Upcoming Investor Conferences: The Timken Company will participate in three investor conferences in September 2025, including the Jefferies Industrials Conference, Morgan Stanley Laguna Conference, and D.A. Davidson Industrial Conference.
Key Participants: Neil Frohnapple, vice president of investor relations, along with other executive team members, will represent Timken at these events.
Investor Materials: Information shared during the conferences will be accessible online at Timken's investor relations website.
Company Overview: Timken is a global leader in engineered bearings and industrial motion, with $4.6 billion in sales for 2024 and operations in 45 countries, employing approximately 19,000 people.
TKR
$85.77+Infinity%1D
Analyst Views on TKR
Wall Street analysts forecast TKR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TKR is 87.40 USD with a low forecast of 85.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast TKR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TKR is 87.40 USD with a low forecast of 85.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 87.010
Low
85.00
Averages
87.40
High
90.00
Current: 87.010
Low
85.00
Averages
87.40
High
90.00
Citi
Buy
maintain
$90 -> $100
2025-12-11
Reason
Citi
Price Target
$90 -> $100
2025-12-11
maintain
Buy
Reason
Citi raised the firm's price target on Timken to $100 from $90 and keeps a Buy rating on the shares. The firm updated models in the machinery group as part of its 2026 outlook. Citi sees value in the space and has the most conviction in construction and mining growth entering next year. The agriculture and truck markets could remain challenged in the near-term, the analyst tells investors in a research note.
Oppenheimer
Oppenheimer
Outperform
maintain
$88 -> $90
2025-11-24
Reason
Oppenheimer
Oppenheimer
Price Target
$88 -> $90
2025-11-24
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Timken to $90 from $88 and keeps an Outperform rating on the shares. The firm has recently hosted investor meetings with new CEO Lucian Boldea, recently-promoted CFO Mike Discenza, and VP of IR Neil Frohnapple, with conversations spanning new management's 80/20-based strategy revisions, puts and takes regarding the 2026 demand environment, and related potential for top- and bottom-line growth inflection. Oppenheimer was encouraged by Boldea's vision for Timken and remains bullish on beat and raise potential in a healthier industrial demand backdrop. The firm believes continued/perhaps accelerated portfolio evolution, outgrowth prospects, and notably discounted valuation all bode well for Timken returns going forward.
DA Davidson
Neutral
maintain
$80 -> $86
2025-11-03
Reason
DA Davidson
Price Target
$80 -> $86
2025-11-03
maintain
Neutral
Reason
DA Davidson raised the firm's price target on Timken to $86 from $80 and keeps a Neutral rating on the shares after its Q3 earnings beat. The company put up organic growth for the first time in two years, and while the outlook for Q4 appears to be negative, the firm got the sense that Renewables is finally up off its deep trough and multiple markets are coiled for a recovery going forward, the analyst tells investors in a research note.
JPMorgan
Neutral
maintain
$80 -> $85
2025-10-30
Reason
JPMorgan
Price Target
$80 -> $85
2025-10-30
maintain
Neutral
Reason
JPMorgan raised the firm's price target on Timken to $85 from $80 and keeps a Neutral rating on the shares post the Q3 report.
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.
