TK
TKR
TIMKEN CO
$137.09
+1.80%
$9.4B
No data for this timeframe.
Vol
Market Cap$9.4B
Cap SizeMid Cap
Analyst ConsensusBuy (56%)
Inst. Holders9 funds
Inst. Value$1.0B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 7S
Insider Net $-$11.1M
SEC Reports6
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 sold 646 shares
Director @ $0.00 ($0.00)
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.
NORGES BANK — NEW
566,311 shares ($47.6M)
Price Targets
$136.55
-0.4% upside
Hold
Current $137.09
Low $120.00
Median $140.00
High $158.00
11 analysts
$120.00
$158.00
Analyst Ratings
3Strong Buy
6Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Two Timken directors sold a combined $6.11M in open-market shares on May 8, 2026, just two days after the company report
May 12, 2026
NEUTRAL
CLUSTER
3/10
Two Timken directors sold a combined $6.11M in open-market shares on May 8, 2026, just two days after the company report
May 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $545.6M | — |
| FMR LLC | $234.7M | — |
| MORGAN STANLEY | $78.6M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $59.5M | NEW |
| NORGES BANK | $47.6M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Rajendra Ajita | SELL | $1.1M |
| May 27, 2026 | Kyle Richard | SELL | $1.1M |
| May 18, 2026 | Kyle Richard | G | $0.00 |
| May 8, 2026 | Crowe Maria | A | $0.00 |
| May 8, 2026 | Leombruno Todd | A | $0.00 |
9 institutional holders with $1.0B total value (12,478,699 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,485,279 | $545.6M | 52.0% | — |
| 2 | FMR LLC | 2,789,719 | $234.7M | 22.4% | — |
| 3 | MORGAN STANLEY | 934,236 | $78.6M | 7.5% | ADD +35.1% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 707,516 | $59.5M | 5.7% | NEW |
| 5 | NORGES BANK | 566,311 | $47.6M | 4.5% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 522,011 | $43.9M | 4.2% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 271,140 | $22.8M | 2.2% | ADD +44.9% |
| 8 | WELLS FARGO & COMPANY/MN | 194,187 | $16.3M | 1.6% | — |
| 9 | Olstein Capital Management, L.P. | 8,300 | $698.00 | 0.0% | TRIM -30.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 566,311 | — | $47.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 187,169 | 271,140 | +44.9% | $22.8M | 2025-Q4 |
| Olstein Capital Management, L.P. | TRIM | 12,000 | 8,300 | -30.8% | $698.00 | 2025-Q4 |
| UBS Group AG | DOUBLED | 273,898 | 2,286,250 | +734.7% | $171.9M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 46,699 | 187,169 | +300.8% | $14.1M | 2025-Q3 |
| NORGES BANK | EXIT | 326,788 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 721,968 | 975,126 | +35.1% | $70.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 326,788 | — | $23.7M | 2025-Q2 |
| UBS Group AG | TRIM | 421,790 | 273,898 | -35.1% | $19.9M | 2025-Q2 |
| UBS Group AG | ADD | 287,325 | 421,790 | +46.8% | $30.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 143,321 | 75,618 | -47.2% | $5.4M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 126,492 | 55,102 | -56.4% | $4.0M | 2025-Q1 |
| NORGES BANK | EXIT | 598,970 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 213,485 | 287,325 | +34.6% | $20.5M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 62,400 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 649,952 | — | $54.8M | 2024-Q3 |
18 unique insiders with 7 transactions. Net insider value: -$11.1M ($0.00 bought, $11.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Rajendra Ajita G | Director | SELL | 8,450 | $131.34 | $1.1M |
| May 27, 2026 | Kyle Richard G | Director | SELL | 8,448 | $127.35 | $1.1M |
| May 18, 2026 | Kyle Richard G | Director | G | 646 | $0.00 | $0.00 |
| May 8, 2026 | Crowe Maria A | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | Leombruno Todd M. | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | Rajendra Ajita G | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | TIMKEN WARD J JR | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | TIMKEN JOHN M JR | Director | SELL | 15,000 | $116.51 | $1.7M |
| May 8, 2026 | MAPES CHRISTOPHER L | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | RYAN KIMBERLY K | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | TIMKEN JOHN M JR | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | SULLIVAN FRANK C | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | Kyle Richard G | Director | SELL | 37,181 | $117.34 | $4.4M |
| May 8, 2026 | Kyle Richard G | Director | A | 1,280 | $0.00 | $0.00 |
| May 8, 2026 | Harrell Elizabeth Ann | Director | A | 1,280 | $0.00 | $0.00 |
