TSE:TRI

Thomson Reuters Corp (TRI.TO)

114.51
-0.36 (0.31%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
214 watching
0
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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
FISV
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.
HOLD
Merging with the Reuters organization, which will probably change their business model. Pays a dividend. Not an exciting stock.
DON'T BUY
He had thought the stock would hold above the $43 level, but something happened on a fundamental basis that knocked it down. The first sign something was happening when it broke below the 200-day moving average. $37 could possibly be a support level, but it's a falling knife.
SELL
Seeing huge deterioration in the fundamentals. Model price is $33.73, a negative 15% differential. Earnings are coming down and when the Reuters merger goes through, the balance sheet is going to get larger, which means the higher the earnings have to be.
TOP PICK
Seeing the profitability increasing now. The market has always underestimated the synergies that they might realize, both from their acquisitions and divestitures. Expects earnings per share over the next couple of years are going to go well beyond $2 a share. Cash flows are going to be well beyond $3 a share.
TOP PICK
Profitability growth play. Has been underestimated by market. Very dominant player in financial industry. From here will see a return on equity slowly increasing. Very smart, well managed company.
Showing 391 to 405 of 710 entries