Thomson Reuters stock falls 1.75 percent after Print deal closes

Published on 10/04/2026 at 14:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Thomson Reuters stock's Q2 backdrop includes adjusted EPS of USD 0.99, up 14 percent year over year. The Global Print sale to KKR closed on October 1, 2026.

TRI, CA8849038812, Illustration mit AI erstellt.

Thomson Reuters (ISIN CA8849038812) stock last stood at USD 97.62 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, down 1.75 percent from the prior close. On October 1, 2026, Thomson Reuters announced that its sale of a majority stake in Global Print to KKR had closed. The transaction puts the portfolio shift at the center of the stock story.

Print deal sharpens AI focus

The divested business now operates as Westbridge Print, serving legal and tax professionals across 13 countries and providing commercial printing services to publishers. Thomson Reuters retains a 49 percent stake while directing its strategic emphasis toward fiduciary-grade AI solutions for legal, tax, audit and compliance customers, the company said in its October 1, 2026 release.

Q2 growth came with caveats

In Q2 2026, total organic revenue increased 8 percent and the Big 3 segments accelerated to 10 percent organic growth, according to The Globe and Mail. Adjusted EBITDA rose 10 percent year over year to USD 745 million, with a 38.1 percent margin, while adjusted EPS climbed 14 percent from USD 0.87 to USD 0.99. Free cash flow reached USD 727 million, up 29 percent from USD 566 million.

The counterpoint is execution in Tax, Audit and Accounting. Management said second-quarter transactional growth fell short because of timing and go-to-market challenges, while the call also pointed to a softer Q3 growth rate as certain government transactions are not expected to recur at the same level.

Analysts keep targets above price

Barclays analyst Manav Patnaik maintained a Buy rating and set a USD 130.00 price target on October 2, 2026, Markets Insider reported. The target lies 33.2 percent above the Nasdaq reference price, leaving the valuation debate tied to whether AI-led growth can offset the near-term print transition and softer Q3 comparison.

Stock sits below yearly high

TRI last traded at USD 97.62 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, with 1,731,785 shares changing hands. The session range was USD 96.54 to USD 100.61, against a 52-week range of USD 76.28 to USD 166.97; market capitalization was USD 42.6 billion.