Timken Announces New Multi-Year Share Repurchase Program
Timken Company (TKR) announced a new multi-year share repurchase plan, approved by its board, allowing the company to buy back up to 10 million common shares starting March 1, 2026, through February 28, 2031. This program replaces an expiring one and reinforces Timken's capital-return strategy, aiming to support earnings per share and shareholder value. TipRanks' AI Analyst, Spark, rates TKR as an "Outperform" due to strong financial quality and cash generation, despite some valuation and technical concerns.
Timken Co Says Board Approves New Share Purchase Plan Effective March 1, 2026
The Timken Co announced that its Board of Directors has approved a new share purchase plan. This plan is set to become effective on March 1, 2026. The announcement was made via TradingView News, citing Refinitiv and Reuters.
Timken Company Announces Expected Spinoff of its Steel Business
The Timken Company announced that its newly formed subsidiary, TimkenSteel Corp., has filed an initial Form 10 Registration Statement with the U.S. Securities and Exchange Commission. This filing is part of Timken's previously announced plan to spin off its steel business into an independent publicly traded company. The spinoff is expected to be tax-free to shareholders, with TimkenSteel common shares listed on the NYSE under the symbol "TMST."
Q4 Earnings Roundup: Timken (NYSE:TKR) And The Rest Of The Engineered Components and Systems Segment
This article provides a Q4 earnings roundup for companies in the engineered components and systems industry, focusing on Timken (NYSE:TKR) and its peers. It highlights Timken's strong performance with increased revenues and positive analyst beats, alongside best performer Arrow Electronics and weakest performer Worthington. The report also details results for RBC Bearings and Graham Corporation, noting their respective achievements and challenges in the recent quarter.
Timken to Pay 415th Consecutive Quarterly Dividend
The Timken Company will pay its 415th consecutive quarterly dividend of 35 cents per share on common stock, payable March 6. This follows a successful fourth quarter, contributing to $4.6 billion in sales for 2025. The company has been paying dividends since joining the New York Stock Exchange in 1922.
LSV Asset Management Cuts Position in Timken Company (The) $TKR
LSV Asset Management significantly reduced its stake in The Timken Company (NYSE:TKR) by 45.8% in Q3, selling 157,944 shares and now holding 186,548 shares valued at $14 million. Despite this, other major institutional investors like Cooke & Bieler, American Century, Invesco, BNY Mellon, and Brandes notably increased their positions, leading to hedge funds and institutional investors owning approximately 89.08% of the company. Timken reported strong Q3 results, beating EPS and revenue estimates, and set optimistic FY2026 guidance, yet analysts maintain a "Hold" consensus on the stock with a price target below its current trading price.
Timken Enhances Heavy Truck Training Website
The Timken Company has updated its online resources for heavy-duty truck wheel-ends, including new animated training videos and three new Heavy-Duty TechTips. These additions focus on improving bearing performance and proper installation and lubrication practices. The website also features a library of TechTips, installation videos, damage analysis, and discussion boards for technicians.
Timken Realigns
The Timken Company is reorganizing to enhance efficiency and cut costs, including reducing its salaried workforce by up to 400 positions in 2009. The company aims for $30 to $40 million in annual pretax savings from selling and administrative costs, with changes expected to be completed by the third quarter of 2009. This follows earlier production cuts and a reduction of approximately 2,500 manufacturing jobs over the past 15 months.
TIMKEN CO SEC 10-K Report
The Timken Company has released its 2025 Form 10-K report, detailing a slight increase in net sales to $4,581.8 million but a decrease in operating income, net income, and diluted EPS compared to 2024, impacted by tariff costs and lower volume. Despite these challenges, the company projects a 2% to 4% revenue increase for 2026, driven by higher demand, pricing, and favorable currency exchange rates. Timken is focused on strategic growth, operational excellence, and strengthening its balance sheet through debt reduction, dividend increases, and share repurchases, while also acknowledging market, operational, regulatory, financial, human capital, and cybersecurity risks.
Timken Company Declares Quarterly Cash Dividend
The Timken Company has declared a quarterly cash dividend of $0.35 per share, payable on March 6, 2026, marking its 415th consecutive quarter of payments. This move reinforces the company's commitment to shareholder returns and highlights its sustained financial health and strong sales performance of $4.6 billion in 2025. With global operations in 45 countries, Timken continues to solidify its leadership in engineered bearings and industrial motion.
Timken declares quarterly dividend of 35 cents per share
The Timken Company announced a quarterly cash dividend of 35 cents per share, payable on March 6, 2026. This marks their 415th consecutive quarter of dividends, representing 55 years of payments and 12 years of increases. Although InvestingPro considers Timken slightly overvalued and rates its financial health as "Fair," recent Q4 2025 results surpassed expectations, leading to raised price targets from analysts like DA Davidson and KeyBanc Capital Markets.
