TSE:TRI

Thomson Reuters Corp (TRI.TO)

146.24
-7.73 (5.02%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
221 watching
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
RELX, RELX
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.
HOLD
(Market Call Minute.) Would like to see a better growth profile before buying.
BUY
It’s a tomorrow stock. It has a number of new software offerings in various areas that aren’t fully introduced. Buy it at these levels, but it will not be overnight that it happens.
DON'T BUY
Media companies have steady cash flow. Well managed. Well-diversified geographic exposure. Fighting against Bloomberg, although things have leveled off a bit.
BUY
(Market Call Minute) Excellent company but not a contrarian play. Is a dividend champion, raising dividend in the teeth of the recession.
DON'T BUY
Execution was fine. It was a fantastic, blue chip company. With the Reuters acquisition it is that much more powerful. It’s valuation he has an issue with.
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.
Showing 271 to 285 of 718 entries