Thomson Reuters Stock Price: What Most People Get Wrong

Thomson Reuters Stock Price: What Most People Get Wrong

Investing is rarely about the news you see on the front page. Honestly, if you're looking at Thomson Reuters stock price today, you're not just looking at a media company. You're looking at a software giant disguised as a newsroom.

Most people still think of "Reuters" as the folks reporting from war zones. While that’s part of the soul, it’s not what moves the needle on the ticker symbol TRI. As of early 2026, the market is pricing this thing as an AI-driven professional services powerhouse.

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The Real Driver: It’s Not Just the News

If you want to understand why the Thomson Reuters stock price sits around the $129 mark on the Nasdaq right now, you have to look at the "Big 3." I'm talking about Legal Professionals, Corporates, and Tax & Accounting.

These segments are the bread and butter. In the last quarter of 2025, these three groups saw organic revenue growth of 9%. That's massive for a company this size. They aren't just selling subscriptions anymore; they are selling "CoCounsel"—their generative AI assistant that’s basically becoming the co-pilot for every major law firm in the country.

The stock took a bit of a breather recently, dropping about 5% after the Q3 2025 earnings call. Why? Not because the numbers were bad—adjusted EPS actually beat expectations at $0.85—but because investors are "show me" types when it comes to AI spending. The company is pouring over $200 million into AI development for 2025 and 2026.

Why the Price Fluctuates

Stocks like TRI don't move like tech startups. They are "compounders."

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  1. The Buyback Effect: In August 2025, they announced a $1.0 billion share repurchase program. They finished it fast. When a company buys back its own shares, it's basically saying, "We think our stock is cheap."
  2. Dividend Loyalty: They’ve raised dividends for 32 years straight. The current annual dividend is $2.38 per share. For a steady-eddy investor, that’s a warm blanket.
  3. The LSEG Connection: They still own a massive chunk of the London Stock Exchange Group (LSEG). When they sell those shares to fund acquisitions—like the $600 million they dropped on SafeSend—the market reacts to how they spend that "dry powder."

What 2026 Looks Like

We’re heading into a "tectonic" moment for the legal market. A recent report from the Thomson Reuters Institute highlighted that while demand for legal work is at historic highs, there’s a weird split. Smaller firms are actually stealing market share from the "Big Law" giants because they’re faster at adopting tech.

If you're tracking the Thomson Reuters stock price, keep an eye on February 5, 2026. That’s when the full-year 2025 results drop. The company has already signaled they expect organic revenue growth to hit 7.5% to 8% this year.

Analysts are currently hovering around a price target of $197 to $206. That’s a pretty optimistic gap from where we are today. But here’s the kicker: the "Global Print" business (actual physical books) is shrinking by about 4% a year. It’s a drag on the total numbers, even if the software side is on fire.

Is the AI Hype Real?

Basically, yeah.
Professionals using their AI tools are reportedly saving five hours a week. In the legal world, time is literally money. If Thomson Reuters can prove that CoCounsel isn't just a fancy chatbot but a tool that justifies a higher subscription price, the stock's "multiple" will expand.

Right now, the bears are worried about inflation and client budgets. They think if the economy slows down, law firms will stop buying expensive software. But the counter-argument—and the one the market seems to be buying—is that in a recession, you need more efficiency, not less.

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Actionable Insights for Investors

If you're looking at Thomson Reuters stock price as a potential entry point, don't just stare at the daily chart.

  • Watch the Margins: The company wants to expand EBITDA margins by another 50 to 100 basis points in 2026. If they hit that, the stock likely climbs.
  • The February Earnings: Mark your calendar for the Feb 5th call. Listen for "organic growth" in the Big 3. Anything above 8% is a win.
  • Monitor "Dry Powder": They have roughly $10 billion available for acquisitions through 2027. Who they buy next tells you where they think the future is—likely more AI tax automation.
  • Check the LSEG Stake: Every time they trim their stake in the London Stock Exchange, it provides a cash infusion without taking on debt. It’s a unique safety net most companies don’t have.

Buying TRI isn't about catching a moonshot. It’s a play on the "professionalization" of AI. It’s steady, it’s a bit boring, and for a lot of people, that’s exactly why it works.

Next Steps for You

Review the upcoming February 5, 2026, earnings guidance specifically for the "Tax & Accounting" segment. This is their most seasonal business, and a strong Q4 there often dictates the stock's momentum for the first half of the new year. Compare the reported organic growth against the 10% target to see if the AI integration is actually accelerating sales.