TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Cautious
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Valuation
Attractive
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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.
BUY
Totally range bound between $38 and $45 for years. With the acquisition of Reuters, you have a global dominant player but there are integration risks. Credit crunch also means layoffs on Wall Street and those are the big customers. Would not buy and hold.
HOLD
Been a frustrating company to own for a number of years. Good cash flow yield. Taken on a lot of debt to do the Reuters acquisition, but thinks it will work out quite nicely. Very big acquisition and will be a lot of integration costs. Could be affected in the short term as the financial services down size because of problems, the use of their terminals may fall. If you have a 3 to 5 year view, you could make a decent profit on it.
TOP PICK
Stock has turned down since they announced the Reuters acquisition. He likes the Reuters deal. Thinks it will be a legitimate contender to Bloomberg's. Well run company.
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