TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
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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
(A Top Pick June 10/09. Up 17%.) Trading at about 15X earnings. Full impact of the Thomson-Reuters merger has not been seen yet. Expect good cash flow coming out later this year and in 2011. Looking for an excellent point in the low $40's.
PAST TOP PICK
(Top Pick Jun 5/09, Up 11.06%)
PAST TOP PICK
(Top Pick Oct 1/09, Up 10%) Increased dividend this year. Well-managed company. Did have challenges with merger with Reuters but are ahead of schedule right now. Organic growth went to negative for a while but seems to be coming back. It’s a 2011 stock when free cash flow starts to grow again.
BUY
Taken a decade to transform into a purely electronic publisher. This is good going forward. Analysts like that it is finally getting the merger behind them and getting synergies to finally grow the company. The headwinds that they had are abating. This should be decent upside from now on.
PAST TOP PICK
(A Top Pick June 10/09. Up 1.11%.) Still a buy.
DON'T BUY
Stock has been a huge disappointment to investors. It's always a company that is going to make a bunch of money tomorrow but never seems to. Tremendous resources. 3% dividend.
PAST TOP PICK
(A Top Pick June 5/09. Up 9.4% excluding yield.) Think they have a winning combination in terms of Reuters and Thomson merger. You can use as a trade by selling it at $37-$38 and buying back at $34. Still a Hold.
TOP PICK
Rebuilding the business and will get better market share based on the product. Likes the products. Sees earnings growth. Under-owned.
PAST TOP PICK
(Top Pick Oct 1/09, Up 5%) Still Likes it. Over next 12 months it will outperform.
TOP PICK
Well managed with good balance sheet and proven record of increasing dividends and buying back shares. As economy and capital markets improve, this one will.
PAST TOP PICK
(A Top Pick June 10/09. Up 5.6%.) Still in the midst of putting together all the synergies of the merger with Reuters. Expected to start kicking in next year. Very good entry point at these levels.
PAST TOP PICK
(A Top Pick March 2/09. Up 16%.) 4.98% Bond due 2015, yielding about 5%. Good solid company. (Manulife (MFC-T) acquired his bond fund.)
TOP PICK
When they acquired Reuters in 2008, it significantly increased exposure to financial markets vertical but thinks they have a significant value proposition advantage to principal competitor Bloomberg. When contracts are up, there is a good chance they will increase market share. Also have accounting, legal and medical that are somewhat recession proof.
DON'T BUY
(Market Call Minute.) Has a lot of US$ exposure and the financial market still has not come back to spend any big bucks.
SELL
Tremendous disappointment for at least a decade. It’s always tomorrow’s stock. You get a dividend and promises. Never believed the story.
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