TKR
The Timken CompanyIndustrials · $8.1B market cap
Verdict
Share price
$122.44
close of Oct 3, 2026
Fair value
$86.25
Sticker Price
Payback Price
$34.50
buy price
TKR is Overpriced: at $122.44 it trades 42% above its fair value of $86.25. Its buy price (Payback Price) is $34.50, 72% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold TKR. In Q2 2026, 1 added and 1 sold out. Who we track
Insider activity
Since Aug 10, 2026: no open-market purchases, 1 sale worth $1.7M and 7 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Other filings
Ribaudo Stephen Philip
EVP, Chief Operating Officer · 2026-09-01
Award
5,950 shares
Ribaudo Stephen Philip
EVP, Chief Operating Officer · 2026-09-01
Award
8,275 shares
Ribaudo Stephen Philip
EVP, Chief Operating Officer · 2026-09-01
Award
8,925 shares
BOLDEA LUCIAN
President and CEO · 2026-09-01
Tax withholding
$399K
BOLDEA LUCIAN
President and CEO · 2026-09-01
Award
7,918 shares
Show all 7 other filingsShow fewer
BOLDEA LUCIAN
President and CEO · 2026-09-01
Tax withholding
$1.5M
BOLDEA LUCIAN
President and CEO · 2026-09-01
Award
30,286 shares
About The Timken Company
The Timken Company operates globally, specializing in the design, manufacturing, and management of advanced bearings and power transmission solutions. Its business activities are organized into two main divisions: Mobile Industries and Process Industries. The Mobile Industries division delivers a wide array of products, encompassing various bearings, seals, and lubrication systems, in addition to power transmission…
Manufacturing - Tools & Accessories
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works