TSE:TRI

Thomson Reuters Corp (TRI.TO)

114.51
-0.36 (0.31%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
214 watching
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 32 opinions in the last 12 months.

Thomson Reuters Corp (TRI-T) continues to evoke mixed opinions from experts, with many emphasizing its valuable proprietary data, especially for legal and accounting sectors. Some analysts recognize its potential to leverage AI technologies to enhance efficiency and product offerings. However, concerns around valuation persist, particularly with the stock's historical high PE ratios and recent downward trends. While there are varying perspectives on how AI may disrupt its core business, some analysts see TRI's unique data moat as a strong competitive advantage that may help it maintain resilience. Overall, while there are advocates for its long-term potential, there are also cautionary notes regarding its current market assessment and future revenue impacts from technological advancements.

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Consensus
Hold
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Valuation
Fair Value
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Similar
Bloomberg, BDN
BUY
Now is the time to own this stock because they have done their acquisitions and you are getting the synergy on all of the work they have done. Healthy dividend.
TOP PICK
This is a company that can re-ignite itself if the economy picks up. The merger with Reuters has worked out. Investors will recognize the quality of its cash flow.
DON'T BUY
Has always been an expensive stock. A little bit worried about how they are ultimately going to fare with the competition against Bloomberg. Already trading 10X operating cash flow so you are not going to get a higher multiple. Growth is slowing down.
TOP PICK
(A Top Pick Feb 2/09. Up 17.4% not including dividends.) Was discounted more than appropriate during the downturn. Expect them to be very competitive. Great supplier of data but can also supply analytics for data in both legal and scientific fields.
PAST TOP PICK
(A Top Pick March 2/09. Up 16.47%.) 4.98% Bond due 2015 and yielding about 5%. No longer owns as he changed firms but still likes.
TOP PICK
(A Top Pick Oct 1/09. No change.) Getting synergies that they had hoped for on their Reuters merger. Payoff comes in 2011 when they’re over the cost side and free cash flow rises substantially and earnings are likely to be up by 30%. 5-year dividend is up about 20%. Will probably increase dividends and buy back shares by 2011.
COMMENT
(Market Call Minute.) Has been flat for a year, which he finds perplexing. He is looking at this one. Cheap.
SELL
(Market Call Minute) Has done nothing in last year.
BUY
(Market Call Minute.)
BUY
He is interested in this one. Stable stream of cash flow, diversified operations. Done incredible well over the cycle, combined UK and Canadian listing, removing an overhang from the market. It is a solid asset with a dividend that is liable to grow.
TOP PICK
Being affected by the unwinding of the 2-share structure with outbound selling from Europe. One of their great franchises is the legal one, which is an astonishing cash cow. 3.5% yield is decent. Cheap.
BUY
Very good run earlier in the year but sideways for the last 3 months. Likes long-term prospects. Generates a lot of free cash flow. Expects increasing dividends over time.
PAST TOP PICK
(A Top Pick May 5/09.) Doesn't own since he is managing a new fund. Still likes.
TOP PICK
Rising profitability over the next few years. Digesting of Reuters has been monumental but during the recession they held up on the legal and scientific areas. Will be coming out with new products in the new year on the financial side.
HOLD
Thomson-Reuters versus Rogers (RCI.B-T) or Bell (BCE-T). Has been more volatile because of exposure to the financial sector but has a better long-term outlook than Bell.
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