TKR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $122.44
P/E (TTM) 33.2
EPS (TTM) $3.69
Revenue (TTM) $4.76B
ROE (TTM) 8.2%
Debt/Equity (MRQ) 0.6
52W Range $71–$146

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04
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Stock splits 3
Ex-date Split Type
July 1, 2014 1397-for-1000 Forward
June 2, 1997 2-for-1 Forward
Sept. 1, 1988 2-for-1 Forward

About Timken Company (The) Common Stock Company overview from Wikipedia

05 · wikidata

The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.

History

In 1898, Henry Timken obtained a patent for an improved tapered roller bearing, and in 1899 incorporated as The Timken Roller Bearing Axle Company in St. Louis.

In 1901, The Timken Company moved to Canton, Ohio, as the automobile industry began to overtake the carriage industry. Timken and his two sons chose this location because of its proximity to the American car manufacturing centers of Detroit and Cleveland and the American steel-making centers of Pittsburgh and Cleveland.

In 1917, the company began steel- and tube-making operations in Canton to vertically integrate and maintain better control over the steel used in its bearings. World War I had created an increase in demand for steel, affecting its supply and price in the market.

The Timken Company entered international markets in the early 1900s, establishing a presence initially in Great Britain, France and Germany. The performance of Timken tapered roller bearings in World War I military equipment made an impression on the European bearing market. After the war, Great Britain rose to the position of #2 in the global automotive manufacturing market, creating opportunities for the company to expand its European manufacturing presence.

The Timken Company entered the Great Depression in a strong financial position and its performance placed it in the ranks of the most solid, well-managed industrial firms of the 1930s. Expanding into non-automotive markets like agriculture, machine tooling, industrial and rail softened the impact.

During World War II, The Timken Company's production increased dramatically to keep up with wartime demand. For instance, every U.S. jeep was built using 24 Timken bearings. With 660,000 jeeps delivered to the U.S. military, the company delivered more than 15.8 million bearings for those vehicles over the course of the war. Following the war, much of the machinery shipped to Europe under the Marshall Plan was Timken-bearing equipped, helping The Timken Company establish a broader presence in a bearing market where European competitors had dominated.

By 1960, The Timken Company had operations in the U.S., Canada, Great Britain, France, South Africa, Australia and Brazil. Timken Research was created in 1966 to establish technological leadership and to help standardize research and development processes across the company.

The Timken Company expanded into new global markets throughout the 1970s and 1980s, establishing a sales operation in Japan in 1974 and opening sales offices in Italy, Korea, Singapore and Venezuela in 1988. By the late 1990s the company also had a sales presence in Spain, Hong Kong, China and Singapore.

The Timken Company acquired its competitor, The Torrington Company, in 2003 for $840 million, doubling the size of the company and creating the world's third-largest bearing manufacturer at that time.

The company changed its corporate structure in 2014; the roller bearing-producing part of the company was separated from the steel-producing part of the company, resulting in two separate companies. The Timken Company continues to manufacture roller bearings, while Metallus, formerly known as TimkenSteel, produces steel.

The Timken Company entered the linear motion space in 2018 with the acquisition of Rollon, a maker of linear guides, telescopic rails, and linear actuators and systems used in a wide range of industrial and commercial applications. To further expand and strengthen its position in the attractive linear motion space, the company acquired iMS in 2021 and added Nadella's complementary product portfolio in 2023.

In 2023, The Timken Company expanded its Industrial Motion segment with the acquisitions of Des-Case, Rosa Sistemi and Lagersmit. The company also bolstered its engineered bearings portfolio in 2023 with the acquisitions of American Roller Bearing and Engineered Solutions Group (iMECH). Timken acquired CGI, Inc. in 2024, expanding its motion-control platform.

In March 2026, The Timken Company acquired lubrication systems company Bijur Delimon International.

Products

The Timken Company posted $4.6 billion in sales in 2024 and employs more than 19,000 people globally, operating from 45 countries.

Timken is focused on expanding its tapered roller bearings and growing its offering of industrial bearings and mechanical power transmission products and services. Today the company engineers, manufactures and markets bearings, gear drives, automated lubrication systems, chain, couplings and linear motion products, and offers a spectrum of powertrain rebuild and repair services. Timken products are used in a variety of diversified markets including railroading, food and beverage, energy harvesting, marine vessels, mining, agriculture, construction, civil aerospace, defense and commercial vehicles.

