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
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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
Likes this company a lot. There has been gradually improving margins and asset turnover. Has a 95% probability that it outperforms the market.
TOP PICK
(A Top Pick Feb 14/06. Up 10.3%.) Looks at this as an information conglomerate and he likes conglomerates. The stock had formed a rounded base last year and broke out in the latter part. Under owned.
HOLD
A high-quality Canadian company that always enjoys really rich multiples. Shares are fully valued at this time.
PAST TOP PICK
(A Top Pick Oct 18/06. Up 6.1%.) Particularly likes this going into a slowing economy, because they sell information that people need.
DON'T BUY
Have been making a few acquisitions. Trades at a healthy price/earnings ratio.
SELL
There are better places to put your money.
BUY
Re-focusing and selling some pieces in order to be an e-business. Looking at 8% to 12% growth. High quality and pays a dividend.
DON'T BUY
This is a great company, but thinks the stock will continue to go sideways. Growth rate is rather anaemic and the multiple is extremely high.
BUY
Unloading their Learning Division for $5 billion. Likes their focus on new management.
TOP PICK
A very defensive company but has solid growth. Organic growth of 7 to 9%. Likely to increase the dividend at a 10% annual rate. In none economic sensitive areas.
TOP PICK
Starting to make substantial moves into engineering, sciences, etc besides their current legal and medical areas. Have been investing their capital into the new areas and it is starting to show results. Seeing consistent increases in revenues. ROE has been improving quarter after quarter.
DON'T BUY
Trades at a fairly lofty multiple. Showing modest growth. Trading on the more expensive side.
COMMENT
Really great company. Most of their earnings come out of the US so with earnings growth converted back to Cdn$, it has done nothing over the last few years. Internal growth has been 7%. Spending $300 million over the next 3 years to cut costs and will save $150 million a year. A little expensive.
BUY ON WEAKNESS
Has traditionally been more expensive on a price/earnings ratio than what he likes to pay. A first-rate company. The demand for information they supply will keep on growing. Would buy it at $40.
PAST TOP PICK
(A Top Pick Aug 2/05. Up 4%.) The story is very much intact and unfolding the way he expected. Starting to drive the values in synergies out of their acquisitions and starting to drive the earnings growth.
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