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$TKR

12 stories mentioning TKRUpdated 22d ago

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Wire

Timken's Transformation Strategy Could Bear Fruit for Years to Come, BofA Securities Says

Timken's (TKR) ongoing transformation could bear fruit for years to come, starting in 2027 to 2028, with the new management strategy positioning the company for higher margins, strong free cash flow and greater exposure to higher-growth markets, BofA Securities said in a Tuesday note.The investment firm said management is now focused on portfolio optimization, 80/20 strategy and expanding into higher-growth areas such as aerospace and defense, automation and robotics.BofA forecasts 2026 earnings of $6.30 per share, near the high end of Timken's guidance, with management's three-year earnings growth target supported by self-help initiatives, a potential cyclical recovery and favorable business mix.The firm said it also sees free cash flow per share accelerating to record levels in the coming years, supported by improving volumes and a shift toward higher-margin businesses.BofA Securities upgraded its rating on the stock to buy from neutral, and raised its price target to $135 from $129.Price: $119.93, Change: $-0.53, Percent Change: -0.44%

$TKR
Research

Update: BofA Securities Upgrades Timken to Buy From Neutral, Raises PT to $135 From $129

(Updated to include price target change in headline.)Timken (TKR) has an average rating of overweight and mean price target of $150, according to analysts polled by FactSet.

$TKR
Research

BofA Securities Upgrades Timken to Buy From Neutral

Timken (TKR) has an average rating of overweight and mean price target of $150, according to analysts polled by FactSet.

$TKR
Insider Trading

Timken Insider Sold Shares Worth $1,726,853, According to a Recent SEC Filing

Richard G Kyle, Director, on August 10, 2026, sold 13,637 shares in Timken (TKR) for $1,726,853. Following the Form 4 filing with the SEC, Kyle has control over a total of 183,724 common shares of the company, with 183,724 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/98362/000150794726000020/xslF345X05/wk-form4_1786479539.xml

$TKR
Wire

Timken Keeps Quarterly Dividend at $0.36 per Share, Payable on Aug. 28 to Holders of Record as of Aug. 18

Timken Keeps Quarterly Dividend at $0.36 per Share, Payable on Aug. 28 to Holders of Record as of Aug. 18

$TKR
Insider Trading

Timken Insider Sold Shares Worth $1,109,823, According to a Recent SEC Filing

Ajita G Rajendra, Director, on June 05, 2026, sold 8,450 shares in Timken (TKR) for $1,109,823. Following the Form 4 filing with the SEC, Rajendra has control over a total of 20,225 common shares of the company, with 20,225 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/98362/000009836226000045/xslF345X05/wk-form4_1781036076.xml

$TKR
Wire

Timken's 80/20 Strategy Underpins Medium-Term Earnings and Margin Expansion, Oppenheimer Says

Timken (TKR) is benefiting from investor confidence in its revised 80/20-led operating model and "Elevate to Outperform" strategy, with improved visibility on near-term earnings and medium-term targets following a management meeting, Oppenheimer said in a Thursday note.The analyst said management is focusing resources on higher-growth, higher margin industrial segments while reducing exposure to lower return businesses, including through divestitures, SKU rationalization, and a sharper focus on core verticals where Timken has competitive strength.Oppenheimer noted that these initiatives are expected to support operating margin expansion through 2028, alongside mid-single-digit organic growth driven by exposure to automation, infrastructure, transportation, aerospace, and electrification trends.According to the report, the improving short cycle industrial demand, strong free cash flow generation, and disciplined capital allocation through bolt-on M&A and share repurchases support sustained earnings momentum and execution of Timken's long-term strategy.Oppenheimer maintained its outperform rating on the stock and raised its price target to $147 from $137.Shares of Timken were down 1% in Friday trading.Price: $132.25, Change: $-1.41, Percent Change: -1.05%

$TKR
Wire

Timken Shares Rise After JPMorgan Upgrade

Timken (TKR) shares were up over 6% in Tuesday trading after JPMorgan upgraded the stock to overweight from neutral, and raised its price target to $150 from $130.Trading volume stood at more than 1.2 million shares, against a daily average of about 860,000.Price: $127.45, Change: $+7.50, Percent Change: +6.25%

$TKR
Research

JPMorgan Upgrades Timken to Overweight From Neutral, Adjusts Price Target to $150 From $130

Timken (TKR) has an average rating of overweight and mean price target of $132.83, according to analysts polled by FactSet.

$TKR
Research

JPMorgan Upgrades Timken to Neutral From Underweight, Adjusts Price Target to $130 From $110

Timken (TKR) has an average rating of overweight and mean price target of $130, according to analysts polled by FactSet.

$TKR
Insider Trading

Timken Insider Sold Shares Worth $1,747,650, According to a Recent SEC Filing

John M Timken Jr, Director, on May 08, 2026, sold 15,000 shares in Timken (TKR) for $1,747,650. Following the Form 4 filing with the SEC, Timken has control over a total of 768,546 common shares of the company, with 264,744 shares held directly and 503,802 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/98362/000120397126000006/xslF345X05/wk-form4_1778617159.xml

$TKR
Wire

Oppenheimer Adjusts Price Target on Timken to $132 From $117, Maintains Outperform Rating

Timken (TKR) has an average rating of overweight and mean price target of $118, according to analysts polled by FactSet.Price: $117.92, Change: $-1.78, Percent Change: -1.49%

$TKR

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