In 2023, the company's wheel bearings were used on Ford Motor Company's F-150 Lightning and Philadelphia Gear main reduction gears were installed in the latest generation of United States Navy ships.

Timken OK Load

Timken OK Load is a standardised measurement that indicates the possible performance of extreme pressure (EP) additives in a lubricating grease or oil. The units of measurement are pounds-force or kilograms-force. This measurement is performed using a special test machine and standard block and ring test specimens.

The test machine is based on a machine manufactured by the Timken Company from 1935 to 1972. It is now an industry-recognized standard test to compare extreme pressure resistance of greases and oils in a reproducible way.

It is not to be confused with some smaller lubricity testers that are also often erroneously called Timken: The confusion originates from a now obsolete Italian brand TIMPKEN.

The test machine consists of a standardized bearing race mounted on a tapered arbour rotating at high speed. The race is brought into contact with a square steel test block under a constant load. The contact area is flooded with the lubricant or grease being tested. The Timken OK Load is the highest standard load at which the spinning bearing race produces no scouring mark on the test block, but only a uniform wear scar.

Timken OK Loads are listed on grease and oil property charts and are part of many specifications. It was once generally assumed that the measure and the film strength of the lubricant were directly related. Today, the primary purpose of the test is to determine whether EP additives are present and functioning. A measure of 35 pounds (16 kilograms-force or 155 newtons) or more means that EP additives are present and working well.

The Timken OK Load test methods are ASTM D-2509 for greases and ASTM D-2782 for oils.

