Timken (NYSE:TKR) Downgraded by Wall Street Zen to Hold
Wall Street Zen downgraded Timken (NYSE:TKR) from a "buy" to a "hold" rating, despite the broader analyst consensus remaining a "Moderate Buy" with a $147.00 price target. Timken reported strong quarterly results, with adjusted EPS of $1.83 and revenue of $1.26 billion, both exceeding analyst expectations. Shares opened at $122.42, and a director recently sold a significant number of shares.
Gates completes Timken Belts acquisition
Gates has finalized its acquisition of Timken Belts. The announcement was made by Rubber News Staff on October 2, 2026. Timken Co. is known for engineered bearings and industrial motion products.
Gates Completes Acquisition of Timken Belts Business
Gates Industrial Corporation Ltd. has finalized its acquisition of The Timken Company's belts business, taking ownership of manufacturing assets and client relationships across industrial OEM, industrial aftermarket, and mobility powersports channels. This acquisition expands Gates' North American manufacturing capacity and strengthens its power transmission portfolio. Gates will assume direct operational control of the primary belts production plant in San Jose Iturbide, Mexico, optimizing the supply chain for power transmission customers.
Gates completes Timken Belts acquisition
Gates Industrial has successfully completed its acquisition of Timken Belts. The article, published on October 1, 2026, also features other news from the rubber industry including insights from the Global Polymer Summit and labor-rights reviews.
Timken (NYSE:TKR) Given "Outperform" Rating at Oppenheimer
Oppenheimer reiterated its "Outperform" rating for Timken (NYSE:TKR), setting a price target of $150, indicating a potential upside of 26.48%. This aligns with a "Moderate Buy" consensus from analysts, with an average target of $147. Timken recently surpassed earnings expectations, reporting $1.83 EPS against estimates of $1.62, with revenues up 7.5% year over year.
American Century Exited The Timken Company (TKR) Amid Industrial Cycle Concerns
American Century Investments' Small Cap Value Fund exited its position in The Timken Company (TKR) during the second quarter of 2026. The fund decided to take profits due to concerns about the industrial bearings supplier's cyclical exposure, peak demand risk, and slowing industrial momentum. Despite strong quarterly results, American Century believes that other AI stocks offer greater upside potential with less downside risk.
Gates acquires Timken belts business and manufacturing assets
Gates Industrial Corporation has finalized its acquisition of The Timken Company's belts business, including some manufacturing assets. This move strengthens Gates' position in power transmission and expands its North American market presence, while Timken plans to use the divestiture to focus on core competencies and improve adjusted EBITDA margins. Gates will assume operational control of the belts manufacturing facility in Mexico.
Timken Co. completes sale of belts business to Gates Industrial
The Timken Company has finalized the sale of its belts manufacturing assets to Gates Industrial Corporation, a move announced on September 28th. This divestiture helps Timken achieve its 2028 margin targets and allows it to concentrate on its advanced motion technology core competencies. Gates Industrial will take over the manufacturing facility in San Jose Iturbide, Mexico, while a Timken Belts plant in Springfield, Missouri, which was not part of the sale, closed earlier this year.
Timken to Boost Industrial Motion Margins With Belts Business Sale
The Timken Company (TKR) has completed the sale of its belts business to Gates Industrial Corporation Ltd. (GTES), a move expected to enhance its Industrial Motion segment's adjusted EBITDA margins and contribute to 2028 financial targets. This divestiture allows Timken to focus on its core advanced motion technology and is projected to be accretive to earnings in 2027. The company anticipates its Industrial Motion segment's adjusted EBITDA margin to reach 25-27% of sales by 2028, significantly up from 19% in 2025.
Gates completes acquisition of Timken’s belts business
Gates Industrial Corporation Ltd. (NYSE:GTES) has finalized its acquisition of The Timken Company's belts business, integrating manufacturing assets and customer relationships. This strategic move enhances Gates' position in power transmission and expands its presence in industrial and mobility markets, including a new manufacturing facility in Mexico. Financial terms of the transaction were not disclosed.
