TSE:TRI

Thomson Reuters Corp (TRI.TO)

114.87
-1.25 (1.08%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
214 watching
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 32 opinions in the last 12 months.

Thomson Reuters Corp (TRI-T) continues to evoke mixed opinions from experts, with many emphasizing its valuable proprietary data, especially for legal and accounting sectors. Some analysts recognize its potential to leverage AI technologies to enhance efficiency and product offerings. However, concerns around valuation persist, particularly with the stock's historical high PE ratios and recent downward trends. While there are varying perspectives on how AI may disrupt its core business, some analysts see TRI's unique data moat as a strong competitive advantage that may help it maintain resilience. Overall, while there are advocates for its long-term potential, there are also cautionary notes regarding its current market assessment and future revenue impacts from technological advancements.

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Consensus
Hold
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Valuation
Fair Value
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Bloomberg, BDN
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.
DON'T BUY
Views this as one of the great value traps of all time. Has always looked cheap. Has been a no-where’s stock for the longest time. Made the conversion from ink on paper to digital media. May take 10 years to break out.
TOP PICK
Attractive cash flow story. Free cash flow is slated to grow by 20% in 2011 and about 30% in 2012. Cheap at about 13X EPS. 3.2% dividend yield.
SELL
A world-class company. Only once in the last 15 years has Thompson corp. had a big run. He would sell and go elsewhere for growth or yield.
PAST TOP PICK
(Top Pick Apr 20/10, Up 4.73%) Increased dividend by 5%. Market was looking for bigger dividend increase than came across.
PAST TOP PICK
(A Top Pick Nov 18/10. Up 3.4%.) Very strong in electronic products. Earnings are great and they increased the dividends. Demand will continue to grow for information. Over 3% yield. Still likes.
TOP PICK
Since the merger in 2007, there was huge expectation that the company would have meaningful margins and substantial cash flow generation. Unfortunately the downturn in the economy didn’t help. This will be the first year they will actually get a seasonal benefit and have margin expansion. Recently increased dividends by 7% so it is now over 3%.
DON'T BUY
Has not performed all that well in the last few years. This is a cash flow machine and so he looks for dividend increases and share buybacks.
PAST TOP PICK
(A Top Pick April 23/10. Up 12.41%.) Still likes and would be a Buyer on dips.
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