Insider Selling: Timken (NYSE:TKR) Director Sells $1,109,823.00 in Stock

Timken Company (The) (NYSE:TKR) Director Ajita Rajendra sold 8,450 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $131.34, for a total transaction of $1,109,823.00. Following the completion of the sale, the director directly owned 20,225 shares of the company’s stock, valued at $2,656,351.50. This trade represents a 29.47% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Timken Trading Up 3.7%

TKR opened at $137.35 on Friday. The firm’s 50 day moving average is $115.41 and its 200-day moving average is $101.94. Timken Company has a 52-week low of $69.25 and a 52-week high of $139.77. The company has a quick ratio of 1.55, a current ratio of 2.88 and a debt-to-equity ratio of 0.60. The firm has a market capitalization of $9.55 billion, a P/E ratio of 31.22, a P/E/G ratio of 1.59 and a beta of 1.21.

Timken (NYSE:TKR) last released its quarterly earnings results on Wednesday, May 6th. The industrial products company reported $1.67 earnings per share for the quarter, beating analysts’ consensus estimates of $1.50 by $0.17. Timken had a net margin of 6.60% and a return on equity of 11.84%. The business had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.17 billion. During the same period last year, the business earned $1.40 EPS. The business’s revenue was up 8.0% on a year-over-year basis. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. Analysts expect that Timken Company will post 6.13 EPS for the current fiscal year.

Timken Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Tuesday, May 19th were paid a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 1.0%. This is a positive change from Timken’s previous quarterly dividend of $0.35. The ex-dividend date was Tuesday, May 19th. Timken’s payout ratio is 32.73%.

Key Timken News

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Zacks Research raised Timken’s earnings estimates for several upcoming periods, including FY2026, FY2027, and multiple quarterly forecasts, signaling expectations for continued profit growth. Timken (TKR) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: The company’s last earnings report beat expectations on both revenue and EPS, which continues to reinforce confidence in Timken’s operating momentum.
• Positive Sentiment: Timken recently increased its quarterly dividend, a shareholder-friendly move that can attract income-focused investors.
• Positive Sentiment: Several analysts have maintained or raised bullish price targets, and the stock now carries a consensus “Moderate Buy” rating, which may be helping sentiment.
• Neutral Sentiment: One disclosed insider sale by a director is a modest overhang, but it does not appear large enough on its own to offset the broader positive earnings and analyst news.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on TKR shares. JPMorgan Chase & Co. raised Timken from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $130.00 to $150.00 in a research report on Tuesday, May 26th. Citigroup lifted their price objective on shares of Timken from $125.00 to $140.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. The Goldman Sachs Group set a $128.00 target price on shares of Timken in a research note on Friday, May 22nd. Wall Street Zen upgraded shares of Timken from a “hold” rating to a “buy” rating in a research report on Sunday, March 1st. Finally, Evercore restated an “outperform” rating and issued a $158.00 price target on shares of Timken in a research note on Monday, May 11th. Six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $140.38.

Institutional Investors Weigh In On Timken

A number of hedge funds and other institutional investors have recently modified their holdings of TKR. Gordian Capital Singapore Pte Ltd bought a new stake in shares of Timken during the 4th quarter worth about $25,000. Clearstead Advisors LLC boosted its holdings in shares of Timken by 130.3% in the fourth quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock valued at $26,000 after acquiring an additional 172 shares in the last quarter. Eastern Bank acquired a new position in shares of Timken during the fourth quarter valued at approximately $27,000. V Square Quantitative Management LLC bought a new stake in Timken during the fourth quarter worth approximately $31,000. Finally, Kestra Investment Management LLC acquired a new stake in Timken in the second quarter worth approximately $42,000. 89.08% of the stock is currently owned by institutional investors.

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.