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 4, 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 navigating a challenging landscape where concerns about AI potentially disrupting its dominant legal database and information services have clouded market sentiment. Despite showing stable topline growth around 8% and maintaining strong fundamentals, including solid free cash flow and a robust balance sheet, the stock has suffered from a significant selloff. Many experts believe that while AI might impact its business, TRI will benefit from its proprietary data, which remains a critical asset that AI tools cannot easily replicate. Stakeholders remain divided, with some seeing the current stock price as attractive due to a healthy yield and valuation adjustments, while others express caution due to management credibility and the need for the company to adapt to evolving technological trends. Overall, the potential for TRI lies in leveraging its existing capabilities to not only survive but thrive amidst the AI landscape.

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Consensus
Cautious
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Valuation
Attractive
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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.
BUY ON WEAKNESS
On his watch list. Has a little trouble with the valuation. Likes the company, which is doing the right things. Would like $35 as an entry point. Has always traded at a premium valuation. Low $40-$41 target a year out.
BUY
Likes the long-term story. Strong free cash flow growth. Likely to increase dividends over time. 3% yield.
PAST TOP PICK
(A Top Pick Aug 12/09. Up 11.85%.) Still a buy.
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