TRI
Thomson Reuters Corporation132.35
+0.55+0.42%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Buybacks attractive at current levels
Q&A highlighted buybacks as especially attractive amid recent share price dips, with $500M planned for 2026 to hit 75% FCF returns alongside dividends and M&A. Legal growth faces Q1 government slowdown from cancellations, yet excluding it, momentum shines via Westlaw Advantage outpacing prior launches. No competitive erosion; moats from curated content and expertise fend off general AI threats across firm sizes. Ongoing severance ($10M Q1, $10M rest of year) funds AI productivity. Buybacks look tasty now. Management reaffirmed 2026 guide confidently; watch AI penetration and margins.
Key Stats
Market Cap
59.83BP/E (TTM)
34.11Basic EPS (TTM)
3.88Dividend Yield
0.02%IPO
Employees
Sector
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