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
Responded quite strongly since November selloff. Still maintain they can grow in 09 vs. 08. A lot of their database services will be in demand as part of the fix on what has been going on. Becoming an oligopoly. Trading at 13 X earnings. 4.5% yield.
COMMENT
Chart is quite choppy. Right now it is trying to stay above its 200-day moving average at around the $32.50 level. Moving averages have started to turn over. You may be able to pick up a little cheaper based on previous lows. Could come back to around $29 were you could Buy. The next few days will be critical. If I can get back above $33 with good volume, you might be able to buy it then.
TOP PICK
Great free cash flow company. A much better balanced company than it was. Another way to play this is to take out the ADR (Thomson Reuters PLC (TRIN-Q)) listed in the US, which gives you about a 20% discount to the Canadian price.
PAST TOP PICK
(A Top Pick Apr 25/08. Down 9%.) The challenge is that so much of their revenue comes from the financial services, which is the deeply contracting industry. The legal side is really hanging in there.
PAST TOP PICK
(A Top Pick Dec 10/07. Down 7%.) Exposure to financial markets is substantial but in a position where they are integrating Reuters acquisition and will have competitive products with Bloomberg. Also have legal, scientific and information sites.
TOP PICK
Becoming a dominant player in providing information to the financial markets, lawyers and accountants. Inexpensive stock.
PAST TOP PICK
(A Top Pick Apr 25/08. Down 24%.) Selling financial information to brokers wasn't as lucrative as was thought. Still likes this and is almost certainly a double as the economy recovers,
TOP PICK
Despite 1 year into the financial crisis, they were able to grow their top line in every single major vertical that they are in. Merger with Reuters is going ahead of schedule. Cost cutting is other than expected. Margins are stable or growing. Trades at 13 X earnings. 4.5% yield.
COMMENT
If you like the market today, you could buy this at these prices. He is very satisfied with the services they have offered him as well as their customized backup. Longer term, the stock has only one way to go and that is Up.
TOP PICK
Large provider of information to business, legal and scientific community. Thinks the work in the legal community will increase.
BUY
If you like it, it makes sense to go and buy it with the ADRs. Stock is down because of concerns about the slow down during the last down turn with less purchasing of financial data. Stronger company longer term. The third quarter was the strongest ever for their foreign exchange business.
BUY
Likes it. Buy it in the UK, where it has a 15% discount, but you can’t exchange with Canadian shares.
HOLD
The amalgamation is a complex situation as Reuters was European while Thompson was North American. Times are bad for anything associated with the financial sector.
HOLD
You can buy this on the London exchange at a discount to the stocks on the NYS and TSX even after currency exchange. When the financial world finally turns around, this will be a great name to own but could take some time.
HOLD
(Market Call Minute.) Has seen some pain and is bouncing back but markets are not behaving well so there is a perception that its business publishing will not do well.
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