Update shared on 06 Nov 2025
Fair value Decreased 2.39%Analysts have modestly reduced their price target for Thomson Reuters from $276.64 to $270.03. They cite slightly increased revenue growth and profit margins, balanced by a mildly lower fair value estimate.
What's in the News
- Thomson Reuters completed the repurchase of 6,000,000 shares, representing 1.33% of its outstanding shares, for $1 billion under its buyback plan announced in August 2025 (Buyback Tranche Update).
- The company provided earnings guidance for Q4 2025, expecting approximately 7% organic revenue growth, and reaffirmed its 2025 and 2026 full-year organic revenue targets (Corporate Guidance: New/Confirmed).
- Thomson Reuters partnered with Supio to integrate AI-powered legal case preparation tools for personal injury law firms. This aims to significantly increase efficiency and settlement potential (Client Announcements).
- A new partnership with Clockwork.ai will bring AI-driven financial planning and forecasting tools to accounting firms within the Thomson Reuters network (Client Announcements).
- The Board of Directors authorized a plan to repurchase up to 10,000,000 common shares, representing 2.2% of issued share capital. The program will run until August 2026 (Buyback Transaction Announcements).
Valuation Changes
- Fair Value Estimate: Lowered from CA$276.64 to CA$270.03, reflecting a modest decrease.
- Discount Rate: Slightly decreased from 6.19% to 6.18%.
- Revenue Growth: Increased slightly from 7.83% to 7.95%.
- Net Profit Margin: Increased from 22.98% to 23.39%.
- Future P/E Ratio: Decreased from 50.54x to 47.39x.
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