TSE:TRI

Thomson Reuters Corp (TRI.TO)

147.66
-6.31 (4.10%)
as of Sep 4, 2026, 4:39:32 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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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.
DON'T BUY
Dead money.
HOLD
A lot of its business is US so when the Canadian dollar is strong, the stock in Canadian dollars is a little weak. They continue to report decent organic growth little by little. Looks a little expensive on a P/E basis. Thinks it should trade at $45/48. Patients will be rewarded.
BUY
Likes at this level. 2.3% yield and the company has a history of increasing diovidends. Multiples are more in line with its peer group. A good defensive stock.
BUY
Likes this company. Looks relatively expensive at 10 X cash flow, the fact is that the ROE is building from an extremely low level. Things are looking more positive. Have a good lock on the legal information market and are branching out into other areas.
DON'T BUY
They dominate the US market in legal information. Most of its earnings are in the US, so could have a currency risk. Stable dividend. Expect a slow growth rate in the single digit araea.
BUY
Stock has started to perk up. Trying to break out of its very narrow trading range it's been in for the past year. Had 3 quarters of strong organic growth. The massive investments it made to change into an electronics company is just starting to pay off. It'll never be a high flyer.
TOP PICK
There's a real opportunity here. After a number of years of making acquisitions, they're integrating them and getting good organic growth out of them. Expects to see an earnings acceleration ove the next number of years when they start to deliver on the business plan. Good management.
DON'T BUY
A high quality stock, but very expensive. Has no growth. Dead money.
DON'T BUY
A great Canadian company with a world wide presence. Stock is not doing very well because it is always expensive. Trading at 20 X earnings. Good dividend yield at over 2%.
DON'T BUY
Has always traded at a high P/E multiple. Have terrific data bases, but people don't see willing to pay for it anymore.
HOLD
Has been flat and going sideways and getting relatively cheaper. Does most of its business outside of Canada. Last couple of quarters has been quite good. Very frustrating. Could get defensive growth. Thinks you should get high to mid $40's at some point.
DON'T BUY
A really interesting stock. For 25 years, the stock has always bottomed at just about 2 X book value and it isn't very much above that price right now. The problem with this stock is that there is no particular driver for its Fair Market Value, so can't see what's going to push the stock much higher.
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