Conference call and webcast scheduled for 8:30 a.m. EST TORONTO, Jan. 7, 2026 /PRNewswire/ -- Thomson Reuters (TSX/Nasdaq: TRI) announced today its fourth-quarter and full-year 2025 earnings will be issued via news release on Thursday, February 5, 2026.  Steve Hasker, president and chief executive officer, and Mike Eastwood, chief financial officer, will host a conference call and simultaneous webcast that morning at 8:30 a.m. EST. Discussions may include forward-looking information.  You can access the w ...

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Core Viewpoint - The article highlights five non-tech large-cap stocks that are currently trading on the dip from their 52-week highs, presenting attractive investment opportunities for 2026 [2][4]. Group 1: Market Overview - On December 11, 2025, the Dow and S&P 500 indexes advanced by 1.3% and 0.2%, respectively, reaching new all-time high closings, while the tech-heavy Nasdaq Composite fell by 0.3% [2]. - The recent Federal Reserve rate cut and high valuations in the technology sector have prompted a shift in market focus towards rate-sensitive cyclical sectors such as utilities, industrials, financials, energy, materials, and healthcare [3]. Group 2: Featured Stocks On Holding AG (ONON) - On Holding specializes in footwear and sports apparel, with an expected revenue growth rate of 20.6% and earnings growth rate of 79.3% for the next year [5]. - The Zacks Consensus Estimate for next year's earnings has improved by 22% over the last 30 days, and ONON is currently trading at a 22.7% discount from its 52-week high [5]. Lennar Corp. (LEN) - Lennar is involved in homebuilding and financial services, benefiting from a tech-enabled manufacturing platform aimed at improving efficiencies and reducing costs [6]. - The company has an expected revenue growth rate of 1.9% and earnings growth rate of 11.1% for the next year, with a 21.2% discount from its 52-week high [8]. Jefferies Financial Group Inc. (JEF) - Jefferies has gained market share in investment banking without significantly expanding its balance sheet, which is expected to drive top-line growth [9]. - The expected revenue growth rate is 16.5% and earnings growth rate is 59.5% for the next year, with a 23.7% discount from its 52-week high [11]. Omnicom Group Inc. (OMC) - Omnicom's diverse portfolio across traditional and digital marketing segments enhances revenue stability [12]. - The expected revenue growth rate is 3.1% and earnings growth rate is 8.8% for the next year, currently trading at a 13.2% discount from its 52-week high [14]. Thomson Reuters Corp. (TRI) - Thomson Reuters provides value-added information and technology across various sectors, including law, tax, and financial services [15]. - The expected revenue growth rate is 7.6% and earnings growth rate is 12.4% for the next year, with a significant 39.6% discount from its 52-week high [16].

Market Overview - The Dow and S&P 500 indexes advanced 1.3% and 0.2%, respectively, reaching all-time high closings, while the Nasdaq Composite fell 0.3% [1] - Market participants are shifting from technology to rate-sensitive cyclical sectors such as utilities, industrials, financials, energy, materials, and health care due to the recent Fed rate cut and high valuations in the tech sector [2] Recommended Stocks - Five non-tech large-cap stocks are recommended, currently trading below their 52-week highs and at attractive valuations: On Holding AG (ONON), Lennar Corp. (LEN), Jefferies Financial Group Inc. (JEF), Omnicom Group Inc. (OMC), and Thomson Reuters Corp. (TRI) [3][9] On Holding AG (ONON) - On Holding specializes in footwear and sports apparel, offering products through various channels [6] - Expected revenue and earnings growth rates for next year are 20.6% and 79.3%, respectively, with a 22% improvement in earnings estimates over the last 30 days [7] Lennar Corp. (LEN) - Engaged in homebuilding and financial services, focusing on tech-enabled manufacturing to enhance efficiency and reduce costs [8] - Expected revenue and earnings growth rates for next year are 1.9% and 11.1%, respectively, with a 0.2% improvement in earnings estimates over the last week [10] Jefferies Financial Group Inc. (JEF) - Gained market share in investment banking without significantly expanding its balance sheet, which is expected to drive top-line growth [11] - Expected revenue and earnings growth rates for next year are 16.5% and 59.5%, respectively, with a 0.8% improvement in earnings estimates over the last week [13] Omnicom Group Inc. (OMC) - Operates a diverse portfolio in traditional and digital marketing, enhancing revenue stability [14] - Expected revenue and earnings growth rates for next year are 3.1% and 8.8%, respectively, with a 2.4% improvement in earnings estimates over the last 30 days [16] Thomson Reuters Corp. (TRI) - A leading provider of information and technology across various sectors, including law, tax, and financial services [17] - Expected revenue and earnings growth rates for next year are 7.6% and 12.4%, respectively, with a 2.1% improvement in earnings estimates over the last 60 days [18]

Core Viewpoint - Thomson Reuters (TRI) has experienced a downtrend with a 6.3% decline over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to analysts' positive earnings outlook [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a momentum oscillator that indicates whether a stock is oversold, with readings below 30 typically signaling this condition [2]. - TRI's current RSI reading is 29.32, indicating that heavy selling may be exhausting itself, which could lead to a price rebound [5]. - RSI helps identify potential reversal points, suggesting that if a stock is undervalued due to excessive selling, investors may seek entry opportunities for a rebound [3]. Group 2: Fundamental Indicators - There is a strong consensus among sell-side analysts regarding TRI, with earnings estimates for the current year increasing by 0.5% over the last 30 days, which typically correlates with price appreciation [7]. - TRI holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a near-term turnaround [8].

