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
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Attractive
review icon
Similar
TMX,TMX
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.
DON'T BUY
(Market Call Minute.) He is unconvinced. Thomson has a history of under performing and now he just gets to under perform on a bigger stage.
BUY
Just completed their merger, which created a lot of confusion with people trying to value the stock and hedge funds being involved trying to play the arbitrage. A wonderful second derivative way to play a rebound in financials. It fell with all the financials even though it is not a financial. Fabulously well run and well capitalized. A good one to salt away without the catastrophic risks of financials. Good for long-term.
BUY
A very compelling story. There will be throwing off $2 billion a year in free cash flow. The merger savings they are expected to realize is about $650 million, but expect to lose $150 million revenue.
TOP PICK
One of the leading providers of information into the legal sector and health care. Expect to see some real solid profitability increases. The synergies with the merger of Reuters are going to be huge.
TOP PICK
Reuters was an accretive acquisition that makes them one of the two pre-eminent news providers and financial services going forward with good earnings growth of 10% to 15%. Thinks there is some short covering in advance of the deal that is being completed next week.
DON'T BUY
The model price is $34.09 giving it a negative differential of 5%, which is an improvement. He has been bearish on this stock for over 5 years. His only proviso is that the Reuters acquisition has not as yet been included in his numbers.
HOLD
Looking at this one because it has become incredibly cheap at 14.5X next year's earnings based on 1st call estimates. Provides a potential opportunity.
DON'T BUY
Going through a merger. They serve primarily financial services, resulting in the poor performance. Over the long term they will have strong cash flow growth, not time to enter though.
SELL
The merger that was just approved is an interesting event, putting the two companies together will be very difficult. Wouldn’t buy today. Sell.
TOP PICK
They’ve finally approved their merger. Major players in legal information. People underestimate the synergies that will come from merger. Return on equity has finally began to move upwards.
Showing 376 to 390 of 715 entries