UBS Group AG Acquires 125,901 Shares of Thomson Reuters Corp $TRI

Key Points

• UBS Group AG increased its stake in Thomson Reuters by 40.1% in Q4, acquiring 125,901 shares to own 440,146 shares worth about $58.05 million (≈0.10% of the company).
• Q1 results beat: Thomson Reuters reported $1.23 EPS vs. $1.18 expected and $2.04B revenue (up ~9.8% year-over-year), with management reaffirming full-year guidance and citing strong demand for its AI tools.
• Shareholder returns and capital moves: the company raised its annual dividend 10% to $2.62 (quarterly $0.655, yield ~2.7%), completed a $605M return-of-capital and $262M of repurchases, and executed a reverse share split on May 4.

UBS Group AG lifted its position in Thomson Reuters Corp (NASDAQ:TRI - Free Report) by 40.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 440,146 shares of the company's stock after acquiring an additional 125,901 shares during the quarter. UBS Group AG owned 0.10% of Thomson Reuters worth $58,051,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in TRI. Brighton Jones LLC bought a new stake in shares of Thomson Reuters in the fourth quarter valued at about $448,000. AQR Capital Management LLC raised its holdings in shares of Thomson Reuters by 30.3% in the first quarter. AQR Capital Management LLC now owns 17,152 shares of the company's stock valued at $2,964,000 after acquiring an additional 3,988 shares in the last quarter. Ashton Thomas Private Wealth LLC bought a new stake in shares of Thomson Reuters in the first quarter valued at about $205,000. Prudential Financial Inc. bought a new stake in shares of Thomson Reuters in the second quarter valued at about $234,000. Finally, Daiwa Securities Group Inc. bought a new stake in shares of Thomson Reuters in the second quarter valued at about $646,000. 17.31% of the stock is currently owned by institutional investors.

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Thomson Reuters Trading Down 0.3%

Thomson Reuters stock opened at $95.43 on Wednesday. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.11. Thomson Reuters Corp has a 52 week low of $79.71 and a 52 week high of $218.42. The company has a market capitalization of $41.62 billion, a price-to-earnings ratio of 28.22, a price-to-earnings-growth ratio of 1.40 and a beta of 0.80. The stock has a 50-day moving average price of $93.87 and a 200 day moving average price of $116.00.

Thomson Reuters (NASDAQ:TRI - Get Free Report) last released its earnings results on Tuesday, May 5th. The company reported $1.23 EPS for the quarter, topping analysts' consensus estimates of $1.18 by $0.05. Thomson Reuters had a return on equity of 14.51% and a net margin of 20.09%.The firm had revenue of $2.04 billion during the quarter, compared to the consensus estimate of $2 billion. During the same quarter in the previous year, the company posted $1.12 earnings per share. The company's revenue was up 9.8% compared to the same quarter last year. Sell-side analysts anticipate that Thomson Reuters Corp will post 4.47 EPS for the current year.

Thomson Reuters Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Wednesday, May 20th will be issued a dividend of $0.655 per share. The ex-dividend date of this dividend is Wednesday, May 20th. This represents a $2.62 dividend on an annualized basis and a dividend yield of 2.7%. Thomson Reuters's payout ratio is 79.88%.

Analyst Ratings Changes

TRI has been the subject of several recent research reports. JPMorgan Chase & Co. decreased their price objective on Thomson Reuters from $160.00 to $100.00 and set a "neutral" rating for the company in a report on Friday, February 6th. Bank of America lifted their target price on Thomson Reuters from $100.00 to $115.00 and gave the company a "neutral" rating in a research note on Tuesday, March 10th. Canaccord Genuity Group cut their target price on Thomson Reuters from $174.00 to $130.00 and set a "buy" rating on the stock in a research note on Wednesday, February 4th. Wells Fargo & Company set a $87.00 target price on Thomson Reuters and gave the company an "equal weight" rating in a research note on Tuesday, April 14th. Finally, Weiss Ratings lowered Thomson Reuters from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $148.23.

Thomson Reuters News Roundup

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

• Positive Sentiment: Reported stronger-than-expected Q1: revenue up ~10% (organic +8–9%), EPS beat and management reiterated the full-year outlook — underpins revenue momentum and margin progress. Thomson Reuters Reports First-Quarter 2026 Results
• Positive Sentiment: Earnings beat consensus: $1.23 EPS and $2.04B revenue topped estimates — supports valuation and answered near-term performance questions. TRI Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Management emphasizes strong demand for its “fiduciary‑grade” AI and says professionals are choosing Thomson Reuters’ AI tools — helps address investor AI concerns and supports subscription/usage growth. Thomson Reuters CEO says pros are choosing its AI
• Positive Sentiment: Reaffirmed guidance and highlighted AI-driven demand on the earnings call — indicates management confidence in hitting FY targets. Thomson Reuters reaffirms forecasts, highlights 'fiduciary-grade AI' demand
• Positive Sentiment: Shareholder returns: increased annualized dividend (10% to $2.62), announced quarterly dividend (0.655 per share) and continued repurchases — supports total-return thesis and may boost investor confidence. Thomson Reuters Reports First-Quarter 2026 Results
• Neutral Sentiment: Completed a $605M return-of-capital transaction and repurchased $262M (2.5M shares) under the repurchase program — reduces share count and supports EPS but alters capital structure. Thomson Reuters Reports First-Quarter 2026 Results
• Neutral Sentiment: Filed May 2026 Form 6‑K with corporate arrangement details — routine disclosure tied to the restructuring/return-of-capital process. Thomson Reuters Files May 2026 Form 6-K
• Negative Sentiment: Reverse share split executed (May 4) — reduces outstanding shares and can be seen as a technical/structural move that may affect liquidity and perceptions; some investors view splits negatively. Thomson Reuters Trading / Reverse Split

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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