Shares of Thomson Reuters (TRI) surged 5.04% during Thursday's pre-market session following the release of the company's fourth-quarter and full-year 2025 financial results, which exceeded analyst expectations and were accompanied by robust forward guidance.
The information and technology conglomerate reported adjusted earnings per share of $1.07 for the quarter ended December 31, 2025, beating the consensus estimate of $1.06. Quarterly revenue rose 5% year-over-year to $2.009 billion, also surpassing forecasts. The company highlighted strong organic revenue growth of 7% for the total company and 9% for its core "Big 3" segments—Legal Professionals, Corporates, and Tax, Audit & Accounting Professionals.
Investors responded positively to the company's 2026 outlook, which anticipates organic revenue growth of approximately 7.5% to 8.0% and adjusted EBITDA margin expansion of about 100 basis points. Furthermore, Thomson Reuters announced a 10% increase in its annualized dividend to $2.62 per common share, marking the 33rd consecutive annual increase. Management also expressed confidence in its AI investments, noting tangible benefits, and outlined a strong capital position with an estimated $11 billion in capital capacity by 2028 to support mergers, acquisitions, and shareholder returns.
Comments