TSE:TRI

Thomson Reuters Corp (TRI.TO)

127.04
+6.32 (5.24%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
221 watching
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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.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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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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