TKR

TIMKEN CO

NYSE · Ball & Roller Bearings · Inc. OH · CIK 0000098362
$137.06 -0.25% $9.5B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)23 New Institutional Positions15 Institutional Exits
Vol
Market Cap$9.5B
Cap SizeMid Cap
Analyst ConsensusBuy (56%)
Inst. Holders50 funds
Inst. Value$3.9B
Inst. Activity23 buys / 15 sells
Insider Activity0B / 7S
Insider Net $-$11.1M
SEC Reports6
Exchange NYSE·Sector Ball & Roller Bearings·Inc. OH·CIK 0000098362·Prev Close $137.40

Recent Activity

Jun 9, 2026 short_volume
Short Volume: TKR — 62.7% short (0.5M / 0.8M)
Short: 480,740 | Exempt: 0 | TRF Vol: 766,664 | Short Ratio: 62.7% | Off-exchange volume (dark pool
Jun 5, 2026 Insider
Rajendra Ajita G sold 8,450 shares
Director @ $131.34 ($1.1M)
May 27, 2026 Insider
Kyle Richard G sold 8,448 shares
Director @ $127.35 ($1.1M)
May 18, 2026 Insider
Kyle Richard G gifted 646 shares
Director
May 12, 2026 SEC
Two Timken directors sold a combined $6.11M in open-market shares on May 8, 2026, just two days after the company report
CLUSTER — Impact 3/10
May 12, 2026 SEC
Two Timken directors sold a combined $6.11M in open-market shares on May 8, 2026, just two days after the company report
CLUSTER — Impact 3/10
May 8, 2026 SEC
Timken entered into a retention agreement with EVP Hansal N. Patel providing special vesting treatment for equity and ST
8-K — Impact 2/10
Inst.
FMR LLC — TRIM
1,919,759 shares ($193.1M)

Price Targets

$136.55 -0.4% upside Hold
Current $137.06 Low $120.00 Median $140.00 High $158.00 11 analysts
$120.00 $158.00

Analyst Ratings

Hold56% buy · 16 analysts
3Strong Buy
6Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 26, 2026 JP Morgan UPGRADE Neutral → Overweight
May 22, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 21, 2026 DA Davidson MAINTAIN Neutral → Neutral
May 15, 2026 JP Morgan UPGRADE Underweight → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.62 ▲ +2.0% $1.56 — $1.66 14% YoY 12
Next Q $1.51 $1.46 — $1.56 10% YoY 12
Current FY $6.14 ▲ +4.5% $6.00 — $6.42 15% YoY 12
Next FY $7.26 ▲ +9.8% $6.80 — $7.82 18% YoY 12

