Oppenheimer Adjusts Price Target on Timken to $137 From $132, Maintains Outperform Rating
Oppenheimer has increased its price target for The Timken Company (TKR) to $137 from $132, while reiterating an Outperform rating on the stock. This adjustment reflects a positive outlook on the industrial machinery and equipment company. Timken recently set its 2028 financial targets and raised its quarterly dividend.
Brokers Set Expectations for Timken's Q1 Earnings (NYSE:TKR)
Zacks Research has increased its Q1 2028 EPS estimate for Timken (NYSE:TKR) to $1.85, up from $1.73, signaling a positive outlook for the industrial products company. This follows Timken's recent strong Q1 performance, where it exceeded both EPS and revenue expectations. Analysts maintain a "Moderate Buy" rating with an average price target of $136, and the company also raised its quarterly dividend to $0.36 per share.
Morgan Stanley raises Timken stock price target on growth outlook By Investing.com
Morgan Stanley has increased its price target for Timken (NYSE:TKR) stock to $140 from $125, maintaining an Overweight rating, following the company's Investor Day presentation and its credible plans for organic sales growth and margin expansion. The new target represents a 25% upside from current levels. This adjustment comes after Timken reported strong Q1 2026 earnings, beating analyst expectations, and positive revisions from other firms like Goldman Sachs and JPMorgan due to solid execution and an optimistic outlook.
Timken Company (The) Stock 12‑Month Price Target Raised to $131.25, Implies 12% Upside
The average 12-month price target for Timken Company (TKR) stock has been raised from $130 to $131.25 by 12 analysts, implying a 12% potential upside from its May 20 closing price. The consensus rating remains "Buy" with 6 Buys and 7 Holds among 13 covering analysts. Investors can find detailed price target data and analyst recommendations on TradingView's Forecasts tab and News Flow sections.
Timken Details Strategy and Announces 2028 Financial Targets at Investor Day
The Timken Company (NYSE: TKR) held an Investor Day where it unveiled its "Elevate to Outperform" strategy and announced financial targets for 2028. Key targets include total sales of $5.0 to $5.2 billion, significant increases in adjusted EBITDA margins for both Industrial Motion and Engineered Bearings segments, and adjusted earnings per share of approximately $8.50. This strategy focuses on portfolio optimization, strategic investments, and leveraging its multinational footprint to drive profitable growth and shareholder value.
Timken Names Michael Copeland Heavy-Duty Aftermarket Regional Manager
The Timken Company has appointed Michael G. Copeland as the regional sales manager of heavy-duty aftermarket for the Western area and Canada. In this role, Copeland will oversee sales and profit objectives for Timken products in the heavy-duty aftermarket, leading a team focused on truck fleets and distributors. Copeland joined Timken in 2006 and previously worked for The Boeing Company and Garlock Sealing Technologies, bringing extensive industry and leadership experience.
Here's Why Timken (TKR) is a Strong Value Stock
This article highlights The Timken Company (TKR) as a strong value stock, receiving a "Hold" rating from Zacks Rank and a "B" for its Value and VGM Style Scores. It emphasizes TKR's attractive valuation metrics, including a forward P/E ratio of 18.7, and notes upward revisions in its earnings estimates by analysts. The piece also provides an overview of Zacks Style Scores (Value, Growth, Momentum, and VGM) and how they complement the Zacks Rank to help investors identify high-potential stocks.
The Timken To Go Ex-Dividend On May 19th, 2026 With 0.36 USD Dividend Per Share
The Timken Company is scheduled to go ex-dividend on May 19th, 2026, with a dividend payment of $0.36 per share. Investors who wish to receive this dividend must own shares before this date. This information is crucial for shareholders and potential investors tracking dividend distributions.
Timken (NYSE: TKR) director Richard G. Kyle gifts 646 shares
Timken director Richard G. Kyle reported a bona fide gift of 646 shares of Common Stock. The shares were transferred at no stated price, and after this transaction, Kyle directly owns 205,809 shares. This gift represents a small portion of his overall holdings and was reported on SEC Form 4.
TIMKEN: Revenue up, profit down; dividend and subsidiary merger approved for operational efficiency
TIMKEN experienced year-over-year revenue growth but a decline in net profit due to increased expenses. The company's board approved a dividend and a subsidiary merger to enhance operational efficiency. TIMKEN is also investing in renewable energy, and its audit opinions were stated as unmodified.
