Assessing Timken (TKR) Valuation After Strong One Year Returns And Mixed Recent Share Moves
Timken (TKR) has seen mixed short-term share performance but strong one-year returns, leading to questions about its current valuation. Trading at $98.94, below its fair value estimate of $108.08, analysts suggest a buying opportunity if future revenue and earnings growth materialize. However, risks like organic revenue decline and lower EBITDA margins could impact this narrative.
Allspring Global Investments Holdings LLC Decreases Stock Holdings in Timken Company (The) $TKR
Allspring Global Investments Holdings LLC significantly reduced its stake in The Timken Company (TKR) by 29.2% in the fourth quarter of 2025, selling over 100,000 shares. Despite this, institutional ownership remains high at 89.08%, with other major firms like Goldman Sachs and Royal Bank of Canada increasing their positions. Analysts maintain a "Hold" consensus rating with a target price of $98.38, while Timken recently surpassed earnings and revenue estimates and provided positive FY2026 guidance.
Tema Etfs LLC Grows Stake in Timken Company (The) $TKR
Tema Etfs LLC increased its holdings in Timken Company (TKR) by 16.3% in Q4 2026, bringing its total to 126,375 shares valued at $10.63 million, making Timken its 26th largest holding. Timken exceeded Q4 earnings expectations with $1.14 EPS on $1.11 billion revenue and provided a positive FY2026 EPS guidance of $5.50-$6.00. Institutional investors own 89.08% of the stock, while Director Richard G. Kyle recently sold a portion of his shares.
Rail supplier news from Timken, Urban Engineers, Greenbrier, TTX and Alstom
This article provides updates from several rail suppliers. Timken hosted U.S. Rep. Tim Burchett for a tour of its Mascot, Tennessee facility, highlighting innovations in rail bearing refurbishment. Urban Engineers Inc. announced the hiring of William Brooks as senior vice president and director of strategic operations. Greenbrier Cos. Inc. and TTX Co. unveiled a custom-painted box car featuring the U.S. flag to commemorate the nation's 250th anniversary, and Alstom signed a contract to modernize a section of Romania's Craiova-Caransebes railway.
Rod Ends Market Booming with Rapid Growth Through 2033| The Timken Company • Moog Inc. • SMC Corporation
The Rod Ends Market is projected for significant growth through 2033, driven by increasing product demand, expanding customer bases, and technological advancements. A new report by Coherent Market Insights provides a comprehensive analysis of the market, including its size, trends, competitive landscape, and future growth prospects. Key companies such as Parker Hannifin Corporation, SKF Group, The Timken Company, Moog Inc., and SMC Corporation are highlighted in the report, which also covers market segmentation across various industries like automotive, aerospace, and industrial machinery.
SG Americas Securities LLC Buys 67,193 Shares of Timken Company (The) $TKR
SG Americas Securities LLC significantly increased its stake in Timken Company (NYSE:TKR) during Q4, adding 67,193 shares to hold a total of 76,598 shares valued at $6.44 million. Institutional ownership of Timken is high at 89.08%, with other major investors such as Goldman Sachs and Royal Bank of Canada also increasing their positions, although director Richard G. Kyle recently sold a portion of his shares. Analysts currently have a "Hold" rating on Timken, with a consensus target price of $95.22, following the company's Q4 earnings beat and solid FY2026 guidance.
Diamond Bearing Market Next Big Thing | Major Giants NTN
The global Diamond Bearing Market is projected to grow at a CAGR of 14.20% from 2026 to 2033, reaching $5.4 billion. This growth is driven by increasing demand for high-performance materials in precision industries like aerospace and semiconductor manufacturing, despite challenges like high manufacturing costs. Key players include SKF Group, Schaeffler Group, and NTN Corporation, with North America dominating and Asia Pacific showing the fastest growth.
Morgan Stanley Raises Timken (TKR) Price Target to $119.00, Main
Morgan Stanley has increased its price target for Timken (TKR) to $119.00 from $116.00, maintaining an Overweight rating, reflecting confidence in the company's future. This update, led by analyst Angel Castillo, follows several other analyst adjustments for TKR in early 2026. The Timken Co specializes in engineered bearings and industrial motion products, with its Engineered Bearings segment generating the majority of its revenue.
Timken (NYSE:TKR) Given New $119.00 Price Target at Morgan Stanley
Morgan Stanley raised its price target for Timken (NYSE:TKR) to $119 from $116, maintaining an "overweight" rating and suggesting a 24.08% upside. This adjustment comes after Timken surpassed quarterly earnings and revenue estimates and provided a positive FY2026 guidance. Analyst consensus for the stock remains a "Hold" with a mean target of $95.22, reflecting varied opinions on its future performance.
