Dimensional Fund Advisors LP Reduces Stock Position in Thomson Reuters Corp $TRI

Key Points

• Dimensional Fund Advisors cut its Thomson Reuters position by 38.1% in the first quarter, selling 84,110 shares and retaining 136,368 shares valued at approximately $12.3 million.
• Other institutions, including Vanguard, Sumitomo Mitsui Trust, GF Fund Management and Bank of New York Mellon, increased their holdings; institutional investors collectively own 17.31% of Thomson Reuters.
• Thomson Reuters exceeded quarterly earnings and revenue expectations, with revenue up 9.5% year over year. Analysts maintain a broadly positive outlook, while the company declared a quarterly dividend of $0.655 per share.

Dimensional Fund Advisors LP trimmed its holdings in shares of Thomson Reuters Corp (NASDAQ:TRI - Free Report) by 38.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 136,368 shares of the company's stock after selling 84,110 shares during the quarter. Dimensional Fund Advisors LP's holdings in Thomson Reuters were worth $12,273,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of Thomson Reuters by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 5,776,640 shares of the company's stock valued at $762,320,000 after purchasing an additional 85,684 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its stake in Thomson Reuters by 19.1% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 77,601 shares of the company's stock worth $10,235,000 after buying an additional 12,470 shares during the period. GF Fund Management CO. LTD. boosted its stake in Thomson Reuters by 14.4% during the fourth quarter. GF Fund Management CO. LTD. now owns 93,832 shares of the company's stock worth $12,376,000 after buying an additional 11,832 shares during the period. Bank of New York Mellon Corp increased its position in Thomson Reuters by 10.5% during the fourth quarter. Bank of New York Mellon Corp now owns 493,071 shares of the company's stock valued at $65,031,000 after acquiring an additional 46,680 shares during the last quarter. Finally, Munich Reinsurance Co Stock Corp in Munich bought a new position in Thomson Reuters during the fourth quarter valued at $4,292,000. Institutional investors own 17.31% of the company's stock.

Trending Headlines about Thomson Reuters

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

• Positive Sentiment: RBC raised its price target. Royal Bank of Canada lifted its target from $121 to $124 and maintained an “outperform” rating, implying substantial upside from recent trading levels. BayStreet.CA analyst ratings
• Positive Sentiment: Analysts remain broadly constructive. Scotia kept a “sector outperform” rating with a $135 target, while Canaccord maintained a “buy” rating with a $132.50 target. Thomson Reuters also recently exceeded quarterly earnings and revenue expectations, with revenue rising 9.5% year over year. Analyst insights on Thomson Reuters
• Positive Sentiment: Dividend support continues. The company declared a quarterly dividend of $0.655 per share, payable September 10 to shareholders of record August 19. The annualized yield is approximately 2.7%, reinforcing Thomson Reuters’ appeal to income-oriented investors. Thomson Reuters dividend analysis
• Neutral Sentiment: Price-target changes were mixed. Scotia reduced its target from $138 to $135 and Canaccord lowered its target from $134 to $132.50, although both firms retained bullish ratings. This suggests analysts see upside but have become somewhat more cautious about valuation or near-term execution. Thomson Reuters analyst rating update
• Negative Sentiment: Agentic AI poses a longer-term business-model risk. A promotional InvestorPlace article argues that autonomous AI could bypass traditional software dashboards and reduce demand for per-user legal, tax and research subscriptions. It specifically cites an earlier sharp decline in TRI following the launch of an AI legal plug-in, though the article’s claims are speculative and do not represent a new company announcement. Agentic AI and software stocks

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Royal Bank Of Canada increased their target price on shares of Thomson Reuters from $121.00 to $124.00 and gave the company an "outperform" rating in a research note on Thursday. Scotia dropped their price target on shares of Thomson Reuters from $138.00 to $135.00 and set a "sector outperform" rating for the company in a research note on Thursday. Weiss Ratings downgraded shares of Thomson Reuters from a "hold (c-)" rating to a "sell (d+)" rating in a report on Tuesday, June 23rd. Barclays reiterated an "overweight" rating and issued a $130.00 price target (down from $170.00) on shares of Thomson Reuters in a report on Friday, May 8th. Finally, Canaccord Genuity Group decreased their price target on Thomson Reuters from $134.00 to $132.50 and set a "buy" rating for the company in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $142.83.

Thomson Reuters Price Performance

Shares of TRI stock opened at $101.83 on Friday. Thomson Reuters Corp has a twelve month low of $76.28 and a twelve month high of $182.98. The stock has a market capitalization of $44.36 billion, a price-to-earnings ratio of 27.11, a P/E/G ratio of 1.51 and a beta of 0.75. The stock has a fifty day simple moving average of $89.22 and a two-hundred day simple moving average of $93.34. The company has a current ratio of 0.51, a quick ratio of 0.60 and a debt-to-equity ratio of 0.12.

Thomson Reuters (NASDAQ:TRI - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.99 EPS for the quarter, beating the consensus estimate of $0.96 by $0.03. The firm had revenue of $1.93 billion for the quarter, compared to analyst estimates of $1.89 billion. Thomson Reuters had a return on equity of 15.82% and a net margin of 21.22%.The business's revenue for the quarter was up 9.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.87 earnings per share. On average, analysts predict that Thomson Reuters Corp will post 4.45 EPS for the current fiscal year.

Thomson Reuters Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Wednesday, August 19th will be given a dividend of $0.655 per share. The ex-dividend date of this dividend is Wednesday, August 19th. This represents a $2.62 dividend on an annualized basis and a yield of 2.6%. Thomson Reuters's dividend payout ratio (DPR) is 69.68%.

About Thomson Reuters

Thomson Reuters is a global provider of information and technology solutions for professional markets, including financial services, legal, tax and accounting, and media industries. The company delivers a range of data, analytics and software tools designed to help customers make informed decisions, manage risk and stay compliant with evolving regulations. Its key offerings include the Eikon financial data platform, Westlaw legal research service, Checkpoint tax and accounting solution, and Reuters News, which supplies real‐time journalism to media organizations worldwide.

Formed in 2008 through the merger of Canada's Thomson Corporation (founded in 1934) and the UK's Reuters Group (established in 1851), Thomson Reuters has built on a legacy of journalistic integrity and information innovation.

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