Timken Declares Quarterly Dividend of 35 Cents Per Share
The Timken Company has declared a quarterly cash dividend of 35 cents per share, payable on March 6, 2026, to shareholders of record as of February 24, 2026. This marks the 415th consecutive quarter Timken has paid a dividend on its common shares, a streak dating back to its 1922 NYSE listing. Timken is a global technology leader in engineered bearings and industrial motion, reporting $4.6 billion in sales in 2025.
This Insider Has Just Sold Shares In Timken
Richard Kyle, a Director at The Timken Company (NYSE:TKR), recently sold shares worth US$3.2 million at an average price of US$107, reducing his total holding by 11%. This was the largest insider sale at Timken in the past year, and there have been no insider purchases during the same period. Despite insiders owning a significant 3.8% of the company, the analysis of these transactions suggests a lack of confidence, prompting a recommendation to review potential risks.
Timken (TKR) Valuation After 2025 Earnings Miss And New 2026 Guidance
Timken (TKR) reported its Q4 and full-year 2025 results and issued new 2026 guidance, attracting investor attention after a strong stock performance. Despite a recent rally, analyst consensus and a popular narrative suggest the stock is overvalued with a fair value of $92.03, below its current trading price of $108.82. However, a different valuation angle based on its P/E ratio relative to the industry suggests it might be fairly priced or even undervalued compared to peers.
5 Must-Read Analyst Questions From Timken's Q4 Earnings Call
Timken's Q4 2025 earnings show stronger-than-expected revenue and positive market reaction, driven by growth in its Industrial Motion segment. Despite tariff pressures, the company offset costs with material and logistics savings. Key analyst questions focused on Q4 order trends, the 80/20 strategy implementation, and cost headwinds beyond tariffs, providing insights into future strategic initiatives and financial performance.
Timken Co stock reaches all-time high at 109.51 USD
Timken Co stock has surged to an all-time high of $109.51, representing a 36.04% increase over the past year and 47.75% over the last six months. This milestone is attributed to robust demand and strategic expansions, with the company reporting strong financial results and maintaining consistent dividend payments. Despite its overbought status and moderate debt, the stock's performance reflects strong investor confidence and growth potential.
Analysts Offer Insights on Industrial Goods Companies: Timken Company (TKR) and Generac Holdings (GNRC)
KeyBanc analyst Steve Barger upgraded Timken Company (TKR) to Buy with a $130 price target, noting the company's shares closed at $106.04. Meanwhile, KeyBanc analyst Jeffrey Hammond maintained a Hold rating on Generac Holdings (GNRC), with the shares closing at $183.53. The article provides analyst consensus ratings and average price targets for both industrial goods companies.
Insider Sell: Hansal Patel Sells Shares of The Timken Co (TKR)
Hansal Patel, Executive Vice President of The Timken Co, sold 2,500 shares of the company on February 9, 2026, reducing his holding to 20,835 shares. This sale is part of a pattern where Patel has sold a total of 7,369 shares over the past year with no purchases, and the company has seen six insider sells in the same period. The Timken Co's stock was trading at $108.01, appearing significantly overvalued with a price-to-GF-Value ratio of 1.34 against a GF Value of $80.48.
Timken (NYSE:TKR) Price Target Raised to $116.00
Morgan Stanley has increased its price target for Timken (NYSE:TKR) to $116 from $105, maintaining an "overweight" rating and suggesting a nearly 6% upside. This follows Timken's strong Q4 earnings, which surpassed estimates, and the company's positive FY2026 guidance. Despite high institutional ownership and share performance near a one-year high, some recent insider selling was noted.
Timken stock price target raised to $108 from $86 at DA Davidson
DA Davidson has increased its price target for Timken (NYSE:TKR) to $108 from $86, while maintaining a Neutral rating, following strong Q4 2025 earnings and 5.6% organic growth. The firm noted a "flattish" outlook for Q1 2026 but anticipates the company will end 2026 on a high note, with further details expected at Timken's Investor Day in May 2026. This comes alongside other positive developments, including an upgrade from KeyBanc Capital Markets to Overweight with a $130 price target.
Morgan Stanley Raises Price Target on Timken to $116 From $105, Keeps Overweight Rating
Morgan Stanley has increased its price target for Timken (TKR) to $116 from $105, while maintaining an "Overweight" rating on the stock. This adjustment comes amidst other analyst actions on Timken, including an upgrade to Overweight by KeyBanc and an adjustment by Oppenheimer, reflecting ongoing analyst interest and varying outlooks for the company. The article also provides a brief company profile of Timken, highlighting its focus on engineered bearings and industrial motion products, and offers a glimpse into recent news and financial updates for the company.
