Timken Company (The) (NYSE:TKR) Given Consensus Rating of "Hold" by Analysts

Key Points

• Analysts give Timken an average recommendation of “Hold” from nine covers (1 sell, 4 hold, 4 buy) with an average one‑year target of about $99.63, though some firms (e.g., Citigroup) have raised targets as high as $125 and a few analysts upgraded the stock.
• Timken beat quarterly estimates with $1.14 EPS vs. $1.09 expected and $1.11B revenue vs. $1.07B expected, and issued FY2026 guidance of 5.50–6.00 EPS (analysts average ~5.62 EPS).
• The company pays a quarterly dividend of $0.35 (≈1.3% yield) and recently saw an insider sale of 19,636 shares at about $108; insiders own 8.1% while institutional investors hold roughly 89% of shares.

Shares of Timken Company (The) (NYSE:TKR - Get Free Report) have earned an average recommendation of "Hold" from the nine analysts that are currently covering the firm, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating, four have assigned a hold rating and four have assigned a buy rating to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $99.6250.

A number of equities analysts have commented on TKR shares. Oppenheimer set a $108.00 price target on shares of Timken in a research note on Thursday, February 5th. Weiss Ratings reissued a "hold (c+)" rating on shares of Timken in a research note on Wednesday, January 21st. DA Davidson boosted their price target on shares of Timken from $86.00 to $108.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 10th. Wall Street Zen raised shares of Timken from a "hold" rating to a "buy" rating in a research note on Sunday, March 1st. Finally, Citigroup increased their target price on shares of Timken from $115.00 to $125.00 and gave the company a "buy" rating in a report on Monday.

Timken Price Performance

TKR stock opened at $106.81 on Tuesday. The company has a debt-to-equity ratio of 0.56, a current ratio of 2.82 and a quick ratio of 1.47. Timken has a one year low of $59.22 and a one year high of $111.39. The stock has a market cap of $7.45 billion, a PE ratio of 25.99, a P/E/G ratio of 1.56 and a beta of 1.18. The firm has a 50 day simple moving average of $103.19 and a two-hundred day simple moving average of $89.82.

Timken (NYSE:TKR - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The industrial products company reported $1.14 EPS for the quarter, topping analysts' consensus estimates of $1.09 by $0.05. Timken had a net margin of 6.29% and a return on equity of 11.52%. The business had revenue of $1.11 billion during the quarter, compared to analysts' expectations of $1.07 billion. During the same quarter in the previous year, the company earned $1.16 EPS. The business's quarterly revenue was up 3.5% compared to the same quarter last year. Timken has set its FY 2026 guidance at 5.500-6.000 EPS. On average, analysts predict that Timken will post 5.62 EPS for the current fiscal year.

Timken Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Tuesday, February 24th were issued a dividend of $0.35 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. Timken's dividend payout ratio (DPR) is currently 34.06%.

Insider Activity at Timken

In related news, Director Richard G. Kyle sold 19,636 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $107.99, for a total transaction of $2,120,491.64. Following the transaction, the director owned 243,636 shares of the company's stock, valued at approximately $26,310,251.64. This trade represents a 7.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 8.10% of the company's stock.

Institutional Investors Weigh In On Timken

Institutional investors have recently bought and sold shares of the stock. New York State Common Retirement Fund boosted its holdings in Timken by 6.3% during the 3rd quarter. New York State Common Retirement Fund now owns 461,129 shares of the industrial products company's stock valued at $34,668,000 after acquiring an additional 27,515 shares during the period. Keybank National Association OH boosted its holdings in Timken by 107.8% during the 3rd quarter. Keybank National Association OH now owns 727,777 shares of the industrial products company's stock valued at $54,714,000 after acquiring an additional 377,607 shares during the period. Bank of New York Mellon Corp boosted its position in Timken by 34.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,493,167 shares of the industrial products company's stock valued at $112,256,000 after buying an additional 385,389 shares during the period. Deprince Race & Zollo Inc. purchased a new stake in Timken during the 3rd quarter valued at $22,624,000. Finally, Phocas Financial Corp. boosted its position in Timken by 81.2% during the 4th quarter. Phocas Financial Corp. now owns 88,967 shares of the industrial products company's stock valued at $7,485,000 after buying an additional 39,871 shares during the period. 89.08% of the stock is currently owned by hedge funds and other institutional investors.

About Timken

The Timken Company is a global manufacturer specializing in engineered bearings and mechanical power transmission products. Its core offerings include tapered and cylindrical roller bearings, spherical and plain bearings, mounted bearing units, and precision gear drives. Timken's products serve a broad range of industries, from industrial machinery and aerospace to automotive, rail, wind energy and heavy equipment.

Beyond bearings, Timken's portfolio extends to industrial chains, belts, couplings and related components designed to optimize power transmission systems.

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