Wedge Capital Management L L P NC Cuts Stock Holdings in Timken Company (The) $TKR
Wedge Capital Management L L P NC reduced its stake in The Timken Company by 6.3% in Q4 2025, selling 12,113 shares and maintaining 0.26% ownership valued at $15.2 million. The Timken Company reported strong quarterly results, beating EPS and revenue estimates, and provided positive FY2026 guidance. While analysts have a mixed "Hold" rating on TKR, several firms recently raised their price targets for the stock.
Timken Company (TKR) was downgraded to a Sell Rating at J.P. Morgan
J.P. Morgan analyst Tomohiko Sano downgraded Timken Company (TKR) to a Sell rating with a price target of $100.00. This comes despite the company reporting a slight increase in quarterly revenue to $1.11 billion, though net profit decreased to $62.3 million compared to the previous year. Insider sentiment for TKR is also negative, marked by increasing insider sales, including a recent sale of 1,532 shares by CFO Michael Anthony Discenza.
Timken Company (TKR) was downgraded to a Sell Rating at J.P. Morgan
J.P. Morgan analyst Tomohiko Sano downgraded Timken Company (TKR) to a Sell rating with a price target of $100.00. This downgrade comes despite a Moderate Buy analyst consensus, following the company's recent earnings report showing a slight revenue increase but a decrease in net profit. Corporate insider sentiment for TKR is negative, with an increase in insider selling.
Vanguard (TKR) files amendment: reports 0 shares after internal realignment
The Vanguard Group has filed an amendment to its Schedule 13G/A, reporting zero beneficial ownership of Timken Co (TKR) common stock due to an internal realignment effective January 12, 2026. This change means certain Vanguard subsidiaries and divisions will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing emphasizes that this is an administrative reporting change and not an indication of a sale of Timken shares.
Timken Company (TKR) was downgraded to a Sell Rating at J.P. Morgan
J.P. Morgan analyst Tomohiko Sano has downgraded Timken Company (TKR) to a Sell rating with a price target of $100.00. This downgrade comes despite the company reporting an increase in quarterly revenue to $1.11 billion, though net profit decreased to $62.3 million. Insider sentiment is negative, with an increase in share sales by corporate insiders, including a recent sale by EVP & CFO Michael Anthony Discenza.
Timken (TKR) Downgraded to Underweight by JP Morgan | TKR Stock News
JP Morgan analyst Tomohiko Sano has downgraded Timken (TKR) from a Neutral rating to Underweight, while maintaining a price target of $100. This follows several upgrades and price target increases from other firms in early 2026. The Timken Co designs and manages engineered bearings and industrial motion products, with its Engineered Bearings segment generating the most revenue.
Timken (NYSE:TKR) Downgraded to "Underweight" Rating by JPMorgan Chase & Co.
JPMorgan Chase & Co. downgraded Timken (NYSE:TKR) from a "neutral" to an "underweight" rating, setting a $100 price target, which implies a potential downside of 1.77%. This contrasts with several other analysts who have recently raised their price targets and issued "buy" or "overweight" ratings for the industrial products company. Despite the downgrade, Timken recently beat quarterly earnings and revenue estimates and provided positive FY2026 guidance.
JPMorgan Downgrades Timken to Underweight From Neutral, $100 Price Target
JPMorgan has downgraded Timken (NYSE: TKR) to Underweight from Neutral, setting a price target of $100. The downgrade suggests a less favorable outlook for the industrial machinery and equipment company. Timken recently broadened its lubrication systems capabilities with the acquisition of Bijur Delimon International and announced a new share purchase plan and quarterly dividend.
United States - Proskauer Advises On Sale Of Bijur Delimon To The Timken Company
Proskauer advised Industrial Manufacturing Company International LLC on the sale of its subsidiary, Bijur Delimon International (BDI), to The Timken Company. BDI, a global designer and manufacturer of automated lubrication systems, will enhance Timken's established position in the industrial lubrication market. The transaction was led by partners Yuval Tal and Bradley Bobroff, with support from a broad team of associates and senior counsel across various practice areas.
23,657 Shares in Timken Company (The) $TKR Acquired by Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC recently acquired 23,657 shares of Timken Company (NYSE:TKR) valued at approximately $1.99 million in the fourth quarter. This acquisition is part of a broader trend where institutional investors, including UBS Group AG, Invesco Ltd., and American Century Companies Inc., have significantly increased their stakes, bringing institutional ownership to 89.08%. Timken reported strong Q4 results, beating earnings estimates with an EPS of $1.14 and revenue of $1.11 billion, and has provided a positive FY2026 EPS guidance of $5.50-$6.00, while analysts maintain a consensus "Hold" rating with an average price target of $94.89.
