Thomson Reuters (TRI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Investors with an interest in Business - Services stocks have likely encountered both Thomson Reuters (TRI) and UL Solutions Inc. (ULS). But which of these two stocks offers value investors a better bang for their buck right now?
Investors need to pay close attention to TRI stock based on the movements in the options market lately.
Thomson Reuters Corporation remains a Hold as long-term growth visibility is clouded by AI-native competitors like Claude encroaching on the workflow layer. Q4 2025 saw solid organic growth and expanding EBITDA margins, but segment margin trends were mixed, and bottom-line gains may not offset strategic risks. Claude's legal plugin threatens TRI's new logo growth by potentially shifting client budgets and workflow ownership away from TRI's core research products.
Thomson Reuters is rated a 'Buy' after the recent dip, offering value and a 3% dividend yield. TRI's moat is built on proprietary content, deeply embedded workflows, and AI-enabled products, making disruption from agentic AI overblown. Management guides for 7.5%-8% organic revenue growth and 100 bps EBITDA margin expansion in 2026, with strong capital returns and balance sheet.
While the top- and bottom-line numbers for Thomson Reuters (TRI) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Thomson Reuters (TRI) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $1.01 per share a year ago.
Thomson Reuters reported higher fourth quarter revenue on Thursday, boosted by results from its legal, tax and accounting and corporates businesses, as investors weigh the impact of artificial intelligence companies moving into its key markets.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Thomson Reuters (TRI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
Thomson Reuters remains a Buy, with expectations for topline acceleration in FY2026. TRI targets a faster 7.5%-8.0% group-level organic growth in 2026, driven by international and AI-driven product penetration. Legal Professionals (LP) division is expanding into higher-growth sub-segments with new solutions to capture a larger Total Addressable market.
Thomson Reuters (TRI) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Maintain a Hold rating on Thomson Reuters due to valuation concerns and emerging headwinds in key business segments. TRI demonstrates solid operational execution, with 7% organic growth and strong AI-driven momentum in the Legal Professionals segment. New challenges include sales disruption in Corporates and ongoing government contract reductions in Legal Professionals, impacting near-term growth.