Truck Pride Chooses Timken As Preferred Bearing Supplier
Truck Pride Partners, a heavy-duty truck parts distributor, has chosen The Timken Company as its preferred supplier for bearings. This decision supports Truck Pride's product portfolio management strategy, citing Timken's quality manufacturing, innovative solutions, and enhanced training programs. The partnership is expected to bolster growth initiatives and improve supply chain efficiencies for Truck Pride Partners.
Timken 454-Series Set-Right Hub Rebuild Kits
The Timken Company has expanded its line of Set-Right Heavy Duty Hub Rebuild Kits, introducing the Timken 454-Series bearings specifically designed to handle 2-inch offset loads in new axle designs. These kits are part of Timken's effort to provide comprehensive wheel bearing options for the heavy-duty aftermarket, including wide-singles and preset varieties. The company is also investing significantly in its manufacturing capacity to meet growing demand.
KeyBanc upgrades Timken stock to Overweight on industrial cycle inflection
KeyBanc Capital Markets has upgraded Timken (NYSE:TKR) stock from Sector Weight to Overweight with a $130 price target, anticipating an industrial cycle inflection and value creation initiatives from its new CEO. This upgrade, made ahead of the company's analyst day in May, projects a 17% EPS CAGR from 2025-2028 if Timken achieves mid-single-digit growth and strong incremental margins. This follows Timken's strong Q4 2025 financial performance, which exceeded earnings and revenue expectations.
Timken (TKR) Is Up 13.8% After Mixed Q4 Results And 2026 Guidance Pivot - Has The Bull Case Changed?
The Timken Company (TKR) saw its shares rise by 13.8% despite mixed Q4 2025 results, driven by its 2026 guidance forecasting higher revenue and EPS, and an expanded "80/20 portfolio" initiative to divest underperforming assets. This strategic pivot signals a renewed focus on profitability and operational efficiency, aiming to reshape the company's investment narrative. While the new guidance reframes potential upside and execution risks, the company's valuation remains a point of divergence among investors, with some concerns around debt and recent softer earnings partially offset by capital return initiatives.
Earnings Update: Here's Why Analysts Just Lifted Their The Timken Company (NYSE:TKR) Price Target To US$97.18
Analysts have increased their price target for The Timken Company (NYSE:TKR) to US$97.18, despite a slight dip in future earnings per share forecasts. The company's shares surged 14% after reporting annual results that were in line with analyst predictions for revenue and statutory EPS. While revenue growth is expected to slow and grow slower than the industry average, analysts see improving intrinsic value for the business.
Timken targets 8% EPS growth and expands 80/20 strategy while advancing portfolio simplification
The Timken Company aims for 8% earnings per share growth and plans to expand its "80/20" business process across its operations. This strategy focuses on simplifying its product portfolio and maximizing value from its core offerings. The company also intends to continue its portfolio simplification efforts to improve efficiency and profitability.
Analysts Offer Insights on Industrial Goods Companies: Timken Company (TKR) and Old Dominion Freight (ODFL)
Oppenheimer analyst Bryan Blair maintained a Buy rating on Timken Company (TKR) with a price target of $108.00, while TipRanks also upgraded the stock to Buy. Conversely, Evercore ISI analyst Jonathan Chappell maintained a Hold rating on Old Dominion Freight (ODFL) with a price target of $200.00, and Barclays also kept a Hold rating on ODFL. These reports highlight diverse analyst sentiments within the Industrial Goods sector.
Timken (NYSE:TKR) Price Target Raised to $90.00
JPMorgan Chase & Co. raised its price target for Timken (NYSE:TKR) to $90.00 from $85.00, while maintaining a "neutral" rating. This new target implies a potential downside of 11.97% from the stock's previous close. The adjustment follows Timken's strong Q4 performance, where it exceeded revenue and EPS estimates and provided positive FY2026 adjusted EPS guidance, leading to a jump in share price near its 52-week high.
The Timken Company (NYSE:TKR) Q4 2025 Earnings Call Transcript
The Timken Company announced its Q4 2025 earnings, reporting adjusted EPS of $1.14 on $1.11 billion in sales, exceeding guidance. The company provided a 2026 outlook expecting 2-4% total revenue growth and 8% adjusted EPS increase at the midpoint, driven by modest volume growth and pricing actions. Management also detailed plans to extend its "80/20" discipline across the entire enterprise to optimize its portfolio, simplify operations, and free up resources for future growth opportunities, which will be elaborated further at an Investor Day in May.
