TKRIndustrials · Tools & AccessoriesThe 12 Wall Street analysts covering The Timken Co. hold a median 12-month price target of $140 — +31.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 97 of 100 as at 4 Nov 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores The Timken Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (98): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (64): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on TKR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +31.3% from it.
Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | Citigroup | Maintains | Buy | $160 → $140 |
| 1 Oct 2026 | Oppenheimer | Reiterates | Outperform | $150 |
| 1 Oct 2026 | Oppenheimer | Reiterates | Outperform | — |
| 1 Sept 2026 | B of A Securities | Upgrade | Buy | $129 → $135 |
| 1 Sept 2026 | B of A Securities | Upgrade | Buy | — |
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $158 → $157 |
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 21 July 2026 | Oppenheimer | Maintains | Outperform | $147 → $150 |
| 21 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 14 July 2026 | Citigroup | Maintains | Buy | — |
| 14 July 2026 | Citigroup | Maintains | Buy | $140 → $160 |
| 13 July 2026 | JP Morgan | Maintains | Overweight | $150 → $160 |
| 13 July 2026 | JP Morgan | Maintains | Overweight | — |
| 13 July 2026 | Keybanc | Maintains | Overweight | $140 → $160 |
| 13 July 2026 | Keybanc | Maintains | Overweight | — |
| 10 July 2026 | Goldman Sachs | Maintains | Neutral | $128 → $142 |
| 10 July 2026 | Goldman Sachs | Maintains | Neutral | — |
| 16 June 2026 | DA Davidson | Assumes | Neutral | $130 |
| 5 June 2026 | Oppenheimer | Maintains | Outperform | — |
| 26 May 2026 | JP Morgan | Upgrade | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TKR appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, The Timken Co. returned +41.7% against +14.8% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 24% of US stocks
Cheaper than 56% of US stocks
Cheaper than 35% of US stocks
Cheaper than 35% of US stocks
Higher than 47% of US stocks
Higher than 8% of US stocks
Higher than 36% of US stocks
Higher than 79% of US stocks
Higher than 61% of US stocks
Higher than 60% of US stocks
Higher than 82% of US stocks
Higher than 73% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The Timken Co. has a market value of $8.0B and an enterprise value of $9.8B.
Revenue in the twelve months to 30 June 2026: $4.8B. The latest quarter grew 7.5% year on year.
Net income over the same four quarters: $283.3M, a 6.0% net margin.
Diluted earnings per share, trailing twelve months: $3.69.
Free cash flow in the twelve months to 30 June 2026: $385.5M, after $145.3M of capital spending.
The Timken Co. spent $59.7M on share buybacks and $99.1M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 31.4×; forward P/E: 15.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.24%, paying out 38% of earnings.
The Timken Co. employs 19,000 people — $251K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Timken Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The excerpt identifies Timken’s Q3 2026 earnings call, held November 4, 2026, and lists company executives and participating analysts. It provides no earnings results or discussion beyond the call’s opening.
Why it matters — TKR watchers are alerted to the earnings-call transcript, but the excerpt itself contains no operating or financial details to assess.
Zacks notes that Timken’s Q3 revenue and EPS provide a view of performance for the quarter ended September 2026, and frames key metrics against Wall Street estimates and year-ago figures. The excerpt does not provide the metrics or comparisons.
Why it matters — Those comparisons could give TKR watchers additional context on quarterly performance, but the excerpt contains no specific results.
Timken reported quarterly earnings of $1.65 per share, above the Zacks Consensus Estimate of $1.47. Earnings were $1.37 per share in the year-ago quarter.
Why it matters — TKR watchers may note the quarterly earnings exceeded the consensus estimate and were higher than a year earlier.
The Timken Company reported third-quarter 2026 sales of $1.21 billion, up 4.7% year over year, with diluted EPS of $1.34 and adjusted EPS of $1.65. It reported $256 million in cash from operations and raised its 2026 EPS outlook to $4.05–$4.20, with adjusted EPS of $6.35–$6.50.
Why it matters — The results and higher full-year EPS outlook provide updated information on TKR’s quarterly performance and management’s expectations for 2026.
Zacks Investment Research says Timken lacks the combination of two key factors that would indicate a likely earnings beat in its upcoming report, and outlines key expectations.
Why it matters — TKR watchers may be interested in the factors Zacks cites ahead of the company's upcoming earnings report.
The 12 Wall Street analysts covering The Timken Co. have a median 12-month price target of $140, with estimates ranging from $130 to $160. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering The Timken Co., 7 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The Timken Co. 97 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, The Timken Co. ranks 97 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (98 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +31.3% from the last close, and Ticker Nerd's factor model ranks The Timken Co. 97 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Timken Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TKR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $130 to $160 over the next 12 months.
The Timken Co. returned +41.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
The Timken Company is an industrial manufacturing company that designs, manufactures, and sells engineered bearings and industrial motion products for customers worldwide. Its product range includes bearings, gear drives, belts, chains, couplings, clutches, brakes, and lubrication systems used in applications that require controlled motion, load management, and mechanical efficiency.
The most recent item we track (Seeking Alpha, 5 Nov 2026): "The Timken Company (TKR) Q3 2026 Earnings Call Transcript". The excerpt identifies Timken’s Q3 2026 earnings call, held November 4, 2026, and lists company executives and participating analysts. It provides no earnings results or discussion beyond the call’s opening.
The Timken Company is an industrial manufacturing company that designs, manufactures, and sells engineered bearings and industrial motion products for customers worldwide. Its product range includes bearings, gear drives, belts, chains, couplings, clutches, brakes, and lubrication systems used in applications that require controlled motion, load management, and mechanical efficiency. The Timken Company serves a broad mix of industries, including aerospace and defense, automation, power and electrification, mobile equipment, and process industries. Through its two operating segments, Engineered Bearings and Industrial Motion, the company provides components and integrated systems that support equipment performance across demanding industrial environments. Based in North Canton, Ohio, The Timken Company plays an important role in the global market for motion technology and mechanical power transmission solutions.
CEO Dr. Lucian Boldea Ph.D. · 19,000 employees · United States · https://www.timken.com