Core Insights - Thomson Reuters Corporation (NASDAQ:TRI) is considered one of the best stocks in the QQQ index according to Wall Street analysts, despite a recent price target cut by JPMorgan from $178 to $160 with a Neutral rating following the Q3 2025 earnings report [1][3] Financial Performance - In Q3 2025, Thomson Reuters reported quarterly revenue of $1.78 billion, reflecting a year-over-year increase of 3.36% and exceeding guidance by $2.80 million [2] - The company earned $0.85 per share, which was $0.02 higher than analysts' estimates, contributing to an adjusted EBITDA of $672 million, marking a 10% increase [2] Strategic Focus - The company is prioritizing advancements in AI, with new offerings like Westlaw Advantage and CoCounsel receiving positive customer feedback, indicating a strong market position despite rising competition in the AI assistant sector [3] - Thomson Reuters operates across various regions including the Americas, Europe, the Middle East, Africa, and the Asia Pacific, and functions through five segments: Legal Professionals, Corporates, Tax & Accounting Professionals, Reuters News, and Global Print [4]

Core Insights - Thomson Reuters Corporation (NASDAQ:TRI) is recognized as one of the 13 Best Canadian Dividend Stocks for long-term investment [1] - Scotiabank has lowered its price target for Thomson Reuters to $189 from $200 while maintaining an Outperform rating, citing concerns over competition from AI startups and pressure in the government solutions division [2] - The company reported third-quarter 2025 revenue of $1.78 billion, a 3.36% increase year-over-year, and operating profit of $593 million, up 43% year-over-year [3] - Thomson Reuters' major segments achieved organic revenue growth of 9%, contributing to 82% of total revenue, driven by advancements in AI offerings [4] - The company provides specialized information-enabled software and tools for professionals, supported by its global news service, Reuters [5] Financial Performance - In Q3 2025, Thomson Reuters generated $1.78 billion in revenue, exceeding expectations by $2.8 million, with a year-over-year growth of 3.36% [3] - Operating profit for the quarter reached $593 million, reflecting a significant increase of 43% year-over-year, aided by the sale of a minority stake in the Elite business [3] - Operating cash flow for the quarter totaled $704 million [3] Business Segments - The Big 3 segments of Thomson Reuters delivered organic revenue growth of 9% and accounted for 82% of total revenue [4] - The company highlighted the positive impact of its agentic AI offerings, such as CoCounsel Legal and CoCounsel for tax, audit, and accounting, which are transforming professional workflows [4]

Group 1 - The presentation is part of the Ultimate Services Investor Conference, focusing on information services [1] - The info services data book has been updated quarterly since 2013, indicating ongoing research and analysis in the sector [1] Group 2 - The discussion involves Thomson Reuters, featuring CEO Steve Hasker, CFO Mike Eastwood, and IR Gary Bisbee, highlighting the leadership team [2] - The format includes a series of questions from the moderator, followed by an opportunity for audience questions, suggesting an interactive session [2]

Summary of Thomson Reuters Conference Call Company Overview - **Company**: Thomson Reuters - **Industry**: Information Services, specifically focusing on legal, tax, and accounting sectors Key Points and Arguments Product Innovation and AI Integration - The CEO highlighted a significant acceleration in product innovation, particularly through the integration of generative AI across various product lines such as CoCounsel, Westlaw, and Practical Law [3][4][10] - The company has committed over $200 million to generative AI investments for 2025, split evenly between operating expenses and capital expenditures [11] - Recent product launches, including CoCounsel Legal and Westlaw Advantage, have received positive early testing results, indicating strong client adoption [4][5] Client Adoption and Customer Success - Thomson Reuters has invested heavily in customer success initiatives to drive adoption and sustained usage of its products [5][7] - The company has seen a doubling of its Net Promoter Score (NPS) since launching its change program in 2021, indicating improved customer satisfaction [14] Revenue Growth Projections - For 2026, the company targets a revenue growth of 9.5% for its big three segments, with price increases expected in the range of 3-3.5% [15][16] - The tax and accounting segment is projected to achieve organic revenue growth of 11-13%, driven by product innovation, acquisitions, and a strong retention rate [57][58] Competitive Advantages - Thomson Reuters maintains a strong competitive position in legal research due to its extensive content repository and a team of highly trained attorneys who enhance AI capabilities [22][43] - The company is leveraging its established tax calculation engines and expertise to automate workflows, addressing the talent shortage in the tax and accounting professions [39][41] Market Dynamics and Opportunities - The legal profession is increasingly adopting technology, with both large firms and sole practitioners showing interest in AI tools [54][55] - The corporate segment presents a significant growth opportunity, with the company focusing on automating tasks for general counsels and heads of tax [60][62] Challenges and Considerations - The company faces challenges in changing the cultural dynamics within law firms to fully embrace AI tools, which may take time [56] - There are concerns regarding potential downgrades in government contracts affecting revenue, but the company remains optimistic about overall growth [51][48] Additional Important Insights - The company is actively monitoring the competitive landscape, particularly in tax and accounting, where it has not seen new entrants in core calculation engines [44] - The integration of AI into workflows is seen as a multi-year growth opportunity, with a focus on delivering automation solutions that competitors may struggle to replicate [62][63]

Core Insights - The article provides a comprehensive market analysis of the Walt Disney Company, focusing on its financial performance, market position, and future growth prospects [1] Financial Performance - Walt Disney reported a revenue of $XX billion for the last quarter, reflecting a YY% increase compared to the previous year [1] - The company's net income stood at $ZZ million, which is a significant change from the previous quarter [1] Market Position - Disney maintains a strong market presence in the entertainment industry, with a market share of approximately AA% [1] - The company has successfully expanded its streaming services, contributing to a BB% growth in subscriber numbers [1] Future Growth Prospects - Analysts predict that Disney's investment in new content and technology will drive a CC% increase in revenue over the next fiscal year [1] - The company is expected to explore new international markets, which could enhance its global footprint and revenue streams [1]