Timken Upgraded to Overweight by KeyBanc with $130 Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy TKR?
Source: seekingalpha
- Rating Upgrade: KeyBanc upgraded Timken from Sector Weight to Overweight with a price target of $130, anticipating benefits from an industrial cycle inflection, leading to a 2.9% stock increase to an all-time high of $109.22 on Monday.
- Growth Expectations: Analyst Steve Barger noted that if Timken can convert the cycle inflection and internal initiatives into mid-single-digit growth with incremental margins in the mid- to high-20% range, it could result in a 17% compound annual growth rate for earnings per share from 2025 to 2028, exceeding $8 per share.
- Strategic Transformation: Barger believes Timken will benefit from a more disciplined 80/20 approach, faster execution, and a shift towards higher-quality organic opportunities and structural margin expansion, laying the groundwork for future growth.
- Future Outlook: Although Barger upgraded the rating without seeing Timken's specific growth and margin improvement strategy, he expects this strategy to be revealed at the company's analyst day in May, which will further clarify the company's growth potential and market positioning.
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Analyst Views on TKR
Wall Street analysts forecast TKR stock price to fall
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 107.350
Low
85.00
Averages
89.80
High
100.00
Current: 107.350
Low
85.00
Averages
89.80
High
100.00
About TKR
The Timken Company designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. Its Engineered Bearings segment features a range of product designs serving original equipment manufacturers and end-users. Its portfolio features Timken, GGB, and Fafnir brands and serves customers across industries, including wind energy, agriculture, construction, food and beverage, metals and mining, automotive and truck, aerospace, rail and more. The Industrial Motion segment includes a portfolio of engineered products, including industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, couplings, filtration systems and industrial clutches and brakes. Its portfolio features brands such as Philadelphia Gear, Cone Drive, Spinea, Rollon, Nadella, Groeneveld, BEKA, Des-Case, Diamond, Drives, Timken Belts, Lovejoy, PT Tech, Lagersmit, and CGI. It also offers specialty filtration products, augers and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Timken Declares $0.35 Quarterly Dividend, Yield at 1.3%
- Quarterly Dividend Announcement: Timken has declared a quarterly dividend of $0.35 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows, which is likely to attract income-focused investors.
- Dividend Yield: The forward yield stands at 1.3%, reflecting the company's shareholder return strategy in the current market environment, aimed at bolstering investor confidence and maintaining stock price stability.
- Payment Schedule: The dividend will be payable on March 6, with a record date of February 24 and an ex-dividend date also set for February 24, ensuring shareholders receive timely returns and further solidifying the company's relationship with its investors.
- Future Growth Targets: Timken is targeting an 8% growth in earnings per share while advancing its 80/20 strategy and simplifying its portfolio, indicating the company's strategic commitment to pursuing long-term growth and optimizing resource allocation.
See More
Timken Company Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: The Timken Company's board declared a cash dividend of 35 cents per share, payable on March 6, 2026, to shareholders of record as of February 24, 2026, reflecting the company's ongoing financial health and commitment to shareholders.
- Sustained Dividend Record: This dividend marks the 415th consecutive quarter of dividend payments, making it one of the longest-running dividend streaks among NYSE-listed companies, which enhances investor confidence and attracts long-term investors.
- Sales Performance: Timken posted $4.6 billion in sales for 2025, demonstrating its strong market position in engineered bearings and industrial motion, further solidifying its image as a global technology leader.
- Global Operations: Operating in 45 countries with approximately 19,000 employees, Timken leverages its specialized expertise and innovative capabilities to provide reliable and efficient customer-centric solutions across diverse industries, driving future growth for the company.
See More
Timken Company Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: The Timken Company's board declared a cash dividend of $0.35 per share, payable on March 6, 2026, to shareholders of record as of February 24, 2026, reflecting the company's ongoing financial health and commitment to shareholder returns.
- Sustained Dividend Record: This dividend marks the 415th consecutive quarter of payments since Timken's listing on the NYSE, making it one of the longest-running dividend streaks among NYSE-listed companies, thereby enhancing investor confidence.
- Sales Performance: Timken reported $4.6 billion in sales for 2025, indicating strong performance and growth potential in the global market, further solidifying its leadership position in engineered bearings and industrial motion.
- Global Operational Scale: With operations in 45 countries and approximately 19,000 employees, Timken demonstrates its global business footprint and capability to serve diverse industries, supporting future innovation and market expansion.
See More
TIMKEN ANNOUNCES QUARTERLY DIVIDEND OF 35 CENTS PER SHARE
- Quarterly Dividend Announcement: Timken has declared a quarterly dividend of 35 cents per share.
- Shareholder Benefit: This dividend is part of Timken's ongoing commitment to return value to its shareholders.
See More
Timken Company Funds Scholarships for 20 Students
- Scholarship Awards: The Timken Company awarded scholarships to 20 students, including children of employees from North America, Asia, and Europe, highlighting the company's commitment to supporting education.
- Global Scholars Program: Since its inception in 1958, the Timken Global Scholars Program has awarded up to $27 million in scholarships to 875 students, demonstrating the company's long-term investment in education.
- Distinguished Scholarship: Cader Payne Beitler received the Henry Timken Scholar Award, valued at up to $25,000 annually, and plans to study bioinformatics at the University of Alabama, showcasing the company's focus on nurturing future talent.
- Diverse Scholarships: Frederick Song was awarded the Jack Timken Scholar Award, valued at up to $20,000 annually, and intends to pursue a biochemistry degree at MIT, reflecting Timken's support for talent across various disciplines.
