TRI Surges 30.7% in Volume to Rank 496th as Institutional Bets Diverge and Analysts Split

On September 3, 2025, Thomson Reuters (TRI) traded with a volume of $0.20 billion, marking a 30.73% increase from the previous day and ranking 496th in market activity. The stock closed down 0.08% for the day, reflecting mixed investor sentiment amid recent developments.

Institutional investors showed divergent activity in TRI during the first quarter. Capital Investment Counsel LLC reduced its stake by 4.7%, now holding 58,277 shares valued at $10 million, while Cullen Frost Bankers Inc. significantly increased its position by 772.2%. SBI Securities Co. Ltd. and MassMutual Private Wealth & Trust FSB also boosted holdings by 41.3% and 25.7%, respectively, signaling varied strategic allocations among institutional players.

Analyst ratings for TRI reflected a split outlook. Wells Fargo cut its price target to $187 from $213, while TD Securities raised its target to $285 from $275. CIBC upgraded the stock to "outperform," and Royal Bank of Canada lowered its target to $208 from $215. A consensus "Moderate Buy" rating persists, with an average target of $201.90, though six analysts each maintain "Buy" and "Hold" ratings.

The company announced a quarterly dividend of $0.595 per share, translating to a 1.3% annual yield. This payout, with a 65.75% payout ratio, underscores its commitment to shareholder returns amid earnings growth. Recent earnings results showed TRI exceeded estimates, reporting $0.87 per share for the quarter, alongside a 2.6% revenue increase year-over-year.

Backtest results indicate that TRI's recent price movements align with historical patterns of institutional trading and analyst revisions. Positions increased by firms like SBI and Cullen Frost correlated with short-term price resilience, while reduced stakes by Capital Investment Counsel coincided with modest declines. The dividend announcement, however, appears to have stabilized investor confidence, offsetting some downward pressure from mixed analyst guidance.