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TRI: AI Audit Partnerships Will Drive Future Earnings And Shareholder Returns

Agentic AI Will Transform Legal And Accounting Workflows

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TRI
AnalystConsensusTarget
Not Invested
Published 09 Feb 2025

Update shared on 19 Dec 2025

Fair value Decreased 1.77%
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Narrative Update on Thomson Reuters

Analysts have modestly reduced their price target on Thomson Reuters, trimming fair value by approximately 2 percent to about $263 per share. This reflects slightly lower long term valuation multiples and marginally softer assumptions for growth and profitability.

What's in the News

  • Thomson Reuters reaffirmed earnings guidance for 2025 and 2026, with 2025 organic revenue growth trending toward the lower end of its 7.0% to 7.5% range and 2026 targeted at 7.5% to 8.0%, driven by stronger growth in its Big 3 segments (company guidance).
  • The company expects approximately 7% organic revenue growth in the fourth quarter of 2025, underscoring confidence in near term demand despite a more cautious long term valuation backdrop (company guidance).
  • Thomson Reuters completed a $1.0 billion share repurchase program announced in August 2025, buying back 6.0 million shares, or about 1.34% of shares outstanding, across two tranches (company disclosure).
  • Crunchafi entered a strategic partnership with Thomson Reuters to integrate its lease accounting capabilities into Guided Assurance within the Cloud Audit Suite, automating complex lease workflows for audit and accounting users (company announcement).
  • Fieldguide partnered with Thomson Reuters to embed the Guided Assurance audit methodology into Fieldguide’s AI driven platform, enabling dynamic risk assessments, automated diagnostics, and continuously updated guidance within a single workflow (company announcement).

Valuation Changes

  • Fair Value: decreased modestly, moving from about $267.74 to approximately $263.01 per share.
  • Discount Rate: edged down slightly, from roughly 6.36% to about 6.35%.
  • Revenue Growth: remained effectively unchanged, easing marginally from about 7.95% to roughly 7.95%.
  • Net Profit Margin: held essentially steady, dipping fractionally from around 23.37% to about 23.37%.
  • Future P/E: declined slightly, from roughly 45.65x to about 45.41x forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.