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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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.
PAST TOP PICK
(A Top Pick Feb 2/10. Up 10.63%.) Fairly decent dividend yield. Still likes.
DON'T BUY
A little expensive at 10X operating cash flows, which is rich for the sector. Reuters was a good acquisition for them.
PAST TOP PICK
(A Top Pick Jan 27/10. Up 12.6%.) Good diversification between legal, financial and scientific markets. Introducing new products in financials.
PAST TOP PICK
(Top Pick Jan 8/10, Up 12% Total Return) Bought more. 2011/2012 will be good years because they went through cost cutting as a result of acquisition. A lot of savings will be paid out to shareholders. 50% plus owned by family which like dividends. Financial side is doing ok and better than expected, Legal side is where a lot of new product was introduced and doing very well.
BUY
(Market Call Minute.) Great media company providing systems for financial, legal and health care companies. Great grower of dividends.
PAST TOP PICK
(A Top Pick Feb 2/10. Up 14.99%.) Still Likes.
TOP PICK
Spectacular quarterly results. Looking at $1.85 in earnings per share increase in 2010 and probably $2.50 or higher in 2011 as the synergies from the Reuters acquisition rolls in. Good dividend.
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