Timken Company to Participate in Citi Global Industrial Tech Conference
The Timken Company is scheduled to participate in the Citi Global Industrial Tech and Mobility Conference on February 18, 2026, in Miami, where CEO Lucian Boldea and CFO Michael A. Discenza will present. A live webcast of their fireside chat will be available, and a replay will be accessible until March 4, 2026. Timken reported $4.6 billion in sales for 2025, operates in 45 countries, and employs approximately 19,000 people globally.
Timken With Successful 4th, 2025
The Timken Company posted a successful fourth quarter and year-end for 2025. Net income for the quarter was $62.3 million on $1.1 billion in sales, an increase of 3.5% from the previous year. For the full year, net income reached $288 million on $4.58 billion in sales, attributed to favorable exchange rates, higher prices, and new product segment growth.
Strs Ohio Sells 21,099 Shares of Timken Company (The) $TKR
Strs Ohio significantly reduced its stake in The Timken Company (NYSE:TKR) by selling 21,099 shares, representing a 93.4% trim of its position. Following the sale, Strs Ohio now holds 1,495 shares valued at $112,000. Other institutional investors like SJS Investment Consulting Inc. and CWM LLC increased their holdings, while analyst ratings for Timken are mixed, with a consensus "Hold" rating.
Timken beats fourth quarter profit estimates, forecasts 2026 earnings growth
The Timken Company (NYSE: TKR) exceeded fourth-quarter profit estimates, driven by strong industrial motion demand and higher pricing, and projected an 8% increase in adjusted earnings per share for 2026. The company reported adjusted EPS of $1.14 and sales of $1.11 billion for Q4 2025, with full-year free cash flow reaching $406.1 million. Timken aims for 2-4% revenue growth in 2026 and plans to streamline its portfolio and invest in high-profit verticals.
Timken Co. has strong finish in 2025; CEO cites upbeat 2026 outlook
The Timken Co. reported a strong finish to 2025 with a 3.5% increase in net sales for the fourth quarter, exceeding expectations despite a challenging market. CEO Lucian Boldea attributes sales growth to higher pricing, foreign currency translation, and increased demand in the Industrial Motion segment. The company anticipates a 2% to 4% revenue increase and improved customer demand for 2026, with an expected earnings per share of $4.50 to $5.
Timken shares advance after Q4 results top forecasts
This article reports that Timken shares advanced after the company's Q4 results surpassed analyst forecasts. This positive performance is likely attributed to strong financial outcomes presented in their latest earnings report. Further details on the specific financial figures and guidance would explain the market's reaction.
Timken (NYSE:TKR) Issues Earnings Results
Timken (NYSE:TKR) announced strong earnings results, reporting adjusted EPS of $1.14, surpassing analyst estimates by $0.05, with revenue up 3.5% year-over-year. Following the news, shares rose to $98.90, well above its consensus target. The company also declared a quarterly dividend of $0.35, and institutional investors significantly increased their stakes.
Timken (NYSE:TKR) Reports Bullish Q4 CY2025
Timken (NYSE:TKR) reported stronger-than-expected Q4 CY2025 results, with revenue of $1.11 billion and non-GAAP EPS of $1.14 per share, both beating analyst consensus. While the company's full-year EPS guidance for 2026 missed estimates, its organic revenue growth and stable operating margins were noted as positive indicators. Despite a mixed quarter, the article suggests Timken delivered solid earnings, warranting further analysis beyond immediate results.
Timken shares rise 3% as fourth quarter sales beat expectations
Timken Company reported stronger-than-expected fourth-quarter results, with sales up 3.5% and adjusted EPS of $1.14 against an analyst estimate of $1.09. The company's shares increased by nearly 3% in pre-market trading following the announcement. Timken also provided a positive outlook for 2026, forecasting adjusted earnings per share between $5.50 and $6.00 and revenue growth of 2% to 4%.
Timken Company Reports Fourth-Quarter and Full-Year 2025 Results
The Timken Company announced its financial results for the fourth quarter and full year of 2025, showing increased sales and cash flow despite market challenges. For the full year, sales reached $4.6 billion with diluted EPS of $4.11, and the company also increased its quarterly dividend for the twelfth consecutive year. Timken provided a positive outlook for 2026, forecasting revenue growth of 2% to 4% and adjusted EPS between $5.50 and $6.00.
