Timken Company (The) (NYSE:TKR) Receives Average Rating of “Moderate Buy” from Brokerages

Posted by Brenda Bartman on Sep 11th, 2026

Timken Company (The) (NYSE:TKR – Get Free Report) has received an average rating of “Moderate Buy” from the ten research firms that are covering the firm, Marketbeat.com reports. Three research analysts have rated the stock with a hold recommendation and seven have assigned a buy recommendation to the company. The average 12 month price target among brokerages that have issued ratings on the stock in the last year is $145.50.

A number of research analysts have recently issued reports on TKR shares. Oppenheimer set a $135.00 price objective on Timken in a research note on Tuesday, September 1st. Weiss Ratings raised Timken from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, August 20th. Jefferies Financial Group set a $135.00 target price on Timken in a report on Tuesday, September 1st. DA Davidson set a $130.00 price target on Timken in a research note on Friday, August 14th. Finally, The Goldman Sachs Group increased their price target on Timken from $128.00 to $142.00 and gave the stock a “neutral” rating in a report on Friday, July 10th.

Read Our Latest Analysis on TKR

Timken News Summary

Here are the key news stories impacting Timken this week:

Positive Sentiment: Zacks raised multiple future EPS estimates. FY2027 EPS was increased to $7.14 from $6.96, while estimates for Q1–Q4 2027 and Q2 2028 were also raised. The FY2026 estimate edged up to $6.19 from $6.18. These revisions suggest improving expectations for Timken’s earnings outlook, although the FY2026 estimate remains slightly below the $6.26 consensus. Timken stock information
Positive Sentiment: Timken continues to attract value-investing interest. A Zacks article highlighted the company as a potential long-term value stock, which could support investor interest if its earnings growth and valuation remain attractive. Why Timken is a Top Value Stock for the Long-Term
Neutral Sentiment: Management presented at the Jefferies Global Industrials Conference. The transcript and presentation materials give investors additional information about Timken’s strategy and outlook, but the provided reports do not identify a specific new announcement likely to materially change estimates. Timken Jefferies conference transcript
Negative Sentiment: Technical factors remain a headwind. Timken shares are trading below their 50-day and 200-day moving averages, indicating continued near-term momentum pressure. The stock’s recent decline therefore appears more related to trading sentiment and technical weakness than to a negative earnings revision or adverse company announcement. Timken stock performance

Insider Transactions at Timken

In related news, Director Richard Kyle sold 13,637 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $126.63, for a total transaction of $1,726,853.31. Following the transaction, the director directly owned 183,724 shares of the company’s stock, valued at $23,264,970.12. This represents a 6.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 8.10% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Timken

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Tidal Investments LLC boosted its position in shares of Timken by 3.0% during the 2nd quarter. Tidal Investments LLC now owns 192,679 shares of the industrial products company’s stock worth $28,000,000 after purchasing an additional 5,655 shares in the last quarter. Integrated Wealth Concepts LLC bought a new stake in Timken in the 2nd quarter valued at about $90,000. NewEdge Advisors LLC increased its position in Timken by 930.2% in the 2nd quarter. NewEdge Advisors LLC now owns 1,844 shares of the industrial products company’s stock valued at $268,000 after buying an additional 1,665 shares in the last quarter. Baird Financial Group Inc. acquired a new position in Timken during the 2nd quarter worth approximately $26,560,000. Finally, Nykredit A S acquired a new position in Timken during the 2nd quarter worth approximately $75,623,000. 89.08% of the stock is owned by institutional investors.

Timken Price Performance

Shares of NYSE TKR opened at $118.39 on Friday. The company has a market capitalization of $8.20 billion, a PE ratio of 32.08, a P/E/G ratio of 1.32 and a beta of 1.21. The company has a quick ratio of 1.74, a current ratio of 3.10 and a debt-to-equity ratio of 0.61. Timken has a twelve month low of $70.57 and a twelve month high of $146.37. The firm has a fifty day simple moving average of $131.35 and a 200 day simple moving average of $121.16.

Timken (NYSE:TKR – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.83 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.21. Timken had a net margin of 5.43% and a return on equity of 12.63%. The business had revenue of $1.26 billion for the quarter, compared to analysts’ expectations of $1.23 billion. During the same quarter in the prior year, the firm posted $1.12 earnings per share. The business’s quarterly revenue was up 7.5% compared to the same quarter last year. Timken has set its FY 2026 guidance at 6.050-6.350 EPS. On average, sell-side analysts forecast that Timken will post 6.26 EPS for the current year.

Timken Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, August 28th. Investors of record on Tuesday, August 18th were given a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Tuesday, August 18th. Timken’s payout ratio is presently 39.02%.

Timken Company Profile

(Get Free Report)

Timken is an industrial technology company that designs and manufactures engineered bearings and motion-related products. Its offerings include tapered and spherical roller bearings, precision bearings, seals, lubrication systems, and other components used to reduce friction, support rotating equipment, and improve the performance and reliability of machinery.

The company also provides industrial motion products and services, including power transmission components, chain, belts, couplings, gear drives, linear motion systems, and related maintenance and engineering solutions.