Peregrine Investment Management Inc. Makes New $7.04 Million Investment in Timken Company (The) $TKR
Peregrine Investment Management Inc. has initiated a new $7.04 million investment in Timken Company, acquiring 70,000 shares, which now constitutes 5.5% of Peregrine's portfolio. Despite this institutional interest, Timken insiders were net sellers of shares worth approximately $9.3 million over the last 90 days. The company recently exceeded earnings expectations, reporting $1.67 EPS on $1.23 billion in revenue, and increased its quarterly dividend to $0.36 per share, leading analysts to rate Timken as a "Moderate Buy."
Timken (TKR) Valuation Check After Earnings Beat Outlook Hike And JPMorgan Upgrade
Timken (TKR) recently reported strong first-quarter 2026 results, exceeding expectations and leading to a raised full-year outlook and a JPMorgan upgrade. Despite these positive developments and significant share price momentum, Simply Wall St's analysis suggests the company is currently 5.9% overvalued based on a fair value estimate of $108.08, though its P/E ratio is lower than peers. Investors are encouraged to review both the positive indicators and potential risks before making investment decisions.
Timken Q1 2026 Earnings: Revenue Beats Estimates, EPS Guidance Raised - News and Statistics
Timken exceeded Q1 2026 expectations, with revenue reaching $1.23 billion and adjusted EPS at $1.67, driven by higher pricing, volume growth, and operational execution. The company raised its full-year adjusted EPS guidance to $6 at the midpoint. Key strategic moves included the acquisition of Bijur Delimon and the divestiture of the Belts business, focusing on higher-growth, higher-margin segments.
Timken (TKR) Upgraded by JPMorgan; A.O. Smith (AOS) Downgraded
JPMorgan has upgraded The Timken Co (TKR) from "Underweight" to "Neutral," raising its target price to $130, following strong earnings that surpassed expectations. Despite this positive operational performance and an 87/100 GF Score, GuruFocus indicates that TKR is currently overvalued by 38.8% based on its GF Value, with a significantly higher P/E ratio than its historical median. Insider selling activity also suggests caution for potential investors.
4 Stocks in Focus That Announced Dividend Hikes Amid Economic Uncertainties
Amid economic uncertainties stemming from geopolitical conflicts, inflation, and tariffs, dividend-paying stocks offer investors a means of stable income and capital protection. This article highlights four companies—Penske Automotive Group, Packaging Corporation of America, Marriott International, and The Timken Company—that have recently announced dividend hikes. These companies, all carrying a Zacks Rank #3 (Hold), are presented as good options for cautious investors seeking consistent returns.
Have Insiders Sold Timken Shares Recently?
A director at The Timken Company (NYSE:TKR), Richard Kyle, recently sold US$4.4 million worth of stock, reducing their holding by 15%. While insider ownership remains significant at 3.8% (US$302m), there have been no insider purchases in the last year, only sales. This trend suggests caution, though the sale occurred at the current share price.
Thrivent Financial for Lutherans Sells 149,183 Shares of Timken Company (The) $TKR
Thrivent Financial for Lutherans reduced its stake in Timken Company by 11.4% in the fourth quarter, selling 149,183 shares but still holding 1,157,344 shares valued at $97.4 million. Timken reported strong quarterly results, exceeding analyst expectations for EPS and revenue, and raising its full-year 2026 guidance. The company also increased its quarterly dividend, while analysts maintain a "Hold" consensus rating with a price target of $129.88.
Timken (NYSE: TKR) director sells 37,181 shares and receives RSU grant
Timken (NYSE: TKR) director Kyle Richard G reported selling 37,181 shares of common stock at a weighted average price of $117.34 per share, totaling over $4.36 million. Following this transaction, he directly holds 206,455 shares. On the same date, he also received a grant of 1,280 Restricted Share Units (RSUs) that will vest 100% one year from the grant date and expire on May 8, 2027.
Timken (NYSE: TKR) director receives 1,280 RSUs vesting in one year
Timken Co. director Kimberly K. Ryan was granted 1,280 restricted share units (RSUs) on May 8, 2026, which are set to vest 100% one year from the grant date. These RSUs convert into an equal number of common shares and expire on May 8, 2027 if not settled, aligning the director's incentives with shareholder interests. Following this grant, Ryan directly holds 2,270 common shares, with no open-market purchases or sales reported in the filing.
Goldman Sachs raises Timken stock price target to $117 on guidance lift
Goldman Sachs has raised its price target for Timken (NYSE:TKR) to $117 from $105, while maintaining a Neutral rating, following the company's strong first-quarter results and upward revision of full-year guidance. Timken's total segment EBITDA of $250 million exceeded consensus estimates, driven by robust Industrial Motion segment performance. The company also increased its fiscal 2026 adjusted EPS guidance, leading Goldman Sachs to subsequently increase its EPS estimates for fiscal years 2026, 2027, and 2028.
