TSE:TRI

Thomson Reuters Corp (TRI.TO)

146.24
-7.73 (5.02%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Thomson Reuters Corp (TRI) is currently facing significant market skepticism regarding the potential impact of artificial intelligence (AI) on its core legal and financial data services. Despite fears that AI might replace critical aspects of its services, many analysts argue that TRI's extensive proprietary data gives it a strong competitive advantage that will persist in the long term. The company recently showed solid financial performance, including stable topline growth, a significant free cash flow increase, and ongoing share buybacks. While there are concerns about valuation and the market's response to AI developments, sentiments are cautiously optimistic for those willing to view TRI as a long-term investment. Analysts suggest that TRI might be undervalued at its current price, providing an attractive entry point for new investors amidst the prevailing fears.

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Consensus
Cautious
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Valuation
Fair Value
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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.
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.
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