There are a few portable versions of smaller testers utilizing similar test methods for public demonstration or for product showcase.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryMachinery employees19,000 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$4.58B
2017-12-31 → 2025-12-31
EPS$4.11
2017-12-31 → 2025-12-31
Free Cash Flow$406M
2017-12-31 → 2025-12-31
Net margin5.4%
2017-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend TKR 5Y avg Peer Median Verdict
P/E (TTM) 33.25Y avg ≈15.4 ≈15.4 36.6 Overvalued
PEG Ratio ≈16.5 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio34.1%
Annualized Payout≈$1.44Paid quarterly
5Y Div CAGR≈4.6%Per share, split-adjusted
Growth Streak≈12Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 18, 2026$0.36USD≈1.1%
May 19, 2026$0.36USD≈1.3%
Feb 24, 2026$0.35USD≈1.3%
Nov 25, 2025$0.35USD≈1.7%
Aug 19, 2025$0.35USD≈1.8%
May 13, 2025$0.35USD≈1.9%
Feb 25, 2025$0.34USD≈1.7%
Nov 19, 2024$0.34USD≈1.8%
Aug 20, 2024$0.34USD≈1.6%
May 13, 2024$0.34USD≈1.5%
Feb 16, 2024$0.33USD≈1.6%
Nov 13, 2023$0.33USD≈1.8%
Aug 14, 2023$0.33USD≈1.6%
May 15, 2023$0.33USD≈1.7%
Feb 17, 2023$0.31USD≈1.4%
Nov 18, 2022$0.31USD≈1.7%
Aug 12, 2022$0.31USD≈1.8%
May 13, 2022$0.31USD≈2.1%
Feb 18, 2022$0.30USD≈1.8%
Nov 19, 2021$0.30USD≈1.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 5.8%
Next Report Oct 27, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 28, 2026 $1.83 $1.64 11.8%
March 31, 2026 $1.67 $1.50 11.1%
Dec. 31, 2025 $1.14 $1.10 3.9%
Sept. 30, 2025 $1.37 $1.26 9.1%
June 30, 2025 $1.42 $1.38 3.2%
March 31, 2025 $1.40 $1.46 -4.3%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $4.58B$4.57B$4.77B$4.50B$4.13B$3.51B$3.79B$3.58B$3.00B$2.67B$2.87B$3.08B
Cost of Revenue $3.19B$3.13B$3.26B$3.16B$2.98B$2.50B$2.65B$2.54B$2.19B$1.96B$2.07B$2.18B
Gross Profit ···$1.29B$1.10B$1.01B$1.14B$1.04B$812M$706M$820M$898M
R&D Expense ······$41M$37M$35M$32M$33M$39M
SG&A Expense $748M$752M$741M$637M$580M$534M$619M$581M$508M$440M$485M$542M
Operating Income $541M$611M$657M$607M$513M$455M$516M$454M$300M$244M$333M$208M
Interest Expense ··$111M$75M$59M$68M$72M$52M$37M$34M$33M$29M
Interest Income $10M$15M$9M$4M$2M$4M$5M$2M$3M$2M$3M$4M
Other Non-op $-9M$-4M$-1M$6M$2M$-1M$13M$9M$10M$-900.0K$-85M$-3M
Pretax Income $416M$494M$530M$551M$477M$396M$472M$408M$260M$285M$413M$333M
Income Tax $99M$119M$122M$134M$95M$104M$98M$103M$58M$60M$26M$55M
Net Income $288M$353M$394M$407M$369M$284M$362M$303M$203M$141M$189M$171M
EPS (Basic) $4.13$5.02$5.52$5.54$4.86$3.78$4.78$3.93$2.62$1.79$2.23$1.89
EPS (Diluted) $4.11$4.99$5.47$5.48$4.79$3.72$4.71$3.86$2.58$1.78$2.21$1.87
Shares (Basic) 69,766,55770,198,06771,377,65673,602,24775,885,31675,324,28075,758,12377,119,60277,736,39878,516,02984,631,77890,367,345
Shares (Diluted) 70,231,70670,750,48272,081,88474,323,83977,006,58976,371,36676,896,56578,337,48178,911,14979,234,32485,346,24691,224,328
EBITDA $771M$833M$858M$771M$681M$622M$677M$600M$422M$327M$-21M$345M
Balance Sheet 29
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $364M$373M$419M$332M$257M$320M$210M$132M$122M$149M$130M$279M
