Tocqueville Asset Management L.P. Invests $4.51 Million in Timken Company (The) $TKR
Tocqueville Asset Management L.P. recently invested $4.51 million in Timken Company, acquiring 31,007 shares. Institutional investors now own 89.08% of Timken, which exceeded its latest quarterly earnings expectations with $1.83 EPS on $1.26 billion revenue, and provided optimistic 2026 EPS guidance. Despite a "Moderate Buy" consensus from analysts, recent insider selling and some lowered near-term earnings estimates suggest mixed sentiment for the company's immediate future.
Advisors Capital Management LLC Takes $10.39 Million Position in Timken Company (The) $TKR
Advisors Capital Management LLC has acquired a new position in The Timken Company (NYSE:TKR), purchasing 71,487 shares valued at approximately $10.39 million, representing 0.10% of the company. Despite recent insider selling totaling $3.91 million, institutional investors now own 89.08% of Timken's stock. The company recently exceeded Q2 earnings expectations with an EPS of $1.83 and revenue of $1.26 billion, though some near-term EPS forecasts have been lowered by analysts.
Analysts Issue Forecasts for Timken's Q3 Earnings (NYSE:TKR)
Zacks Research has lowered its Q3 2026 EPS forecast for Timken (NYSE:TKR) to $1.43, down from $1.50, although the full-year consensus remains higher at $6.26 per share. Despite this reduction, analysts generally maintain a positive outlook, with a consensus price target of $150 and six "Buy" ratings. Timken recently surpassed Q2 expectations with an EPS of $1.83 and revenue of $1.26 billion, while also announcing a quarterly dividend of $0.36 per share.
Zacks Research Forecasts Timken's FY2026 Earnings (NYSE:TKR)
Zacks Research has updated its FY2026 EPS forecast for Timken (NYSE:TKR) to $6.18, a slight increase from its previous estimate of $6.11, though still below the $6.25 consensus. This adjustment comes after Timken reported stronger-than-expected quarterly results, with EPS of $1.83 and revenue of $1.26 billion. The company maintains a "Moderate Buy" consensus rating among analysts and has declared a quarterly dividend of $0.36.
Timken’s New Commercial and Operations Structure Might Change The Case For Investing In TKR
Timken has announced key leadership changes, appointing Timothy A. Graham as executive vice president and chief commercial officer and Stephen P. Ribaudo as executive vice president and chief operating officer, effective September 1. These roles aim to unify sales and centralize supply chain oversight, impacting Timken's growth and efficiency goals. While these changes address pricing, cost savings, and supply chain, investors should also consider risks from soft industrial demand and tariff volatility.
A Look at The Timken Co (TKR) After 3.5% Decline -- GF Value $84.26 vs Price $129.17
The Timken Co (TKR) experienced a 3.5% stock decline, bringing its price to $129.17. Despite strong year-to-date and past-year gains, GuruFocus's GF Value estimates the stock is significantly overvalued by 53.3% compared to its intrinsic value of $84.26, and its P/E ratio is substantially higher than its historical median. Insider selling worth $18.5 million over the past year, with no purchases, further suggests a lack of confidence from company insiders.
Belden, Timken, ArcBest, Acuity Brands, and VSE Corporation Shares Plummet, What You Need To Know
Shares of Belden, Timken, ArcBest, Acuity Brands, and VSE Corporation fell after a U.S. industrial production report showed slower-than-expected growth for July, raising concerns about cooling economic activity. The report indicated a 0.2% rise in industrial production, half of the anticipated 0.4% increase. Despite the recent dip, Belden had previously reported strong second-quarter results and guidance.
Timken Stock Hits 52-Week High: What's Driving Its Performance?
The Timken Company (TKR) recently hit a new 52-week high after outlining an upbeat outlook at its Investor Day, including growth targets, margin expansion plans, and acquisition-driven portfolio expansion. The company aims for mid-single-digit organic sales CAGR through 2028, targeting $5-$5.2 billion in total sales and $8.50 adjusted earnings per share by then. Its performance is further supported by a resilient demand base across diverse end markets, strategic M&A activities, and a consistent history of capital returns to shareholders.