See More
Timken Company Awards Scholarships to 20 Students Globally
- Scholarship Program: Timken Company awarded scholarships to 20 students during a ceremony, covering North America, Asia, and Europe, highlighting its commitment to education with a total of $27 million awarded to 875 students since inception.
- Outstanding Scholarships: Cader Payne Beitler received the Henry Timken Scholar Award valued at up to $25,000 annually, planning to study bioinformatics at the University of Alabama, showcasing the company's focus on nurturing future tech talent.
- Diverse Beneficiaries: Six winners, including students from India, Poland, and Italy, received awards valued at up to $10,000 annually, reflecting Timken's commitment to supporting diverse education globally.
- Company Background: Timken reported $4.6 billion in sales in 2025 and employs approximately 19,000 people worldwide, demonstrating its leadership in engineered bearings and industrial motion while enhancing its corporate social responsibility through scholarship initiatives.
See More
Timken Declares $0.35 Quarterly Dividend, Yield at 1.3%
- Quarterly Dividend Announcement: Timken has declared a quarterly dividend of $0.35 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows, which is likely to attract income-focused investors.
- Dividend Yield: The forward yield stands at 1.3%, reflecting the company's shareholder return strategy in the current market environment, aimed at bolstering investor confidence and maintaining stock price stability.
- Payment Schedule: The dividend will be payable on March 6, with a record date of February 24 and an ex-dividend date also set for February 24, ensuring shareholders receive timely returns and further solidifying the company's relationship with its investors.
- Future Growth Targets: Timken is targeting an 8% growth in earnings per share while advancing its 80/20 strategy and simplifying its portfolio, indicating the company's strategic commitment to pursuing long-term growth and optimizing resource allocation.
See More
Timken Company Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: The Timken Company's board declared a cash dividend of 35 cents per share, payable on March 6, 2026, to shareholders of record as of February 24, 2026, reflecting the company's ongoing financial health and commitment to shareholders.
- Sustained Dividend Record: This dividend marks the 415th consecutive quarter of dividend payments, making it one of the longest-running dividend streaks among NYSE-listed companies, which enhances investor confidence and attracts long-term investors.
- Sales Performance: Timken posted $4.6 billion in sales for 2025, demonstrating its strong market position in engineered bearings and industrial motion, further solidifying its image as a global technology leader.
- Global Operations: Operating in 45 countries with approximately 19,000 employees, Timken leverages its specialized expertise and innovative capabilities to provide reliable and efficient customer-centric solutions across diverse industries, driving future growth for the company.
See More
Timken Company Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: The Timken Company's board declared a cash dividend of $0.35 per share, payable on March 6, 2026, to shareholders of record as of February 24, 2026, reflecting the company's ongoing financial health and commitment to shareholder returns.
- Sustained Dividend Record: This dividend marks the 415th consecutive quarter of payments since Timken's listing on the NYSE, making it one of the longest-running dividend streaks among NYSE-listed companies, thereby enhancing investor confidence.
- Sales Performance: Timken reported $4.6 billion in sales for 2025, indicating strong performance and growth potential in the global market, further solidifying its leadership position in engineered bearings and industrial motion.
- Global Operational Scale: With operations in 45 countries and approximately 19,000 employees, Timken demonstrates its global business footprint and capability to serve diverse industries, supporting future innovation and market expansion.
See More
TIMKEN ANNOUNCES QUARTERLY DIVIDEND OF 35 CENTS PER SHARE
- Quarterly Dividend Announcement: Timken has declared a quarterly dividend of 35 cents per share.
- Shareholder Benefit: This dividend is part of Timken's ongoing commitment to return value to its shareholders.
See More
Timken Company Funds Scholarships for 20 Students
- Scholarship Awards: The Timken Company awarded scholarships to 20 students, including children of employees from North America, Asia, and Europe, highlighting the company's commitment to supporting education.
- Global Scholars Program: Since its inception in 1958, the Timken Global Scholars Program has awarded up to $27 million in scholarships to 875 students, demonstrating the company's long-term investment in education.
- Distinguished Scholarship: Cader Payne Beitler received the Henry Timken Scholar Award, valued at up to $25,000 annually, and plans to study bioinformatics at the University of Alabama, showcasing the company's focus on nurturing future talent.
- Diverse Scholarships: Frederick Song was awarded the Jack Timken Scholar Award, valued at up to $20,000 annually, and intends to pursue a biochemistry degree at MIT, reflecting Timken's support for talent across various disciplines.
See More
Timken Company Awards Scholarships to 20 Students Globally
- Scholarship Program: Timken Company awarded scholarships to 20 students during a ceremony, covering North America, Asia, and Europe, highlighting its commitment to education with a total of $27 million awarded to 875 students since inception.
- Outstanding Scholarships: Cader Payne Beitler received the Henry Timken Scholar Award valued at up to $25,000 annually, planning to study bioinformatics at the University of Alabama, showcasing the company's focus on nurturing future tech talent.
- Diverse Beneficiaries: Six winners, including students from India, Poland, and Italy, received awards valued at up to $10,000 annually, reflecting Timken's commitment to supporting diverse education globally.
- Company Background: Timken reported $4.6 billion in sales in 2025 and employs approximately 19,000 people worldwide, demonstrating its leadership in engineered bearings and industrial motion while enhancing its corporate social responsibility through scholarship initiatives.
See More
