Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Increases Stock Position in Timken Company (The) $TKR

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its stake in Timken Company (The) (NYSE:TKR) by 278.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 60,521 shares of the industrial products company’s stock after acquiring an additional 44,521 shares during the quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Timken were worth $5,092,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Mather Group LLC. purchased a new stake in Timken during the 3rd quarter valued at $25,000. Eastern Bank bought a new stake in shares of Timken during the 4th quarter valued at about $27,000. SJS Investment Consulting Inc. lifted its stake in shares of Timken by 4,512.5% in the 3rd quarter. SJS Investment Consulting Inc. now owns 369 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 361 shares during the period. V Square Quantitative Management LLC purchased a new stake in Timken during the fourth quarter valued at approximately $31,000. Finally, Kestra Investment Management LLC purchased a new position in shares of Timken during the 2nd quarter worth $42,000. Institutional investors own 89.08% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Wall Street Zen raised Timken from a “hold” rating to a “buy” rating in a report on Sunday, March 1st. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a research report on Monday. JPMorgan Chase & Co. reissued an “underweight” rating and issued a $100.00 target price on shares of Timken in a report on Thursday, March 26th. Morgan Stanley raised their target price on shares of Timken from $116.00 to $119.00 and gave the stock an “overweight” rating in a research note on Monday, March 30th. Finally, DA Davidson lifted their price target on shares of Timken from $86.00 to $108.00 and gave the company a “neutral” rating in a report on Tuesday, February 10th. Four 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 an average rating of “Hold” and a consensus target price of $105.86.

Trending Headlines about Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Oppenheimer raised its price target for Timken to $117, which supports upside sentiment and suggests continued analyst confidence in the company’s medium‑term outlook. Oppenheimer Increases Timken Price Target
• Positive Sentiment: Zacks Research increased several forward estimates (FY2027 and FY2028 upgrades and modest raises to Q4 2026/Q1‑Q4 2027 quarter forecasts), indicating expectations for stronger earnings later in the forecast horizon — a constructive signal for longer‑term earnings growth and valuation.
• Neutral Sentiment: A Yahoo Finance valuation piece notes Timken’s strong 1‑year and year‑to‑date returns and reviews valuation metrics; this coverage can attract interest from momentum and value investors but is informational rather than a catalyst. Timken Valuation Check
• Neutral Sentiment: Zacks published commentary on Timken’s recent performance and comparisons to peers (momentum and value screens). These pieces provide investor perspective but don’t represent primary analyst guidance changes. Timken: What You Should Know
• Negative Sentiment: Zacks made small downward revisions to near‑term estimates — trimming Q3 2026 (from $1.52 to $1.51) and Q1 2028 (from $1.74 to $1.73) — which could pressure sentiment around near‑term growth even though changes are modest.
• Negative Sentiment: Timken announced a leadership transition in its Engineered Bearings segment (executive departure), which can create short‑term uncertainty about execution until a successor is in place. Leadership Transition Announcement

Timken Stock Performance

NYSE:TKR opened at $106.71 on Thursday. The stock has a 50-day moving average price of $103.50 and a 200 day moving average price of $91.24. The stock has a market capitalization of $7.45 billion, a P/E ratio of 25.96, a P/E/G ratio of 1.58 and a beta of 1.18. Timken Company has a 12-month low of $62.11 and a 12-month high of $111.39. The company has a current ratio of 2.82, a quick ratio of 1.47 and a debt-to-equity ratio of 0.56.

Timken (NYSE:TKR) last posted its quarterly earnings results on Wednesday, February 4th. The industrial products company reported $1.14 earnings per share for the quarter, topping the consensus estimate of $1.09 by $0.05. The business had revenue of $1.11 billion during the quarter, compared to the consensus estimate of $1.07 billion. Timken had a return on equity of 11.52% and a net margin of 6.29%.The firm’s revenue for the quarter was up 3.5% compared to the same quarter last year. During the same period in the prior year, the company posted $1.16 EPS. Timken has set its FY 2026 guidance at 5.500-6.000 EPS. Equities research analysts forecast that Timken Company will post 5.9 EPS for the current fiscal year.

Timken Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Tuesday, February 24th were issued a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Tuesday, February 24th. Timken’s payout ratio is 34.06%.

Insider Buying and Selling

In other Timken news, Director Richard G. Kyle sold 19,636 shares of Timken stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $107.99, for a total value of $2,120,491.64. Following the sale, the director owned 243,636 shares of the company’s stock, valued at $26,310,251.64. The trade was a 7.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 8.10% of the company’s stock.

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.