Buckland Partners Management Co LLC Takes Position in Timken Company (The) $TKR
Buckland Partners Management Co LLC acquired a new stake of 19,000 shares in Timken Company (The) (NYSE:TKR) during the second quarter, valued at approximately $2.76 million. Institutional investors collectively own 89.08% of the company's stock, while analysts maintain a "Moderate Buy" consensus rating with an average price target of $150. Timken recently surpassed quarterly earnings and revenue expectations and declared a quarterly dividend of $0.36 per share.
Timken Company (The) (NYSE:TKR) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Nine research firms have given The Timken Company (NYSE:TKR) a consensus recommendation of "Moderate Buy," with an average 12-month price target of $150.00, suggesting an upside from its current price of $133.37. The company recently surpassed quarterly earnings expectations with $1.83 EPS and $1.26 billion in revenue, leading management to issue fiscal 2026 EPS guidance of $6.05–$6.35. Despite recent insider selling, institutional investors hold a significant 89.08% stake, and Timken also declared a quarterly dividend of $0.36 per share.
State of Wyoming Buys New Position in Timken Company (The) $TKR
The State of Wyoming acquired a new position in The Timken Company (NYSE:TKR) during the second quarter, purchasing 10,091 shares valued at approximately $1.47 million. Institutional investors now collectively own 89.08% of the company. Analysts maintain a positive outlook, with a consensus "Moderate Buy" rating and an average price target of $150, following Timken's strong Q2 earnings report where it beat expectations and raised revenue guidance.
Oppenheimer Asset Management Inc. Takes $4.94 Million Position in Timken Company (The) $TKR
Oppenheimer Asset Management Inc. has acquired a new position of 33,967 shares, valued at $4.94 million, in The Timken Company (NYSE:TKR). This move comes as institutional investors and hedge funds collectively own 89.08% of the company. Analysts generally hold a "Moderate Buy" consensus for Timken, with a target price of $150.00, following strong Q2 earnings that surpassed expectations and a declared quarterly dividend of $0.36.
The Timken Company (NYSE:TKR) Stock Goes Ex-Dividend In Just Three Days
The Timken Company (NYSE:TKR) stock is set to trade ex-dividend in three days, with shareholders needing to purchase shares before August 18th to receive the dividend payment on August 28th. The company offers a trailing dividend yield of 1.1% on its current share price, with a modest payout ratio of 38% of profit and 26% of free cash flow, suggesting sustainability despite flat earnings growth over the past five years.
Should Timken’s Mixed Q2, Higher 2026 Outlook and Leadership Shake-Up Require Action From Timken (TKR) Investors?
The Timken Company (TKR) reported mixed Q2 2026 results with sales increasing but net income decreasing, while confirming a dividend and completing a share repurchase program. Despite current profit pressure, Timken raised its 2026 earnings and revenue outlook and restructured its senior leadership to focus on commercial execution and operational efficiency with its "Elevate to Outperform" plan. Investors are encouraged to examine how this upgraded outlook aligns with existing investment narratives and expectations through 2028, considering potential challenges like tariff costs and softer margins.
DA Davidson reiterates Timken stock rating at neutral, $130 target
DA Davidson has reiterated a Neutral rating on Timken (NYSE:TKR) with a $130 price target, despite the stock trading above this at $132.20. The firm acknowledged Timken's strong Q2 performance and raised guidance but noted that investor expectations for accelerated growth are already high, leading to an overvalued P/E ratio. While maintaining conviction in the company's execution, DA Davidson suggests a recent stock retrenchment offers a reset, and they would become more constructive if end demand further accelerates.
Timken Company stays a soft Buy as it grows revenue and EBITDA with strategic expansions.
The Timken Company maintains a "soft Buy" rating due to successful cost savings, operational improvements, and strategic growth. Its Industrial Motion and Engineered Bearings segments fueled revenue and EBITDA growth in the first half of 2026 through organic expansion and acquisitions. Management aims for $5–$5.2 billion in revenue and a 21%–23% EBITDA margin by 2028, with the company currently trading at a discount compared to its peers.
