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
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.
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.
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