Gates Acquires Timken Belts Business
Gates Industrial Corporation Ltd. has finalized its acquisition of The Timken Company's belts business, including manufacturing assets. This strategic move enhances Gates' North American power transmission operations by adding manufacturing capacity and strengthening customer relationships in industrial OEM, industrial aftermarket, and mobility powersports markets. The acquisition also gives Gates operational control of a belts manufacturing facility in San Jose Iturbide, Mexico, further expanding its North American manufacturing footprint.
Timken Releases 2025 CSR Report, Illustrating Commitment to Responsible, Sustainable Impact
The Timken Company has released its 2025 Corporate Social Responsibility (CSR) report, highlighting significant progress in environmental sustainability, social impact, and product innovation. The report details a 48% reduction in greenhouse gas emissions intensity since 2018, a 21-fold increase in renewable energy use, and an 86% waste diversion rate from landfills. Timken emphasizes its commitment to responsible stewardship through sustainable product development, safety culture, and STEM education investments.
Timken to Boost Industrial Motion Margins With Belts Business Sale
The Timken Company (TKR) has completed the sale of its belts business to Gates Industrial Corporation Ltd. (GTES), a move aimed at enhancing its Industrial Motion segment's adjusted EBITDA margins. This divestiture supports Timken's strategic focus on advanced motion technology and is expected to contribute to earnings accretion in 2027, helping the company achieve its 2028 margin targets. The company anticipates the Industrial Motion segment's adjusted EBITDA margin to reach 25-27% of sales by 2028, up from 19% in 2025.
Gates now runs a belt factory in Mexico
Gates Industrial (GTES) has finalized its acquisition of The Timken Company's belts business, including manufacturing assets and operational control of a facility in San Jose Iturbide, Mexico. This acquisition boosts Gates' North American power transmission capabilities by expanding manufacturing capacity, customer relationships across industrial and mobility sectors, and integrating new employees. Gates aims to leverage its existing regional infrastructure to ensure a smooth transition and strengthen its market position.
Gates Industrial completes acquisition of Timken's belts business, boosting North American manufacturing.
Gates Industrial Corporation has acquired The Timken Company's belts business, including a manufacturing facility in Mexico, to expand its North American manufacturing capacity and customer base in industrial OEM, aftermarket, and mobility power sports markets. This strategic move aims to leverage combined capabilities and integrate new team members for increased value. The article also provides a market snapshot for Industrials-sector US stocks, showing a decline for most priced stocks on September 29, 2026.
The Timken Company Sells Belts Business to Gates
The Timken Company has sold its belts business to Gates Industrial for undisclosed terms. This divestiture is expected to improve Industrial Motion adjusted EBITDA margins and be EPS accretive by 2027, aligning with Timken's strategy to focus on higher-margin motion technologies. The move supports their capital allocation plans and advances their 2028 margin targets.
Timken Completes Sale of Belts Business to Gates
The Timken Company announced the completion of the sale of its belts business assets to Gates Industrial Corporation Ltd. This divestiture is expected to improve the adjusted EBITDA margins of Timken's Industrial Motion segment and be accretive to EPS in 2027, aligning with the company's 2028 margin targets. The sale allows Timken to increase its focus on core competencies in advanced motion technology and will help fund its capital allocation priorities.
Timken CEO to be featured speaker at Canton chamber dinner
Lucian Boldea, President and CEO of The Timken Co., is scheduled to be the featured speaker at the Canton Regional Chamber of Commerce's annual meeting on November 10th. The event will take place at the Canton Memorial Civic Center and includes a cocktail reception, dinner, and program. Tickets are available for purchase on the chamber's website.
Timken Company (The) (TKR) Stock Forecasts
Argus has lowered its target price for The Timken Company (TKR) to $121.00. The Timken Co. designs and manages a portfolio of engineered bearings and industrial motion products, in addition to providing related services. The current price of TKR stock is $117.45.