The Timken Company (NYSE:TKR) Stock Goes Ex-Dividend In Just Three Days
The Timken Company (NYSE:TKR) is set to trade ex-dividend in three days, with shareholders needing to purchase shares before August 18th to receive the US$0.36 per share dividend. The company's dividend is well-covered by both profits (38% payout ratio) and free cash flow (26% payout ratio), suggesting sustainability despite flat earnings growth over the past five years. While the dividend appears secure, the flat earnings growth makes it less appealing for investors seeking significant dividend growth.
Timken Company (TKR) Q1 2024 Earnings Report - Results, Call & Slides
This article provides a detailed report on Timken Company's (TKR) Q1 2024 earnings, highlighting that the company beat both EPS and revenue expectations. TKR reported actual EPS of $1.77 against a consensus of $1.51 and actual revenue of $1.19 billion compared to an expected $1.15 billion. The report also includes historical earnings data and details about the earnings call.
Assenagon Asset Management S.A. Takes $2.44 Million Position in Timken Company (The) $TKR
Assenagon Asset Management S.A. has acquired a new position in Timken Company, purchasing 16,768 shares valued at approximately $2.44 million. This move is part of broader institutional investor activity, with Timken's stock largely owned by institutional investors. The company recently reported strong quarterly earnings, beating analyst estimates, and reaffirmed its fiscal 2026 EPS guidance, while analysts maintain a "Moderate Buy" rating with a $150 average price target.
Timken Stock: Insider’s $1.73 Million Sale Meets a Raised Earnings Outlook
Timken (NYSE:TKR) stock rose 1% despite director Richard Kyle selling $1.73 million worth of shares, representing only 6.9% of his direct holdings. The company recently raised its full-year adjusted earnings guidance after a strong second quarter, with adjusted EPS increasing by 29% and organic sales up 4.4%. Analysts generally maintain a positive outlook for Timken, with an average target price suggesting a 10% upside.
Don't Ignore The Insider Selling In Timken
A director at The Timken Company (NYSE:TKR), Richard Kyle, recently sold US$1.7m worth of stock, which accounted for 6.9% of his holding. This follows a larger sale of US$4.4m earlier in the year when the stock price was lower. While insiders own a healthy 3.7% of the company, the consistent selling without any buying raises a cautious flag for investors.
Bank of America Corp DE Sells 44,048 Shares of Timken Company (The) $TKR
Bank of America Corp DE reduced its stake in Timken Company (NYSE:TKR) by 8.4% in the first quarter, selling 44,048 shares and retaining 477,963 shares valued at approximately $48.1 million. Despite this reduction, institutional investors collectively own 89.08% of Timken, and analysts maintain a "Moderate Buy" consensus with an average price target of $150. Timken recently exceeded quarterly earnings expectations with $1.83 EPS and $1.26 billion in revenue, and declared a quarterly dividend of $0.36 per share.
Timken Company (The) $TKR Shares Sold by Wedge Capital Management L L P NC
Wedge Capital Management L L P NC reduced its stake in The Timken Company (NYSE:TKR) by 13.9% in the second quarter, selling 23,893 shares and retaining 147,483 shares worth $21.4 million. Despite this, Timken reported strong quarterly earnings of $1.83 EPS, beating estimates, and revenue growth of 7.5%. The company also declared a quarterly dividend of $0.36 per share, while analysts maintain a "Moderate Buy" rating with an average price target of $150.
Timken Co (TKR) Director Richard Kyle Sells 13,637 Shares
Richard Kyle, a director at The Timken Co (TKR), recently sold 13,637 shares for approximately $1.73 million. This sale aligns with a broader pattern of insider selling at the company, with 12 insider sells and no buys over the past year. GuruFocus considers the stock significantly overvalued, with a price-to-GF-Value ratio of 1.5, suggesting caution for investors.
Should Timken’s Mixed Q2, Higher 2026 Outlook and Leadership Shake-Up Require Action From Timken (TKR) Investors?