Short-term Investments ······$26M$22M$16M$12M$10M·
Receivables $689M$665M$672M$700M$626M$581M$545M$547M$525M$438M$455M$476M
Inventory $1.24B$1.20B$1.23B$1.19B$1.04B$841M$842M$836M$739M$554M$543M$586M
Prepaid Expense $46M$40M$42M$44M$32M$40M$37M$28M$30M$20M$23M$25M
Other Current Assets $119M$103M$129M$124M$150M$106M$105M$77M$81M$48M$56M$52M
Current Assets $2.60B$2.52B$2.63B$2.50B$2.21B$2.00B$1.87B$1.74B$1.50B$1.21B$1.21B$1.48B
PP&E (Net) ···$1.21B$1.06B$1.04B$989M$912M$864M$804M$778M$780M
PP&E (Gross) ······$2.60B$2.49B$2.41B$2.23B$2.17B$2.16B
Accum. Depreciation ······$1.61B$1.57B$1.54B$1.43B$1.39B$1.38B
Goodwill $1.49B$1.38B$1.37B$1.10B$1.02B$1.05B$994M$960M$512M$358M$327M$260M
Intangibles $1.00B$1.01B$1.03B$765M$669M$741M$758M$733M$421M$271M$271M$240M
Other Non-current Assets $24M$26M$30M$25M$24M$22M$2.00B$37M$25M$35M$49M$52M
Total Assets $6.68B$6.41B$6.54B$5.77B$5.17B$5.04B$4.86B$4.45B$3.40B$2.76B$2.78B$3.00B
Accounts Payable $353M$322M$367M$404M$430M$351M$302M$273M$265M$176M$160M$144M
Short-term Debt $24M$9M$246M$46M$43M$120M$17M$34M$105M$19M$62M$7M
Current Liabilities $922M$820M$1.47B$1.01B$897M$848M$737M$686M$672M$453M$505M$534M
Capital Leases $101M$84M$79M$65M$78M$76M$71M$0····
Deferred Tax $147M$175M$186M$140M$121M$149M$168M$138M$44M$4M$4M$4M
Other Non-current Liabilities $100M$110M$110M$96M$85M$106M$84M$70M$68M$74M$68M$45M
Total Liabilities ·······$2.80B····
Long-term Debt $1.90B$2.05B$2.15B$1.92B$1.42B$1.44B$1.71B$1.65B$857M$640M$594M$523M
Total Debt $1.92B$2.06B$2.40B$1.96B$43M$1.56B$1.73B$1.68B$962M$659M$658M$530M
Common Stock ·········$53M$53M$53M
Retained Earnings $2.68B$2.49B$2.23B$1.93B$1.62B$1.34B$1.91B$1.63B$1.41B$1.29B$1.23B$1.62B
Treasury Stock $738M$671M$620M$352M$126M$9M$980M$960M$884M$892M$804M$509M
AOCI $-96M$-302M$-147M$-182M$-23M$41M$-50M$-95M$-38M$-78M$-55M$-482M
Stockholders' Equity $3.18B$2.83B$2.58B$2.27B$2.29B$2.15B$1.87B$1.58B$1.44B$1.28B$1.32B$1.58B
Liabilities + Equity $6.68B$6.41B$6.54B$5.77B$5.17B$5.04B$4.86B$4.45B$3.40B$2.76B$2.78B$3.00B
Cash Flow 20
Metric Trend 202520242023202220212020201920182017201620152014
D&A $230M$222M$201M$164M$168M$167M$161M$146M$138M$132M$131M$137M
Stock-based Comp $28M$26M$31M$30M$20M$23M$27M$32M$25M$14M$18M$22M
Deferred Tax $-27M$-35M$-12M$-4M$-15M$-23M$-9M$-21M$-400.0K$-15M$-22M$-53M
Amort. of Intangibles $79M$78M$66M$44M$47M$56M$57M$47M$40M$36M$36M$22M
Restructuring ········$4M$2M$11M$14M
Other Non-cash $35M$-89M$-69M$-134M$-155M$126M$9M$-127M$-129M$110M$466M$31M
Operating Cash Flow $554M$476M$545M$464M$387M$578M$550M$332M$237M$404M$380M$307M
CapEx $148M$170M$188M$178M$148M$122M$141M$113M$105M$138M$106M$127M
Investing Cash Flow $-148M$-305M$-806M$-573M$-174M$-154M$-365M$-865M$-449M$-211M$-265M$-195M
Debt Issued $97M$1.86B$1.56B$1.40B$325M$562M$663M$1.39B$928M$340M$266M$346M
Net Debt Issued $-268M$19M$236M$421M$-13M$-196M$29M$727M$243M$-5M$75M$96M
Stock Issued ·······$13M$33M$4M$4M$17M
Stock Repurchased $57M$40M$251M$212M$93M$49M$63M$98M$43M$101M$310M$271M
Net Stock Activity $-57M$-40M$-251M$-212M$-93M$-49M$-63M$-86M$-10M$-97M$-306M$-254M
