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
A more defensive holding.
DON'T BUY
Throw off a lot of free cash flow, so have the potential of increasing dividends, but it's a pretty expensive stock. They are one of the top in their area. Going up against Reuters and Bloomberg in their financial arm. These companies have real holds on supplying information to trading rooms, etc.
BUY
Have liked this one for a long time. Has come under share price pressure recently. High quality company, very solid business. Out of favour right now. If you buy it and hold it over the next copuple of years you will be well rewarded.
BUY
Have had some pressures on their margins. It looks too expensive on a Price/Earnings basis. Convinced that the company will surprise investors. An investment to hold not trade.
DON'T BUY
Had a big sell off in '01 and now is just flirting with its 200 day moving average. Trying to make a base, so wait until it's finished making a base and then go to the potential where it's going to be giving you something. There's a lot of better stocks out there.
BUY
It seems to have a definitive range like $40 to $45. Every time it gets down here, it seems to be at least a trading buy. Good value down here.
DON'T BUY
Will remain a dog for awhile. Really hasn't grown their earnings or their market values, certainly over the last year. His model price has been quite consistant at $32.
DON'T BUY
Hasn't really performed over the last couple of years. Has really gone through such a change in the last number of years. Tough to figure out how fast this company can grow organically. A leader in on-line services on the legal side with Westlaw. Financial services is not as strong. Health and education comimg along but not as strong as Westlaw. All together, an organic grower of 4%.
HOLD
Has been one of Canada's greatest long term investment successes. Have a tremendous significant position in financial services info, legal info and education and publishing. Came out with strong results recently. Management is very much focused on investment capital and generating free cash flow. Fairly priced right now.
HOLD
Well managed, but very expensive. Growth prospects are not fabulous. Technically looking good. Can't hurt you. If you can get $45/46 out of it would sell.
BUY
An overlooked company. Building a base. Don't let it go below the 52 week low.
TOP PICK
Has a reasonable valuation at 11 X EBITDA or in arrears 20 X free cash flow. 2% dividend yield. Has made no major mistakes over the longer term. Financial and education sectors have lagged and are starting to look up. Infrastructure costs have already been sunk and margins should increase.
DON'T BUY
Great businesses, decent margins, some real franchise operations, but the stock is still too expensive. Needs time for the cash flow generation to show on the balance sheet and pay down some of its debt.
PAST TOP PICK
(A Top Pick Aug 26/04. Down 5%.) Still likes and considers it a core holding in some of the portfolios. Expects to see better returns on equity, invested capital.
PAST TOP PICK
(A Top Pick Nov 15/04. Down 2.5%.) Still likes. One of the few stocks that is nowhere near its 52 week high. Has reported a couple of decent quarters here. Would still be a buyer at this level.
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