Investment Analysts’ Weekly Ratings Changes for Timken (TKR)

A number of firms have modified their ratings and price targets on shares of Timken (NYSE: TKR) recently:

• 5/26/2026 – Timken was upgraded by JPMorgan Chase & Co. from “neutral” to “overweight”. They now have a $150.00 price target on the stock, up from $130.00.
• 5/22/2026 – Timken had its price target raised by Oppenheimer Holdings, Inc. from $132.00 to $137.00. They now have an “outperform” rating on the stock.
• 5/22/2026 – Timken was given a new $128.00 price target by The Goldman Sachs Group, Inc..
• 5/21/2026 – Timken was given a new $140.00 price target by Morgan Stanley.
• 5/21/2026 – Timken had its price target raised by DA Davidson from $117.00 to $120.00. They now have a “neutral” rating on the stock.
• 5/15/2026 – Timken was upgraded by JPMorgan Chase & Co. from “underweight” to “neutral”. They now have a $130.00 price target on the stock, up from $110.00.
• 5/13/2026 – Timken had its “neutral” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $117.00 price target on the stock.
• 5/11/2026 – Timken had its price target raised by DA Davidson from $108.00 to $117.00. They now have a “neutral” rating on the stock.
• 5/11/2026 – Timken had its “outperform” rating reaffirmed by Evercore Inc. They now have a $158.00 price target on the stock.
• 5/8/2026 – Timken had its “overweight” rating reaffirmed by Morgan Stanley. They now have a $125.00 price target on the stock.
• 5/7/2026 – Timken had its price target raised by KeyCorp from $130.00 to $140.00. They now have an “overweight” rating on the stock.
• 5/7/2026 – Timken had its price target raised by Oppenheimer Holdings, Inc. from $117.00 to $132.00. They now have an “outperform” rating on the stock.
• 5/7/2026 – Timken had its price target raised by Citigroup Inc. from $125.00 to $140.00. They now have a “buy” rating on the stock.
• 5/7/2026 – Timken had its price target raised by JPMorgan Chase & Co. from $100.00 to $110.00. They now have an “underweight” rating on the stock.
• 4/20/2026 – Timken had its “hold (c+)” rating reaffirmed by Weiss Ratings.
• 4/20/2026 – Timken had its price target raised by Oppenheimer Holdings, Inc. from $108.00 to $117.00. They now have an “outperform” rating on the stock.
• 4/13/2026 – Timken had its price target raised by Citigroup Inc. from $115.00 to $125.00. They now have a “buy” rating on the stock.

Timken Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Tuesday, May 19th were paid a $0.36 dividend. This is a boost from Timken’s previous quarterly dividend of $0.35. This represents a $1.44 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, May 19th. Timken’s payout ratio is presently 32.73%.

Insider Buying and Selling at Timken

In other Timken news, Director Richard G. Kyle sold 8,448 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $127.35, for a total value of $1,075,852.80. Following the completion of the sale, the director directly owned 197,361 shares of the company’s stock, valued at $25,133,923.35. The trade was a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John M. Timken, Jr. sold 15,000 shares of the business’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $116.51, for a total transaction of $1,747,650.00. Following the completion of the sale, the director directly owned 264,744 shares of the company’s stock, valued at $30,845,323.44. This represents a 5.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 60,629 shares of company stock valued at $7,186,321 over the last three months. 8.10% of the stock is currently owned by insiders.

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.