Thomson Reuters Corporation
TRI · NASDAQ
Company research
Thomson Reuters Corporation (NASDAQ: TRI) is a leading global content and technology company headquartered in Toronto, Canada, that delivers essential business information services to professionals across legal, tax, accounting, compliance, government, and media sectors worldwide. Formed in April 2008 through the acquisition of the British Reuters Group by The Thomson Corporation, the company operates through five key segments — Legal Professionals, Corporates, Tax & Accounting Professionals, Reuters News, and Global Print — offering integrated workflow solutions, AI-powered research tools, and trusted news and data services. Known for flagship products such as Westlaw, UltraTax CS, ONESOURCE, and Reuters News Agency, Thomson Reuters generates approximately 75% of its revenues in the United States and derives the majority of its income from recurring subscription-based arrangements. With over 26,400 full-time employees and a market capitalization exceeding $34 billion, the company operates as a subsidiary of The Woodbridge Company Limited and continues to invest heavily in generative AI and cloud-based solutions to drive innovation across its core professional markets.
Research reports
Timothy Sykes News · May 18, 2026Thomson Reuters Corp Deepens AI Push As TRI Stock Lags
Trading-focused analysis arguing TRI is a “strong business, weak chart” as Q1 2026 revenue and EPS beat estimates, capital returns and AI partnerships (Anthropic/Claude, CoCounsel Legal, patent tools) strengthen the fundamental story while a 28% year-to-date selloff and heavy sentiment create an opportunity around clearly defined support and resistance levels. The piece highlights buy-rated Street calls (CFRA, TD) versus trimmed but still positive targets from Scotiabank and Barclays, and flags AI-competition and macro-driven derating as key risks traders must monitor.
Investing.com · May 10, 2026Thomson Reuters Q1 2026 slides: 8% growth amid stock weaknessEarnings note reviewing Q1 2026, emphasizing 8% organic revenue growth, double-digit reported revenue and EPS gains, strong free cash flow, and high-margin performance in the “Big 3” segments alongside expanding adoption of “fiduciary‑grade AI” products such as CoCounsel and Westlaw Advantage. The article argues the shares look undervalued relative to fundamentals while acknowledging ongoing print-revenue decline, execution and integration risks around AI investments, and a large disconnect between operational momentum and a stock that has fallen over 50% in the past year.
Sure Dividend · February 10, 2026Thomson Reuters Corporation (TRI)A dividend and valuation-focused equity research report upgrading TRI from Hold to Buy, citing its transformation into a content‑driven technology company, 84% recurring revenue, 33 years of dividend growth, and an estimated 19.8% annual total return driven by 10% EPS growth, a 2.8% dividend yield, and projected P/E multiple expansion from a depressed 21.1x toward a 30x fair value. It highlights strong capital returns (large LSEG stake monetization and buybacks), balance-sheet strength and brand-based moat while flagging competitive threats from other AI tools, risks around new product launches and acquisitions, and the need to sustain margin and payout discipline.
Zacks Investment Research · February 4, 2026Thomson Reuters (TRI) Beats Q4 Earnings and Revenue EstimatesShort-form research commentary noting TRI’s Q4 2025 adjusted EPS of 1.07 versus a 1.06 consensus and revenue of 2.01 billion versus 1.91 billion a year earlier, highlighting a four-quarter streak of earnings beats and modest revenue outperformance. Zacks assigns the stock a Rank #3 (Hold), pointing out that shares are down roughly 29% year-to-date, that future performance will hinge on earnings estimate revisions, and that the Business‑Services industry sits in the lower tier of their industry-rank framework, implying balanced risk-reward rather than a clear bullish or bearish stance.