| May 2, 2026 | Rajendra Ajita G | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | Leombruno Todd M. | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | Crowe Maria A | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | SULLIVAN FRANK C | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | Harrell Elizabeth Ann | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | TIMKEN WARD J JR | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | Lauber Sarah C | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | MAPES CHRISTOPHER L | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | RYAN KIMBERLY K | Director | A | 2,270 | $0.00 | $0.00 |
| May 2, 2026 | TIMKEN JOHN M JR | Director | A | 2,270 | $0.00 | $0.00 |
| Mar 13, 2026 | TIMKEN WARD J JR | Director | G | 10,000 | $0.00 | $0.00 |
| Mar 13, 2026 | TIMKEN WARD J JR | Director | G | 10,000 | $0.00 | $0.00 |
| Mar 12, 2026 | TIMKEN WARD J JR | Director | G | 52,000 | $0.00 | $0.00 |
| Mar 12, 2026 | TIMKEN WARD J JR | Director | G | 7,500 | $0.00 | $0.00 |
| Feb 24, 2026 | Discenza Michael Anthony | EVP, Chief Financial Officer | M | 1,825 | $44.65 | $81.5K |
| Feb 24, 2026 | Discenza Michael Anthony | EVP, Chief Financial Officer | F | 293 | $109.59 | $32.1K |
| Feb 24, 2026 | Discenza Michael Anthony | EVP, Chief Financial Officer | SELL | 1,532 | $109.59 | $167.9K |
| Feb 24, 2026 | Discenza Michael Anthony | EVP, Chief Financial Officer | M | 1,825 | $0.00 | $0.00 |
| Feb 20, 2026 | Kyle Richard G | Director | SELL | 14,372 | $108.22 | $1.6M |
| Feb 19, 2026 | Kyle Richard G | Director | SELL | 10,000 | $106.72 | $1.1M |
| Feb 13, 2026 | Szarka John Raymond | SVP, Chief Technology Officer | F | 85 | $107.15 | $9.1K |
| Feb 13, 2026 | Szarka John Raymond | SVP, Chief Technology Officer | A | 293 | $0.00 | $0.00 |
| Feb 13, 2026 | Roellgen Karl Andreas | EVP&Pres. Engineered Bearings | A | 1,450 | $0.00 | $0.00 |
| Feb 13, 2026 | Patel Hansal N. | EVP, GC and Secretary | A | 1,237 | $0.00 | $0.00 |
| Feb 13, 2026 | Patel Hansal N. | EVP, GC and Secretary | F | 552 | $107.15 | $59.1K |
| Feb 13, 2026 | Pollock Natasha | SVP, CHRO | A | 887 | $0.00 | $0.00 |
| Feb 13, 2026 | Pollock Natasha | SVP, CHRO | F | 240 | $107.15 | $25.7K |
| Feb 13, 2026 | Graham Timothy Alan | EVP, Pres. Industrial Motion | A | 400 | $0.00 | $0.00 |
| Feb 13, 2026 | Graham Timothy Alan | EVP, Pres. Industrial Motion | F | 108 | $107.15 | $11.6K |
| Feb 13, 2026 | Discenza Michael Anthony | EVP, Chief Financial Officer | A | 400 | $0.00 | $0.00 |
| Feb 13, 2026 | Discenza Michael Anthony | EVP, Chief Financial Officer | F | 108 | $107.15 | $11.6K |
| Feb 13, 2026 | Lanzarotta Megan Renee | Corporate Controller & CAO | A | 152 | $0.00 | $0.00 |
| Feb 13, 2026 | Lanzarotta Megan Renee | Corporate Controller & CAO | F | 52 | $107.15 | $5.6K |
| Feb 12, 2026 | Kyle Richard G | Director | A | 27,554 | $0.00 | $0.00 |
| Feb 12, 2026 | Kyle Richard G | Director | F | 11,689 | $108.74 | $1.3M |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 3.7/10.
NEUTRAL
CLUSTER
3/10
Two Timken directors sold a combined $6.11M in open-market shares on May 8, 2026, just two days afte
May 12, 2026
NEUTRAL
CLUSTER
3/10
Two Timken directors sold a combined $6.11M in open-market shares on May 8, 2026, just two days afte
May 12, 2026
NEUTRAL
8-K
2/10
Timken entered into a retention agreement with EVP Hansal N. Patel providing special vesting treatme
May 8, 2026
BULLISH
8-K
8/10
Timken reported strong Q1 2026 results with revenue of $1.23B (+8% YoY) and GAAP diluted EPS of $1.4
May 6, 2026
NEUTRAL
8-K
3/10
Andreas Roellgen, Executive Vice President and President of Engineered Bearings at Timken Company, d
Apr 21, 2026
NEUTRAL
DEFA14A
3/10
The Timken Company (TKR) has filed its definitive proxy materials for the 2026 Annual Meeting of Sha
Mar 17, 2026
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
| Metric | Value |
|---|---|
| Current Price | $137.09 |
| Target Low | $120.00 |
| Target Mean | $136.55 |
| Target Median | $140.00 |
| Target High | $158.00 |
| # Analysts | 11 |
| Recommendation | Hold (2.17) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 7 | 0 | 0 | 56% | |
| May 1, 2026 | 3 | 5 | 7 | 1 | 0 | 50% | |
| Apr 1, 2026 | 3 | 5 | 7 | 1 | 0 | 50% | |
| Mar 1, 2026 | 3 | 5 | 9 | 0 | 0 | 47% | |
| Feb 1, 2026 | 3 | 4 | 10 | 0 | 0 | 41% | |
| Jan 1, 2026 | 3 | 4 | 10 | 0 | 0 | 41% |
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 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.
Mar 23, 2026
dark_pool
Dark Pool: TKR — 1.0M shares, 26,022 trades
Week starting 2026-03-23. Total ATS volume: 963,618 shares across 26,022 trades.