TSE:TRI

Thomson Reuters Corp (TRI.TO)

114.51
-0.36 (0.31%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 33 opinions in the last 12 months.

Thomson Reuters Corp (TRI) has faced skepticism in the market largely due to fears it may be disrupted by AI, particularly in its legal and accounting divisions. However, many experts express confidence in its proprietary data and strong brand reputation, suggesting that its offerings differentiate it from competitors in a commoditized information industry. Significant focus is placed on its capability to enhance existing products with AI, which could prove advantageous in the long run. While valuations have moderated from previous extremes, sentiment remains mixed as some experts see potential for TRI to maintain its competitive moat, even if the revenue outlook may face downward pressure due to AI advancements. Despite considerable uncertainty, TRI's solid earnings growth, subscription-based revenue model, and the loyalty of its customer base provide a foundation for positive long-term performance.

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Consensus
Hold
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Valuation
Fair Value
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FISV
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.
HOLD
Has been going through a makeover in the last number of years. On the one hand, they have created a global player that could be a significant growth player. The big concern is that their customers are financial service companies. He has nibbled and taken a very small bite of this one.
TOP PICK
(A Top Pick July 13/07. Down 17%.) Doesn't expect a big move in the next couple of months, but for long-term holders, this is the place to get in. As the synergies begin to evolved, he can see this in the high $40’s - $50’s over the next couple of years.
TOP PICK
Probably the biggest e-commerce publisher in the world. Stock has gone nowhere for 10 years. Merger of Thomson and Reuters can create great cost savings and good growth down the way. In the near term, investors feel they are too exposed to the financial services business, which will hurt them. That's a short-term outlook and he will own it for the next 5 years.
TOP PICK
Pairs trade going Long Thomson Reuters (TRI-T) and Short Torstar (TS.B-T). One of the weird things happening is that people are still subscribing to newspapers but are not opening them. Contrast that with Thomson Reuters that is selling data.
BUY
The acquisition of Reuters was a great one. It increases the exposure to the financial services sector. Because of concerns on the financial, in the near term there will be some cyclical problems with this stock. Eventually they will throw off a ton of cash flow.
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