TIMKEN COMPANY ($TKR) Releases Q4 2025 Earnings
TIMKEN COMPANY ($TKR) released its Q4 2025 earnings, reporting $1.14 per share, beating estimates by $0.04, and revenues of $1.111 billion, exceeding estimates by over $28 million. Insider trading data shows two sales in the past six months, while hedge fund activity indicates a mixed sentiment with 216 institutions adding shares and 196 decreasing positions. Analysts have issued "Buy" ratings and price targets for the stock, with a median target of $95.0.
Timken beats fourth quarter profit estimates, forecasts 2026 earnings growth
The Timken Company (NYSE: TKR) exceeded fourth-quarter profit expectations, driven by strong demand in its industrial motion business and higher pricing. The company reported adjusted earnings of $1.14 per diluted share and sales of $1.11 billion. Timken also issued a positive 2026 outlook, forecasting adjusted EPS between $5.50 and $6.00, an 8% increase at the midpoint, alongside revenue growth of 2% to 4%.
Timken Earnings Report 2026: Q4 Results, Revenue Forecast & Stock Price - News and Statistics
Timken (NYSE:TKR) is set to release its Q4 2026 earnings this Wednesday, with analysts predicting flat revenue at $1.07 billion and adjusted earnings of $1.09 per share. The company has a history of surpassing revenue estimates, beating them every quarter for the past two years. Investor sentiment in the industrial machinery sector is positive, with Timken's stock price up 7.5% over the last month, though its current share price slightly exceeds the average analyst target.
Timken (TKR) Reports Earnings Tomorrow: What To Expect
Timken (NYSE:TKR) is set to report its earnings this Wednesday before market open. Analysts anticipate flat year-on-year revenue of $1.07 billion and adjusted earnings of $1.09 per share, with estimates reconfirmed recently. The company has a history of consistently beating revenue expectations and its stock has seen positive sentiment, rising 7.5% over the last month.
Timken Co stock hits all-time high at 95.22 USD
Timken Co (TKR) stock has reached an all-time high of $95.22 USD, driven by robust performance and investor confidence, with its stock increasing 18.21% over the past year and 27.93% in the last six months. The company boasts a 1.5% dividend yield and an impressive 55 consecutive years of dividend payments. Recent strategic leadership changes, including a new Chief Technology Officer position and continued dividend declarations, further underscore its commitment to growth and shareholder value.
Timken Co stock hits all-time high at 95.22 USD By Investing.com
Timken Co (TKR) stock reached an all-time high of $95.22 USD, reflecting a strong performance with an 18.21% increase over the past year and a 27.93% gain in the last six months. The company boasts a 55-year consecutive dividend payment record and recently announced strategic leadership changes, including a new Chief Technology Officer, and a quarterly cash dividend of 35 cents per share. Despite the surge, InvestingPro analysis suggests the stock is currently slightly overvalued.
Timken (NYSE:TKR) Reaches New 1-Year High - Here's Why
Timken (NYSE:TKR) recently hit a new 52-week high, trading at $95.31 after closing at $93.19. Analyst coverage is mixed, with four "Buy" ratings and seven "Hold" ratings, resulting in a consensus "Hold" rating and a target price of $85.30, although Citigroup recently increased its target to $105. The company has a market cap of $6.62 billion, a P/E ratio of 22.45, and pays an annual dividend of $1.40.
The Timken Company: Quiet climb or calm before a reversal?
The Timken Company (TKR) stock has shown a quiet but steady uptrend, outperforming the broader industrial sector due to solid fundamentals and constructive analyst coverage. Recent earnings topped expectations, and the company's focus on engineered bearings and industrial motion products positions it well for long-term trends despite lingering macroeconomic risks. While no longer a deep value opportunity, analysts generally view the stock constructively with modest upside potential.
Timken Co stock hits all-time high at 95.22 USD
Timken Co (TKR) stock has reached an all-time high of $95.22, reflecting a substantial 18.21% increase over the past year and a 27.93% gain in the last six months. The company boasts a 1.5% dividend yield and has maintained dividend payments for 55 consecutive years, with earnings scheduled for February 4th. Despite an InvestingPro analysis suggesting the stock is slightly overvalued, recent strategic leadership changes, including a new Chief Technology Officer, and a declared quarterly cash dividend of 35 cents per share reinforce its strong market position and commitment to growth.
Bank of New York Mellon Corp Has $112.26 Million Stock Holdings in Timken Company (The) $TKR
Bank of New York Mellon Corp significantly increased its stake in The Timken Company (TKR) by 34.8% in Q3, now holding 1,493,167 shares valued at approximately $112.26 million. Despite some analysts raising price targets, the stock maintains an average "Hold" rating with an average target price of $85.30. Insider activity shows Director Richard G. Kyle selling shares, while the company recently announced a quarterly dividend of $0.35 per share.
