Timken (TKR) – Analysts’ Weekly Ratings Updates

A number of research firms have changed their ratings and price targets for Timken (NYSE: TKR):

• 7/21/2026 – Timken had its price target raised by Oppenheimer Holdings, Inc. from $147.00 to $150.00. They now have an “outperform” rating on the stock.
• 7/17/2026 – Timken had its “hold (c+)” rating reaffirmed by Weiss Ratings.
• 7/14/2026 – Timken had its price target raised by Citigroup Inc. from $140.00 to $160.00. They now have a “buy” rating on the stock.
• 7/13/2026 – Timken had its price target raised by KeyCorp from $140.00 to $160.00. They now have an “overweight” rating on the stock.
• 7/13/2026 – Timken had its price target raised by JPMorgan Chase & Co. from $150.00 to $160.00. They now have an “overweight” rating on the stock.
• 7/10/2026 – Timken had its price target raised by The Goldman Sachs Group, Inc. from $128.00 to $142.00. They now have a “neutral” rating on the stock.
• 6/16/2026 – Timken is now covered by DA Davidson. They set a “neutral” rating and a $130.00 price target on the stock.
• 6/5/2026 – Timken had its price target raised by Oppenheimer Holdings, Inc. from $137.00 to $147.00. They now have an “outperform” rating on the stock.
• 5/26/2026 – Timken was upgraded by JPMorgan Chase & Co. from “neutral” to “overweight”. They now have a $150.00 price target on the stock, up from $130.00.

Timken Increases Dividend

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

Insider Buying and Selling

In related news, Director Richard G. Kyle sold 8,448 shares of the stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $127.35, for a total transaction of $1,075,852.80. Following the completion of the sale, the director owned 197,361 shares in the company, valued at $25,133,923.35. This trade represents a 4.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director John M. Timken, Jr. sold 15,000 shares of Timken stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $116.51, for a total transaction of $1,747,650.00. Following the transaction, the director directly owned 264,744 shares of the company’s stock, valued at $30,845,323.44. This represents a 5.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 69,079 shares of company stock worth $8,296,144 in the last quarter. 8.10% of the stock is owned by corporate insiders.

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.