$TKR

TIMKEN CO

Insider trades
3
3
0
$1.7M
Kyle Richard G
0%
See all $TKR insider activity →
Med

Timken (TKR) As Q2 Results And Guidance Lift Put Valuation Back In Focus

Simply Wall St reports Timken (TKR) shares moved after Q2 results, raised full-year guidance, a new dividend declaration, and progress on its share repurchase program. The article cites a $133.50 share price, 18.42% 90-day return, 78.39% 1-year total return, and a fair value estimate of $143.27. It also notes tariff-cost mitigation via pricing strategy.

Timken Stock: Insider’s $1.73 Million Sale Meets a Raised Earnings Outlook

Timken (NYSE: TKR) shares rose about 1% to $131.56. Director Richard Kyle sold 13,637 shares for a weighted average $126.63, totaling about $1.73 million, or 6.9% of his pre-sale stake, per an SEC filing. Timken also raised 2026 adjusted EPS guidance after Q2 adjusted EPS rose 29% and organic sales grew 4.4%.

TKR sentiment & insider activity

Over the past 7 days, alphai's AI scored 6 news stories mentioning TKR (TIMKEN CO). Coverage has skewed bullish: 3 bullish, 3 neutral, and 0 bearish.

Recent TKR coverage spans earnings, financial news and market movers.

In the last 30 days, TKR insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.7M). The most active reporter was Kyle Richard G with 1 filing.

What's driving TKR

  • The article frames a valuation reset around the combination of lifted guidance, capital returns, and tariff-mitigation pricing.

    simplywall.st · Aug 16, 2026

  • Raised 2026 outlook supports the current valuation, but the market is still pricing execution toward the 2028 EPS and margin targets.

    ts2.tech · Aug 13, 2026

  • The article reports a fresh insider sell, which can modestly pressure sentiment but is not strong standalone evidence of deteriorating fundamentals.

    benzinga.com · Aug 12, 2026

  • Higher 2026 guidance and an Elevate to Outperform leadership reset may offset near-term margin pressure, but tariff and cost risks remain the key swing factor.

    simplywall.st · Aug 11, 2026

  • This is an insider open-market sale with no 10b5-1 plan stated, which can modestly affect sentiment but is not a fundamental catalyst by itself.

    SEC EDGAR · Aug 11, 2026

alphai scores every news story that mentions TKR with an AI model for sentiment and relevance, and aggregates insider trades from TIMKEN CO's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TKR

Score
$TKRMed

Timken (TKR) As Q2 Results And Guidance Lift Put Valuation Back In Focus

Simply Wall St reports Timken (TKR) shares moved after Q2 results, raised full-year guidance, a new dividend declaration, and progress on its share repurchase program. The article cites a $133.50 share price, 18.42% 90-day return, 78.39% 1-year total return, and a fair value estimate of $143.27. It also notes tariff-cost mitigation via pricing strategy.

$TKRMed

Should Timken’s Mixed Q2, Higher 2026 Outlook and Leadership Shake-Up Require Action From Timken (TKR) Investors?

The Timken Company (NYSE: TKR) reported Q2 sales of $1,260.9 million, up from $1,173.4 million, but net income fell to $28.9 million from $78.5 million. Timken confirmed a $0.36 quarterly dividend, completed a $47.97 million share repurchase, raised its 2026 outlook, and reshaped senior leadership to support its “Elevate to Outperform” plan.

$TKRMedAI 8/10

Timken (TKR) Q2 2026 Earnings Call Transcript

The Timken Company (TKR) reported Q2 2026 revenue of $1.26B, up 7.5% y/y, and adjusted EPS of $1.83, up nearly 30%, citing higher volumes, pricing, and the Bijur Delimon acquisition. Adjusted EBITDA margin rose to 19.6%. Full-year guidance: revenue growth 5% to 6% and adjusted EPS $6.05 to $6.35. The company also plans a belts divestiture and automotive OE exit.

5 Insightful Analyst Questions From Timken’s Q2 Earnings Call

Timken (TKR) reported Q2 revenue of $1.26B vs $1.23B estimates and adjusted EPS of $1.83 vs $1.62, beating expectations, but operating margin fell to 6.7% from 12.6% a year earlier. Management cited automation, infrastructure, and aerospace demand and acquisition benefits, while higher logistics and labor costs pressured margins. Full-year adjusted EPS guidance was raised to $6.20.

$TKRMed

The Timken Company Q2 2026 Earnings Call Summary

Timken reported Q2 2026 results driven by organic revenue growth of over 4%, higher pricing and volume, and record Industrial Motion sales. The company raised full-year 2026 adjusted EPS guidance to $6.05-$6.35 and expects ~2.5% organic growth in 2H. Management cited a $0.10 EPS headwind from aerospace and defense investments and a nonrecurring $8m ($0.08/share) tariff refund benefit.

Timken Declares Quarterly Dividend of 36 Cents Per Share

The Timken Company (NYSE: TKR) said its board declared a quarterly cash dividend of $0.36 per share. The payment is due Aug. 28, 2026, to shareholders of record Aug. 18, 2026. Timken noted it has paid dividends every quarter since 1922 and is marking 13 straight years of annual dividend growth.

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