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

Allianz Asset Management GmbH raised its stake in shares of Thomson Reuters Co. (NYSE:TRI) (TSE:TRI) by 24.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 129,577 shares of the business services provider’s stock after buying an additional 25,777 shares during the period. Allianz Asset Management GmbH’s holdings in Thomson Reuters were worth $20,125,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in TRI. Curio Wealth LLC increased its stake 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 valued at $33,000 after acquiring an additional 162 shares during the period. Westside Investment Management Inc. bought a new position in Thomson Reuters during the 2nd quarter valued at $34,000. Ameritas Advisory Services LLC acquired a new position in shares of Thomson Reuters during the 2nd quarter valued at $37,000. AlphaCore Capital LLC acquired a new position in shares of Thomson Reuters during the 2nd quarter valued at $39,000. Finally, Cullen Frost Bankers Inc. lifted its holdings in shares of Thomson Reuters by 50.0% in the third quarter. Cullen Frost Bankers Inc. now owns 249 shares of the business services provider’s stock valued at $39,000 after buying an additional 83 shares during the period. 17.31% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have commented on TRI. Wells Fargo & Company set a $140.00 price target on shares of Thomson Reuters and gave the stock an “overweight” rating in a research report on Wednesday. BMO Capital Markets set a $165.00 target price on shares of Thomson Reuters in a report on Friday. UBS Group set a $131.50 price target on shares of Thomson Reuters in a research report on Friday. Huber Research upgraded Thomson Reuters to an “overweight” rating in a research report on Monday, October 20th. Finally, Canaccord Genuity Group decreased their target price on Thomson Reuters from $174.00 to $130.00 and set a “buy” rating on the stock in a report on Wednesday. Ten investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $156.42.

Thomson Reuters Price Performance

Shares of TRI opened at $88.07 on Friday. The business’s 50-day moving average is $124.83 and its 200-day moving average is $150.44. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.02 and a quick ratio of 0.94. The company has a market capitalization of $39.19 billion, a price-to-earnings ratio of 18.01, a P/E/G ratio of 5.67 and a beta of 0.79. Thomson Reuters Co. has a fifty-two week low of $85.02 and a fifty-two week high of $218.42.

Thomson Reuters (NYSE:TRI) (TSE:TRI) last announced its quarterly earnings data on Thursday, February 5th. The business services provider reported $1.07 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 for the quarter, compared to the consensus estimate of $2 billion. During the same period in the previous year, the firm posted $1.01 earnings per share. The firm’s revenue was up 5.2% on a year-over-year basis. Equities research analysts expect that Thomson Reuters Co. will post 3.89 EPS for the current fiscal year.

Thomson Reuters Increases Dividend

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

Key Headlines Impacting Thomson Reuters

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

About Thomson Reuters

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.