TSE:TRI

Thomson Reuters Corp (TRI.TO)

146.24
-7.73 (5.02%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 4, 2026, 12:00 am

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

Thomson Reuters Corp (TRI) is facing significant market concerns regarding the impact of AI on its core services, particularly in the legal and accounting sectors. While many experts believe that the fears are overstated and that TRI's proprietary data and long-standing client relationships will insulate it from AI disruption, there is a recognition that the stock has traded at high valuations historically. Despite recent sell-offs attributed to AI fears, some analysts see a potential for recovery, citing the company's consistent topline growth and expansion in AI-driven products. The overall sentiment appears to lean toward the positive, with several experts suggesting that current pricing presents a buying opportunity, albeit with cautious sentiments surrounding market volatility. In contrast, others advocate for a wait-and-see approach, indicating that clarity on TRI's long-term positioning in light of AI advancements is needed.

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Consensus
Cautious
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Valuation
Fair Value
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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.
BUY
Very disappointed with the performance. Reuters acquisition was a great one. Good record of integrating acquisitions. Reuters just announced better-than-expected earnings. Stock is coming down because of concerns about the spending of financial services firms. Short term, demand is viewed to be weak. Longer term, there will be increasing deployment of their services. Attractive price.
TOP PICK
A lot of arbitragers are still tied into the Reuters stock and there really has only been a one-way street where they could sell. Once the deal closes, he expects to see a little bit of buying. Likes the deal and Reuters looks like they are beating their targets. Thomson’s last quarter was great. Valuation is as cheap as he has ever seen it.
HOLD
(Market Call Minute.) Decent company and well diversified assets but tends to trade on the expensive side.
TOP PICK
All the approvals for the Reuters April acquisition look like they are in place. Stock is about 8X EBITDA but historically was 11. Because of Reuters, they will have exposure to financial business and services outlook in general.
DON'T BUY
Getting close to his model price of $32.59. That's a negative 6% differential. When the Reuters acquisition closes that will come on its balance sheet making it look quite a bit different. He guesses that his model price will deteriorate further.
HOLD
(Market Call Minute.) Has been dead money for years and years and in spite of the purchase of Reuters, there is still no real catalyst for the stock.
TOP PICK
Dividend is now over 3%. Looks like they are getting approval for the Reuters transaction. This will provide them with some great synergies. Very attractive price.
BUY
A couple of issues with. 1) It is media, which tends to be more economically sensitive. 2) They are going through a merger process with Reuters, which inevitably gives a shorting of Thompson, and long Reuters. Over the long term, it is a quality name that has a very strong market position. Great company for generating free cash flow, increasing its dividend yield and is trading at a great valuation.
BUY
(Market Call Minute.) Thinks concerns about financial spending is overdone. The Reuters acquisition was a good one for the company.
DON'T BUY
As a model price of $32.85, still an -8% differential. He has been saying for years that it is dead money. Looks like a Reuters deal is going to go through and once he sees this on the balance sheet, he expects his model price to go down even further. Their balance sheet is nothing but “goodwill”.
TOP PICK
Lowest multiple it's had in many years. Part of the decline in the stock was due to the US FTC review on Reuters acquisition would be delayed to coincide with the European review, probably in March. This should be a cash flow machine.
COMMENT
There is now a growth potential because of their acquisition of Reuters. Electronic newsgathering is the wave of the future. Certainly worth a look at this price.
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