Top Institutional Holders

FundValueMove
BlackRock, Inc.$583.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$329.8M
DIMENSIONAL FUND ADVISORS LP$290.3M
VANGUARD CAPITAL MANAGEMENT LLC$284.0M
STATE STREET CORP$198.2M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Rajendra AjitaSELL$1.1M
May 27, 2026Kyle RichardSELL$1.1M
May 18, 2026Kyle RichardG$0.00
May 8, 2026Crowe MariaA$0.00
May 8, 2026Leombruno ToddA$0.00
50 institutional holders with $3.9B total value (39,251,469 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 23 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,798,042$583.1M14.8%
2VANGUARD PORTFOLIO MANAGEMENT LLC3,279,460$329.8M8.4%
3DIMENSIONAL FUND ADVISORS LP2,886,955$290.3M7.4%
4VANGUARD CAPITAL MANAGEMENT LLC2,824,275$284.0M7.2%
5STATE STREET CORP1,971,097$198.2M5.0%
6FMR LLC1,919,759$193.1M4.9%TRIM -31.2%
7VICTORY CAPITAL MANAGEMENT INC1,829,198$184.0M4.7%
8HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,565,862$157.5M4.0%
9BALYASNY ASSET MANAGEMENT L.P.1,519,726$152.8M3.9%DOUBLED +106.7%
10Invesco Ltd.1,194,958$120.2M3.0%
11EARNEST PARTNERS LLC1,168,584$117.5M3.0%
12Alyeska Investment Group, L.P.1,080,572$108.7M2.8%DOUBLED +104.7%
13TWO SIGMA INVESTMENTS, LP977,419$98.3M2.5%ADD +44.9%
14MORGAN STANLEY821,577$82.6M2.1%
15NOMURA ASSET MANAGEMENT INTERNATIONAL INC.750,521$75.5M1.9%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC729,361$73.4M1.9%
17FULLER & THALER ASSET MANAGEMENT, INC.568,772$57.2M1.4%TRIM -68.2%
18MANUFACTURERS LIFE INSURANCE COMPANY, THE518,544$52.1M1.3%
19BANK OF AMERICA CORP /DE/477,963$48.1M1.2%
20GOLDMAN SACHS GROUP INC457,735$46.0M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM2,789,7191,919,759-31.2%$193.1M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED735,3541,519,726+106.7%$152.8M2026-Q1
Alyeska Investment Group, L.P.DOUBLED528,0061,080,572+104.7%$108.7M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.TRIM1,788,542568,772-68.2%$57.2M2026-Q1
Gotham Asset Management, LLCADD313,790424,248+35.2%$42.7M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCTRIM547,835378,192-31.0%$38.0M2026-Q1
TD ASSET MANAGEMENT INCNEW343,514$34.5M2026-Q1
Nuveen, LLCDOUBLED80,285289,393+260.5%$29.1M2026-Q1
BRANDES INVESTMENT PARTNERS, LPTRIM667,166253,187-62.1%$25.5M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM456,905168,169-63.2%$16.9M2026-Q1
Trexquant Investment LPNEW159,864$16.1M2026-Q1
Point72 Asset Management, L.P.NEW155,916$15.7M2026-Q1
TD Waterhouse Canada Inc.NEW114,953$11.7M2026-Q1
FIFTH THIRD BANCORPDOUBLED8,00863,473+692.6%$6.4M2026-Q1
Horizon Investments, LLCDOUBLED19,48839,071+100.5%$3.9M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD25,64336,632+42.9%$3.7M2026-Q1
Erste Asset Management GmbHADD28,28036,432+28.8%$3.5M2026-Q1
Brevan Howard Capital Management LPDOUBLED4,33024,562+467.3%$2.5M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED5,33222,947+330.4%$2.3M2026-Q1
M&T BANK CORPNEAR_EXIT55,89913,404-76.0%$1.3M2026-Q1
Cerity Partners LLCTRIM17,73013,102-26.1%$1.3M2026-Q1
Vanguard Personalized Indexing Management, LLCADD7,40112,912+74.5%$1.3M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD6,26610,541+68.2%$1.1M2026-Q1
