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
0
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
valuation icon
Valuation
Fair Value
review icon
Similar
RELX, REL
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.
BUY
Acquired Reuters in 2008 around when the financial crisis started. Financial and legal industries where hit hard by the recession. On track with their synergies. Generate a lot of strong cash flow. Attractive yield of 3.5%. Subscription revenue should improve in the next couple of years.
PAST TOP PICK
(A Top Pick Oct 1/09. Down 3.23%.)
PAST TOP PICK
(A Top Pick Oct 16/08. Up 34%.) Still has quite a ways to go on the upside. Will be coming out with new products early next year.
BUY
They have areas outside of financial such as legal. Likes the outlook. Growing faster than Bloomberg.
BUY
Probably trades at a higher multiple than its competition but are getting a lot of cost savings out of their merger with Reuters. Great story longer term.
TOP PICK
5-year dividend record is excellent and the payout is reasonably low. Going through the Reuters merger so 2010-2011 costs and synergies are going to come back as positive earnings growth. Free cash flow will probably be $1.5 billion. Good record of increasing dividends and buying back shares.
TOP PICK
Dividends critically important in this market. Great free cash flow generator that is expected to ramp up when they finalize the Reuters integration. Dividend of about 3.5% and expected growth will be quite attractive over the next several years.
TOP PICK
International in nature. Information technology. As financial markets improve, investors will look more favourably on this.
DON'T BUY
They can grow their earnings but problem is their valuation. Great management and operations.
BUY
Very strong balance sheet. Strong returns on capital over time. Steady increase of dividends. In a competitive sector but with the merger with Reuters last year it has ended up in a duopoly in information to the desktop.
Showing 286 to 300 of 715 entries