Update shared on03 Oct 2025
Fair value Increased 1.13%Narrative Update: Thomson Reuters Analyst Price Target Revision
Analysts have modestly increased their price target for Thomson Reuters, raising the fair value estimate by approximately $3 to $277. This adjustment is attributed to slight improvements in profit margins and revenue growth forecasts.
What's in the News
- Supio and Thomson Reuters entered a strategic partnership to integrate Supio's AI-driven CaseAware AI platform into Thomson Reuters' legal technology offerings. This integration aims to boost efficiency for personal injury law firms. (Client Announcements)
- Clockwork.ai partnered with Thomson Reuters, expanding access to Clockwork's FP&A solution for accounting firms and enhancing advisory service capabilities through real-time forecasting and AI-powered financial analysis. (Client Announcements)
- Thomson Reuters launched CoCounsel Legal, its most advanced AI product to date. This new product offers agentic guided workflows and integrated legal research tools for law professionals. (Product-Related Announcements)
- The Board of Directors authorized a share buyback plan. The program allows for the repurchase of up to 10 million shares, or 2.2% of share capital, with the repurchased shares scheduled to be cancelled. (Buyback Transaction Announcements)
- The company provided earnings guidance for 2025, forecasting 3.0% to 3.5% total revenue growth and 7.0% to 7.5% organic revenue growth for the year. (Corporate Guidance New/Confirmed)
Valuation Changes
- The consensus analyst price target has risen slightly to CA$277.20 from CA$274.10.
- The discount rate increased modestly to 6.22% from 6.18%.
- The revenue growth forecast edged up to 7.82% from 7.79%.
- The net profit margin improved slightly to 23.16% from 22.93%.
- The future P/E ratio decreased marginally to 50.62x from 51.15x.
Disclaimer
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