Dividends Paid $98M$96M$94M$92M$92M$87M$85M$86M$83M$82M$87M$90M
Financing Cash Flow $-437M$-195M$347M$207M$-269M$-331M$-101M$553M$168M$-169M$-247M$-202M
Net Change in Cash $-8M$-46M$79M$83M$-63M$105M$83M$8M$-26M$22M$-149M$-106M
Taxes Paid $145M$184M$240M·········
Free Cash Flow $406M$306M$357M$285M$239M$456M$410M$220M$132M$264M$269M$180M
Levered FCF ··$272M$229M$192M$406M$352M$178M$101M$240M$225M$156M
Profitability 8
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin ···28.6%26.7%28.7%30.1%29.0%27.0%26.0%27.6%29.2%
Operating Margin 11.8%13.4%13.8%13.5%12.4%13.0%13.6%12.7%9.5%7.3%-5.3%6.8%
Net Margin 6.3%7.7%8.3%9.1%8.9%8.1%9.6%8.5%6.8%5.7%-2.5%5.5%
Pretax Margin 9.1%10.8%11.1%12.2%11.5%11.3%12.5%14.9%11.7%10.2%12.7%10.8%
EBITDA Margin 16.8%18.2%18.0%17.1%16.5%17.7%17.9%16.8%14.1%12.2%-0.72%11.2%
ROA 4.4%5.5%6.4%7.4%7.2%5.8%7.7%7.7%6.6%5.5%-2.5%4.6%
ROE 9.6%13.0%16.2%17.9%16.6%14.1%21.0%20.0%14.9%11.7%-4.9%8.1%
ROIC 8.1%9.5%10.2%10.9%17.6%9.0%11.4%11.2%9.9%7.5%-10.2%8.3%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.83.11.82.52.52.42.52.52.22.72.42.8
Quick Ratio 1.11.30.71.01.01.11.11.01.01.31.21.4
Debt / Equity 0.60.70.90.90.00.70.91.10.70.50.50.3
LT Debt / Equity 0.60.70.70.8·0.70.91.00.60.50.40.3
Interest Coverage ··5.98.18.76.77.28.87.75.8-4.57.3
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.70.70.80.80.80.70.80.91.01.01.00.8
Inventory Turnover 2.62.62.72.93.23.03.23.33.43.63.73.7
Receivables Turnover 6.86.87.06.86.86.26.97.16.26.06.26.7
Per Share 5
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share $65.24$64.64$66.16$60.50$53.67$45.98$49.29$45.71$38.07$33.70$33.94$33.72
Cash Flow / Share $7.89$6.72$7.56$6.24$5.03$7.56$7.15$4.24$3.00$5.07$4.43$3.37
Dividend / Share $1.39$1.35$1.30$1.23$1.19$1.13$1.12$1.11$1.07$1.04$1.03$1.00
Dividend Paid / Share ·$1.35$1.30$1.23$1.19$1.13$1.12$1.11$1.07$1.04$1.03$1.00
EPS (TTM) $4.11$4.99$5.47$5.48$4.79$3.72$4.71$3.86$2.58$1.78$2.21$1.87
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 0.19%-4.1%6.1%8.8%17.6%·······
Revenue CAGR 3Y 0.63%3.4%10.7%·········
Revenue CAGR 5Y 5.5%···········
EPS YoY -17.6%-8.8%-0.18%14.4%28.8%·······
EPS CAGR 3Y -9.1%1.4%13.7%·········
EPS CAGR 5Y 2.0%···········
Net Income YoY -18.2%-10.5%-3.3%10.4%29.7%·······
Net Income CAGR 3Y -10.9%-1.5%11.5%·········
Net Income CAGR 5Y 0.27%···········
Dividends Paid CAGR 5Y 2.5%···········
Valuation (TTM) 6
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $4.58B$4.57B$4.77B$4.50B$4.13B$3.51B$3.79B$3.58B$3.00B$2.67B$2.87B$3.08B
Net Income TTM $288M$353M$394M$407M$369M$284M$362M$303M$203M$141M$189M$171M
P/E 20.514.314.712.914.520.812.09.719.122.312.922.8
Earnings Yield 4.9%7.0%6.8%7.8%6.9%4.8%8.4%10.3%5.2%4.5%7.7%4.4%
Payout Ratio 34.1%27.3%23.8%22.5%25.0%30.6%23.4%28.3%40.9%53.5%-122.9%52.9%
Annual Payout $98M$96M$94M$92M$92M$87M$85M$86M$83M$82M$87M$90M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $4.58B $4.57B $4.77B $4.50B $4.13B
Gross Margin % · · · 28.6% 26.7%
Operating Margin % 11.8% 13.4% 13.8% 13.5% 12.4%
Net Income $288M $353M $394M $407M $369M
Diluted EPS $4.11 $4.99 $5.47 $5.48 $4.79

