TKRIndustrials · Tools & AccessoriesThe 12 Wall Street analysts covering The Timken Co. hold a median 12-month price target of $140 — +24.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 14 Oct 2026 — inside the top quartile. 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 (90): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (61): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (17): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +24.6% from it.
Of the 20 most recent actions, 6 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 1 Oct 2026 | Oppenheimer | Reiterates | Outperform | $150 |
| 1 Sept 2026 | B of A Securities | Upgrade | Buy | — |
| 1 Sept 2026 | B of A Securities | Upgrade | Buy | $129 → $135 |
| 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 | $140 → $160 |
| 14 July 2026 | Citigroup | Maintains | Buy | — |
| 13 July 2026 | JP Morgan | Maintains | Overweight | $150 → $160 |
| 13 July 2026 | JP Morgan | Maintains | Overweight | — |
| 13 July 2026 | Keybanc | Maintains | Overweight | — |
| 13 July 2026 | Keybanc | Maintains | Overweight | $140 → $160 |
| 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 | — |
| 22 May 2026 | Oppenheimer | Maintains | Outperform | — |
| 21 May 2026 | DA Davidson | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TKR appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, The Timken Co. returned +53.3% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 25% of US stocks
Cheaper than 56% of US stocks
Cheaper than 36% of US stocks
Cheaper than 35% of US stocks
Higher than 45% 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 83% 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 $7.9B and an enterprise value of $10.0B.
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: 31.0×; forward P/E: 15.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.26%, 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 Timken Company will release its 2026 third-quarter financial results on November 4, before the New York Stock Exchange opens. It will hold a conference call that day to discuss its financial performance with investors and securities analysts.
Why it matters — TKR watchers can note the date for the company’s quarterly results and accompanying discussion.
Timken has agreed to sell its belts business to Gates. The divestiture is expected to sharpen the company's focus on advanced motion technology and boost margins in its Industrial Motion segment.
Why it matters — The sale could improve profitability in a core segment for Timken, which matters to investors tracking the company's margin performance.
The Timken Company published its 2025 corporate social responsibility report, highlighting its progress in environmental sustainability, social impact, and product innovation. The report demonstrates the company's ongoing commitment to responsible and sustainable business practices.
Why it matters — For Timken watchers, the CSR report offers a transparent look at the company's sustainability and social initiatives, which can inform assessments of its long-term operational and reputational positioning.
The Timken Company announced the completion of the sale of its belts business assets to Gates Industrial Corporation Ltd. The divestiture is intended to improve profitability and increase the company's focus on its core areas of expertise.
Why it matters — TKR watchers would care because the divestiture is expected to boost profitability and sharpen the company's focus on its core advanced motion technology business.
Zacks Investment Research highlights Timken (TKR) as a strong value stock, noting that its Style Scores system helps investors identify top-rated stocks based on investing style. The article explains why value-oriented investors should consider the stock.
Why it matters — TKR watchers would care because the piece frames Timken favorably in Zacks' stock-ranking methodology, potentially signaling broader investor attention on the company's valuation characteristics.
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. 89 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, The Timken Co. ranks 89 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 (90 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +24.6% from the last close, and Ticker Nerd's factor model ranks The Timken Co. 89 out of 100 as at 14 Oct 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 +53.3% over the 12 months to 14 Oct 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 (PRNewsWire, 14 Oct 2026): "Timken to Announce Third-Quarter 2026 Financial Results on November 4". The Timken Company will release its 2026 third-quarter financial results on November 4, before the New York Stock Exchange opens. It will hold a conference call that day to discuss its financial performance with investors and securities analysts.
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
