TSE:TRI

Thomson Reuters Corp (TRI.TO)

125.41
+4.69 (3.89%)
as of Jul 24, 2026, 5:16:50 pm Market Open.
221 watching
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Investor Insights
star iconJul 24, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Thomson Reuters Corp (TRI) faces mixed opinions from analysts, primarily centered around concerns related to artificial intelligence (AI) potentially disrupting its established business model. While the company has demonstrated consistent topline growth and boasts a solid financial foundation with a strong balance sheet, there is significant market skepticism regarding the future impact of AI on its legal and data services. Many experts highlight the importance of TRI's proprietary data in maintaining its competitive advantage, despite fears that AI might commoditize information. A few analysts express optimism about TRI's long-term prospects, expecting its strong market position and adaptations to AI integration to pay off, while others view the stock's valuation as historically high and warn against potential risks associated with AI disruption. Overall, the sentiment leans towards a belief that, while the current market reaction may be overly pessimistic, caution is advisable as the landscape evolves.

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Consensus
Cautious
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Valuation
Fair Value
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TOP PICK

Company has large amount of product lines. Data and and financial markets very profitable. A.I. tech will also help company continue to grow. Company working hard to integrate machine language into business model. Very good for long term investors. 

PARTIAL BUY

More of a growth-oriented stock. Since it's had such a run, dollar cost averaging would make sense on this one. It could potentially slide back after the runup. A smaller yield, so you're trying to buy cheaper to get the capital growth.

WATCH
Average up after gaining?

A rare quality company in Canada (like DOL-T). The Thomson family still owns a ton of shares, great cash flow and are capital-lite. All good. PE is high but worth it. That said, he prefers US stocks like Moodys and Costar. Would watch this.

WAIT

Strong Canadian brand. Successful transition to digital economy. Subscription services for legal, financial, news, and tax data. Low capex, recurring revenue. Profitability improving. Expensive multiple, too high, he's patient and will wait for it to come down.

HOLD

Refocused, and the stock chart reflects that. Well run. Attractive market niche. Valuation too high to buy today. But if you hold, keep on holding and let it work for you. GAARP idea, not for the dividend. See his Top Picks for dividend ideas.

BUY ON WEAKNESS

Very good company that has owned for years. Recent A.I. acquisition good for business. Trading at high valuation. Would be good for long term investors. 

WAIT

They transitioned well into digital by offering data. A low capex, recurring revenue business. Likes that, but profits need to catch up to the new business model. Not quite there yet. Trades at a high 40x PE. Is sitting on the sidelines. Charlie Munger says the money is made in waiting.

HOLD

Has found focus in the last 5 years. Pruned its portfolio, sold non-core assets. He'd keep holding. Don't buy today, as valuation is too high.

COMMENT

It is the best data based business in the world. It There was a recent special dividend and it might be fully priced now.

BUY ON WEAKNESS

Fundamentally a strong company.
Recent increase in shares makes name expensive.
Waiting for shares to fall before buying.
Long term is a good investment.
Very strong assets and management. 

DON'T BUY

Great, strong company, strong brand. Made transition to digital. Tremendous business model on paper. Profitability is tepid at best, below TSX. Eye-popping PE of 78x.

WAIT
Provides data to end markets for a variety of industries. Unique. Likes what they do. Capital light. Still, shares have run up. He'll wait until there's a good buying opportunity.
BUY ON WEAKNESS
Great defensive company. Subscription-based services to legal, accounting, and tax. Even in a recession, those sectors need access to data to do their jobs. It's all about owning it at the right price. Strong numbers last quarter. Always trades expensively. Intellectual assets have high returns with low capex. Not a bad entry here around $125. Consistent EPS growth. He's looking at it.
HOLD
They did a major restructuring but when they sold their business analytics business. Earnings have declined, but they sit on a lot of cash. Very well managed. Shares ran up during lockdowns. Pays a 2% dividend and trades at 9x. You can hold on, but wait and see what they do, like whether they will buy a new business like software or buyback shares. No need to panic.
BUY ON WEAKNESS
Really nice run, well deserved. PEG of 1, but doesn't trade at a lofty valuation. Likes it. Add on weakness, below $130.