Institutional owners (13F) 638 filers · $9.7B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 638
Value held $9.7B
New positions 136
Exited positions 55
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
136 (+8 vs prior Q) 55 (+15 vs prior Q) 212 (+45 vs prior Q) 164 (+7 vs prior Q) +3.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $869,996,685 5,986,764 9.01% Shares
VANGUARD GROUP INC $545,606,522 6,485,279 5.65% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $483,799,199 3,329,199 5.01% Shares
DIMENSIONAL FUND ADVISORS LP $447,385,085 3,078,676 4.63% Shares
VANGUARD CAPITAL MANAGEMENT LLC $411,640,262 2,832,647 4.26% Shares
STATE STREET CORP $295,660,079 2,034,545 3.06% Shares
FMR LLC $288,701,985 1,986,664 2.99% Shares
GEODE CAPITAL MANAGEMENT, LLC $264,002,935 1,816,406 2.73% Shares
BROWN ADVISORY INC $247,529,238 1,703,339 2.56% Shares
JPMORGAN CHASE & CO $219,230,117 1,524,927 2.27% Shares
VICTORY CAPITAL MANAGEMENT INC $195,855,612 1,347,754 2.03% Shares
EARNEST PARTNERS LLC $164,970,606 1,135,223 1.71% Shares
MORGAN STANLEY $151,631,995 1,043,434 1.57% Shares
Nuveen, LLC $146,487,026 1,008,031 1.52% Shares
NORGES BANK $144,656,469 995,434 1.50% Shares
TWO SIGMA INVESTMENTS, LP $141,798,024 975,764 1.47% Shares
Bank of New York Mellon Corp $140,755,490 968,590 1.46% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $138,757,203 954,839 1.44% Shares
SEGALL BRYANT & HAMILL, LLC $120,390,063 828,448 1.25% Shares
KEYBANK NATIONAL ASSOCIATION/OH $120,374,080 828,338 1.25% Shares
Balyasny Asset Management L.P. $117,647,294 809,574 1.22% Shares
Invesco Ltd. $107,798,523 741,801 1.12% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $105,920,000 728,874 1.10% Shares
Channing Capital Management, LLC $104,972,774 722,356 1.09% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $104,855,937 721,552 1.09% Shares
NORTHERN TRUST CORP $89,900,037 618,635 0.93% Shares
Alyeska Investment Group, L.P. $89,316,869 614,622 0.92% Shares
GOLDMAN SACHS GROUP INC $88,982,411 612,320 0.92% Shares
Quantinno Capital Management LP $88,873,442 611,570 0.92% Shares
PRINCIPAL FINANCIAL GROUP INC $86,457,553 594,970 0.90% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $79,738,973 548,713 0.83% Shares
DEPRINCE RACE & ZOLLO INC $76,542,805 526,719 0.79% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $75,976,929 522,825 0.79% Shares
BANK OF AMERICA CORP /DE/ $72,351,281 497,876 0.75% Shares
Gotham Asset Management, LLC $67,230,699 462,639 0.70% Shares
NEW YORK STATE COMMON RETIREMENT FUND $63,066,846 433,986 0.65% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $62,007,317 426,695 0.64% Shares
AGF MANAGEMENT LTD $58,719,743 404,072 0.61% Shares
VANGUARD FIDUCIARY TRUST CO $58,085,131 399,705 0.60% Shares
UBS Group AG $57,835,181 397,985 0.60% Shares
TD Asset Management Inc $50,692,848 348,836 0.52% Shares
Russell Investments Group, Ltd. $50,168,117 345,221 0.52% Shares
COOKE & BIELER LP $49,079,069 337,731 0.51% Shares
Owls Nest Partners IA, LLC $48,625,961 334,613 0.50% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $46,421,017 319,440 0.48% Shares
Bridgewater Associates, LP $43,991,852 302,724 0.46% Shares
SEI INVESTMENTS CO $43,234,456 297,512 0.45% Shares
GABELLI FUNDS LLC $40,116,313 276,055 0.42% Shares
AMERICAN CENTURY COMPANIES INC $39,909,778 274,632 0.41% Shares
Squarepoint Ops LLC $39,867,379 274,342 0.41% Shares

