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 currently facing significant market skepticism regarding the potential impact of artificial intelligence (AI) on its core legal and financial data services. Despite fears that AI might replace critical aspects of its services, many analysts argue that TRI's extensive proprietary data gives it a strong competitive advantage that will persist in the long term. The company recently showed solid financial performance, including stable topline growth, a significant free cash flow increase, and ongoing share buybacks. While there are concerns about valuation and the market's response to AI developments, sentiments are cautiously optimistic for those willing to view TRI as a long-term investment. Analysts suggest that TRI might be undervalued at its current price, providing an attractive entry point for new investors amidst the prevailing fears.

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Consensus
Cautious
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Valuation
Fair Value
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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.
BUY ON WEAKNESS
Finally starting to generate the organic growth. Latest was at about 7%. Good defensive name. Not cheap. An attractive investment for medium to longer term.
DON'T BUY
A well-run business. Provide a lot of data products. Valuation is always fairly rich.
TOP PICK
Surprised everyone on the upside with their latest report. Announced a program going forward called Thomson Plus, concentrating less on acquisitions and more on efficiency. Putting a larger model of $’s towards this. Sales increased about 7% in the last quarter.
PAST TOP PICK
(A Top Pick May 2/06. Down 3%.) Likes it because it's not on anybody's radar screen. Large and well capitalised. Good business model.
HOLD
Made a lot of investments over the last several years. It appears those investments are starting to pay off. In the last few months, shares have started to act better. Earnings growth rose to 63% in the last quarter. One of a few companies on the TSX that looks attractive.
DON'T BUY
Has had 4% growth in earnings per share since 1989 with a decent dividend yield. Strong financial position. There has been a little bit of acceleration in growth recently but not big enough to indicate a change. Can do better elsewhere.
BUY
Has been in a very tight trading range for the last five years. The latest earnings release was quite a favorable surprise. Posted organic revenue growth in the 9% range which was well above expectations. Feels that it is finally starting to realise returns on all the investments it has made over the last five years.
TOP PICK
(A Top Pick Feb 14/06. Up 4.3%.) Thinks it is just beginning and will go higher. Is nervous about the market so wants to stay in something that is safe and secure. Has had some good, long bases.
TOP PICK
Had an interesting move recently. Has traded/fluctuated between $40/45 without making any headway. This pattern has gone on from October/03 giving it over 2 years of base building. Looks like it is on the verge of a breakout.
BUY
Has been in a trading range of $30/45 for a number of years. A great defensive stock. Has made a lot of investments to reorganise itself to be part of electronic data base management. Organic growth is coming in at 7/9%. Over 2% dividend yield.
WAIT
Interesting chart. It has a v-extended base. Wait for a break out, even if you have to pay $46.00
TOP PICK
Good solid company. He has liked it for a long time. They have come out with some good earnings and raised their dividends 10%. Free cash flow, before tax revisions were up 17%. A lot of their businesses are growing. Bought in Dec. at around $39.00. Looking for a number with a 5.
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