Timken (NYSE:TKR) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan raised its price target on Timken from $100 to $110 but kept an underweight rating, with the new target implying roughly a 5.6% downside from the current stock price.
• Timken beat Q1 estimates — adjusted EPS $1.67 vs. $1.50 and revenue $1.23B — and boosted FY‑2026 adjusted EPS guidance to $5.75–$6.25, signaling improving margins and cash generation.
• Several firms lifted targets (Oppenheimer to $132, KeyCorp to $140), yet the consensus is a Hold with a $113.25 price target; the stock trades near $116.54 with a P/E of ~28, which may limit near‑term upside.

Timken (NYSE:TKR - Get Free Report) had its price target hoisted by equities research analysts at JPMorgan Chase & Co. from $100.00 to $110.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an "underweight" rating on the industrial products company's stock. JPMorgan Chase & Co.'s price objective points to a potential downside of 5.61% from the stock's current price.

Several other research analysts have also weighed in on the company. Oppenheimer lifted their target price on Timken from $117.00 to $132.00 and gave the stock an "outperform" rating in a report on Thursday. DA Davidson boosted their price target on Timken from $86.00 to $108.00 and gave the company a "neutral" rating in a report on Tuesday, February 10th. Weiss Ratings restated a "hold (c+)" rating on shares of Timken in a report on Monday, April 20th. Citigroup restated a "buy" rating on shares of Timken in a report on Thursday. Finally, KeyCorp boosted their price target on Timken from $130.00 to $140.00 and gave the company an "overweight" rating in a report on Thursday. Five research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Timken currently has a consensus rating of "Hold" and a consensus price target of $113.25.

Timken Trading Down 2.6%

TKR stock traded down $3.16 during midday trading on Thursday, hitting $116.54. 759,174 shares of the company's stock were exchanged, compared to its average volume of 814,660. The stock's fifty day moving average price is $103.91 and its 200-day moving average price is $93.36. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.47 and a current ratio of 2.82. The company has a market cap of $8.13 billion, a PE ratio of 28.35, a price-to-earnings-growth ratio of 1.59 and a beta of 1.18. Timken has a one year low of $67.14 and a one year high of $123.67.

Timken (NYSE:TKR - Get Free Report) last posted its earnings results on Wednesday, May 6th. The industrial products company reported $1.67 earnings per share for the quarter, topping the consensus estimate of $1.50 by $0.17. The firm had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.17 billion. Timken had a return on equity of 11.52% and a net margin of 6.29%.The company's revenue for the quarter was up 8.0% on a year-over-year basis. During the same period in the previous year, the company posted $1.40 earnings per share. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. Research analysts predict that Timken will post 5.9 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Richard G. Kyle sold 19,636 shares of the company's stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $107.99, for a total transaction of $2,120,491.64. Following the sale, the director owned 243,636 shares in the company, valued at $26,310,251.64. This represents a 7.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. 8.10% of the stock is currently owned by corporate insiders.

Institutional Trading of Timken

A number of large investors have recently added to or reduced their stakes in TKR. Dimensional Fund Advisors LP raised its holdings in shares of Timken by 12.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 2,672,110 shares of the industrial products company's stock valued at $224,813,000 after purchasing an additional 297,047 shares during the period. UBS Group AG grew its position in shares of Timken by 734.7% in the third quarter. UBS Group AG now owns 2,286,250 shares of the industrial products company's stock valued at $171,880,000 after purchasing an additional 2,012,352 shares during the last quarter. Victory Capital Management Inc. grew its position in shares of Timken by 15.5% in the fourth quarter. Victory Capital Management Inc. now owns 1,843,042 shares of the industrial products company's stock valued at $155,055,000 after purchasing an additional 247,000 shares during the last quarter. Bank of New York Mellon Corp grew its position in shares of Timken by 34.8% in the third 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 purchasing an additional 385,389 shares during the last quarter. Finally, Cooke & Bieler LP grew its position in Timken by 28.6% during the third quarter. Cooke & Bieler LP now owns 1,423,361 shares of the industrial products company's stock worth $107,008,000 after buying an additional 316,380 shares in the last quarter. Institutional investors and hedge funds own 89.08% of the company's stock.

Trending Headlines about Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Q1 results beat expectations: Timken reported adjusted EPS of $1.67 (vs. $1.50 consensus) and revenue of $1.23B, up ~8% year‑over‑year; margins and adjusted EBITDA were stronger. Timken Reports First-Quarter 2026 Results
• Positive Sentiment: Company raised its FY‑2026 outlook on an adjusted basis to $5.75–$6.25 in adjusted EPS (reported EPS guidance range also provided), signaling confidence in ongoing margin recovery and cash generation. Timken Reports First-Quarter 2026 Results
• Neutral Sentiment: Stock recently hit a 52‑week high; analysts and coverage pieces are debating whether fundamentals justify further gains — this can support momentum but also set up profit‑taking. Timken Company (The) (TKR) Hits Fresh High: Is There Still Room to Run?
• Neutral Sentiment: Analyst comparison pieces weigh Timken vs. peers (e.g., Rockwell Automation) on valuation and industrial exposure — helpful for investors deciding reallocations but not an immediate catalyst. TKR vs. ROK: Which Stock Is the Better Value Option?
• Neutral Sentiment: Earnings call transcript and presentation are available for detail on end‑market trends, backlog, and margin drivers — useful for investors parsing sustainability of results. Timken (TKR) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Even with beats, the stock’s valuation (P/E ~28) and recent rally may have left little near‑term upside, triggering profit‑taking; guidance sits close to consensus (some view it as conservative), which tempered enthusiasm. Timken (TKR) Surpasses Q1 Earnings and Revenue Estimates

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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