Strs Ohio Sells 21,099 Shares of Timken Company (The) $TKR

Strs Ohio trimmed its position in shares of Timken Company (The) (NYSE:TKR) by 93.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,495 shares of the industrial products company’s stock after selling 21,099 shares during the quarter. Strs Ohio’s holdings in Timken were worth $112,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of TKR. Mather Group LLC. bought a new position in shares of Timken in the third quarter valued at $25,000. SJS Investment Consulting Inc. raised 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 worth $28,000 after acquiring an additional 361 shares during the last quarter. CWM LLC lifted its position in Timken by 31.4% in the 2nd quarter. CWM LLC now owns 527 shares of the industrial products company’s stock valued at $38,000 after acquiring an additional 126 shares in the last quarter. Kestra Investment Management LLC acquired a new position in Timken during the 2nd quarter valued at about $42,000. Finally, EverSource Wealth Advisors LLC increased its holdings in Timken by 1,954.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 719 shares of the industrial products company’s stock worth $52,000 after purchasing an additional 684 shares in the last quarter. Institutional investors own 89.08% of the company’s stock.

Timken Stock Performance

Shares of TKR stock opened at $98.92 on Thursday. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.71 and a current ratio of 3.11. The firm has a market cap of $6.89 billion, a price-to-earnings ratio of 23.39, a P/E/G ratio of 1.87 and a beta of 1.21. Timken Company has a 52 week low of $56.20 and a 52 week high of $101.43. The firm’s 50-day simple moving average is $88.43 and its two-hundred day simple moving average is $80.94.

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

Timken Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, December 5th. Shareholders of record on Tuesday, November 25th were paid a $0.35 dividend. The ex-dividend date was Tuesday, November 25th. This represents a $1.40 annualized dividend and a dividend yield of 1.4%. Timken’s payout ratio is presently 33.10%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on TKR shares. Wall Street Zen upgraded Timken from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. Citigroup increased their price target on Timken from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Oppenheimer lifted their price objective on shares of Timken from $90.00 to $104.00 and gave the stock an “outperform” rating in a report on Monday, January 26th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $88.00 target price on shares of Timken in a report on Thursday, October 30th. Finally, DA Davidson raised their price target on shares of Timken from $80.00 to $86.00 and gave the company a “neutral” rating in a research report on Monday, November 3rd. Four research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, Timken currently has a consensus rating of “Hold” and an average price target of $86.11.

Insider Activity at Timken

In other news, Director Richard G. Kyle sold 15,837 shares of the stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $81.03, for a total transaction of $1,283,272.11. Following the completion of the transaction, the director owned 266,942 shares in the company, valued at approximately $21,630,310.26. This represents a 5.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 8.70% of the stock is owned by corporate insiders.

Key Stories Impacting Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Q4 results beat expectations: adjusted EPS of $1.14 topped the $1.09 consensus and revenue of $1.11B exceeded the ~$1.07B forecast; sales were up 3.5% year‑over‑year — a clear near‑term catalyst for the stock. Timken Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Strong cash generation: full‑year cash from operations of $554M and free cash flow of $406M support capital allocation, dividends and buybacks — a positive for investor confidence. Timken Q4 results / MarketBeat
• Neutral Sentiment: FY‑2026 outlook: the company issued adjusted EPS guidance of $5.50–$6.00 and revenue guidance roughly $4.7B–$4.8B — guidance that implies continued growth but leaves room for execution risk. Timken Reports Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Analyst view: consensus estimates for FY‑2026 EPS sit near $6.00 (analysts expect ~5.62 EPS for the year); Timken’s guidance range overlaps consensus but leaves the midpoint slightly under some estimates. Timken Q4 Earnings: Key Metrics vs Estimates
• Negative Sentiment: Guidance slightly below some street expectations: the adjusted guidance midpoint (≈$5.75) is modestly lower than certain analyst models (~$6.00), which could cap further upside if management needs to revise guidance lower later in the year. Timken shares rise 3% as fourth-quarter sales beat expectations

About Timken

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.