Thomson Reuters Co. $TRI Shares Acquired by Allianz Asset Management GmbH

Allianz Asset Management GmbH boosted its position in Thomson Reuters Co. (NYSE:TRI) (TSE:TRI) by 24.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 129,577 shares of the business services provider’s stock after buying an additional 25,777 shares during the quarter. Allianz Asset Management GmbH’s holdings in Thomson Reuters were worth $20,125,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Curio Wealth LLC increased its position in shares of Thomson Reuters by 16,200.0% during the second quarter. Curio Wealth LLC now owns 163 shares of the business services provider’s stock worth $33,000 after acquiring an additional 162 shares during the last quarter. Westside Investment Management Inc. purchased a new stake in Thomson Reuters during the 2nd quarter worth approximately $34,000. Ameritas Advisory Services LLC acquired a new position in shares of Thomson Reuters in the 2nd quarter valued at approximately $37,000. AlphaCore Capital LLC purchased a new position in shares of Thomson Reuters during the 2nd quarter valued at approximately $39,000. Finally, Cullen Frost Bankers Inc. grew its position in shares of Thomson Reuters by 50.0% during the third quarter. Cullen Frost Bankers Inc. now owns 249 shares of the business services provider’s stock worth $39,000 after buying an additional 83 shares in the last quarter. 17.31% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have commented on TRI. Huber Research upgraded shares of Thomson Reuters to an “overweight” rating in a research note on Monday, October 20th. TD Securities reaffirmed a “buy” rating on shares of Thomson Reuters in a research report on Friday. Scotiabank reissued an “outperform” rating and issued a $156.00 price objective (down from $189.00) on shares of Thomson Reuters in a report on Friday. Canadian Imperial Bank of Commerce set a $183.00 target price on Thomson Reuters and gave the stock an “outperformer” rating in a research report on Friday, January 16th. Finally, UBS Group set a $131.50 price target on Thomson Reuters in a research report on Friday. Ten equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $156.42.

Thomson Reuters Stock Down 0.3%

Thomson Reuters stock opened at $88.07 on Friday. The company has a debt-to-equity ratio of 0.15, a quick ratio of 0.94 and a current ratio of 1.02. Thomson Reuters Co. has a one year low of $85.02 and a one year high of $218.42. The company has a 50-day simple moving average of $124.83 and a 200-day simple moving average of $150.44. The firm has a market capitalization of $39.19 billion, a P/E ratio of 18.01, a P/E/G ratio of 5.67 and a beta of 0.79.

Thomson Reuters (NYSE:TRI) (TSE:TRI) last posted its earnings results on Thursday, February 5th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.06 by $0.01. Thomson Reuters had a net margin of 30.45% and a return on equity of 14.62%. The firm had revenue of $2 billion during the quarter, compared to analyst estimates of $2 billion. During the same period in the previous year, the business posted $1.01 EPS. Thomson Reuters’s revenue was up 5.2% on a year-over-year basis. As a group, equities analysts expect that Thomson Reuters Co. will post 3.89 earnings per share for the current year.

Thomson Reuters Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th will be given a $0.655 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $2.62 annualized dividend and a yield of 3.0%. This is an increase from Thomson Reuters’s previous quarterly dividend of $0.60. Thomson Reuters’s payout ratio is 61.18%.

Thomson Reuters News Summary

Here are the key news stories impacting Thomson Reuters this week:

• Positive Sentiment: Q4 results: TRI reported $1.07 EPS (beat by $0.01) and $2.0B revenue, with total revenue +5.2% YoY and strong organic growth in its “Big 3” segments; management said full‑year 2025 outlook was met and highlighted AI-driven product progress. Thomson Reuters Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Dividend hike: the board raised the quarterly dividend to $0.655 (annualized $2.62), a 10% increase and ~3.0% yield — supportive for income investors and signals confidence in cash flow. Thomson Reuters Reports Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: FY‑2026 outlook: management gave revenue guidance around $8.0–$8.1B and expects organic revenue growth ~7.5–8.0% with adjusted EBITDA margin expansion (~100 bps). The revenue range is roughly in line with consensus but the lower end leaves some investors cautious. Thomson Reuters Reports Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Analytical takeaways: detailed metric comparisons and commentary are emerging (Zacks deep‑dive on key Q4 metrics), useful for investors evaluating margin/levers and recurring revenue exposure. Compared to Estimates, Thomson Reuters (TRI) Q4 Earnings: A Look at Key Metrics
• Negative Sentiment: Analyst pressure: Canaccord Genuity trimmed its price target to $130, signaling reduced upside expectations that can pressure the stock near term. Canaccord Genuity Group Lowers Thomson Reuters (NYSE:TRI) Price Target to $130.00
• Negative Sentiment: Other broker caution: Royal Bank of Canada lowered expectations for TRI, adding to downward analyst momentum. Royal Bank Of Canada Has Lowered Expectations for Thomson Reuters (NYSE:TRI) Stock Price

Thomson Reuters Company Profile

Thomson Reuters (NYSE: TRI) is a multinational information and media company that provides content, technology and services to professionals in the legal, tax & accounting, compliance, risk, corporate and media sectors. Headquartered in Toronto, Canada, the company combines news and editorial content from the Reuters news agency with specialist workflow platforms and databases designed to support decision-making and regulatory compliance across industries worldwide.

The company’s product portfolio spans legal research and workflow tools, tax and accounting software, regulatory and risk management solutions, and real-time news and data services.