AmundiDOUBLED3,5388,885+151.1%$893.6K2026-Q1
XPONANCE LLCADD5,8167,586+30.4%$762.9K2026-Q1
19 unique insiders with 50 transactions. Net insider value: -$11.1M ($0.00 bought, $11.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Rajendra Ajita GDirectorSELL8,450$131.34$1.1M
May 27, 2026Kyle Richard GDirectorSELL8,448$127.35$1.1M
May 18, 2026Kyle Richard GDirectorGIFT646
May 8, 2026Crowe Maria ADirectorAWARD1,280
May 8, 2026Leombruno Todd M.DirectorAWARD1,280
May 8, 2026Rajendra Ajita GDirectorAWARD1,280
May 8, 2026TIMKEN WARD J JRDirectorAWARD1,280
May 8, 2026TIMKEN JOHN M JRDirectorSELL15,000$116.51$1.7M
May 8, 2026MAPES CHRISTOPHER LDirectorAWARD1,280
May 8, 2026RYAN KIMBERLY KDirectorAWARD1,280
May 8, 2026TIMKEN JOHN M JRDirectorAWARD1,280
May 8, 2026SULLIVAN FRANK CDirectorAWARD1,280
May 8, 2026Kyle Richard GDirectorSELL37,181$117.34$4.4M
May 8, 2026Kyle Richard GDirectorAWARD1,280
May 8, 2026Harrell Elizabeth AnnDirectorAWARD1,280
May 2, 2026Rajendra Ajita GDirectorAWARD2,270
May 2, 2026Leombruno Todd M.DirectorAWARD2,270
May 2, 2026Crowe Maria ADirectorAWARD2,270
May 2, 2026SULLIVAN FRANK CDirectorAWARD2,270
May 2, 2026Harrell Elizabeth AnnDirectorAWARD2,270
May 2, 2026TIMKEN WARD J JRDirectorAWARD2,270
May 2, 2026Lauber Sarah CDirectorAWARD2,270
May 2, 2026MAPES CHRISTOPHER LDirectorAWARD2,270
May 2, 2026RYAN KIMBERLY KDirectorAWARD2,270
May 2, 2026TIMKEN JOHN M JRDirectorAWARD2,270
Mar 13, 2026TIMKEN WARD J JRDirectorGIFT10,000
Mar 13, 2026TIMKEN WARD J JRDirectorGIFT10,000
Mar 12, 2026TIMKEN WARD J JRDirectorGIFT52,000
Mar 12, 2026TIMKEN WARD J JRDirectorGIFT7,500
Feb 24, 2026Discenza Michael AnthonyEVP, Chief Financial OfficerEXERCISE1,825$44.65$81.5K
Feb 24, 2026Discenza Michael AnthonyEVP, Chief Financial OfficerTAX W/H293$109.59$32.1K
Feb 24, 2026Discenza Michael AnthonyEVP, Chief Financial OfficerSELL1,532$109.59$167.9K
Feb 20, 2026Kyle Richard GDirectorSELL14,372$108.22$1.6M
Feb 19, 2026Kyle Richard GDirectorSELL10,000$106.72$1.1M
Feb 13, 2026Szarka John RaymondSVP, Chief Technology OfficerTAX W/H85$107.15$9.1K
Feb 13, 2026Szarka John RaymondSVP, Chief Technology OfficerAWARD293
Feb 13, 2026Roellgen Karl AndreasEVP&Pres. Engineered BearingsAWARD1,450
Feb 13, 2026Patel Hansal N.EVP, GC and SecretaryAWARD1,237
Feb 13, 2026Patel Hansal N.EVP, GC and SecretaryTAX W/H552$107.15$59.1K
Feb 13, 2026Pollock NatashaSVP, CHROAWARD887
Feb 13, 2026Pollock NatashaSVP, CHROTAX W/H240$107.15$25.7K
Feb 13, 2026Graham Timothy AlanEVP, Pres. Industrial MotionAWARD400
Feb 13, 2026Graham Timothy AlanEVP, Pres. Industrial MotionTAX W/H108$107.15$11.6K
Feb 13, 2026Discenza Michael AnthonyEVP, Chief Financial OfficerAWARD400
Feb 13, 2026Discenza Michael AnthonyEVP, Chief Financial OfficerTAX W/H108$107.15$11.6K
Feb 13, 2026Lanzarotta Megan ReneeCorporate Controller & CAOAWARD152
Feb 13, 2026Lanzarotta Megan ReneeCorporate Controller & CAOTAX W/H52$107.15$5.6K
Feb 12, 2026Kyle Richard GDirectorAWARD27,554
Feb 12, 2026Kyle Richard GDirectorTAX W/H11,689$108.74$1.3M
Feb 12, 2026BOLDEA LUCIANPresident and CEOAWARD23,500

