Timken (TKR)
Engineers bearings, drives, linear-motion and lubrication systems for industrial machinery.
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Sells engineered bearings and industrial-motion products, including drives, gearboxes, linear-motion systems and automated lubrication, with related services. The bearing franchise remains the larger business, while acquisitions assembled the motion portfolio for transportation, infrastructure, automation, power and other industrial markets.
Operates through Engineered Bearings and Industrial Motion, supplying tapered and other engineered bearings alongside drives, gearboxes, linear-motion products, automated lubrication, chains, couplings, clutches and brakes. Related services support mechanical systems used across transportation, infrastructure, automation, power and other industrial markets.
Builds on materials, friction-management and mechanical-systems know-how, with continuous improvement across manufacturing, engineering, quality and cost. The bearing franchise remains the larger business; acquisitions including Philadelphia Gear and Rollon assembled much of the adjacent motion portfolio.
Spans operations in 45 countries and depends on demand across its industrial end markets. A sale of the belts business remains subject to closing conditions. The current company no longer owns the separated steel operation.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Oppenheimer | Target | Target: $147 | Target: $135 |
| Sep 1, 2026 | Jefferies | Target | Target: $70 | Target: $135 |
| Sep 1, 2026 | B of A Securities | Upgrade | ||
| Aug 14, 2026 | D.A. Davidson | Target | Target: $117 | Target: $130 |
| Jul 13, 2026 | KeyBanc | Reiterate | Rating: —Target: $140 | Target: $160 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $399.1M · Total debt $2.08B · Total assets $6.83B · Shareholders' equity $3.19B
- Revenue
- $1.26B
- Operating income
- $84.8M
- Net income
- $28.9M
HistoryDividendAnnual yield
| Institutions | ≈ 90.05% | 62.40M shares | |
|---|---|---|---|
| 622 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 10.24% | 7.09M shares | |
| 25 holders · as of Sep 3, 2026 | |||
| Adds to | 100.29% | ||
69.30M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.29%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.64% | 5.99M | as of Jun 30, 2026 |
Ward J. TimkenInsider | 8.09% | 5.60M | filed Feb 14, 2022 |
Vanguard Portfolio Management LLCInstitution | 4.80% | 3.33M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.44% | 3.08M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.09% | 2.83M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Richard G. Kyle | director | −13,637 | $126.63 |
| Jun 5, 2026 | Ajita G. Rajendra | director | −8,450 | $131.34 |
| May 27, 2026 | Richard G. Kyle | director | −8,448 | $127.35 |
| May 8, 2026 | John M. Jr Timken | director | −15,000 | $116.51 |
| May 8, 2026 | Richard G. Kyle | director | −37,181 | $117.34 |
- Regal Rexnord
Broad overlap in bearings, power transmission, and motion control
- RBC
Direct overlap in precision bearings and industrial power transmission
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Timken | $118.20 | +2.32% | $8.03B | 31.3 | 17.9 | 1.7 | +7.5% |
| Regal Rexnord | $152.51 | −0.09% | $10.16B | 31.4 | 13.0 | 1.7 | +4.2% |
| RBC | $504.68 | +0.96% | $15.81B | 49.4 | 33.2 | 8.1 | +19.2% |
| Median | 40.4 | 23.1 | 4.9 | +11.7% |