The 5 Most Interesting Analyst Questions From Timken’s Q1 Earnings Call
Timken's Q1 2026 earnings were positively received, with revenue and adjusted EPS surpassing analyst estimates. Management attributed the strong performance to higher pricing, volume growth, and strategic initiatives like the 80/20 simplification strategy and recent acquisitions. Analysts focused on tariff impacts, future organic growth, the drivers behind raised guidance, backlog trends, and the company's M&A pipeline during the earnings call.
Timken director Kyle sells $4.36 million of company stock
Timken Co. director Richard G. Kyle recently sold 37,181 shares of the company's common stock for approximately $4.36 million. Despite the sale, Timken's stock has shown strong performance, increasing 64% over the past year. Kyle still holds 206,455 shares and also received 1,280 restricted share units vesting in one year, while the company itself recently surpassed analyst expectations for its first-quarter 2026 earnings.
Timken (TKR) director gets 1,280 RSUs vesting in one year, holds 2,270 shares
Timken (TKR) director Todd M. Leombruno was granted 1,280 restricted share units (RSUs) on May 8, 2026, which will vest 100% one year from the grant date. Following this transaction, he directly holds 2,270 shares of common stock. The filing explicitly states that there were no open-market purchases or sales, indicating this was an equity compensation award.
Earnings call transcript: Timken Q1 2026 beats expectations, stock rises
The Timken Company reported strong Q1 2026 earnings, exceeding analyst expectations with an adjusted EPS of $1.67 and revenue of $1.23 billion, leading to a 6.12% stock increase in pre-market trading. The company raised its full-year guidance, anticipating continued growth in its Industrial Motion segment and benefiting from strategic initiatives and acquisitions like Bijur Delimon. Executives highlighted strong order books, focused capital allocation, and the positive impact of 80/20 principles on margins and growth, despite ongoing geopolitical and inflationary uncertainties.
Timken director John M. Timken Jr. sells $1.74m in shares
John M. Timken Jr., a director at Timken Co. (NYSE:TKR), sold 15,000 shares of common stock for $1.74 million on May 8, 2026, while also acquiring restricted share units. The company recently reported strong first-quarter 2026 earnings, surpassing analyst expectations for adjusted EPS and revenue. Timken has also maintained dividend payments for 56 consecutive years, reflecting its financial health.
Timken director Kyle sells $4.36 million of company stock
Richard G. Kyle, a director at Timken Co., sold 37,181 shares of the company's common stock for over $4.36 million on May 8, 2026. This sale follows a period of strong stock performance for Timken, though InvestingPro analysis suggests the stock may be overvalued. Following the transaction, Kyle still holds 206,455 shares and received 1,280 restricted share units scheduled to vest in one year.
[Form 4] TIMKEN CO Insider Trading Activity
Timken Co. director Ajita G. Rajendra reported an acquisition of 1,280 restricted share units (RSUs) on May 8, 2026, as a compensation-related award. These RSUs, which vest in one year and expire on May 8, 2027, represent one share of common stock each. Following this grant, Rajendra directly holds 28,675 shares of Timken common stock in addition to the newly acquired RSUs.
[Form 4] TIMKEN CO Insider Trading Activity
This article reports on insider trading activity at TIMKEN CO (TKR) based on a recently filed Form 4. Maria A. Crowe, a director, reported two transactions: a grant of 1,280 restricted share units and her common stock holdings of 29,936 shares. The restricted share units vest one year from the grant date, May 8, 2026.
Timken Reports Good 1st Quarter, Pays Higher Dividend
The Timken Company, based in Jackson Township, Ohio, reported a strong first quarter for 2026, achieving a net income of $98.2 million on sales totaling $1.23 billion. Both engineered bearings and industrial motion sectors saw increased sales. Consequently, Timken is distributing a dividend of 36 cents per share on its common stock, marking 13 consecutive years of dividend increases.
Raised Outlook And Dividend Hike Could Be A Game Changer For Timken (TKR)
The Timken Company (TKR) announced strong first-quarter 2026 results with year-over-year growth in sales and net income, along with an increased quarterly dividend of US$0.36 per share. The company also raised its full-year 2026 earnings and revenue guidance, driven by portfolio reshaping and acquisitions in its Industrial Motion business. This positive outlook and dividend hike are seen as significant for Timken's investment narrative, though tariff-related earnings risks remain a concern for investors despite the upgraded guidance.
