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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Similar
TMX,TMX
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.
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.
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