Timken Company
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
55% more call options, than puts
Call options by funds: $3.31M | Put options by funds: $2.13M
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
15% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 133
2% more capital invested
Capital invested by funds: $4.3B [Q4 2024] → $4.37B (+$71.7M) [Q1 2025]
0.79% more ownership
Funds ownership: 85.86% [Q4 2024] → 86.65% (+0.79%) [Q1 2025]
5% less funds holding
Funds holding: 433 [Q4 2024] → 413 (-20) [Q1 2025]
19% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 59
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$65
8%
downside
Avg. target
$77
9%
upside
High target
$88
25%
upside
8 analyst ratings
4 positive
50%
4 neutral
50%
0 negative
0%
Evercore ISI Group David Raso | 20%upside $85 | Outperform Maintained | 19 May 2025 |
Citigroup Kyle Menges | 6%upside $75 | Buy Maintained | 8 May 2025 |
DA Davidson Michael Shlisky | 0%upside $71 | Neutral Maintained | 5 May 2025 |
Oppenheimer Bryan Blair | 25%upside $88 | Outperform Maintained | 1 May 2025 |
Loop Capital Chris Dankert | 8%downside $65 | Hold Maintained | 17 Apr 2025 |
Financial journalist opinion
Neutral
PRNewsWire
1 week ago
Timken Names Timothy A. Graham President of Industrial Motion
NORTH CANTON, Ohio , June 2, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today announced the appointment of Timothy A. Graham as president of Industrial Motion and an officer of the company, effective immediately.
Neutral
PRNewsWire
1 month ago
Timken to Participate in the KeyBanc Industrials & Basic Materials Conference
NORTH CANTON, Ohio , May 14, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, will participate in the KeyBanc Industrials & Basic Materials Conference on Wednesday, May 28, 2025 in Boston, Mass. Participating on behalf of Timken will be Philip D.
Neutral
PRNewsWire
1 month ago
Timken Raises Quarterly Dividend to 35 Cents Per Share; Marking 12 Years of Increases
NORTH CANTON, Ohio , May 2, 2025 /PRNewswire/ -- The board of directors of The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today approved a 3 percent increase in the company's quarterly cash dividend, raising it to 35 cents per share. The dividend is payable on May 23, 2025, to shareholders of record as of May 13, 2025.
Neutral
Seeking Alpha
1 month ago
The Timken Company, Inc. (TKR) Q1 2025 Earnings Call Transcript
The Timken Company, Inc. (NYSE:TKR ) Q1 2025 Earnings Conference Call April 30, 2025 11:00 AM ET Company Participants Neil Frohnapple - VP, IR Richard Kyle - Interim President, CEO & Director Philip Fracassa - EVP, CFO & Principal Accounting Officer Conference Call Participants Bryan Blair - Oppenheimer Stefan Diaz - Morgan Stanley Kyle Menges - Citi Group Mike Shlisky - D.A. Davidson Chris Dankert - Loop Capital Markets Operator Good morning.
Neutral
Zacks Investment Research
1 month ago
Timken (TKR) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Timken (TKR) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
1 month ago
Timken (TKR) Misses Q1 Earnings Estimates
Timken (TKR) came out with quarterly earnings of $1.40 per share, missing the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.77 per share a year ago.
Neutral
PRNewsWire
1 month ago
Timken Reports First-Quarter 2025 Results
Sales of $1.14 billion, down 4.2 percent from last year First-quarter diluted EPS of $1.11; adjusted EPS of $1.40 Updates full-year 2025 outlook to reflect net impact from tariffs; now expects EPS of $3.90-$4.40, with adjusted EPS of $5.10-$5.60 1Q-25 1Q-24 % Change Net Sales (mils.) $1,140.3 $1,190.3 (4.2 %) Net Income Margin 6.9 % 8.7 % (180 bps) Adjusted EBITDA Margin 18.2 % 20.7 % (250 bps) Diluted EPS $1.11 $1.46 (24.0 %) Adjusted EPS $1.40 $1.77 (20.9 %) NORTH CANTON, Ohio , April 30, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today reported first-quarter 2025 sales of $1.14 billion, down 4.2 percent from the same period a year ago.
Neutral
Seeking Alpha
1 month ago
Undercovered Dozen: 3D Systems, Seritage, Topicus, Timken +
The 'Undercovered' Dozen highlights 12 lesser-covered stocks, offering investment opportunities and fostering community discussion on their potential. Abeona Therapeutics is seen as a Buy due to promising FDA approvals for pz-cel and UX111, potentially transforming the company with its first commercial products by 2025. Plains GP Holdings offers stable cash flows and high dividends in the volatile energy market, making it a strong buy from Louis Gerard.
Negative
Zacks Investment Research
1 month ago
Earnings Preview: Timken (TKR) Q1 Earnings Expected to Decline
Timken (TKR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
2 months ago
Timken to Announce First-Quarter 2025 Financial Results on April 30
NORTH CANTON, Ohio , April 11, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, will release its 2025 first-quarter financial results on Wednesday, April 30, prior to the opening of the New York Stock Exchange. The company will host a conference call that day to discuss its financial performance with investors and securities analysts.
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