Kingsview Wealth Management LLC Takes Position in Timken Company (The) $TKR

Kingsview Wealth Management LLC bought a new stake in shares of Timken Company (The) (NYSE:TKR) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 37,424 shares of the industrial products company’s stock, valued at approximately $3,148,000.

A number of other large investors have also recently modified their holdings of TKR. Clearstead Advisors LLC boosted its stake in shares of Timken by 130.3% during the 4th quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock valued at $26,000 after purchasing an additional 172 shares in the last quarter. Eastern Bank bought a new stake in shares of Timken during the 4th quarter valued at about $27,000. V Square Quantitative Management LLC bought a new stake in shares of Timken during the 4th quarter valued at about $31,000. Kestra Investment Management LLC bought a new stake in shares of Timken during the 2nd quarter valued at about $42,000. Finally, Danske Bank A S bought a new stake in shares of Timken during the 3rd quarter valued at about $45,000. Institutional investors own 89.08% of the company’s stock.

Key Stories Impacting Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Zacks Research raised multiple earnings estimates for Timken, including FY2026, FY2027, and several quarterly forecasts, signaling improved expectations for the company’s profitability. Timken stock page
• Positive Sentiment: The stock recently hit a 52-week high after management outlined growth targets, margin expansion plans, and acquisition-driven portfolio expansion at Investor Day, which appears to be fueling the bullish move. Timken Stock Hits 52-Week High: What’s Driving Its Performance?
• Neutral Sentiment: Director Richard G. Kyle disclosed a sale of 8,448 shares at an average price of $127.35. While insider selling can sometimes weigh on sentiment, the transaction was relatively modest versus his remaining stake and does not necessarily indicate a change in outlook. SEC Form 4 filing

Timken Stock Performance

Shares of TKR stock opened at $127.96 on Friday. Timken Company has a 12 month low of $67.14 and a 12 month high of $128.61. The stock has a market cap of $8.89 billion, a PE ratio of 29.08, a price-to-earnings-growth ratio of 1.54 and a beta of 1.18. The company has a current ratio of 2.88, a quick ratio of 1.55 and a debt-to-equity ratio of 0.60. The company’s fifty day moving average price is $109.21 and its 200-day moving average price is $98.20.

Timken (NYSE:TKR) last announced its earnings results on Wednesday, May 6th. The industrial products company reported $1.67 EPS 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 firm had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.17 billion. During the same quarter in the previous year, the business posted $1.40 EPS. The company’s quarterly revenue was up 8.0% on a year-over-year basis. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. On average, equities analysts expect that Timken Company will post 6.13 EPS for the current fiscal year.

Timken Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Tuesday, May 19th were given a $0.36 dividend. The ex-dividend date of this dividend was Tuesday, May 19th. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. This is a boost from Timken’s previous quarterly dividend of $0.35. Timken’s payout ratio is presently 32.73%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a research note on Monday, April 20th. Evercore restated an “outperform” rating and set a $158.00 target price on shares of Timken in a report on Monday, May 11th. The Goldman Sachs Group set a $128.00 target price on shares of Timken in a report on Friday, May 22nd. Citigroup boosted their target price on shares of Timken from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, KeyCorp boosted their target price on shares of Timken from $130.00 to $140.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Six analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Timken has a consensus rating of “Moderate Buy” and a consensus price target of $139.13.

Insider Activity

In other news, Director Richard G. Kyle sold 37,181 shares of Timken stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $117.34, for a total value of $4,362,818.54. Following the completion of the transaction, the director owned 206,455 shares of the company’s stock, valued at $24,225,429.70. The trade was a 15.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 stock was sold at an average price of $116.51, for a total value of $1,747,650.00. Following the completion of the transaction, the director directly owned 264,744 shares of the company’s stock, valued at approximately $30,845,323.44. This represents a 5.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 60,629 shares of company stock valued at $7,186,321. 8.10% of the stock is owned by insiders.

Timken Company Profile

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.