THOMSON REUTERS CORPORATION
In the published model solve dated 2026-Q2, anchored at $98.56, THOMSON REUTERS CORPORATION (TRI) is priced for +11.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Thomson Reuters is converting a legal and tax content franchise into an AI product business, and it is measurably working: organic revenue growth accelerated to 8% in the first quarter of 2026, with generative AI-enabled products reaching 30% of annual contract value. [Source: Q1 2026 earnings call, May 2026] • The multiple already assumes it keeps working: at 26.8x trailing earnings against an 18x sector median, only the forward-growth family of valuation methods reaches the price, while ever
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449 institutional managers reported holding TRI in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 77%. 68 opened new positions that quarter. Held by Vanguard Group, Morgan Stanley, Goldman Sachs, among others. On the short side, 13.8M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (8.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TRI has cut its share count 5.5% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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