The Timken Company reported mixed second-quarter results with increased sales but a decline in net income, while simultaneously raising its 2026 earnings and revenue outlook. The company also restructured its senior leadership to enhance commercial execution and operational efficiency. Investors are encouraged to assess whether Timken can translate higher sales into improved profitability amidst margin pressures and tariffs, despite the upgraded outlook.
Timken (NYSE:TKR) Director Richard Kyle Sells 13,637 Shares of Stock
Timken (NYSE:TKR) Director Richard Kyle sold 13,637 shares of the company's stock for approximately $1.73 million, reducing his direct ownership by 6.91%. The sale occurred after Timken reported strong quarterly earnings, beating analyst estimates, and raised its fiscal 2026 EPS guidance. The stock saw a 1.6% increase, and analysts maintain a "Moderate Buy" consensus with a $150 average price target.
TKR Maintained by Evercore ISI Group -- Price Target Lowered to $157
Evercore ISI Group maintained an "Outperform" rating on Timken Co (TKR), but adjusted its price target slightly from $158 to $157. Despite the positive analyst sentiment, GuruFocus assesses TKR as 51.1% overvalued with a GF Value™ of $84.08 compared to its current price of $127.07, and insider activity shows sales rather than purchases. The company's GF Score™ of 75/100 reflects strong profitability and financial strength but weak valuation.
5 Insightful Analyst Questions From Timken’s Q2 Earnings Call
Timken's Q2 results exceeded revenue and profit expectations, yet the market reacted negatively due to concerns about margin compression and business mix, despite strong demand in automation, infrastructure, and aerospace. Analysts questioned management on various issues, including back-half growth moderation, industrial motion growth, pricing trends, gradual demand improvement, and new leadership roles. The company also raised its full-year Adjusted EPS guidance.
Timken (TKR) insider Richard Kyle plans sale of 13,637 common shares
Richard Kyle, an insider at Timken Company (TKR), has filed a Form 144 notice indicating his intention to sell 13,637 common shares through Vanguard Marketing Corporation on the NYSE. The filing also reports a prior sale of 8,448 common shares totaling $1,075,871.78 on May 27, 2026. This proposed sale involves shares acquired through restricted stock vesting.
Timken Q2 Earnings Call Highlights
Timken (TKR) reported strong second-quarter results with increased sales, margins, and adjusted earnings, leading to a raised full-year 2026 outlook. The company's Industrial Motion segment achieved record sales, and the Engineered Bearings segment also saw growth, despite some offsetting costs. Timken is progressing with its "Elevate to Outperform" strategy, including divestitures and strategic investments in high-growth areas.
Oliver Luxxe Assets LLC Sells 11,704 Shares of Timken Company (The) $TKR
Oliver Luxxe Assets LLC reduced its stake in The Timken Company by 38.0% in the second quarter, selling 11,704 shares and retaining 19,129 shares valued at $2.78 million. Despite this, institutional investors collectively own 89.08% of Timken's stock. The company recently reported stronger-than-expected quarterly results, issued positive fiscal 2026 EPS guidance, and declared a quarterly dividend of $0.36 per share, maintaining a "Moderate Buy" rating from analysts.
Timken Company (The) (NYSE:TKR) Plans $0.36 Quarterly Dividend
The Timken Company (NYSE:TKR) announced a quarterly dividend of $0.36 per share, payable on August 28th to shareholders of record on August 18th. This represents an annualized payout of $1.44 and a 1.1% yield. The company has a 12-year streak of dividend increases, with a healthy payout ratio of 23.6%, and analysts expect a future payout ratio near 20.2%.
Analysts Offer Insights on Industrial Goods Companies: Timken Company (TKR) and Siemens Energy (OtherSMEGF)
Analysts have issued bullish sentiments for Timken Company (TKR) and Siemens Energy (SMEGF) in the Industrial Goods sector. KeyBanc maintained a Buy rating for Timken with a $160 price target, while Berenberg Bank maintained a Buy rating for Siemens Energy with a EUR205 price target. Both companies show a "Moderate Buy" consensus among analysts, indicating potential upside.
