TSE:TRI

Thomson Reuters Corp (TRI.TO)

147.66
-6.31 (4.10%)
as of Sep 4, 2026, 4:39:32 pm Market Open.
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Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Thomson Reuters Corp (TRI) is currently facing significant market skepticism regarding the potential impact of artificial intelligence (AI) on its core legal and financial data services. Despite fears that AI might replace critical aspects of its services, many analysts argue that TRI's extensive proprietary data gives it a strong competitive advantage that will persist in the long term. The company recently showed solid financial performance, including stable topline growth, a significant free cash flow increase, and ongoing share buybacks. While there are concerns about valuation and the market's response to AI developments, sentiments are cautiously optimistic for those willing to view TRI as a long-term investment. Analysts suggest that TRI might be undervalued at its current price, providing an attractive entry point for new investors amidst the prevailing fears.

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Consensus
Cautious
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Valuation
Fair Value
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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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