Timken (NYSE:TKR) Price Target Raised to $116.00 at Morgan Stanley

Timken (NYSE:TKR) had its price objective raised by Morgan Stanley from $105.00 to $116.00 in a report issued on Tuesday morning,Benzinga reports. They currently have an overweight rating on the industrial products company’s stock.

Other equities research analysts have also recently issued research reports about the company. JPMorgan Chase & Co. boosted their price target on Timken from $85.00 to $90.00 and gave the company a “neutral” rating in a research note on Thursday, February 5th. DA Davidson upped their price objective on shares of Timken from $86.00 to $108.00 and gave the company a “neutral” rating in a research report on Tuesday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a report on Wednesday, January 21st. Citigroup upped their price target on Timken from $105.00 to $115.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Finally, Oppenheimer set a $108.00 target price on Timken in a research note on Thursday, February 5th. Four research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $93.78.

Timken Stock Performance

TKR opened at $109.35 on Tuesday. Timken has a twelve month low of $56.20 and a twelve month high of $110.59. The stock has a market cap of $7.62 billion, a PE ratio of 26.61, a price-to-earnings-growth ratio of 1.58 and a beta of 1.21. The business’s 50 day moving average is $90.52 and its 200-day moving average is $81.69. The company has a current ratio of 2.82, a quick ratio of 1.47 and a debt-to-equity ratio of 0.56.

Timken (NYSE:TKR) last posted its quarterly earnings data 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 6.29% and a return on equity of 11.52%. The business had revenue of $1.11 billion for the quarter, compared to analyst estimates of $1.07 billion. During the same quarter last year, the business earned $1.16 earnings per share. The business’s revenue for the quarter was up 3.5% on a year-over-year basis. Timken has set its FY 2026 guidance at 5.500-6.000 EPS. On average, analysts predict that Timken will post 5.62 earnings per share for the current year.

Timken Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, December 5th. Investors of record on Tuesday, November 25th were issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Tuesday, November 25th. Timken’s payout ratio is 34.06%.

Insider Activity

In other news, Director Richard G. Kyle sold 15,837 shares of the firm’s 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 directly owned 266,942 shares in the company, valued at approximately $21,630,310.26. This trade represents a 5.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 8.37% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in TKR. Mather Group LLC. purchased a new stake in Timken during the third quarter valued at about $25,000. Clearstead Advisors LLC raised its position in Timken by 130.3% during the 4th quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock valued at $26,000 after purchasing an additional 172 shares during the last quarter. Eastern Bank purchased a new stake in Timken in the 4th quarter worth approximately $27,000. SJS Investment Consulting Inc. increased its stake in shares of Timken by 4,512.5% during the third quarter. SJS Investment Consulting Inc. now owns 369 shares of the industrial products company’s stock valued at $28,000 after buying an additional 361 shares during the period. Finally, V Square Quantitative Management LLC purchased a new position in Timken during the 4th quarter valued at $31,000. 89.08% of the stock is owned by hedge funds and other institutional investors.

Timken News Roundup

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Morgan Stanley raised its price target to $116 and kept an “Overweight” rating, signaling more upside from current levels and providing buy-side momentum. Article Title
• Positive Sentiment: KeyBanc upgraded Timken, citing an expected industrial-cycle inflection; that upgrade coincided with coverage noting the stock reached a yearly/all-time high, which tends to attract momentum and fund flows. KeyBanc upgrade
• Positive Sentiment: Timken is seeing elevated trading tied to Russell 1000 index focus/inclusion dynamics — index-driven buying and higher visibility often lift demand and liquidity for constituents. Elevated trading
• Neutral Sentiment: KeyCorp published updated quarterly and long-range EPS models (Q1–Q4 2026 and FY2028), forecasting FY2028 of $7.50 and quarter-level EPS in the $1.28–$1.67 range — these analyst projections support longer-term earnings upside but are forward-looking assumptions rather than confirmed results. KeyCorp estimates

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.