Timken Grants EVP Incentive Awards, Shareholders Back Board
Timken Company (TKR) granted Executive Vice President Hansal N. Patel special incentive awards to retain him through June 2028. At the 2026 annual meeting, shareholders re-elected all 12 directors, approved executive compensation, ratified Ernst & Young LLP as auditor, and rejected a proposal for shareholders to call special meetings. Analysts have a "Buy" rating on TKR stock with a $140.00 price target, and TipRanks' AI Analyst Spark rates TKR as "Outperform" due to strong guidance, upbeat earnings momentum, and solid cash generation.
Timken Company (The) $TKR Shares Sold by Principal Financial Group Inc.
Principal Financial Group Inc. decreased its stake in Timken Company by 7.3% in the fourth quarter, selling 54,434 shares but still retaining over 690,000 shares valued at approximately $58.1 million. Timken reported strong Q1 results, exceeding EPS and revenue expectations, and subsequently increased its quarterly dividend. While several analysts raised their price targets for TKR, the stock maintains a consensus "Hold" rating.
Timken (NYSE: TKR) posts 2026 meeting votes and EVP incentive agreement
The Timken Company (NYSE: TKR) filed an 8-K detailing resolutions from its 2026 Annual Meeting and an incentive agreement for EVP Hansal N. Patel, ensuring his employment through June 2028. Shareholders re-elected twelve directors, approved executive compensation, and ratified Ernst & Young LLP as the independent auditor. A proposal to allow 10% of shareholders to call a special meeting was not approved.
Timken (TKR) Form 144 shows insider stock sales and restricted stock vesting
A recently filed Form 144 for The Timken Company (TKR) indicates proposed sales of Common Stock by an affiliate/holder, alongside details of restricted stock vesting events and previous stock sales. The filing specifies vesting of 36,181 shares between February 10-17, 2026, and past sales totaling 59,842 shares by Richard Kyle across three transactions in February 2026. This report provides transparency regarding insider stock movements and equity compensation at Timken.
The Timken Company Beat Revenue Forecasts By 5.9%: Here's What Analysts Are Forecasting Next
The Timken Company exceeded revenue forecasts by 5.9% in its latest quarterly report, with statutory EPS also beating estimates by 4.3%. Despite these positive results, analysts have not significantly changed their forward-looking revenue and earnings per share estimates for 2026. The consensus price target was raised, possibly reflecting the predictability of Timken's earnings, though the company is still expected to grow slower than its industry peers.
Timken Raises Quarterly Dividend to 36 Cents Per Share; Marking 13 Years of Increases
The Timken Company announced that its board of directors has approved a 2.9 percent increase in its quarterly cash dividend, raising it to 36 cents per share. This marks the 13th consecutive year of higher annualized dividend payouts and continues a dividend streak of 416 consecutive quarters since its NYSE listing in 1922. The company highlights this decision as a reflection of its strong business performance and confidence in future earnings.
'Excellent start.' Timken Co. reports positive first quarter for 2026
The Timken Company reported a strong first quarter for 2026, exceeding expectations for sales and earnings per share. The positive results were driven by robust performance in its Process Industries segment and effective execution of its M&A strategy. The company has also raised its financial outlook for the full year 2026 based on this strong start.
The Timken Company Beat Revenue Forecasts By 5.9%: Here's What Analysts Are Forecasting Next
The Timken Company (NYSE: TKR) exceeded its Q1 revenue and EPS forecasts by 5.9% and 4.3% respectively. Analysts have maintained their revenue and earnings per share estimates for 2026, anticipating a 2.9% revenue improvement and a 17% increase in EPS. Despite no significant changes to estimates, the consensus price target rose by 7.4% to US$122, suggesting analysts see increased predictability in Timken's earnings.
Timken (NYSE:TKR) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
JPMorgan Chase & Co. raised its price target for Timken (NYSE:TKR) from $100 to $110, but maintained an "underweight" rating, indicating a potential downside of 5.61% from its current price. Although other analysts like Oppenheimer and KeyCorp have set higher price targets, the consensus among analysts remains a "Hold" with an average target of $113.25. Timken recently surpassed Q1 earnings and revenue estimates and increased its full-year 2026 adjusted EPS guidance, showcasing strong operational performance despite a cautious outlook from some firms.
Oppenheimer Adjusts Price Target on Timken to $132 From $117, Maintains Outperform Rating
Oppenheimer has increased its price target for The Timken Company (TKR) to $132 from $117, while reiterating an Outperform rating. This adjustment follows Timken's strong Q1 2026 earnings report, where adjusted earnings and net sales increased, leading the company to raise its full-year 2026 outlook. The new price target reflects Oppenheimer's continued positive assessment of Timken's financial performance and future prospects.
