Timken CompanyTKR
About: The Timken Co designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. The Company sells products and services to customers in the following market sectors: industrial distribution, renewable energy, automation, automotive original equipment (OE), agriculture/turf, rail, aerospace, auto/truck aftermarket, construction, etc. The company has two reportable segment: The Engineered Bearings portfolio features bearings with precision tolerances, proprietary internal geometries and quality materials. The Industrial Motion portfolio features products such as drives, breathers, seals, automatic lubrication systems, linear motion products, chain, belts, couplings, etc. Key revenue is generated from Engineered Bearings.
Employees: 19,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
586% more call options, than puts
Call options by funds: $4.53M | Put options by funds: $660K
52% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 50
4% more funds holding
Funds holding: 417 [Q1] → 433 (+16) [Q2]
1.82% more ownership
Funds ownership: 88.01% [Q1] → 89.83% (+1.82%) [Q2]
3% more capital invested
Capital invested by funds: $4.44B [Q1] → $4.56B (+$125M) [Q2]
15% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 158
75% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 1 (-3) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
DA Davidson Michael Shlisky | 1%upside $80 | Neutral Maintained | 22 Jul 2025 |
Citigroup Kyle Menges | 1%upside $80 | Buy Maintained | 24 Jun 2025 |
Financial journalist opinion
Based on 11 articles about TKR published over the past 30 days
