TSE:TRI

Thomson Reuters Corp (TRI.TO)

114.88
+0.01 (0.01%)
as of Jun 10, 2026, 7:17:58 pm Market Open.
214 watching
0
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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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.
TOP PICK
Hasn't had the respect it deserves. A major portion of their business is tied to the financial sector and they merged with Reuters just before the collapse. Coming out of that they will be introducing some products that will be quite competitive when the financial sector is starting to stabilize.
TOP PICK
The Reuters acquisition has been recent and the financial crisis has slowed down the growth of the stock. Very stable revenue base.
PAST TOP PICK
(A Top Pick May 5/09. Up 7.5%.) 4.98% Bond due 2015.
TOP PICK
6% bond maturing March 31/16. (This is one of the longest durations they have in the portfolio.) Likes corporations with reasonably predictable cash flows.
TOP PICK
Multinational with the ability to work outside of North America because North America is going to have a tough time. It won't get much better until the US sorts itself out. From a technical standpoint it just broke out.
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