TKR TIMKEN CO
Price Chart
Executive Summary
Two Timken directors sold a combined $6.11M in open-market shares on May 8, 2026, just two days after the company reported strong Q1 earnings and raised full-year guidance. The sales represent ~0.075% of market cap, which is trivial relative to the $8.2B company, and are likely routine portfolio diversification following a post-earnings stock price near $117. Director grants of 1,280 shares each to all nine directors on the same day are non-cash compensation events with zero economic signal.
Key Financial Metrics
Actionable Insight
The $6.11M in director sales is routine portfolio rebalancing at 0.075% of market cap, not a signal of deteriorating fundamentals. Timken's strong Q1 beat and raised guidance dominate the near-term narrative. Monitor for any C-suite selling in the coming weeks, which would carry more weight than these director transactions.
Key Facts
- Two directors sold a combined 52,181 shares for $6.11M on May 8, 2026
- Sales occurred 2 days after Timken reported Q1 revenue of $1.23B (+8% YoY) and EPS of $1.40 (+26.1% YoY), beating consensus
- Total sales value of $6.11M equals ~0.075% of Timken's $8.2B market cap
- All nine directors received identical non-cash grants of 1,280 shares each on the same day
- No C-suite executives (CEO, CFO, COO) participated in any open-market trades
Financial Impact
Total insider selling of $6.11M, representing 0.075% of market cap — immaterial relative to company size
Risk Factors
- Insider selling at elevated post-earnings prices could indicate peak valuation concerns
- Director sales coinciding with stock near $117 may cap near-term upside if selling continues
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-TKR-1778617481117 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 8, 2026
4w ago
|
8-K
| $117.39 $112.73 | ▼ −3.97% | ▼ −3.88% | $137.09 (+16.78%) |
|
May 8, 2026
4w ago
|
Insider Cluster
| $117.97 $116.74 | ▼ −1.04% | ▼ −2.51% | $137.09 (+16.21%) |
|
May 8, 2026
4w ago
|
Insider Cluster
| $117.97 $116.74 | ▼ −1.04% | ▼ −2.51% | $137.09 (+16.21%) |
|
May 6, 2026
4w ago
|
8-K
| $119.70 $117.12 | ▼ −2.16% | ▼ −3.29% | $137.09 (+14.53%) |
|
Apr 21, 2026
7w ago
|
8-K
| $106.79 $106.78 | ▼ −0.01% | ▼ −0.06% | $137.09 (+28.37%) |
|
Mar 17, 2026
12w ago
|
DEFA14A
| $98.59 $101.03 | ▲ +2.47% | ▲ +5.13% | $137.09 (+39.05%) |
US Market Status
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