Timken Company
About: The Timken Company is a manufacturer of bearings, gear belts, industrial motion products and chain-related products. The company sells its portfolio of bearings, including tapered, spherical and cylindrical roller bearings, and thrust and ball bearings, through a network of authorized dealers to end users or directly to original equipment manufacturers. End-market sectors include general industrial, automotive, rail, energy, heavy truck, defense, agriculture, metals, mining, civil aerospace, construction, pulp and paper, and cement industries. Its segments are Engineered Bearings and Industrial Motion. Timken generates majority of its revenue in the United States of America.
Employees: 19,000
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
0.17% less ownership
Funds ownership: 85.8% [Q3] → 85.63% (-0.17%) [Q4]
8% less funds holding
Funds holding: 461 [Q3] → 422 (-39) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 153
16% less capital invested
Capital invested by funds: $5.09B [Q3] → $4.29B (-$806M) [Q4]
29% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 75
69% less call options, than puts
Call options by funds: $3.75M | Put options by funds: $12.1M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$85
5%
upside
Avg. target
$92
13%
upside
High target
$102
26%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
Evercore ISI Group David Raso 85% 1-year accuracy 17 / 20 met price target | 26%upside $102 | Outperform Maintained | 19 Feb 2025 |
Morgan Stanley Angel Castillo 63% 1-year accuracy 12 / 19 met price target | 16%upside $94 | Overweight Maintained | 11 Feb 2025 |
B of A Securities Michael Feniger 33% 1-year accuracy 1 / 3 met price target | 5%upside $85 | Neutral Maintained | 6 Feb 2025 |
Citigroup Kyle Menges 54% 1-year accuracy 14 / 26 met price target | 5%upside $85 | Buy Maintained | 14 Jan 2025 |
Jefferies Stephen Volkmann 36% 1-year accuracy 4 / 11 met price target | 17%upside $95 | Buy Upgraded | 6 Dec 2024 |
Financial journalist opinion
Based on 10 articles about TKR published over the past 30 days
Neutral
PRNewsWire
4 days ago
Timken to Participate in Upcoming Investor Conferences
NORTH CANTON, Ohio , Feb. 18, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, will participate in three upcoming investor conferences. Philip D. Fracassa, executive vice president and chief financial officer and Neil Frohnapple, vice president of investor relations, will participate in the Evercore ISI Industrial Conference on Tuesday, March 4, 2025, the D.A.
Neutral
PRNewsWire
1 week ago
Timken Declares Quarterly Dividend of 34 Cents Per Share
NORTH CANTON, Ohio , Feb. 14, 2025 /PRNewswire/ -- The board of directors of The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today declared a quarterly cash dividend of 34 cents per share. The dividend is payable on March 7, 2025, to shareholders of record as of Feb. 25, 2025.
Neutral
Zacks Investment Research
2 weeks ago
TKR Q4 Earnings Beat Estimates, Decline 15% Y/Y on Weak Demand
Timken reports year-over-year declines in both Q4 top and bottom lines on weak volumes. For 2025, the company expects total revenues to decline in the band of 1-4%.
Neutral
Seeking Alpha
2 weeks ago
The Timken Company (TKR) Q4 2024 Earnings Call Transcript
The Timken Company (NYSE:TKR ) Q4 2024 Earnings Call February 5, 2025 11:00 AM ET Company Participants Neil Frohnapple - Vice President, Investor Relations Tarak Mehta - President and Chief Executive Officer Phil Fracassa - Chief Financial Officer Conference Call Participants Steve Volkmann - Jefferies David Raso - Evercore ISI Bryan Blair - Oppenheimer & Co Kyle Menges - Citi Angel Castillo - Morgan Stanley Mike Shlisky - D.A. Davidson Tim Thein - Raymond James Steve Barger - KeyBanc Capital Markets Michael Feniger - Bank of America Joe Ritchie - Goldman Sachs Operator Good morning.
Positive
Zacks Investment Research
2 weeks ago
Timken (TKR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Timken (TKR) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 weeks ago
Timken (TKR) Q4 Earnings and Revenues Surpass Estimates
Timken (TKR) came out with quarterly earnings of $1.16 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $1.37 per share a year ago.
Neutral
PRNewsWire
2 weeks ago
Timken Announces Planned Retirement of Christopher A. Coughlin, EVP & President, Industrial Motion
NORTH CANTON, Ohio , Feb. 5, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today announced that Christopher A. Coughlin, executive vice president and president, Industrial Motion, will retire at the end of the year after 41 years with the company.
Neutral
PRNewsWire
2 weeks ago
Timken Reports Fourth-Quarter and Full-Year 2024 Results
Sales of $1.07 billion in the fourth quarter, down 1.6 percent from last year Fourth-quarter diluted EPS of $1.01; adjusted EPS of $1.16 Full-year 2024 diluted EPS of $4.99; adjusted EPS of $5.79 Cash from operations of $476 million; free cash flow of $306 million for the full year Company provides initial estimate for 2025 EPS of $4.30-$4.80, with adjusted EPS of $5.30-$5.80 (USD in millions) 4Q-24 4Q-23 % Change FY-2024 FY-2023 % Change Net Sales $1,073.6 $1,091.2 (1.6 %) $4,573.0 $4,769.0 (4.1 %) Net Income Margin 6.6 % 5.4 % 120 bps 7.7 % 8.3 % (60 bps) Adjusted EBITDA Margin 16.6 % 17.9 % (130 bps) 18.5 % 19.7 % (120 bps) Diluted EPS $1.01 $0.83 21.7 % $4.99 $5.47 (8.8 %) Adjusted EPS $1.16 $1.37 (15.3 %) $5.79 $7.05 (17.9 %) NORTH CANTON, Ohio , Feb. 5, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today reported fourth-quarter 2024 sales of $1.07 billion, down 1.6 percent from the same period a year ago. The decrease was driven primarily by lower end-market demand in Europe and unfavorable foreign currency translation, partially offset by the benefit of acquisitions.
Positive
Zacks Investment Research
3 weeks ago
Timken (TKR) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Timken (TKR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
4 weeks ago
The Timken Company: A Value Play Worth Considering
The Timken Company, despite recent underperformance and reduced profitability, remains a strong long-term investment due to its diverse customer base and global reach. Recent financial results show declines in revenue and profits, but the company is taking steps to strengthen its position for 2025 and beyond. Shares are attractively priced on both an absolute basis and relative to similar firms, making it a compelling buy despite short-term challenges.
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