Recent Analysts’ Ratings Updates for Timken (TKR)

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

• 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.
• 3/30/2026 – Timken had its price target raised by Morgan Stanley from $116.00 to $119.00. They now have an “overweight” rating on the stock.
• 3/26/2026 – Timken had its “underweight” rating reaffirmed by JPMorgan Chase & Co.. They now have a $100.00 price target on the stock.

Timken Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Tuesday, May 19th will be issued a dividend of $0.36 per share. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a $1.44 annualized dividend and a dividend yield of 1.2%. This is an increase from Timken’s previous quarterly dividend of $0.35. Timken’s payout ratio is 32.73%.

Insider Buying and Selling at Timken

In other Timken news, Director Richard G. Kyle sold 37,181 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $117.34, for a total value of $4,362,818.54. Following the sale, the director owned 206,455 shares of the company’s stock, valued at $24,225,429.70. This trade represents a 15.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John M. Timken, Jr. sold 15,000 shares of the firm’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 in the company, valued at approximately $30,845,323.44. This trade represents a 5.36% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 81,817 shares of company stock worth $9,298,160. 8.10% of the stock is 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.