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
0
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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RWS, RWS
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.
BUY
Well-managed over the years. They recently sold their stock-information business to Refinitiv, so now have a lot of cash to buy a company if they wish. TRI also supplies legal case histories to lawyers, and this is a growing business.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Still likes it. A well managed company with a great record for acquiring and selling companies. Balance sheet and earnings growth is strong. A relatively safe investment. Unlock Premium - Try 5i Free

TOP PICK

Billy Kawasaki’s Insights - Picks from 5i Research. Management has proven themselves with a solid historical performance. They are long term holders and builders of businesses. Cash flow is good and they have turned a profit every year for the last 20 years. Unlock Premium - Try 5i Free

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