Timken Marks 417 Straight Quarterly Dividend Payments
The Timken Company (NYSE: TKR) announced a quarterly cash dividend of $0.36 per share, payable on August 28, 2026, to shareholders of record on August 18, 2026. This marks Timken's 417th consecutive quarterly dividend payment since its NYSE listing in 1922 and its 13th straight year of annual dividend growth. The company reported $4.6 billion in sales in 2025 and operates in over 45 countries.
Timken Company (The) Stock 12‑Month Price Target Raised to $149.62, Implies 13% Upside
Timken Company (The) (TKR) has seen its average 12-month price target raised to $149.62 from $148.08 by 13 analysts, suggesting a 13% potential upside from its Aug. 4 closing price. The consensus rating for the stock remains "Buy" among 16 analysts, with 8 recommending "Buy" and 8 recommending "Hold."
Moody National Bank Trust Division Raises Stock Holdings in Timken Company (The) $TKR
Moody National Bank Trust Division has significantly increased its stake in The Timken Company (TKR) by 95% in the second quarter, bringing its holdings to 36,495 shares valued at $5.3 million. This comes as Timken reported strong second-quarter results, with sales and adjusted EPS exceeding expectations, leading management to raise its 2026 adjusted EPS outlook. Despite a GAAP net income drop due to an impairment charge, analysts maintain a "Moderate Buy" rating for TKR.
Timken Declares Quarterly Dividend of 36 Cents Per Share
The Timken Company has declared a quarterly cash dividend of 36 cents per share, payable on August 28, 2026, to shareholders of record as of August 18, 2026. This marks the company's 417th consecutive quarter of paying a dividend and its thirteenth consecutive year of annual dividend growth, demonstrating a long-standing commitment to shareholder returns. Timken, a leader in advanced motion technology, designs and manufactures engineered systems and components for various strategic end markets.
Timken Q2 2026 EPS Tops Expectations, Revenue Up 8%
The Timken Company (TKR) reported strong Q2 2026 results, with adjusted EPS of $1.83 significantly beating estimates and revenue increasing by 7.5% year-over-year to $1.26 billion. The industrial manufacturer's shares rallied 3.1% on the news, driven by robust top-line growth and improved profitability. Management also provided FY 2026 adjusted EPS guidance of $6.05 to $6.35, signaling confidence in continued earnings growth.
Timken Co. reports second-quarter sales increase
The Timken Co. reported a 7.5% year-over-year increase in second-quarter sales, reaching $1.26 billion, driven by higher sales across segments, increased pricing, favorable currency translation, and an acquisition. Despite this, net income decreased by approximately 63% due to an impairment charge related to the expected sale of its belts business. The company also updated its full-year 2026 outlook, slightly increasing its adjusted earnings per share guidance and anticipating a 5.5% revenue increase at the midpoint.
Earnings call transcript: Timken beats Q2 2026 estimates but stock falls
Timken (TKR) exceeded Q2 2026 adjusted earnings and revenue estimates, reporting $1.83 EPS on $1.26 billion revenue, yet its stock fell due to a cautious second-half outlook and higher capacity expansion costs. The company raised its full-year 2026 guidance for sales and EPS, attributing its strong performance to strategic initiatives, pricing actions, and growth in key sectors like aerospace and defense. Despite positive operational results, investors reacted negatively to anticipated slower growth and increased investments, particularly in aerospace, in the latter half of the year.
Why Timken (TKR) Shares Are Plunging Today
Shares of industrial component provider Timken (TKR) fell 7.8% after reporting second-quarter 2026 results. Despite beating sales estimates, the company's operating margin significantly declined to 6.7% from 12.6% in the prior year, concerning investors about profitability. This drop signals that the company is retaining less profit per dollar earned, impacting investor perception of the business.
Timken Releases Q2 2026 Financial Results
The Timken Company reported Q2 2026 financial results, exceeding Wall Street expectations with adjusted earnings of $1.83 per share on revenue of $1.26 billion, a 7.5% increase year-over-year. The strong performance was driven by organic sales growth and robust demand in core industrial markets, particularly within its Engineered Bearings segment. Management projects full-year 2026 adjusted earnings between $6.05 and $6.35 per share.
