Timken (NYSE:TKR) Price Target Raised to $90.00

Timken (NYSE:TKR) had its price objective increased by analysts at JPMorgan Chase & Co. from $85.00 to $90.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the industrial products company’s stock. JPMorgan Chase & Co.‘s target price points to a potential downside of 11.97% from the stock’s previous close.

A number of other equities analysts have also recently weighed in on TKR. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $88.00 price objective on shares of Timken in a research report on Thursday, October 30th. DA Davidson lifted their price objective on Timken from $80.00 to $86.00 and gave the company a “neutral” rating in a research note on Monday, November 3rd. Citigroup reissued a “buy” rating on shares of Timken in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a research report on Wednesday, January 21st. Finally, Oppenheimer set a $108.00 price target on shares of Timken in a research report on Thursday. Four equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $87.11.

Timken Trading Up 3.3%

Shares of NYSE:TKR traded up $3.25 during midday trading on Thursday, reaching $102.24. 1,840,941 shares of the company’s stock were exchanged, compared to its average volume of 828,244. The stock has a market cap of $7.12 billion, a price-to-earnings ratio of 24.17, a P/E/G ratio of 1.87 and a beta of 1.21. Timken has a fifty-two week low of $56.20 and a fifty-two week high of $102.34. The firm’s 50 day simple moving average is $88.43 and its two-hundred day simple moving average is $80.94. The company has a debt-to-equity ratio of 0.63, a current ratio of 3.11 and a quick ratio of 1.71.

Timken (NYSE:TKR) last posted its earnings results on Wednesday, February 4th. The industrial products company reported $1.14 EPS for the quarter, beating analysts’ consensus estimates of $1.09 by $0.05. Timken had a net margin of 6.54% and a return on equity of 11.88%. The company had revenue of $1.11 billion for the quarter, compared to analysts’ expectations of $1.07 billion. During the same quarter in the prior year, the company posted $1.16 earnings per share. Timken’s revenue for the quarter was up 3.5% compared to the same quarter last year. Timken has set its FY 2026 guidance at 5.500-6.000 EPS. As a group, sell-side analysts forecast that Timken will post 5.62 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Richard G. Kyle sold 15,837 shares of Timken stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $81.03, for a total value of $1,283,272.11. Following the completion of the transaction, the director owned 266,942 shares in the company, valued at $21,630,310.26. The trade was a 5.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 8.70% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Timken

A number of hedge funds and other institutional investors have recently modified their holdings of TKR. Mather Group LLC. acquired a new position in shares of Timken during the third quarter worth $25,000. Eastern Bank acquired a new position in shares of Timken during the 4th quarter worth about $27,000. SJS Investment Consulting Inc. increased its holdings in shares of Timken by 4,512.5% in the 3rd quarter. SJS Investment Consulting Inc. now owns 369 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 361 shares during the last quarter. V Square Quantitative Management LLC acquired a new stake in shares of Timken during the 4th quarter worth about $31,000. Finally, CWM LLC lifted its stake in Timken by 31.4% during the second quarter. CWM LLC now owns 527 shares of the industrial products company’s stock worth $38,000 after purchasing an additional 126 shares during the last quarter. 89.08% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Q4 results beat Wall Street on revenue and adjusted EPS, and the company reported strong cash generation (full‑year cash from operations $554M; free cash flow $406M), supporting the business’s financial footing. Timken Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Analysts highlight secular growth in industrial motion end markets and management’s ongoing portfolio simplification as drivers of higher‑quality revenue and margin upside over time. TKR Q4 Deep Dive: Industrial Motion Growth and Portfolio Simplification Drive Outlook
• Neutral Sentiment: Market writeups and transcripts provide context: the earnings call and analyst notes explain operational trends (services/industrial motion strength, near‑term cyclicality) but contain no game‑changing guidance shifts. Timken (TKR) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Management will present at the Citi Global Industrial Tech & Mobility Conference on Feb. 18 — an opportunity for more detail and investor Q&A that could influence sentiment. Timken to Participate in the Citi Global Industrial Tech and Mobility Conference
• Negative Sentiment: FY‑2026 guidance was cautious: adjusted EPS guidance of $5.50–$6.00 is roughly in line with (or slightly below) some street expectations, and the company also showed a wider range on GAAP/adjusted figures — which limits near‑term upside and prompted mixed reactions despite the beat. Timken Reports Fourth-Quarter and Full-Year 2025 Results

Timken Company Profile

The Timken Company is a global manufacturer specializing in engineered bearings and mechanical power transmission products. Its core offerings include tapered and cylindrical roller bearings, spherical and plain bearings, mounted bearing units, and precision gear drives. Timken’s products serve a broad range of industries, from industrial machinery and aerospace to automotive, rail, wind energy and heavy equipment.

Beyond bearings, Timken’s portfolio extends to industrial chains, belts, couplings and related components designed to optimize power transmission systems.