Show all 638 institutional owners →

Activists & 5%+ owners 5 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Relational Investors, LLC, Relational Investors Mid-Cap Fund I, L.P., Relational Investors Mid-Cap Fund II, L.P., Relational Coast Partners, L.P., Relational Fund Partners, L.P., RH Fund 1, L.P., Relational Investors IX, L.P., Relational Investors XV, L.P., Relational Investors XVI, L.P., Relational Investors XX, L.P., Relational Investors XXIII, L.P., Relational Investors XXIV, L.P., Relational Co-Investment Fund I, L.P., Ralph V. Whitworth, David H. Batchelder ×10 filings Aug. 14, 2014 · Initial filing · SEC
Undisclosed reporting person Oct. 21, 2003 · Initial filing · SEC
Undisclosed reporting person Oct. 17, 2003 · Initial filing · SEC
Undisclosed reporting person Aug. 22, 2003 · Initial filing · SEC
Undisclosed reporting person Feb. 28, 2003 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 55 insiders · 25 officers · 28 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Lucian Boldea President and CEO Sept. 1, 2026 F 22,121 0 0 $0
Tarak Mehta President and CEO Feb. 13, 2025 A 29,970 0 0 $0
James W Griffith President and CEO Feb. 13, 2014 A 381,774 0 0 $0
Michael Anthony Discenza EVP, Chief Financial Officer Feb. 24, 2026 M 17,877 0 1 $-167,892
Philip D. Fracassa EVP & CFO Feb. 18, 2025 S 101,483 0 0 $0
Salvatore J Miraglia JR President - Steel Dec. 31, 2012 M 59,999 0 0 $0
Stephen Philip Ribaudo EVP, Chief Operating Officer Sept. 1, 2026 A · 0 0 $0
John Raymond Szarka SVP, Chief Technology Officer Feb. 13, 2026 F 3,631 0 0 $0
Megan Renee Lanzarotta Corporate Controller & CAO Feb. 13, 2026 F 1,961 0 0 $0
Timothy Alan Graham EVP, Pres. Industrial Motion Feb. 13, 2026 F 12,018 0 0 $0
Natasha Pollock SVP, CHRO Feb. 13, 2026 F 17,913 0 0 $0
Hansal N. Patel EVP, GC and Secretary Feb. 13, 2026 F 27,352 0 1 $-270,025
Karl Andreas Roellgen EVP&Pres. Engineered Bearings Feb. 13, 2026 A 98,214 0 0 $0
Christopher A Coughlin EVP & Pres. Industrial Motion March 31, 2025 F 99,620 0 0 $0
Bo Hans Olof Landin Group Vice President June 1, 2022 F 29,826 0 0 $0
Ronald J Myers EVP - Human Resources May 4, 2021 M 25,561 0 0 $0
Shelly Marie Chadwick Chief Accounting Officer Aug. 12, 2020 M 6,204 0 0 $0
Carolyn Cheverine EVP, GC and Secretary Feb. 12, 2018 A 11,961 0 0 $0
William R Burkhart EVP, GC and Secretary May 10, 2017 M 41,240 0 0 $0
John Theodore Mihaila Sr VP and Controller Feb. 12, 2016 F 9,331 0 0 $0
Glenn A Eisenberg Ex VP Finance & Administration Feb. 14, 2014 M 61,605 0 0 $0
Donald L Walker Sr VP - HR and Org Advancement Feb. 13, 2014 A 29,558 0 0 $0
Michael C Arnold ExVP Brngs & Pwr Transmission Nov. 29, 2010 S 60,966 0 0 $0
Alastair R Deane Senior VP - Technology Feb. 5, 2008 F 10,390 0 0 $0
Sallie B Bailey Sr. VP Finance and Controller April 20, 2006 F 20,036 0 0 $0
Richard G Kyle Director Aug. 10, 2026 S 183,724 0 8 $-14,853,968
Ajita G Rajendra Director June 5, 2026 S 20,225 0 1 $-1,109,823
Elizabeth Ann Harrell Director May 8, 2026 A 20,294 0 0 $0
Todd M. Leombruno Director May 8, 2026 A 2,270 0 0 $0
Sarah C Lauber Director May 8, 2026 A 11,425 0 0 $0
Maria A Crowe Director May 8, 2026 A 29,936 0 0 $0
Frank C Sullivan Director May 8, 2026 A 69,467 0 0 $0
Christopher L Mapes Director May 8, 2026 A 30,585 0 0 $0
Ward J Timken JR Director May 8, 2026 A 268,636 0 0 $0
John M Timken JR Director May 8, 2026 A 264,744 0 1 $-1,747,650
PALMER JAMES F Director May 2, 2025 A 23,360 0 0 $0
John A Luke JR Director May 5, 2024 A 75,161 0 0 $0
Jacqueline F Woods Director May 6, 2023 A 17,080 0 0 $0
Joseph W Ralston Director May 8, 2019 A 56,670 0 0 $0
John Paul Reilly Director May 7, 2015 A 27,652 0 0 $0
Phillip R Cox Director May 13, 2014 A 23,965 0 0 $0
CREEL DIANE C Director May 13, 2014 A 6,250 0 0 $0
Ward Jackson Timken Director Nov. 29, 2013 G 47,417 0 0 $0
John M Ballbach Director May 7, 2013 A 18,916 0 0 $0
Jerry J Jasinowski Director May 11, 2010 A 18,000 0 0 $0
Joseph F Toot JR Director Aug. 1, 2008 G 61,724 0 0 $0
Robert W Mahoney Director May 1, 2008 A 9,000 0 0 $0
Jay A Precourt Director Dec. 30, 2004 A 18,405 0 0 $0
Martin D Walker Director March 31, 2004 A · 0 0 $0
Stanley C Gault Director March 31, 2004 A · 0 0 $0
INGERSOLL RAND CO 10% owner Oct. 15, 2003 S 0 0 0 $0
Kimberly K Ryan · May 8, 2026 A 2,270 0 0 $0
Jacqueline A Dedo · Feb. 6, 2008 F 45,001 0 0 $0
William Robert Timken JR · Nov. 29, 2005 M 286,965 0 0 $0
Roger W Lindsay · April 20, 2004 A 19,799 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 72 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FMTM · EA Series Trust 3.21% 58,845 NS July 31, 2026 N-PORT
FXZ · First Trust Exchange-Traded AlphaDE… 1.61% 43,138 NS July 31, 2026 N-PORT
EPSV · Harbor ETF Trust 1.49% 661 NS July 31, 2026 N-PORT
AMOM · Exchange Listed Funds Trust 1.11% 1,926 NS July 31, 2026 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 0.92% 552,104 SH Oct. 2, 2026 Daily
QIDX · Spinnaker ETF Series 0.85% 2,409 NS July 31, 2026 N-PORT
