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
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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.

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Consensus
Cautious
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Valuation
Attractive
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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.
TOP PICK
(A Top Pick Aug 14/08. Down 4.25%.) Very solid/diversified underpinnings in the “have to have” information markets. Includes financials, legal and scientific. On the verge of having increases in profitability and looking for earnings of $2.50 in the next year. Cash flow could be $3.75-$4 a share. Developing “next generation” terminals.
WATCH
Good stable company. Global leader. Involves selling high-end data devices into law firms, Wall Street firms, etc. which is why the stock has not done a lot in the last year. European listing is being closed so a lot of Europeans will sell in the next month or two, which will be a buying opportunity.
COMMENT
Announced they will consolidate shares trading in London into Canada and this brings more liquidity to the Canadian marketplace. Doing interesting things in their communication business and are taking on the Bloomberg quite aggressively. Will be rolling out some products later in the year. Thinks he could do better in a recovery story with something that is a little more aggressive but if you are looking for a safe blue-chip name, this would qualify.
TOP PICK
Stock price dropped because of concerns of the financial industry. Market doesn't count on them being so well positioned in the legal and scientific areas. With the merger with Reuters, expects they will come out with some formidable competitor products next year.
TOP PICK
Market is underestimating the synergies, which are ahead of schedule. Reuters is coming out with a new generation of products. Expect employment figures will start increasing in the financial sector.
TOP PICK
Strong cash flow generator. Offers some of the best dividend growth potential as we get out to 2010-2011. Financial services sector is going to stabilize.
TOP PICK
Market thought they would be hurt by the slowdown in the financial services. Hasn't been a plus for them but the medical and legal divisions have continued to grow. Financial products have become more sophisticated. Cash flows from all the synergies on the merger are starting to show up but won't have their full impact until late 2010, early 2011.
TOP PICK
Reuters people in England have continued to sell the stock and that has been a real drag. Earnings and dividends are okay. He considers this a multinational stock and the world needs the kind of information systems they have. 3.7% yield.
PAST TOP PICK
(A Top Pick May 20/08. Down 4.51%.) It provides information on financials, legal, accounting and medical. Anticipates growth in earnings because of the cost reductions following the merger.
PAST TOP PICK
(A Top Pick May 29/08. Down 7.9%.) Will have some good surprises in the next year. Still a Buy.
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