TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
221 watching
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Attractive
review icon
Similar
TMX,TMX
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