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Thomson Reuters Posts Double-Digit Q1 2026 Revenue Growth and Boosts Capital Returns

Story Highlights
  • Thomson Reuters delivered strong first-quarter 2026 results with 10% revenue growth, 9% organic growth in its core segments, and higher operating profit and earnings per share.
  • The company maintained its 2026 outlook, increased its dividend, and executed substantial capital returns through a $605 million transaction, share consolidation and $262 million in buybacks.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Thomson Reuters Posts Double-Digit Q1 2026 Revenue Growth and Boosts Capital Returns

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Thomson Reuters ( (TSE:TRI) ) has shared an update.

On May 5, 2026, Thomson Reuters reported first-quarter 2026 results for the period ended March 31, showing strong top-line growth and solid profitability. Revenue rose 10% to $2.09 billion, driven by 10% growth in recurring revenues, 15% growth in transactions and 9% organic growth across its core Legal Professionals, Corporates and Tax, Audit & Accounting segments, which now generate 85% of total revenue.

Operating profit increased 14%, while adjusted EBITDA grew 9% with a 42.2% margin, modestly pressured by foreign exchange. Diluted EPS climbed 7% to $1.03 and adjusted EPS rose 10% to $1.23, supported in part by share repurchases, as free cash flow increased 19% to $332 million. The company maintained its full-year 2026 outlook, lifted its annualized dividend by 10%, and executed capital return actions including a $605 million return of capital, a share consolidation that reduced the share count by about 6.5 million, and $262 million of buybacks, underscoring management’s confidence and ongoing shareholder-friendly capital allocation.

The most recent analyst rating on (TSE:TRI) stock is a Buy with a C$129.00 price target. To see the full list of analyst forecasts on Thomson Reuters stock, see the TSE:TRI Stock Forecast page.

Spark’s Take on TRI Stock

According to Spark, TipRanks’ AI Analyst, TRI is a Neutral.

The score is supported primarily by strong financial performance and constructive guidance/capital-return commitments from the latest earnings call. This is meaningfully offset by very weak technical conditions (deeply negative trend and momentum). Valuation is moderately demanding on P/E, with the dividend providing partial support.

To see Spark’s full report on TRI stock, click here.

More about Thomson Reuters

Thomson Reuters Corporation is a Canada-based provider of professional information and software solutions, serving legal, corporate, tax, audit, accounting and compliance professionals. Its portfolio emphasizes subscription-based, recurring-revenue platforms and increasingly integrates artificial intelligence tools, which the company brands as “fiduciary-grade AI,” to support high-stakes, highly regulated workflows worldwide.

Average Trading Volume: 880,584

Technical Sentiment Signal: Sell

Current Market Cap: C$56.91B

For a thorough assessment of TRI stock, go to TipRanks’ Stock Analysis page.

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