TSE:TRI

Thomson Reuters Corp (TRI.TO)

153.97
+7.35 (5.01%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
221 watching
0
Investor Insights
star iconSep 3, 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 concerns regarding the potential impact of AI on its traditional services, particularly within its legal database segment. While some reviewers express fear that AI could replace TRI's offerings, many highlight that TRI's proprietary database and expertise in aggregating and curating legal and financial data provide a strong competitive advantage that AI cannot easily replicate. The company's recent quarterly results showed stable growth and an increase in share buybacks, signaling confidence from management. Despite the current market downturn, several analysts believe that TRI's business model will adapt and thrive, maintaining its relevance in the evolving landscape of AI and data services. Overall, the sentiment suggests that the market has overreacted to fears surrounding AI, leading to a potentially attractive buying opportunity for investors willing to look past short-term volatility.

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Consensus
Hold
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Valuation
Fair Value
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FISV
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.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A company that can slowly but surely compound capital. Buybacks and dividend increases will continue. Fundamentally, it is a strong company. On average a slower growth company, and trades at 40x forward earnings. Unlock Premium - Try 5i Free

BUY ON WEAKNESS
Absolutely should be on your buy list. Rough start to the year. Core business is tremendous with strong, organic growth. Over time, has become more shareholder friendly. Volatile. Future should provide share buybacks and dividend increases. Reasonable valuation, 18-19x cashflow.
SELL ON STRENGTH
Not impossible to get a bounce between now and April. But there are better neighbourhoods to focus on. A tough group. Market's moving away from this group to things that have an immediate impact from stronger pricing. No great pricing power.
DON'T BUY
Model price is $82. Moving sideways, and will keep doing so. Rich valuation. Yield is 1.4%, meager at best. Look farther afield for value. Leave the space alone.
PARTIAL SELL
If you've made money, take some off the table. He's not 100% sure there's huge upside from here. Quite acquisitive, so they could buy some growth. Big, stable businesses that will perform well over time. Valuation is extreme. Not attractive at these levels.
PARTIAL SELL
Includes great technology pieces. Not sure what the ceiling or floor is, as a lot is policy and interest rate driven. Dividend not growing at an attractive enough rate. If you've done well, perhaps reduce your position or just hold if you have a big capital gain. Not a buyer at these levels. Better value in other sectors.
HOLD
They sell database software to healthcare, legal, accounting, and others. Margins have kept ticking higher. Steady grower. Big moat, as the dominant provider of information. As long as it continues to perform, stay with it.
WATCH
Struggles with this. Earnings have remained largely unmoved from a fundamental point of view. Will acquisitions actually move the needle? Quite expensive for what it is. He's watching, but they'll have to show him the money before he'd be a buyer.
BUY ON WEAKNESS
Allan Tong’s Discover Picks TRI is a steady eddy operating in a (let's face it) stodgy business, but predictability preserves capital. TRI stock is reliable in that it keeps beating its quarters (the last four by comfortable margins) and trades at a PE of mere 8x. The dividend pays a safe, but modest 1.4%. Read Buying the Dip – A Stock Buying Opportunity for our full analysis.
HOLD
Great company. Must-have information for legal and tax. Not capital intensive, profitable. Stock's done well. She'd look at it on a pullback. Fully valued right now. Long-term hold. (Analysts’ price target is $141.00)
BUY ON WEAKNESS
They dominate in legal textbooks globally. Their business model is scalable. It's full valued now. She owns only a little of this.
BUY
The broader transition with unlocking value through content. There will be more users as the economy opens up on their application. This will give the stock a lift. The pay per user on the software is positive. A slow and stable companies with boughts of growth that is acquisition driven. A quality company.
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