Timken Company (The) (NYSE:TKR) Receives $85.30 Consensus Target Price from Analysts

Shares of Timken Company (The) (NYSE:TKR) have received a consensus rating of “Hold” from the ten ratings firms that are covering the stock, MarketBeat reports. Six investment analysts have rated the stock with a hold rating and four have issued a buy rating on the company. The average 12 month price target among brokers that have updated their coverage on the stock in the last year is $86.1111.

A number of equities research analysts recently commented on the company. Oppenheimer boosted their target price on Timken from $90.00 to $104.00 and gave the stock an “outperform” rating in a research report on Monday, January 26th. Weiss Ratings reaffirmed 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 $80.00 to $86.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. The Goldman Sachs Group reiterated a “neutral” rating and set a $88.00 price objective on shares of Timken in a research report on Thursday, October 30th. Finally, Wall Street Zen raised shares of Timken from a “hold” rating to a “buy” rating in a research note on Saturday, November 1st.

Timken News Roundup

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Q4 results beat on both top and bottom lines — adjusted EPS $1.14 vs. $1.09 consensus and revenue $1.11B vs. $1.07B expected, with revenue up 3.5% year‑over‑year. This drove optimism on near‑term performance. Read More.
• Positive Sentiment: Strong cash generation — full‑year cash from operations $554M and free cash flow $406M — supports balance‑sheet flexibility and shareholder return potential. Read More.
• Positive Sentiment: Market reaction was favorable: multiple outlets note shares rose after the report, reflecting investor approval of the beats and cash flow profile. Read More.
• Neutral Sentiment: Company will present at the Citi Global Industrial Tech & Mobility Conference on Feb. 18 (fireside chat), increasing investor access and management visibility. Read More.
• Neutral Sentiment: Full earnings call transcripts and analyst write‑ups are available for detail on segment trends and order activity; these help investors dig into margin drivers and end‑market demand. Read More.
• Negative Sentiment: FY‑2026 guidance is somewhat cautious on EPS: adjusted EPS range of $5.50–$6.00 (street consensus ~$6.00) and GAAP EPS initial estimate $4.50–$5.00 — the midpoint is slightly below consensus, which could limit upside. Read More.
• Negative Sentiment: GAAP diluted EPS for the quarter was $0.89 (adjusted $1.14) and adjusted EPS was slightly below last year’s $1.16 on a non‑adjusted basis, highlighting some near‑term margin pressure. Read More.

Timken Trading Up 2.9%

Timken stock opened at $98.92 on Thursday. Timken has a 1 year low of $56.20 and a 1 year high of $101.43. The firm’s 50 day moving average price is $88.43 and its 200-day moving average price is $80.94. The company has a debt-to-equity ratio of 0.63, a current ratio of 3.11 and a quick ratio of 1.71. The stock has a market cap of $6.89 billion, a P/E ratio of 23.39, a PEG ratio of 1.87 and a beta of 1.21.

Timken (NYSE:TKR) last issued its earnings results on Wednesday, February 4th. The industrial products company reported $1.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.09 by $0.05. The firm had revenue of $1.11 billion during the quarter, compared to analyst estimates of $1.07 billion. Timken had a net margin of 6.54% and a return on equity of 11.88%. Timken’s revenue for the quarter was up 3.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.16 earnings per share. Timken has set its FY 2026 guidance at 5.500-6.000 EPS. On average, equities analysts predict that Timken will post 5.62 earnings per share for the current fiscal year.

Timken Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 5th. Shareholders of record on Tuesday, November 25th were given a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Tuesday, November 25th. Timken’s dividend payout ratio is 33.10%.

Insider Buying and Selling

In related news, Director Richard G. Kyle sold 15,837 shares of Timken stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $81.03, for a total transaction of $1,283,272.11. Following the completion of the sale, the director owned 266,942 shares in the company, valued at $21,630,310.26. This trade represents a 5.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 8.70% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Timken

A number of institutional investors have recently modified their holdings of TKR. Uncommon Cents Investing LLC grew its position in shares of Timken by 0.5% in the fourth quarter. Uncommon Cents Investing LLC now owns 27,465 shares of the industrial products company’s stock valued at $2,311,000 after purchasing an additional 125 shares during the period. CWM LLC boosted its holdings in Timken by 31.4% in the 2nd quarter. CWM LLC now owns 527 shares of the industrial products company’s stock valued at $38,000 after purchasing an additional 126 shares during the last quarter. Quadrant Capital Group LLC lifted its holdings in Timken by 3.2% in the third quarter. Quadrant Capital Group LLC now owns 4,319 shares of the industrial products company’s stock valued at $325,000 after acquiring an additional 132 shares during the last quarter. Kornitzer Capital Management Inc. KS grew its holdings in shares of Timken by 1.3% during the 3rd quarter. Kornitzer Capital Management Inc. KS now owns 10,889 shares of the industrial products company’s stock worth $819,000 after purchasing an additional 139 shares during the period. Finally, Verdence Capital Advisors LLC boosted its stake in Timken by 2.4% during the second quarter. Verdence Capital Advisors LLC now owns 6,083 shares of the industrial products company’s stock worth $441,000 after buying an additional 140 shares during the period. 89.08% of the stock is 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.