Knights of Columbus Asset Advisors LLC Acquires Shares of 7,330 Timken Company (The) $TKR

Knights of Columbus Asset Advisors LLC acquired a new stake in Timken Company (The) (NYSE:TKR) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 7,330 shares of the industrial products company’s stock, valued at approximately $617,000.

Other hedge funds have also recently bought and sold shares of the company. Clearstead Advisors LLC boosted its position in Timken by 130.3% in the 4th quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock valued at $26,000 after buying an additional 172 shares during the last quarter. Eastern Bank bought a new position in Timken in the 4th quarter valued at $27,000. V Square Quantitative Management LLC bought a new position in Timken in the 4th quarter valued at $31,000. Kestra Investment Management LLC bought a new position in Timken in the 2nd quarter valued at $42,000. Finally, Capital Advisors Ltd. LLC boosted its position in Timken by 11,500.0% in the 4th quarter. Capital Advisors Ltd. LLC now owns 580 shares of the industrial products company’s stock valued at $49,000 after buying an additional 575 shares during the last quarter. 89.08% of the stock is currently owned by institutional investors.

Timken News Roundup

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Zacks Research raised multiple earnings estimates for Timken, including FY2026, FY2027, and several quarterly forecasts, signaling improved expectations for the company’s profitability. Timken stock page
• Positive Sentiment: The stock recently hit a 52-week high after management outlined growth targets, margin expansion plans, and acquisition-driven portfolio expansion at Investor Day, which appears to be fueling the bullish move. Timken Stock Hits 52-Week High: What’s Driving Its Performance?
• Neutral Sentiment: Director Richard G. Kyle disclosed a sale of 8,448 shares at an average price of $127.35. While insider selling can sometimes weigh on sentiment, the transaction was relatively modest versus his remaining stake and does not necessarily indicate a change in outlook. SEC Form 4 filing

Insider Buying and Selling at Timken

In related news, Director John M. Timken, Jr. sold 15,000 shares of the firm’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $116.51, for a total transaction of $1,747,650.00. Following the sale, the director owned 264,744 shares of the company’s stock, valued at approximately $30,845,323.44. This trade represents a 5.36% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Richard G. Kyle sold 8,448 shares of the firm’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $127.35, for a total value of $1,075,852.80. Following the sale, the director directly owned 197,361 shares in the company, valued at $25,133,923.35. The trade was a 4.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 60,629 shares of company stock worth $7,186,321 in the last ninety days. 8.10% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on TKR shares. Evercore reiterated an “outperform” rating and issued a $158.00 price objective on shares of Timken in a research report on Monday, May 11th. The Goldman Sachs Group set a $128.00 price objective on Timken in a research report on Friday, May 22nd. Morgan Stanley set a $140.00 price objective on Timken in a research report on Thursday, May 21st. Wall Street Zen upgraded Timken from a “hold” rating to a “buy” rating in a research report on Sunday, March 1st. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Timken in a research report on Monday, April 20th. Six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $139.13.

Timken Stock Performance

Shares of Timken stock opened at $127.96 on Friday. The company has a market capitalization of $8.89 billion, a PE ratio of 29.08, a PEG ratio of 1.52 and a beta of 1.18. Timken Company has a 12 month low of $67.14 and a 12 month high of $128.61. The company has a current ratio of 2.88, a quick ratio of 1.55 and a debt-to-equity ratio of 0.60. The stock’s fifty day simple moving average is $109.21 and its 200 day simple moving average is $98.20.

Timken (NYSE:TKR) last issued its quarterly earnings data on Wednesday, May 6th. The industrial products company reported $1.67 EPS for the quarter, topping the consensus estimate of $1.50 by $0.17. The business had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.17 billion. Timken had a return on equity of 11.84% and a net margin of 6.60%.The firm’s revenue was up 8.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.40 EPS. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. On average, research analysts predict that Timken Company will post 6.13 EPS for the current year.

Timken Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Tuesday, May 19th were paid a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, May 19th. This is a boost from Timken’s previous quarterly dividend of $0.35. Timken’s dividend payout ratio (DPR) is 32.73%.

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.