The Timken Company (TKR)

Industrials · NYQ

$116.75-0.43% today

Price as at 1 Oct 2026, 02:38 UTC. Quotes are delayed.

Fundamentals

Market cap$9.79B
P/E ratio32.2
Dividend yield1.02%
Revenue growth (YoY)+8.0%
Profit margin6.6%
Return on equity10.3%
52-week range$70.57 to $146.37

Valuation and ratings

Fair value estimate$168.63
Upside to fair value+44.4%
Analyst target (mean)$144.91
Analyst range$129.00 to $160.00
Analysts with price targets11
Consensus viewbuy
Moat score43/100
Overall rating54/100, moderate quality

Fair value: $168.63 (+44.4%), see how we got there

The Timken Company trades at $116.75, which is 44% below the $168.63 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.

Our moat model scores it 43 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 32.2 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

TKR dividend history

Dividend yield1.02%
Paid, trailing 12 months$1.42 per share
Most recent payment$0.360, ex 18 Aug 2026
5-year growth (p.a.)+4.2%
Consecutive years of growth12
Consecutive years paid41

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)$1.073
2025$1.394
2024$1.354
2023$1.304
2022$1.234
2021$1.194
2020$1.134
2019$1.124
2018$1.114
2017$1.074
2016$1.044

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

TKR earnings and analyst estimates

EPS estimate, next year$7.23
Expected EPS growth+17.5%
Expected revenue growth+3.5%

Recommendation mix, 12 published ratings

6 buy6 hold0 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About The Timken Company

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company operates in two segments, Engineered Bearings and Industrial Motion. The Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings. This segment serves wind energy, agriculture, construction, food and beverage, metals and mining, automotive and truck, aerospace, rail, and other industries under the Timken, GGB, and Fafnir brands. The Industrial Motion segment offers a portfolio of engineered products, such as industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, couplings, filtration systems, seals, and industrial clutches and brakes, as well as industrial drivetrain and bearing repairing services. This segment serves a range of industries comprising solar energy, automation, construction, agriculture and turf, passenger rail, marine, aerospace, packaging and logistics, medical, and others under the Philadelphia Gear, Cone Drive, Rollon, Nadella, Groeneveld, BEKA, Diamond, Drives, Timken Belts, Spinea, Des-Case, Lagersmit, Lovejoy, CGI, and PT Tech brands. The Timken Company was founded in 1899 and is headquartered in North Canton, Ohio.

Industry: Tools & AccessoriesEmployees: 19,000HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

TKR passes 3 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Super investor ownership

15 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

Politician trades in TKR

Trades in TKR disclosed by members of Congress and executive-branch officials, latest first:

  • Bob Gibbs · HouseBuy · $1,001 - $15,000 · traded 15 May 2014 · disclosed 15 May 2014
  • Bob Gibbs · HouseBuy · $1,001 - $15,000 · traded 18 Dec 2013 · disclosed 3 Jan 2014

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

TKR peers

The largest companies in the same industry (Tools & Accessories), then in the same sector.

Every industrials company we cover is on the Industrials hub.

Common questions

Is The Timken Company (TKR) undervalued?

Against our fair value estimate of $168.63, TKR at $116.75 is 44% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own TKR?

15 of the institutions we track reported a position in TKR in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

What is TKR's P/E ratio?

TKR trades at 32.2 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

Does The Timken Company (TKR) pay a dividend?

Yes. The Timken Company yields 1.02% at the current share price. It has paid $1.42 per share over the trailing twelve months. It has paid a dividend in each of the last 41 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

Where does SteadyShares get its TKR data?

Fundamentals for TKR come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 02:38 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for TKR, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.