TSE:TRI

Thomson Reuters Corp (TRI.TO)

147.65
+4.80 (3.36%)
as of Aug 13, 2026, 8:00:00 pm Market Open.
221 watching
0
Investor Insights
star iconAug 13, 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 experiencing a mix of skepticism and optimism driven by fears surrounding AI's potential impact on its services, particularly in the legal and accounting sectors. Despite these concerns, many analysts believe TRI’s proprietary data and established market position provide some insulation against AI disruption. The company recently reported solid earnings growth and is investing in share buybacks, indicating confidence in its future. Several experts view the current valuation as more attractive than before and see opportunities for long-term growth, while caution still exists due to valuation discussions and market sentiment. The firm's traditional business model continues to be seen as viable, and many believe it's well-positioned to integrate AI into its offerings, potentially enhancing its competitive advantage.

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Consensus
Buy
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Valuation
Undervalued
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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

BUY
For many years this stock did nothing but pay a nice dividend. Finally, it took off. He uses a TRI database product. As the digital economy has grown, TRI has grown more valuable. Still pays a solid dividend. This is a safe addition to a senior's portfolio.
HOLD
The London Stock Exchange has been interested in acquiring them, which he thinks would be positive. He would consider holding for now and decide if holding shares in the Exchange makes sense in the long run.
HOLD
The London Stock Exchange has been interested in acquiring them, which he thinks would be positive. He would consider holding for now and decide if holding shares in the Exchange makes sense in the long run.
HOLD
The London Stock Exchange has been interested in acquiring them, which he thinks would be positive. He would consider holding for now and decide if holding shares in the Exchange makes sense in the long run.
BUY ON WEAKNESS
It is not overvalued but it is not great value. Markets are going to be choppy and probably will give you an opportunity later. Would wait for an entry point in the lower $80's
DON'T BUY
They sold a big part of their financial side last year, so they have a lot of cash. They increased their dividend. Otherwise, how will they deploy this capital? It can't only be share buybacks. They dominate in legal, accounting and finance, though the latter had depressed margins for a long time as they competed with Bloomberg. Maybe with their new partners, they will do better in the finance side. The stock has recovered too fast for him, so he'd wait.
DON'T BUY
It had a meteoric move. Speculative name at these levels. He likes the name and he got out at around 62. Maybe there is something there that he doesn't see. A quality name but he wouldn't be adding here.
HOLD
They liquidated half their business. They made a large stock buyback and that helped the stock price. It is a dividend play and he holds it just for that. The excitement is over.
DON'T BUY
Sold it 4 months ago as they re-positioned. They've bought back shares. Longer-term, it's low-growth. He needs to see a serious dividend increase to get back in.
HOLD
This company has gone through a lot of changes. A good business, but trades at very expensive multiples. He would diversify into something more reasonably priced.
PAST TOP PICK

(Past Top Pick Nov. 3, 2017, Up 9%) Cheap compared to its peers. Trading at a 4-year low. Liked its dividend growth, earnings prospects and share buybacks. They sold their financial risk business. They have $9-10 billion cash to deploy to add to their segments. He's been trimming this, because there are better names out there given the downturn, but TRI is still fine.

SELL

It's been in a tight range and enjoyed a pop today with news about share buybacks, but he'd still be cautious with it. Trade it at $60.

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