38,294 Shares in Timken Company (The) $TKR Bought by Hudson Bay Capital Management LP
Hudson Bay Capital Management LP recently acquired 38,294 shares of The Timken Company (TKR), valued at approximately $2.88 million, making it a new position for the firm. Other institutional investors like BNY Mellon and KeyBank also significantly increased their stakes. Timken reported strong quarterly earnings, beating estimates, and has a consensus "Hold" rating from analysts with a target price of $94.89.
M&A: Timken acquires automated lubrication systems maker, plus 2 other deals to know
The Timken Co. has acquired Bijur Delimon International, a North Carolina-based automated lubrication systems maker, for an undisclosed price. This acquisition adds to Timken's decade-long effort to build its automated lubrication business. The article also touches on other recent M&A activities, including those involving CrossCountry Mortgage and TRG.
TKR SEC Filings - Timken 10-K, 10-Q, 8-K Forms
This page provides access to Timken (TKR) SEC filings, including annual 10-K reports, quarterly 10-Q reports, 8-K material event filings, and insider trading forms. It details the company's financial reporting practices and recent insider transactions involving equity compensation and tax withholdings for several executives and directors.
The Timken Company: On A Roll And Reasonably Valued (NYSE:TKR)
The Timken Company (TKR) is considered reasonably valued, driven by its focus on higher-margin activities and recent momentum. A bolt-on acquisition and 2026 guidance forecasting 2%-4% organic sales growth and solid adjusted EPS reinforce a positive investment case. The company's strong dividend history, consistent share buybacks, and stable margins contribute to its appeal, despite a recent share re-rating.
TKR SEC Filings - Timken 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Timken (TKR) SEC filings, including annual reports (10-K), quarterly earnings (10-Q), material events (8-K), and insider trading forms. It details the company's financial reporting, segment information, and non-GAAP measures, while also covering significant corporate developments and leadership changes. Recent filings highlighted include RSU grants to executives, a 10M-share buyback plan, a director's retirement, 2025 financial results, and American Century's 4.3% ownership stake.
Six Northeast Ohio companies earn spots on global ethics list
Six companies from Northeast Ohio, including Eaton and Timken, have been recognized on a global ethics list. Eaton and Timken notably reached a 15-year milestone on this world ethics ranking. The article highlights this achievement, signaling strong ethical practices within these local businesses.
Supply Side: STV, Timken
STV has expanded its presence in the Southeast by opening a new office in Atlanta, aiming to deliver complex infrastructure projects across the region. Concurrently, Timken has acquired Bijur Delimon International, a manufacturer of automated lubrication systems, to enhance its capabilities and market presence in key sectors like rail, power generation, and mining. This acquisition reinforces Timken's strategy to accelerate growth and strengthen its offerings in industrial automated lubrication systems.
Timken acquires Bijur Delimon lubrication systems business
The Timken Company has acquired Bijur Delimon International, a designer and manufacturer of automated lubrication systems, to expand its existing lubrication systems platform. The acquisition is expected to generate over $60 million in sales in 2026 and aligns with Timken's strategic goal to accelerate growth in key market verticals. This move follows Timken's strong financial performance in Q4 2025 and consistent dividend payments.
Timken expands machine lubrication business with 1872-founded BDI
The Timken Company has acquired Bijur Delimon International (BDI), a move expected to add over $60 million in sales for 2026 and strengthen Timken's automated lubrication systems platform. This acquisition expands Timken's presence in key market verticals such as rail, power generation, and mining, and is expected to create significant synergy opportunities. Timken funded the transaction with cash on hand and existing committed facilities, though other financial terms were not disclosed.
Timken Co. acquires Bijur Delimon International
The Timken Co. has acquired Bijur Delimon International, a North Carolina-based specialist in automated lubrication systems. This acquisition expands Timken's capabilities in automated lubrication and is expected to generate significant synergy opportunities. Bijur Delimon International anticipates generating over $60 million in sales this year.
One of only 31 companies: why Timken keeps making the 'Most Ethical' list
The Timken Company (NYSE: TKR) has been recognized by Ethisphere as one of the 2026 World's Most Ethical Companies for the 15th time. This places Timken among an elite group of only 31 companies globally to achieve this distinction 15 or more times. The recognition highlights Timken's sustained commitment to integrity, transparency, and robust ethics and compliance practices, which company leaders believe are essential for building trust and creating long-term value.
