. Merger with Reuters was a very good move but integration is not going as well as they would like. Also, Reuters has a lot of European exposure and this has been weighing on the share price. Well positioned to grow.
HOLD
Stock is down because of a bit of uncertainty in the financial services sector. Legal business is still very strong.
DON'T BUY
Chart shows it has been meandering sideways for quite some time and has now dropped below the 50 and 200 day moving averages. Missed their earnings in the last quarter.
TOP PICK
Has 5 segments including, markets, legal, tax and accounting, scientific and health care. (Looking to divest itself of health care.) Moving back to its core franchises and focusing more on the legal and markets. Subscription based business with a high renewal rate of 86%. Can generate $3 in free cash flow. (He is using options, selling Puts, to pick this one up.)
HOLD
Now seeing volume growth in their financial services and their legal products. Has huge fixed costs and investors have been frustrated by lack of margin expansion. He would give them another few quarters.
DON'T BUY
Is the definition of dead money. Over the years the valuation has collapsed to his model price ($35.70), -2% difference. Doesn’t see it move up or down.
COMMENT
Moving ahead with the Reuters acquisition. Over the next year to 18 months, synergies will start to come through. Increased their dividend modestly this year. Dividend is up about 30% over the last 5 years.
PAST TOP PICK
(A Top Pick Nov 18/10. Up 2.69%.) Thinks there is concern that in a weakening economy, the head count at financial services and legal firms has an impact on their products. Still likes.
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