IYM · iShares Trust 0.75% 74,956 SH Sept. 11, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.53% 54,296 SH Aug. 19, 2026 Daily
CZA · Invesco Exchange-Traded Fund Trust 0.43% 7,301 SH Oct. 2, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.40% 13,591 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.40% 13,169 NS July 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.38% 2,407 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.33% 197,273 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.33% 344,538 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.25% 102,036 SH Aug. 19, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.25% 8,520 SH Oct. 2, 2026 Daily
PTMC · Pacer Funds Trust 0.24% 6,970 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.24% 16,240 SH Oct. 2, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.20% 20,925 SH Oct. 2, 2026 Daily
DFAS · Dimensional ETF Trust 0.19% 212,645 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.19% 910,399 SH Aug. 19, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.19% 929 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.18% 33,345 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.18% 26,457 NS July 31, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.14% 19,437 SH Aug. 19, 2026 Daily
VIS · VANGUARD WORLD FUND 0.13% 78,329 SH Aug. 19, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.13% 21,200 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.12% 9,652 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.11% 1,434,099 SH Aug. 19, 2026 Daily
SMMD · iShares Trust 0.11% 34,425 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.10% 725,452 SH Aug. 19, 2026 Daily
IWS · iShares Trust 0.07% 95,626 SH Sept. 10, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.07% 7,087 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.07% 3,979 SH Sept. 11, 2026 Daily
RECS · Columbia ETF Trust I 0.06% 27,071 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.06% 265,035 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.05% 2,180 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.05% 60,352 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.04% 155,891 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.04% 357,270 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.04% 257,381 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.04% 8,978 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.03% 1,979 SH Oct. 2, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.03% 38,881 SH Aug. 19, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.02% 4,453 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.02% 54,650 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.02% 17,681 SH Oct. 2, 2026 Daily
DSI · iShares Trust 0.02% 9,666 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.02% 142,860 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.02% 3,318 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.02% 17,238 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.02% 3,002 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.02% 63,078 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 19,091 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.01% 44,973 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.01% 2,610 SH Sept. 10, 2026 Daily
IWV · iShares Trust 0.01% 17,133 SH Sept. 10, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 1,985,919 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 51,321 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 10,648 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 5,405 SH Aug. 19, 2026 Daily
ITOT · iShares Trust 0.01% 80,585 SH Sept. 11, 2026 Daily
SMDX · Tidal Trust III 0.01% 76 NS July 31, 2026 N-PORT
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 14, 2026 Daily
IJH · iShares Trust · 2,219,276 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 322,493 SH Aug. 21, 2026 Daily
XJH · iShares Trust · 8,639 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 2,730 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 6,695 SH Sept. 11, 2026 Daily

TKR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 17 analysts BUY
Median target $150.00 +22.5%
3 17.6% Strong Buy
6 35.3% Buy
8 47.1% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

11 analysts · 2026-10-01

Mean target $146.47 +19.6%

← Below all targets Current price $122.44
Low$130.00 Mean$146.47 High$160.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
TKR · 20.5 0.19% 6.3% 9.6% ·
WTS · 27.1 8.3% 14.0% 17.4% 49.5%
DCI · 24.5 5.3% 11.7% 27.2% 34.6%
FLS · 26.3 · · 16.5% ·
SPXC $9.98B 39.8 14.2% 10.8% 12.9% ·
ESE · 18.3 19.2% 27.3% 21.5% ·
NPO $4.52B 112.1 9.0% 3.5% 2.7% 42.6%
GTES $5.44B 22.4 1.0% 7.3% 7.9% 39.8%
JBTM $7.83B -153.7 121.3% -1.3% -1.1% ·
CR $10.62B 29.5 8.2% 15.9% 19.8% ·
MIDD · -28.3 1.6% -8.7% -8.7% 39.1%

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 4, 2026