Timken (NYSE:TKR) Price Target Raised to $116.00

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

Several other equities analysts also recently issued reports on TKR. JPMorgan Chase & Co. upped their price objective on shares of Timken from $85.00 to $90.00 and gave the company a “neutral” rating in a research note on Thursday, February 5th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $88.00 price target on shares of Timken in a research report on Thursday, October 30th. DA Davidson boosted their price target on Timken from $86.00 to $108.00 and gave the company a “neutral” rating in a research report on Tuesday. Oppenheimer set a $108.00 price objective on Timken in a report on Thursday. Finally, Wall Street Zen raised shares of Timken from a “hold” rating to a “buy” rating in a research note on Saturday, November 1st. Four equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $93.78.

Timken Stock Up 0.5%

Shares of TKR traded up $0.58 during midday trading on Tuesday, hitting $109.51. 161,236 shares of the company’s stock traded hands, compared to its average volume of 855,977. The firm’s fifty day moving average is $89.92 and its 200-day moving average is $81.49. The company has a current ratio of 2.82, a quick ratio of 1.47 and a debt-to-equity ratio of 0.56. The stock has a market capitalization 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 1 year low of $56.20 and a 1 year high of $109.56.

Timken (NYSE:TKR) last issued its earnings results on Wednesday, February 4th. The industrial products company reported $1.14 EPS for the quarter, topping analysts’ consensus estimates of $1.09 by $0.05. Timken had a return on equity of 11.52% and a net margin of 6.29%.The firm had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the prior year, the business earned $1.16 earnings per share. The company’s revenue was up 3.5% compared to the same quarter last year. Timken has set its FY 2026 guidance at 5.500-6.000 EPS. As a group, sell-side analysts anticipate that Timken will post 5.62 earnings per share for the current year.

Insider Buying and Selling at Timken

In other news, Director Richard G. Kyle sold 15,837 shares of Timken stock in a transaction dated 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 sale, the director directly owned 266,942 shares of the company’s stock, valued at approximately $21,630,310.26. The trade was a 5.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 8.37% of the stock is owned by corporate insiders.

Institutional Trading of Timken

A number of institutional investors and hedge funds have recently modified their holdings of the business. Royal Bank of Canada raised its position in shares of Timken by 44.2% during the 1st quarter. Royal Bank of Canada now owns 90,550 shares of the industrial products company’s stock worth $6,508,000 after purchasing an additional 27,750 shares during the period. Goldman Sachs Group Inc. raised its position in Timken by 147.0% in the first quarter. Goldman Sachs Group Inc. now owns 355,765 shares of the industrial products company’s stock worth $25,569,000 after acquiring an additional 211,718 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Timken by 7.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 226,872 shares of the industrial products company’s stock valued at $16,305,000 after purchasing an additional 16,000 shares in the last quarter. KLP Kapitalforvaltning AS raised its holdings in shares of Timken by 6.9% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 14,000 shares of the industrial products company’s stock worth $1,016,000 after purchasing an additional 900 shares in the last quarter. Finally, Blair William & Co. IL acquired a new stake in Timken during the second quarter valued at approximately $304,000. 89.08% of the stock is owned by institutional investors and hedge funds.

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

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.