TSE:TRI

Thomson Reuters Corp (TRI.TO)

143.55
-4.10 (2.78%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
221 watching
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Investor Insights
star iconAug 13, 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 experiencing a mix of skepticism and optimism driven by fears surrounding AI's potential impact on its services, particularly in the legal and accounting sectors. Despite these concerns, many analysts believe TRI’s proprietary data and established market position provide some insulation against AI disruption. The company recently reported solid earnings growth and is investing in share buybacks, indicating confidence in its future. Several experts view the current valuation as more attractive than before and see opportunities for long-term growth, while caution still exists due to valuation discussions and market sentiment. The firm's traditional business model continues to be seen as viable, and many believe it's well-positioned to integrate AI into its offerings, potentially enhancing its competitive advantage.

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Consensus
Buy
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Valuation
Undervalued
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TMX,TMX
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.
COMMENT
Ultimately this could be a good stock to own. He is not ready to purchase this right now because of their exposure to financial services. Will probably be somewhat challenged from a revenue standpoint in the near term. Has been consolidating very nicely.
HOLD
(Market Call Minute.)
TOP PICK
(A Top Pick Aug 31/07. Down 18%.) Got hit by the crisis in the financial sector. Earnings in their financial sector slowed from 9% to 7% last quarter but that is still positive organic growth. Offsetting the financial sector is there legal sector, which should do very well. Profitability is increasing. Cash flow could be well over $2 in the next few years and perhaps even $2.50.
BUY
Recently bought a half position to get his feet wet. Dominant in the electronic delivery of legal and financial advice. Market has not liked them since the merger as it is more dependent on financial information but he views it as a growth stock. Just reported good numbers.
BUY ON WEAKNESS
Right now it is very expensive and at a premium right now to the TSX earnings. Good earnings growth going out 2 to 3 years. Try to get it between $30 and $33.
PAST TOP PICK
(A Top Pick Aug 3/07. Down 25% excluding dividend.) Sold his holdings. Recommend that you continue to Hold.
BUY
(Market Call Minute.) Have some debt to pay off, but they are clearly the elephant in the room in that industry.
TOP PICK
(A Top Pick April 25/08. Down 17% giving a net 20% profit.) Pair trade Long on Thomson Reuters (TRI-T) and Short Torstar (TS.B-T) but wouldn’t Short newspapers at this time as they are close to bottom. High-margin and high profit. Their financials have not done badly.
HOLD
(Market Call Minute.) Has had a fairly healthy pullback. Very strong franchise.
TOP PICK
One of the true global Canadian companies. Looking out 1 to 3 years, the current weakness will be a thing of the past. A great free cash flow generating company. Expecting much higher dividends. Balance sheet is in great shape.
DON'T BUY
(Market Call Minute.) In a sector that she is not crazy about because of what is happening in the financials.
BUY
Has been hit because of their dependence on the financial services sector. Trading at about 8X EBITDA.
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