Thomson Reuters Corp (TRI.TO) Buy, Sell or Hold

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Thomson Reuters Corp (TRI.TO)

124.88

-1.74 (1.37%)

as of Jul 3, 2026, 8:00:00 pm Market Open.

221 watching

Investor Insights

Jul 3, 2026, 12:00 am

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

Thomson Reuters Corp (TRI-T) is currently facing scrutiny due to fears that AI may disrupt its core legal and financial data services. Despite its strong fundamentals, including a solid balance sheet and consistent revenue performance, investor sentiment is cautious amid potential AI competition. While some experts highlight TRI's proprietary data as an essential asset that AI tools cannot easily replicate, others express concern over the company's competitive positioning moving forward. Many analysts suggest that TRI's valuation, although lower than past highs, remains elevated in the context of growth expectations. Ultimately, there is a general consensus that the stock, while presenting attractive opportunities for long-term investors, is undergoing a transitional phase marked by market volatility and shifting investor perceptions regarding its future performance in light of AI advancements.

Consensus

Cautious

Valuation

Fair Value

Similar

LexisNexis, LNN

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.

Showing 46 to 60 of 715 entries

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Thomson Reuters Corp (TRI.TO)