The Timken Company (TKR) Presents at 25th Annual Diversified Industrials & Services Conference - Slideshow
The Timken Company (TKR) presented at the 25th Annual Diversified Industrials & Services Conference, releasing a slide deck in conjunction with the event. The article, penned by SA Transcripts, highlights this presentation. SA Transcripts is responsible for numerous quarterly earnings call publications and continues to expand its coverage.
Timken stock trades lower as earnings expectations rise
Timken Company (TKR) stock traded lower at USD 115.74 on September 22, 2026, despite beating earnings estimates by USD 0.21 per share and achieving 7.5% year-over-year revenue growth. The company's fiscal 2026 EPS guidance is set between USD 6.05 and USD 6.35, with the stock remaining below its 52-week high.
Timken Company stock steadies near guidance as investors eye 2026 earnings outlook
Timken Company's stock is trading near $117.06 on the NYSE, with a market value of about $8.11 billion. The company has provided an EPS guidance of $6.05 to $6.35 for fiscal year 2026. Analysts generally expect an EPS of $6.26, indicating alignment with management's outlook, while the stock trades below a fair value estimate of $147.75.
Nykredit A S Takes $75.62 Million Position in Timken Company (The) $TKR
Nykredit A S has acquired a significant new stake in Timken Company (NYSE:TKR), purchasing 520,392 shares valued at approximately $75.6 million during the second quarter of 2026. This move highlights institutional confidence, with analysts maintaining a "Moderate Buy" rating and increasing price targets for Timken. The company has also shown strong financial performance, exceeding quarterly earnings expectations and maintaining its FY 2026 EPS guidance while paying a quarterly dividend.
Timken Company stock holds steady as Bank of America boosts stake and guidance underpins outlook
Timken Company (TKR) stock is holding steady around USD 117.06, supported by strong FY 2026 EPS guidance and increased institutional interest, including a significant investment from Bank of America. Analysts maintain a "Moderate Buy" rating with a consensus price target of USD 145.50, suggesting a considerable upside potential. The company's valuation metrics reflect investor expectations for continued earnings growth, aligning with its positive outlook.
Timken Company (The) $TKR Shares Sold by Engineers Gate Manager LP
Engineers Gate Manager LP reduced its stake in Timken Company (TKR) by 68.8% in Q2, selling 13,925 shares. Despite this, other institutional investors increased their holdings, and the company reported strong quarterly earnings, exceeding analyst expectations with $1.83 EPS and $1.26 billion in revenue. Timken maintains a "Moderate Buy" consensus rating from analysts and offers a quarterly dividend of $0.36 per share.
Analysts Offer Insights on Industrial Goods Companies: Timken Company (TKR) and Radiant Logistics (RLGT)
Analysts have issued bullish ratings for Timken Company (TKR) and Radiant Logistics (RLGT) within the Industrial Goods sector. Bank of America Securities maintained a Buy rating for Timken with a $135 price target, while TD Cowen and Citizens JMP both issued Buy ratings for Radiant Logistics with price targets of $11.00 and $10.00 respectively. Both companies have an overall positive analyst consensus.
Timken at Morgan Stanley Laguna conference: margin plan in focus
Timken outlined its "Elevate to Outperform" strategy at Morgan Stanley's Laguna Conference, aiming to significantly boost EBITDA margins by 500 basis points to 21-23% by 2028. The plan focuses on disciplined portfolio management, targeting high-growth markets like automation and aerospace, and enhancing regional penetration, underpinned by their 80/20 operating model. Management also discussed strong cash generation, a solid balance sheet, and ongoing investments in growth areas despite near-term headwinds in wind energy and tariff comparisons.
Timken Co CEO Lucian Boldea Reports RSU Vesting and Share Withholding Transactions
Timken Co CEO Lucian Boldea reported four transactions involving Timken common stock on September 1, 2026, related to restricted share unit (RSU) vesting and tax withholding. These transactions covered both three-year and four-year RSU grants from 2025, with shares acquired at no cost and a portion sold at $119.78 per share to cover tax obligations. After these transactions, Boldea's direct beneficial ownership totaled 22,121 shares.
