Thomson Reuters Corporation (TRI) AI Stock Analysis

Thomson Reuters Corporation provides essential business information services across the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. It operates five segments: Legal Professionals, Corporates, Tax & Accounting Professionals, Reuters News, and Global Print. Legal Professionals offers research and workflow products, including practice management tools and analytics for law firms and government entities. The Corporates segment provides content-enabled technology solutions for legal, tax, regulatory, compliance, and IT personnel. Tax & Accounting Professionals focuses on research and workflow tools for accounting firms. Reuters News delivers business, financial, and international news, while Global Print provides complementary offerings.

Revenue expanded from $6.35B in FY2021 to $6.63B in FY2022, $6.79B in FY2023, $7.26B in FY2024, and $7.48B in FY2025, reflecting a 5-year revenue CAGR of 4.6%. Annual revenue growth was 3.0% in FY2025, down from 6.8% in FY2024. Operating margin stood at 19.6% in FY2021, reached 34.3% in FY2023, and was 26.6% in FY2025, alongside net income of $1.50B and diluted EPS of $3.97. Over the trailing twelve months ended June 30, 2026, revenue totaled $7.83B with an operating margin of 28.3% and a profit margin of 21.2%. In the latest quarter, quarterly revenue growth was 9.5% year-over-year, and quarterly earnings growth reached 47.2%.

As of June 30, 2026, Thomson Reuters held $576.3M in cash and short-term investments against total debt of $3.18B, resulting in net debt of $2.60B. Shareholders' equity was $11.11B, supporting a debt-to-equity ratio of 0.29, while the current ratio stood at 0.51. In FY2025, operating cash flow reached $2.70B, which funded capital expenditures of $645.1M, share buybacks of $1.02B, and dividends paid of $1.06B.

Thomson Reuters trades at a trailing P/E of 28.6x and a forward P/E of 19.7x, both below the median of its Nasdaq-100 Industrials peers of 32.2x and 27.3x, respectively. Its enterprise value of $45.37B equates to an EV/EBITDA of 13.6x, compared to 20.3x for the median of its Nasdaq-100 Industrials peers. The price-to-sales multiple is 6.0x versus the peer median of 6.3x. Over the past year, the stock fell 27.3%, lagging the SPY return of 16.8%. Over five years, the stock returned 3.3%, while SPY returned 83.0%.

Thomson Reuters pays an annual forward dividend of $2.62 per share, representing a dividend yield of 2.40% and a payout ratio of 81.6%. Dividends are distributed on a quarterly frequency and have been paid for 25 consecutive years. Over the past five years, the annualized dividend growth rate was 8.6%, and the last ex-dividend date was August 19, 2026.

Wall Street coverage consists of 8 Strong Buy, 5 Buy, and 5 Hold ratings, with 0 Sell and 0 Strong Sell ratings. The mean price target is $121.79, implying an upside of 11.7% from the last close of $109.01. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $8.10B and EPS of $4.43, representing 11.3% EPS growth. The company beat EPS estimates in each of the last 4 quarters, and its next earnings date is November 3, 2026.

This page is an AI-written research summary of Thomson Reuters Corporation (TRI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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