Timken (NYSE:TKR) Posts Better-Than-Expected Sales In Q2 CY2026
Timken (NYSE:TKR) reported better-than-expected Q2 CY2026 results, with sales up 7.5% year-on-year to $1.26 billion, surpassing Wall Street estimates. The company's non-GAAP profit of $1.83 per share also beat analysts' consensus. Despite strong quarterly performance, the article highlights concerns about Timken's sluggish long-term revenue growth and declining operating margins over the past five years.
Earnings Flash (TKR) The Timken Company Reports Q2 Revenue $1.26B, vs. FactSet Est of $1.23B
The Timken Company (TKR) announced Q2 revenue of $1.26 billion, surpassing FactSet's estimate of $1.23 billion. This earnings flash indicates a stronger financial performance than anticipated for the quarter. The company also reported Q2 Adjusted EPS of $1.83 per share, exceeding the FactSet estimate of $1.62.
Lazard Asset Management LLC Purchases 17,615 Shares of Timken Company (The) $TKR
Lazard Asset Management LLC significantly increased its stake in Timken Company by 330.4% in the first quarter, acquiring an additional 17,615 shares, bringing its total holding to approximately $2.31 million. Timken recently reported strong quarterly results, with earnings of $1.67 per share and revenue of $1.23 billion, an 8% increase year-over-year, and issued positive fiscal 2026 EPS guidance. Despite a generally positive "Moderate Buy" consensus rating from analysts and an average price target of $150, company insiders sold 69,079 shares valued at $8.3 million during the last quarter.
Wealth High Governance Capital Ltda Has $7.06 Million Stake in Timken Company (The) $TKR
Wealth High Governance Capital Ltda decreased its stake in Timken Company (TKR) by 43.7% in the first quarter, now holding 70,183 shares valued at $7.06 million. Despite insider selling, institutional investors own a significant 89.08% of the stock. Timken reported strong quarterly results, beating EPS and revenue estimates, raised its dividend, and maintains a "Moderate Buy" consensus rating from analysts with a $150 price target.
Timken (TKR) To Report Earnings Tomorrow: Here Is What To Expect
Timken (TKR) is set to announce its earnings results, with analysts expecting a 5.2% year-on-year revenue growth. The company has a history of exceeding Wall Street expectations and analysts have reconfirmed their estimates. Investors are watching closely as the engineered components and systems segment has generally underperformed recently, though Timken's stock is down only 3% over the last month.
Timken’s New Commercial and Operations Structure Might Change The Case For Investing In TKR
Timken (NYSE: TKR) has announced significant leadership changes, appointing a new Chief Commercial Officer and Chief Operating Officer, effective September 1st. These changes aim to unify the sales force and centralize supply chain oversight, potentially impacting the company's growth and efficiency goals. While these roles are central to Timken's strategy for improving commercial execution and leveraging pricing and efficiency to offset cost pressures, investors should also consider the potential risks from soft industrial demand.
Segall Bryant & Hamill LLC Has $45.41 Million Position in Timken Company (The) $TKR
Segall Bryant & Hamill LLC significantly increased its stake in The Timken Company (NYSE:TKR) by 29.9% in the first quarter, now owning 451,516 shares valued at $45.41 million. Timken recently reported strong quarterly earnings, exceeding estimates with $1.67 EPS and 8% revenue growth, and raised its quarterly dividend to $0.36 per share. Analysts maintain a "Moderate Buy" rating with a consensus price target of $150, despite recent insider sales totaling approximately $8.3 million.
Timken creates chief commercial and operating officer roles By Investing.com
The Timken Company has announced the creation of two new executive positions: Executive Vice President and Chief Commercial Officer, and Executive Vice President and Chief Operating Officer, effective September 1. Tim Graham will take on the commercial role, overseeing global strategy and sales, while Steve Ribaudo will join as COO to lead operations, procurement, and supply chain functions. These changes aim to enhance execution, speed, and accountability to accelerate profitable growth and better serve customers.