Why Is Timken (TKR) Down 8.5% Since Last Earnings Report?
Timken (TKR) shares have dropped 8.5% since its last earnings report, underperforming the S&P 500 despite beating Q2 earnings estimates and raising its 2026 outlook. The company reported a 28.9% year-over-year increase in adjusted earnings per share and a 7.5% rise in sales, driven by higher volumes and acquisitions. However, estimates for the stock have shown a downward trend, leading to a Zacks Rank #3 (Hold).
Timken Co COO Stephen Ribaudo Awarded 23,150 Restricted Share Units in September 2026
Stephen Ribaudo, COO of Timken Co (NYSE:TKR), has been awarded 23,150 restricted share units (RSUs) across three separate grants on September 1, 2026. These grants include both time-based RSUs, vesting over three to four years, and performance-based RSUs contingent on specific targets between 2026 and 2028. The awards, reported in a Form 4 filing, have an exercise price of $0 and are held directly by Ribaudo.
BofA Securities Upgrades Timken to Buy From Neutral
BofA Securities has upgraded The Timken Company (TKR) from a Neutral to a Buy rating, concurrently raising its price target from $129 to $135. This upgrade reflects BofA's view that Timken's transformation strategy is poised to deliver long-term benefits. The company's stock performance and recent dividend announcements are also highlighted.
Timken India Ltd Share Price Update After Rs 3,188 Move
Timken India Ltd's share price increased by 3.01% to Rs 3,188, raising its market capitalization to Rs 23,527.67 crore. The article provides a detailed analysis of the stock's price action, fundamental metrics like P/E, P/B, ROE, and ROCE, and compares them against sector and peer benchmarks. While the price movement is noted, the report clarifies that no company-specific catalyst for the rise was identified.
Timken execs to present at three major investor conferences in September 2026
The Timken Company announced its participation in three investor conferences in September 2026, including events hosted by Jefferies, Morgan Stanley, and D.A. Davidson. Key executives will deliver presentations and hold fireside chats to update investors on the company's performance and strategy. Live webcasts of these sessions will be available on Timken's investor website.
Timken Company to Participate in Upcoming Investor Conferences
The Timken Company will participate in three upcoming investor conferences in September 2026: the Jefferies Global Industrials Conference, the Morgan Stanley Laguna Conference, and the D.A. Davidson Diversified Industrials & Services Conference. CFO Discenza, VP of Investor Relations Frohnapple, and CEO Boldea will represent the company, with fireside chats scheduled for live streaming to enhance investor engagement and transparency.
JumpStart gets new Stark director and other news | Business roundup
JumpStart Inc. has appointed NaSheka Combs-Lemon as its new director of entrepreneurial services for Stark County, succeeding Dan Brown. Combs-Lemon will lead initiatives like the Stark Impact pitch competition and brings over 12 years of experience in small business support. The article also covers other local business news, including Airgas's Canton facility award, Timken Co.'s new leadership appointments, and several hospitals receiving accolades for heart care and transparency.
Timken (TKR) Surpasses Q1 Earnings and Revenue Estimates
Timken (TKR) reported strong Q1 earnings of $1.67 per share, exceeding the Zacks Consensus Estimate of $1.50, and revenue of $1.23 billion, surpassing estimates by 4.86%. The company has consistently beaten EPS and revenue expectations over the past year, leading to a favorable Zacks Rank #2 (Buy) and a significant stock price increase of 30.3% year-to-date. Investors are now focused on management's future outlook and potential revisions to earnings estimates.
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.
Timken Company (The) (TKR) Hits Fresh High: Is There Still Room to Run?
Timken Company (TKR) recently hit a new 52-week high, driven by strong earnings performance and a positive earnings surprise history. The stock carries a Zacks Rank #2 (Buy) and favorable Style Scores (Value B, Growth B, Momentum C), suggesting potential for further gains. Valuation metrics indicate it trades below the industry average, and a peer analysis highlights Mistras Group Inc (MG) as another strong performer in the sector.
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.