A Look At Timken (TKR) Valuation As Short Term Momentum Softens And Long Term Returns Hold Up
Timken (TKR) is currently trading at US$98.59, showing mixed short-term performance with an 8.58% decline over 30 days, yet a strong 34.41% return over one year. The company's valuation narrative suggests it is 9% undervalued with a fair value of $108.08, supported by planned cost savings and portfolio optimization, though risks like industrial demand and tariff pressures remain.
TKR SEC Filings - Timken 10-K, 10-Q, 8-K Forms
This page provides access to U.S. Securities and Exchange Commission filings for The Timken Company (NYSE: TKR), an Ohio-incorporated global technology leader in engineered bearings and industrial motion. It details various SEC filings such as 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. Recent filings include director Richard G. Kyle selling shares, shareholder notices to sell shares under Rule 144, FMR LLC's amended Schedule 13G, Q4 and full-year 2025 results, and CTO John Raymond Szarka's equity holdings.
Timken (TKR) Stock Analysis 2026: Strong Price Gain vs. Weak Revenue Trends - News and Statistics
Timken (TKR) stock has seen a significant 25.2% price increase over the past six months, outperforming the S&P 500, but analysts are concerned about declining organic revenue. Despite projections for a 3.4% revenue increase in the coming year, this growth is below the industry average, and the company's five-year EPS growth of 5.4% is considered unexceptional. The stock trades at a forward P/E of 17, which, combined with these concerns, limits its perceived investment opportunity.
Timken India Closes Trading Window Ahead of FY26 Results
Timken India Limited has announced the closure of its trading window for insiders from April 1, 2026, until 48 hours after the publication of its audited financial results for the quarter and year ending March 31, 2026. This measure aligns with SEBI's insider trading regulations and the company's governance practices to prevent insider trading before its earnings announcement. For investors, this signals a sensitive period where insider trading is restricted to maintain market integrity.
Timken Company (The) $TKR Shares Sold by Earnest Partners LLC
Earnest Partners LLC reduced its stake in Timken Company by 3.6% in the third quarter, selling 47,239 shares and now holding 1.25 million shares valued at approximately $94.18 million. Despite this, Timken reported strong quarterly earnings, beating analyst estimates with $1.14 EPS on $1.11 billion revenue, and provided optimistic FY2026 EPS guidance. Institutional investors hold a significant 89.08% of the company's stock, while insiders own 8.70%.
Timken Provides Steel Solution for Bosch
The Timken Co. collaborated with Robert Bosch Co. to develop a more machinable steel for diesel fuel injectors. Timken engineers created a hot-rolled temper process that improved the steel's machinability and heat treatment response, addressing Bosch's previous difficulties with metal buildup and tool life. This innovation highlights Timken's capability in custom-designed material solutions.
The Timken Company (TKR) Presents at 18th Annual Evercore Industrial Conference - Slideshow
The Timken Company (TKR) presented at the 18th Annual Evercore Industrial Conference, publishing a slide deck in conjunction with the event. The company's stock information, including its NYSE ticker TKR, was highlighted. This coverage is provided by SA Transcripts, a team dedicated to publishing earnings calls and other transcript-related content.
Ceredex Value Advisors LLC Cuts Stock Position in Timken Company (The) $TKR
Ceredex Value Advisors LLC reduced its stake in Timken Company by 17.4% in Q3, selling 34,675 shares and retaining 164,750 shares valued at $12.39 million. The Timken Company (NYSE: TKR) reported Q4 earnings of $1.14 per share and revenue of $1.11 billion, beating analyst estimates, and provided FY2026 EPS guidance between $5.50 and $6.00. Despite a consensus "Hold" rating, some analysts have raised price targets, while a company director recently sold over $2.1 million worth of shares.
The Timken Co (TKR) Shares Up 2.87% on Mar 10
Shares of The Timken Co (TKR) increased by 2.87% on March 10, reaching $103.46. Analysts have an average target price of $111.20, implying a 7.48% upside, and the stock currently holds an "Outperform" recommendation from brokerage firms. However, GuruFocus estimates a GF Value of $83.56, suggesting a potential downside of 19.24%.
Aerospace Bearings Market Is Going to Boom |• SKF • Timken
Worldwide Market Reports has published a comprehensive study on the Aerospace Bearings Market, forecasting its size and growth from 2026-2033. The report utilizes both primary and secondary research, including SWOT and Porter's Five Forces analysis, to provide detailed insights into market drivers, challenges, competitive landscape, and regional trends. It highlights key players like SKF and Timken and segments the market by types and applications, offering strategic guidance for stakeholders.
