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So Thomson Reuters stock just jumped nearly 16% this week and honestly the moves making sense when you look at what's going on. Company announced a new CFO coming in next month, which is a smooth transition from the guy who's retiring. But the real catalyst here is the earnings - they beat on the bottom line and the revenue actually grew 5% year-over-year to over $2B, which is solid.
What caught my attention though is they raised the dividend by 10%. That's 33 years in a row of increases. The company David Thomson founded back in the day has built something pretty durable. CEO Steve Hasker mentioned they're seeing real benefits from their AI investments too, which tracks with how they're speeding up product innovation.
For 2026 they're guiding for 7.5-8% revenue growth - more than double what they did last year. That's a pretty confident outlook. The dividend yield sits at 2.4% if you're into that. Feels like one of those stable plays that just keeps grinding higher without the drama. Not flashy but the fundamentals look legit.