Thomson Reuters Corp stocks have been trading up by 11.41 percent driven by robust earnings and strategic growth initiatives.
Key Takeaways
- RBC Capital Markets upgraded the company’s stock to Outperform, reflecting positive adjustments to AI strategies.
- Canaccord sees the recent dip as a buying opportunity, raising the price target from $130 to $131.50.
- Scotiabank analyst lowered the price target from $189 to $156 but remains optimistic on fundamentals.
- Q4 adjusted earnings exceeded expectations with a solid EPS of $1.07, pushing revenue to $2.01B.
- Despite macro challenges, TRI reported robust 9% year-over-year organic revenue growth in major segments.
Live Update At 16:01:58 EST: On Tuesday, February 24, 2026 Thomson Reuters Corp stock [NASDAQ: TRI] is trending up by 11.41%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
Quick Financial Overview
In the most recent earnings report, Thomson Reuters delivered an impressive Q4 performance, highlighted by a solid adjusted EPS of $1.07, surpassing both the previous year’s $1.01 and consensus estimates. Revenue for Q4 reached a notable $2.01 billion, marking a steady year-over-year increase. This strong showing was primarily driven by robust growth across their ‘Big 3’ segments: Legal Professionals, Corporates, and Tax, Audit & Accounting.
Thomson Reuters’ strategic innovations, particularly in AI-driven solutions like CoCounsel AI, significantly contributed to its improved performance. The company envisions 7.5%-8.0% organic growth for FY26, projecting an enhanced adjusted EBITDA margin and free cash flow. Additionally, TRI’s commitment to shareholder value is underscored by its completion of a massive $1.0 billion share repurchase program and a 10% dividend increase, marking 33 consecutive years of dividend hikes.
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Recently, RBC upgraded the stock to Outperform, emphasizing the potential multi-year gains fueled by AI, strategic acquisitions, and a refined risk-reward profile. Their forecast includes a predicted compound annual net asset value growth of 14% from 2025 to 2029, bolstered by ongoing margin expansion. Furthermore, Canaccord sees the recent stock sell-off as a promising buying opportunity, raising its price target to $131.50.
Dynamics Shaping the Market
The landscape for Thomson Reuters is rapidly evolving as it embraces artificial intelligence. RBC Capital Markets recently emphasized the company’s ability to adapt to AI disruptions as a key catalyst for growth. Such strategic moves positioned TRI ahead of its peers, showcasing an asymmetric upside potential following recent stock pullbacks.
Moreover, this technological shift is supported by solid fundamentals and consistent execution, despite a reduction in the price target by Scotiabank from $189 to $156. The firm maintains an optimistic outlook, highlighting Thomson Reuters’ strength in navigating AI changes while sustaining competitive positions within crucial legal and tax verticals.
Goldman Sachs analyst, while lowering the price target, still maintains a Buy rating, recognizing TRI’s strong quarterly results and 9% year-over-year organic growth. Despite broader market concerns like macro uncertainty and AI competition, Thomson Reuters continues to assert its presence and strengthen investor confidence.
Investor Confidence on the Rise
Thomson Reuters has exerted significant effort into building long-term shareholder value through strategic acquisitions and capital allocations. This strong foundation has prompted positive revisions in stock evaluations. RBC’s upgrade to an Outperform rating, underpinned by its AI advancements, echoes the growing investor confidence.
Moreover, Canaccord perceives recent declines as opportunities, reflecting the market’s trust in Thomson Reuters’ resilience and potential to maximize growth. Similarly, TRI’s continuous innovation and commitment to improving financial metrics appeal to analysts and stakeholders.
As the company focuses on capital allocation for long-term benefits and sustainable growth, these strategic efforts stand to reinforce TRI’s positioning in the market. The recent quarter’s robust numbers further solidify the confidence placed in Thomson Reuters, ensuring that the company remains a key player with promising prospects.
Conclusion
Thomson Reuters is strategically leveraging its AI-driven innovations and sound financial strategies to ensure ongoing growth and shareholder returns. The recent upgrades by RBC and the favorable assessment by Canaccord catalyze increased trader confidence in the company’s future. As Tim Bohen, lead trainer with StocksToTrade says, “I focus on momentum that’s visible right now. Speculation on future moves is outside my playbook.” Traders are therefore likely to appreciate the tangible developments and current momentum at Thomson Reuters.
Even in the face of challenges like macro uncertainties and competitive pressures in the AI landscape, Thomson Reuters remains well-positioned to navigate these changes and capitalize on opportunities. As it continues to adapt and respond to market dynamics, the company is poised to sustain, if not strengthen, its competitive edge.
In summary, TRI’s solid trajectory, reflected by its recent quarterly performance, strategic maneuvers, and market endorsements, showcases the potential for a fruitful future, making it an attractive prospect for traders aiming for long-term gains.
This is stock news, not investment advice. StocksToTrade News delivers real-time stock market updates tailored to highlight the key catalysts driving short-term price movements. Our coverage is designed for active traders and investors who thrive in fast-moving markets, with a focus on volatile sectors like penny stocks, AI stocks, Robinhood stocks and other momentum plays. From earnings reports and FDA approvals to mergers, new contracts, and unusual trading volume, we break down the events that can spark significant price action.
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