Timken (NYSE:TKR) Given New $116.00 Price Target at Morgan Stanley

Timken (NYSE:TKR) had its price target raised by stock analysts at Morgan Stanley from $105.00 to $116.00 in a research report issued on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the industrial products company’s stock. Morgan Stanley’s price objective indicates a potential upside of 5.92% from the stock’s previous close.

TKR has been the subject of a number of other reports. Wall Street Zen raised shares of Timken from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. Oppenheimer set a $108.00 target price on shares of Timken in a research note on Thursday. Citigroup lifted their price objective on Timken from $105.00 to $115.00 and gave the company a “buy” rating in a report on Thursday. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $88.00 price objective on shares of Timken in a research note on Thursday, October 30th. Finally, JPMorgan Chase & Co. increased their price target on Timken from $85.00 to $90.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Four research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $93.78.

Timken Stock Up 0.5%

TKR traded up $0.58 during trading on Tuesday, reaching $109.51. 161,236 shares of the stock traded hands, compared to its average volume of 855,977. The company has a debt-to-equity ratio of 0.56, a current ratio of 2.82 and a quick ratio of 1.47. The stock has a market cap of $7.63 billion, a price-to-earnings ratio of 26.63, a price-to-earnings-growth ratio of 2.12 and a beta of 1.21. Timken has a fifty-two week low of $56.20 and a fifty-two week high of $109.56. The stock’s 50-day simple moving average is $89.92 and its two-hundred day simple moving average is $81.49.

Timken (NYSE:TKR) last issued its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $1.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.09 by $0.05. The business had revenue of $1.11 billion for 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 was up 3.5% compared to the same quarter last year. During the same period last year, the business earned $1.16 EPS. Timken has set its FY 2026 guidance at 5.500-6.000 EPS. As a group, equities research analysts expect that Timken will post 5.62 EPS for the current year.

Insider Activity at Timken

In related news, Director Richard G. Kyle sold 15,837 shares of the stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $81.03, for a total transaction of $1,283,272.11. Following the completion of the transaction, the director directly owned 266,942 shares of the company’s stock, valued at approximately $21,630,310.26. This represents a 5.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 8.37% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Timken

A number of institutional investors have recently modified their holdings of the business. Norges Bank bought a new stake in Timken during the 4th quarter worth $47,644,000. Kingsview Wealth Management LLC acquired a new position in Timken in the fourth quarter valued at $3,148,000. Knights of Columbus Asset Advisors LLC acquired a new position in shares of Timken in the 4th quarter valued at about $617,000. Clearstead Advisors LLC grew its position in Timken by 130.3% during the fourth quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock valued at $26,000 after buying an additional 172 shares during the period. Finally, Hantz Financial Services Inc. increased its holdings in Timken by 227.9% in the 4th quarter. Hantz Financial Services Inc. now owns 5,295 shares of the industrial products company’s stock worth $445,000 after acquiring an additional 3,680 shares during the last quarter. Institutional investors and hedge funds own 89.08% of the company’s stock.

Key Stories Impacting Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: KeyBanc upgraded Timken, citing an expected industrial-cycle inflection; the upgrade helped push the stock to new highs. Timken climbs to all-time high as KeyBanc upgrades
• Positive Sentiment: Media coverage notes Timken hit a yearly/all-time high and is drawing Russell 1000 attention — a momentum signal that can attract passive and momentum flows. Timken Company (NYSE:TKR) Hits Yearly High, Russell 1000 Focus
• Positive Sentiment: KeyCorp analyst S. Barger published quarterly and long‑range EPS projections that imply a stronger FY2026/FY2028 outlook (quarterly EPS totals imply ~5.94 FY2026 vs. consensus ~5.62; FY2028 forecast $7.50), supporting higher forward earnings expectations. KeyCorp issues EPS estimates for Timken
• Neutral Sentiment: Summary of Timken’s recent earnings call: management highlighted resilient growth amid headwinds, a Q4 beat and FY2026 guidance of $5.50–$6.00 EPS; tone was cautiously upbeat but flagged cyclical and macro risks to volume and margins. Timken Earnings Call Shows Resilient Growth Amid Headwinds

Timken Company Profile

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.