Thomson Reuters (NYSE:TRI) Releases Earnings Results, Beats Estimates By $0.01 EPS

Posted by Latisha Jones on Feb 7th, 2026

Thomson Reuters (NYSE:TRI – Get Free Report) (TSE:TRI) issued its earnings results on Thursday. The business services provider reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.06 by $0.01, Briefing.com reports. The company had revenue of $2 billion during the quarter, compared to the consensus estimate of $2 billion. Thomson Reuters had a net margin of 30.45% and a return on equity of 14.62%. Thomson Reuters’s quarterly revenue was up 5.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.01 EPS.

Here are the key takeaways from Thomson Reuters’ conference call:

Thomson Reuters says it met its 2025 targets and reaffirmed 2026 guidance for total organic revenue growth of 7.5%–8% (≈9.5% for the Big Three), with an expected 100 bps EBITDA margin expansion and ~ $2.1B free cash flow in 2026.
Management highlighted accelerating commercial traction for its AI products — notably Westlaw Advantage, CoCounsel Legal and CoCounsel for Tax & Audit — citing early wins (including Microsoft) as validation of its agentic AI strategy.
The company says internal AI adoption is broad (85% of employees, 300+ use cases) and expects meaningful productivity gains that underpin a commitment to 100 bps of annual EBITDA margin improvement through 2028.
Near-term costs and headwinds include $19M of severance in Q4, ~ $10M more expected in Q1 tied to automation, plus higher-than-forecast interest expense (partly from the pace of share repurchases) which trimmed net interest income.
Capital allocation remains active: the company completed a $1B NCIB in 2025, raised the dividend 10% to $2.62, and says it has ~ $11B of capital capacity through 2028 while targeting a ~75% free-cash-flow return policy (management views further buybacks as attractive).

Thomson Reuters Trading Down 0.3%

Shares of TRI stock traded down $0.24 during trading hours on Friday, reaching $88.07. 4,493,379 shares of the stock were exchanged, compared to its average volume of 2,043,222. The firm has a market capitalization of $39.19 billion, a price-to-earnings ratio of 18.01, a price-to-earnings-growth ratio of 5.67 and a beta of 0.79. Thomson Reuters has a 12-month low of $85.02 and a 12-month high of $218.42. The company’s 50-day moving average price is $124.83 and its 200-day moving average price is $150.44. The company has a current ratio of 1.02, a quick ratio of 0.94 and a debt-to-equity ratio of 0.15.

Thomson Reuters Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th will be issued a $0.655 dividend. This is a boost from Thomson Reuters’s previous quarterly dividend of $0.60. The ex-dividend date is Tuesday, February 17th. This represents a $2.62 annualized dividend and a dividend yield of 3.0%. Thomson Reuters’s dividend payout ratio (DPR) 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

Analysts Set New Price Targets

Several analysts recently issued reports on TRI shares. JPMorgan Chase & Co. cut their target price on Thomson Reuters from $160.00 to $100.00 and set a “neutral” rating for the company in a research report on Friday. Scotiabank reiterated an “outperform” rating and set a $156.00 price objective (down previously from $189.00) on shares of Thomson Reuters in a research report on Friday. Huber Research raised shares of Thomson Reuters to an “overweight” rating in a report on Monday, October 20th. Canaccord Genuity Group cut their target price on shares of Thomson Reuters from $174.00 to $130.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Canadian Imperial Bank of Commerce set a $183.00 price target on shares of Thomson Reuters and gave the stock an “outperformer” rating in a research note on Friday, January 16th. Ten research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $156.42.

Get Our Latest Report on Thomson Reuters

Hedge Funds Weigh In On Thomson Reuters

Large investors have recently bought and sold shares of the business. Public Sector Pension Investment Board boosted its stake in shares of Thomson Reuters by 0.8% during the second quarter. Public Sector Pension Investment Board now owns 13,098 shares of the business services provider’s stock valued at $2,629,000 after purchasing an additional 100 shares during the period. Natixis Advisors LLC lifted its holdings in Thomson Reuters by 0.6% during the 3rd quarter. Natixis Advisors LLC now owns 16,424 shares of the business services provider’s stock valued at $2,551,000 after buying an additional 103 shares in the last quarter. Creative Planning grew its stake in Thomson Reuters by 1.0% in the 3rd quarter. Creative Planning now owns 20,781 shares of the business services provider’s stock worth $3,228,000 after acquiring an additional 204 shares in the last quarter. ICONIQ Capital LLC increased its position in shares of Thomson Reuters by 8.9% during the second quarter. ICONIQ Capital LLC now owns 2,803 shares of the business services provider’s stock worth $564,000 after acquiring an additional 230 shares during the period. Finally, KDT Advisors LLC boosted its holdings in shares of Thomson Reuters by 12.5% in the third quarter. KDT Advisors LLC now owns 2,298 shares of the business services provider’s stock valued at $357,000 after purchasing an additional 255 shares during the period. Hedge funds and other institutional investors own 17.31% of the company’s stock.

About Thomson Reuters

(Get Free Report)

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.