TSE:TRI

Thomson Reuters Corp (TRI.TO)

127.04
+6.32 (5.24%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 24, 2026, 12:00 am

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

Thomson Reuters Corp (TRI) has been experiencing significant scrutiny in the market due to concerns about the impact of artificial intelligence (AI) on its core businesses, particularly in the legal and accounting sectors. While many analysts acknowledge the company's strong financial fundamentals, including consistent topline growth and a robust balance sheet, fears surrounding AI's potential to disrupt their proprietary data remain prevalent. Opinions are divided; some believe TRI's unique data offerings will enable it to withstand AI-related challenges, while others express skepticism about the stock's future trajectory, given its previous high valuation and current trading multiples. Overall, the market sentiment towards TRI is cautious, indicating potential for both recovery and continued volatility in the stock's price as it navigates these AI-driven uncertainties.

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Consensus
Cautious
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Valuation
Fair Value
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DON'T BUY
Sector that is largely out of favour right now. Too expensive for him. Other companies such as Torstar (TS.B-T) or Lee Enterprises (LEE-N) are more attractive. An area that will survive but you have to pick your spots.
PAST TOP PICK
(A Top Pick July 13/07. Down 27%.) Fears of what is happening in the financial services are punishing the stock. With more layoffs, there may be less demand for their services but the market overlooks the strength they have in the legal and scientific areas. Still a Buy.
BUY ON WEAKNESS
Information services company. Acquired Reuters, which is directly tied to the financial industry. Have been some concerns about the headwinds they are facing. Overall he very much likes the company. Synergies will be realized over the next few years. 13X forward earnings is starting to look interesting. Would like to see it under $30.
PARTIAL BUY
Reuters was a major acquisition and he thinks this will be fabulous in the long run. Given them an even bigger footprint in the financial area, which the market doesn’t like. Buying when it is out of favour is a great idea. He bought a half position only.
DON'T BUY
This is a work in progress. The stock is cheap enough but looking at what Thomson paid for Reuters, somebody got hosed. He can't see the upside yet.
TOP PICK
They sell added value information. Information is more important than it ever was. This is going to be an absolute cash machine. Feels it has decent level of 5% to 15% growth. Huge cash flow.
TOP PICK
Has come off quite a bit in the last year because of concerns on financial services area, which is a major market for them. However, they are also highly exposed to the legal and scientific areas. Think the market is underestimating what the synergies might be from the merger of Thompson and Reuters.
BUY
(Market Call Minute.) One of his favourite stocks.
PAST TOP PICK
(A Top Pick Aug 2/07. Down 14%.) Has been a disappointment perennially, but still likes. Reuters acquisition was good. Going to be a great stock 2-3 years out. Sold this for a capital loss and bought Thomson Reuters PLC (TRIN-Q) (same company) which trades at a 12% to 13% discount.
TOP PICK
Off 20% over the last year. Reuters has a big exposure to the financial world. Their information product to lawyers, accountants, etc. becomes more valuable.
TOP PICK
Information provider by electronic delivery. As demand for information increases, this should be a decent story. Have exposure in the Asian Pacific region that could overcome their potential weaknesses in the financial industry in North America.
COMMENT
Has never been a fan of Thomson. It has now down this merger with Reuters and is getting away from the paper business into the electronic screen business. He would like to see 6 months to a year of operations to see what happens.
TOP PICK
Likes merger of Thomson and Reuters. Good concentration in the financials, which is a long-term opportunity for them. Near-term the market does not like this; so take advantage that the stock is down.
BUY
He bought this in 2 traunches at $33 and $35. It popped since then based on the closing of the merger and a good first quarter.
TOP PICK
You have a chance right now to get it at a bit of a discount. With the Reuters Thompson combination, you've got a powerhouse in the data management. Have a lot of growth going on in financials and legal systems.
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