TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
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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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COMMENT
Likes the business model. Global diversified business covering financial services, legal, tax, accounting and scientific/healthcare businesses. 4% dividend yield. Good cash position. Dual listed corporation in London and Toronto and London shares trade at a 10% discount so he would buy it in London.
COMMENT
Several factors on whether you buy Canadian (TRI-T) or US ADR (TRIN-Q). 3.7% yield Canadian but 4.2% in the US. If you have a taxable account you are probably better off buying Canadian.
PAST TOP PICK
(A Top Pick May 8/08. Down 0.71%.) Have come through the environment and are meeting all their targets on cost cutting and synergies. Concerned on losses because of the financial sector.
TOP PICK
(A Top Pick March 2/09.) 4.98% Bond due 2015 and yielding about 5%. Still doing very well. Very solid company.
PAST TOP PICK
(Top Pick Apr 15/08, Down 8.13%) They are strong in legal and scientific and other fields, which benefit them when times are bad. The integration with Reuters went well for them.
PAST TOP PICK
(A Top Pick April 11/08. Down 5.71%.) Held up quite well. Would Buy at $30.
TOP PICK
The Reuters acquisition has turned out very well for them. Quarterly results were quite a bit above expectations. Raised their dividend 4%. An interesting way to participate is through the ADR on NASDAQ (TRIN-Q) (the Reuters portion) as it trades at quite a discount.
PAST TOP PICK
(A Top Pick May 7/08. Down 13%.) Integration and cost cutting of Reuters is going well. Got lumped in with the whole financial crisis selloff. Almost an equal split between legal, educational and healthcare sides. Hoping earnings increase in the next year or so. A Buy. Try to buy on the London exchange (TRIL) as it is trading at about 15% discount.
TOP PICK
Reported great earnings and increased dividends. Reuters’ platform is not directly comparable to Bloomberg's. Much bigger international and commodity exposure. Low risk way of playing recovery in financials. You can purchase this at a 20% discount by buying the ADR on NASDAQ (TRIN-Q) and a good way to get foreign currency exposure.
TOP PICK
4.98% Bond due 2015 and yielding about 5%. Premier company. Doesn't think their financial services will be a problem over that length of time.
PAST TOP PICK
(A Top Pick Feb 28/08. Down 11.3%.) Sold in September at $32+ for a small loss because of exposure on the financial side. Likes the long-term outlook and it could come back at some time.
TOP PICK
People look at this as being very tied to equity markets. Thomson and Reuters gives significant amounts of synergy. Legal software should do well.
DON'T BUY
Doesn't like this business right now because their business is selling financial news to clients. That market is not heading north right now.
TOP PICK
Feeling fallout from the financial side, which will defer some future profitability. Dominant player in the information fields for professionals, particularly legal as well as scientific. Can see them earning $3-$3.50 over the next 3 to 5 years.
BUY
Quasi-financial and has performed with what has been happening on financials. Think the Reuters merger was very positive and will generate significant earnings growth in the next 2 to 3 years. You need to see or sustained improvement in the financial sector to get a steady performance in the stock. (Cheaper through Nasdaq so has a bigger yield. TRIN-Q)
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