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 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.
HOLD
Former top pick. It was a long term hold for this expert and is finally showing life. Expects it could increase by 10%. Entry should be around $40.00. Continue to hold.
TOP PICK
One of the top picks. Believes Thomson has been overlooked and its time has come. It has an extremely long base and it will probably go quite a ways if we get rotation of the commodities.
HOLD
3.3% dividend yield. They are doing all the right things, and yet the stock price is flat. Hopeful that it will be a turnaround. Management has done a good job.
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