Timken Company (The) (TKR) Hits Fresh High: Is There Still Room to Run?
The Timken Company (TKR) recently hit a new 52-week high, with its stock price increasing by 13.1% in the last month and 42.3% year-to-date. The company has a strong record of beating earnings estimates and a favorable Zacks Rank of #2 (Buy), suggesting potential for continued growth. Valuation metrics show TKR trading at a lower P/E and P/CF than its industry peers, indicating it may still be an attractive investment.
The Timken Company (NYSE:TKR) Q1 2026 Earnings Call Transcript
The Timken Company posted strong Q1 2026 results, beating earnings expectations with an EPS of $1.67 and achieving double-digit earnings growth and margin expansion. The company raised its full-year guidance for organic revenue, margins, and adjusted EPS, reflecting improved customer demand and strategic portfolio optimization efforts including the acquisition of Bijur Delimon and the divesture of its Belts business. Management is confident in its 80/20 initiative to drive value creation and plans to outline further details at its upcoming Investor Day.
Timken SEC Filings
This page provides access to Timken (TKR) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading reports, alongside AI-powered summaries. Recent filings detail the appointment of Lucian Boldea as CEO, proposed stock sales via Form 144, new equity grants for officers, and Q2 FY25 earnings reporting a dip in net sales and operating income. The platform aims to help investors navigate regulatory documents and understand material events affecting the company.
Timken projects 2026 adjusted EPS of $5.75-$6.25 as it raises sales outlook to 4%-6%
Timken, a global industrial leader, has projected its 2026 adjusted earnings per share to be between $5.75 and $6.25. The company also raised its sales outlook for 2026, now expecting a 4-6% increase. This financial guidance highlights the company's anticipated growth and profitability in the coming years.
\'Excellent start.' Timken Co. reports positive first quarter for 2026
The Timken Co. reported an 8% increase in first-quarter sales to $1.23 billion for 2026, up from $1.14 billion in the previous year. This strong financial performance, which included double-digit earnings growth and margin expansion, led the company to raise its 2026 outlook. Timken now anticipates a 5% increase in revenue and full-year earnings per share of $4.70 to $5.20.
Earnings call transcript: Timken beats Q1 2026 expectations, stock rises
The Timken Company surpassed Q1 2026 analyst expectations with an EPS of $1.67 and revenue of $1.23 billion, leading to a 4.9% increase in its stock price during pre-market trading. The company's performance was bolstered by organic growth and strategic acquisitions, particularly in its Industrial Motion segment, with executives highlighting the success of their 80/20 portfolio optimization strategy. Timken has also raised its full-year 2026 outlook, anticipating continued growth despite geopolitical uncertainties and inflationary pressures.
Timken Q1 2026 EPS Tops Expectations by 11.3%, Revenue Up 8%
The Timken Company (TKR) reported strong Q1 2026 results, with adjusted earnings per share of $1.67, exceeding analysts' forecasts by 11.3%. Revenue grew 8.0% year-over-year to $1.23 billion, driven by solid organic sales growth in its Engineered Bearings segment. The company also provided full-year 2026 adjusted EPS guidance of $5.75 to $6.25, leading to a 10.8% rally in its stock.
The Timken Company 2026 Q1 - Results - Earnings Call Presentation (NYSE:TKR) 2026-05-06
The Timken Company (NYSE:TKR) released its Q1 2026 earnings, reporting an EPS of $1.67, which beat estimates by $0.17, and revenue of $1.23 billion, exceeding expectations by $68.61 million with a 7.98% year-over-year increase. This article presents the slide deck from their earnings call.
Timken stock rises 5% after beating estimates as revenue surges 8% YoY
The Timken Company (NYSE:TKR) saw its stock rise 5% after reporting first-quarter results that surpassed analyst expectations. The company recorded adjusted earnings per share of $1.67 against an estimated $1.51, and revenue reached $1.23 billion, an 8% year-over-year increase. Following this strong performance, Timken raised its full-year 2026 outlook for both adjusted EPS and revenue growth.
Horizon Investments LLC Takes Position in Timken Company (The) $TKR
Horizon Investments LLC has acquired a new stake in The Timken Company (NYSE:TKR), purchasing 19,488 shares valued at approximately $1.64 million during the fourth quarter. Other institutional investors have also increased their holdings in Timken. Analysts currently have a consensus "Hold" rating on the stock with a target price of $105.86, while insiders have recently sold shares.
