TSE:TRI

Thomson Reuters Corp (TRI.TO)

127.04
+6.32 (5.24%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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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) has been experiencing significant scrutiny in the market due to concerns about the impact of artificial intelligence (AI) on its core businesses, particularly in the legal and accounting sectors. While many analysts acknowledge the company's strong financial fundamentals, including consistent topline growth and a robust balance sheet, fears surrounding AI's potential to disrupt their proprietary data remain prevalent. Opinions are divided; some believe TRI's unique data offerings will enable it to withstand AI-related challenges, while others express skepticism about the stock's future trajectory, given its previous high valuation and current trading multiples. Overall, the market sentiment towards TRI is cautious, indicating potential for both recovery and continued volatility in the stock's price as it navigates these AI-driven uncertainties.

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Consensus
Cautious
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Valuation
Fair Value
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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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