Timken (TKR) Receives Updated Price Target from JP Morgan | TKR Stock News
JP Morgan has maintained a "Neutral" rating for Timken (TKR) and increased its price target from $90.00 to $100.00. This adjustment follows several recent price target increases from other analysts for the company. Despite the positive analyst adjustments, GuruFocus' estimated GF Value suggests a potential downside for TKR from its current price.
Timken (NYSE:TKR) Price Target Raised to $100.00 at JPMorgan Chase & Co.
JPMorgan Chase & Co. has increased its price target for Timken (NYSE:TKR) to $100.00 from $90.00, maintaining a "neutral" rating on the stock. This adjustment comes after Timken recently surpassed quarterly earnings and revenue estimates and provided positive FY2026 guidance. Despite varied analyst ratings, the consensus price target for Timken stands at $94.89, with a "Hold" rating.
Assessing Timken (TKR) Valuation After Recent Pullback And Cost Saving Plans
Timken (TKR) has seen recent share price volatility, with a short-term pullback despite longer-term gains. The stock is considered 7.8% undervalued with a fair value around $108.08, supported by planned cost savings of $75 million in 2025 and an optimization of its automotive OEM business. While these initiatives are expected to improve margins and earnings, potential challenges include a 3% organic revenue decline and softer adjusted EBITDA margins.
Dimensional Fund Advisors LP Sells 12,972 Shares of Timken Company (The) $TKR
Dimensional Fund Advisors LP reduced its stake in The Timken Company by 0.5% in the third quarter, selling 12,972 shares and bringing its total holdings to 2,375,063 shares valued at $178.5 million. Despite this, other institutional investors increased their positions in Timken. The company reported strong financial results, beating analyst expectations for earnings per share and revenue, and announced a quarterly dividend.
The Timken Co (TKR) Stock Price Down 3.53% on Mar 6
Shares of The Timken Co (TKR) fell 3.53% on March 6, reaching an intraday low of $97.53 before closing at $99.41. Analysts have an average target price of $111.20, implying an 11.86% upside, and an "Outperform" recommendation. However, GuruFocus estimates a GF Value of $83.56, suggesting a 15.94% downside.
Victory Capital Management Inc. Has $119.99 Million Stake in Timken Company (The) $TKR
Victory Capital Management Inc. has reduced its stake in The Timken Company by 15.4% during the third quarter, now holding 1,596,042 shares valued at approximately $119.99 million. Timken recently surpassed Q4 earnings estimates and provided a positive outlook for FY2026, while analysts maintain a "Hold" consensus rating with varying price targets. The company declared a quarterly dividend of $0.35, and a director recently sold shares worth over $2.1 million.
Segall Bryant & Hamill LLC Invests $8.11 Million in Timken Company (The) $TKR
Segall Bryant & Hamill LLC has acquired a new stake of 107,835 shares, valued at $8.11 million, in The Timken Company. This comes as Timken reported strong Q4 results, beating analyst estimates for EPS and revenue, and provided positive FY2026 guidance. Despite a director selling a portion of his shares, several other institutional investors also adjusted their holdings in the company.
First Eagle Investment Management LLC Purchases 18,503 Shares of Timken Company (The) $TKR
First Eagle Investment Management LLC increased its stake in The Timken Company by 27.4%, acquiring an additional 18,503 shares and bringing their total holdings to 86,003 shares valued at $6.47 million. Other institutional investors also adjusted their positions in Timken, which has a consensus "Hold" rating from analysts with an average target price of $93.78. The company recently announced a quarterly dividend of $0.35 per share and reported strong quarterly earnings, beating analyst estimates.
Timken to Sell Needle Roller Bearings Biz
The Timken Company has signed a deal to sell its Needle Roller Bearings business to Japan's JTEKT Corporation for approximately $330 million in cash. This sale is part of Timken's strategy to focus on industrial sectors with strong aftermarkets and will provide increased liquidity for general company purposes. The Needle Roller Bearings business, primarily serving the automotive original-equipment sector, was acquired by Timken in 2003 and employs about 3,400 workers across North America, Europe, and Asia.
Timken Adds Wheel End Parts Line
Timken has introduced a new line of commercial vehicle wheel end components designed to complement its existing vehicle seals. This expansion includes tapered roller bearings, seals, nuts, hub caps, hubodometers, and accessory tools, all engineered for enhanced performance, durability, and ease of installation in heavy-duty trucks. The new products aim to improve lubrication retention, debris protection, accurate end-play setting, and provide visual cues for maintenance.