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (56% buy). Based on 16 analysts: 3 strong buy, 6 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$136.55 mean target -0.4% upside Hold (2.17)
$120.00 Low $158.00 High
MetricValue
Current Price$137.06
Target Low$120.00
Target Mean$136.55
Target Median$140.00
Target High$158.00
# Analysts11
RecommendationHold (2.17)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.62 $1.56 $1.66 13.8% +2.0% 4↑ 0↓ $1.2B 4.8% 12
Next Q
2026-09-30
$1.51 $1.46 $1.56 10.2% +0.1% 1↑ 4↓ $1.2B 4.0% 12
Current FY
2026-12-31
$6.14 $6.00 $6.42 15.2% +4.5% 5↑ 0↓ $4.8B 5.1% 12
Next FY
2027-12-31
$7.26 $6.80 $7.82 18.2% +9.8% 5↑ 0↓ $5.0B 3.6% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.616
7d ago$1.616
30d ago$1.584+0.032
60d ago$1.603+0.012
90d ago$1.588+0.028
7 analyst firms have rated this stock: 3 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 26, 2026 JP Morgan UPGRADE Neutral Overweight
May 22, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 21, 2026 DA Davidson MAINTAIN Neutral Neutral
May 15, 2026 JP Morgan UPGRADE Underweight Neutral
May 11, 2026 DA Davidson MAINTAIN Neutral Neutral
May 7, 2026 Citigroup MAINTAIN Buy Buy
May 7, 2026 JP Morgan MAINTAIN Underweight Underweight
May 7, 2026 Keybanc MAINTAIN Overweight Overweight
May 7, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 20, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 13, 2026 Citigroup MAINTAIN Buy Buy
Mar 30, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 26, 2026 JP Morgan DOWNGRADE Neutral Underweight
Mar 9, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 23, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 10, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 10, 2026 DA Davidson MAINTAIN Neutral Neutral
Feb 9, 2026 Keybanc UPGRADE Sector Weight Overweight
Feb 6, 2026 Citigroup MAINTAIN Buy Buy
Feb 5, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 26, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 13, 2026 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263670056%
May 1, 20263571050%
Apr 1, 20263571050%
Mar 1, 20263590047%
Feb 1, 202634100041%
Jan 1, 202634100041%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 9, 2026
short_volume
Short Volume: TKR — 62.7% short (0.5M / 0.8M)
Short: 480,740 | Exempt: 0 | TRF Vol: 766,664 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: TKR — 69.6% short (0.3M / 0.5M)
Short: 349,904 | Exempt: 0 | TRF Vol: 502,906 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: TKR — 60.4% short (0.3M / 0.5M)
Short: 326,708 | Exempt: 0 | TRF Vol: 540,989 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: TKR — 58.9% short (0.5M / 0.9M)
Short: 532,036 | Exempt: 0 | TRF Vol: 903,719 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: TKR — 1.5M shares, 30,433 trades
Week starting 2026-05-25. Total ATS volume: 1,515,321 shares across 30,433 trades.
May 21, 2026
short_volume
Short Volume: TKR — 62.6% short (0.3M / 0.6M)
Short: 347,792 | Exempt: 0 | TRF Vol: 555,403 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: TKR — 2.2M shares, 40,097 trades
Week starting 2026-05-18. Total ATS volume: 2,231,662 shares across 40,097 trades.
May 11, 2026
dark_pool
Dark Pool: TKR — 1.6M shares, 38,859 trades
Week starting 2026-05-11. Total ATS volume: 1,623,698 shares across 38,859 trades.
May 6, 2026
earnings_calendar
TKR Q1 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: TKR — 2.1M shares, 47,451 trades
Week starting 2026-05-04. Total ATS volume: 2,114,085 shares across 47,451 trades.
Apr 27, 2026
dark_pool
Dark Pool: TKR — 1.7M shares, 36,669 trades
Week starting 2026-04-27. Total ATS volume: 1,658,748 shares across 36,669 trades.
Apr 20, 2026
dark_pool
Dark Pool: TKR — 1.0M shares, 22,655 trades
Week starting 2026-04-20. Total ATS volume: 1,032,250 shares across 22,655 trades.
Apr 13, 2026
dark_pool
Dark Pool: TKR — 1.1M shares, 30,810 trades
Week starting 2026-04-13. Total ATS volume: 1,145,191 shares across 30,810 trades.
Apr 6, 2026
dark_pool
Dark Pool: TKR — 0.9M shares, 22,468 trades
Week starting 2026-04-06. Total ATS volume: 861,710 shares across 22,468 trades.
Mar 30, 2026
dark_pool
Dark Pool: TKR — 0.9M shares, 22,361 trades
Week starting 2026-03-30. Total ATS volume: 927,968 shares across 22,361 trades.