TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
221 watching
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Investor Insights
star iconJul 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.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
LexisNexis, LNN
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.

BUY

They did M&A that did not add shareholder value until now. They sold half their business to Blackstone. It will be busy for the next couple of years as they deal with stranded corporate costs. Their tax business should improve over time from the mid single digits.

DON'T BUY

Always thought this was pricey at 50x forward earnings. He's wary. We're in a skittish market and this may have more downside. Don't rush into the current peak price.

DON'T BUY

It is a good entry point where the stock has pulled back to 2.5 times book, which has been a bottom. Analysts are forecasting quite a drop in earnings, though. The shareholders are going to have to see through a weak year.