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.

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.

TORONTO, Feb. 5, 2026 /PRNewswire/ -- Thomson Reuters (TSX/Nasdaq: TRI) today reported results for the fourth quarter and full year ended December 31, 2025:  Solid revenue momentum continued in the fourth quarter and full year 2025 Full-year total company revenues up 3% / organic revenues up 7% Fourth-quarter total company revenues up 5% / organic revenues up 7% Organic revenues up 9% for the "Big 3" segments (Legal Professionals, Corporates and Tax, Audit & Accounting Professionals) in the fourth quarter and full year Met full-year 2025 outlook for organic revenue growth and adjusted EBITDA margin for total company and "Big 3"; Met free cash flow outlook Full-year 2026 outlook anticipates organic revenue growth of approximately 7.5% - 8.0% and adjusted EBITDA margin expansion of approximately 100 basis points from 39.2% in 2025 Increased annualized dividend by 10% to $2.62 per common share (33rd consecutive annual increase) "Our fourth‑quarter results capped a year of important progress for Thomson Reuters," said Steve Hasker, President and CEO of Thomson Reuters. "We are seeing tangible benefits from our continued investments in AI, accelerating our pace of product innovation and leveraging technology to reimagine how we work.

Summary LARGE CAP INTERNATIONAL PORTFOLIO reduced its stake in Thomson Reuters Corp (TRI) by 37.45%, selling 9,885 shares and holding 16,507 shares val

Conference call and webcast scheduled for 8:30 a.m. EST TORONTO, Jan. 7, 2026 /PRNewswire/ -- Thomson Reuters (TSX/Nasdaq: TRI) announced today its fourth-quarter and full-year 2025 earnings will be issued via news release on Thursday, February 5, 2026.

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.

Thomson Reuters is still rated as a "Buy," even though its shares dropped following its 3Q2025 earnings release. TRI's FY25 organic growth could be weaker than the market anticipated earlier, but this is driven by one-off factors. The Legal segment's top line rose by a solid 9% in the 3rd quarter this year; its new AI offering "Westlaw Advantage" has gained traction with clients.