TKRNYSEBall & Roller BearingsFiscal year ends December 31
TIMKEN CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$112.64+0.25 (+0.22%)
Close on Oct 19, 2026
- Market cap
- $7.89B
- P/E (TTM)
- 30.5
- Dividend yield
- 1.23%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.6%
66M of 69M shares
Institutional holders
604
137 new, 57 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 12 sales
Net sold $18.15M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,620,389 | 8.00% | 13G (passive) amendment | Dec 31, 2023 |
| Ward J. Timken | 3,775,021 | 5.38% | 13G (passive) amendment | Feb 8, 2024 |
| FMR LLC | 3,546,280 | 5.10% | 13G (passive) amendment | Jun 30, 2025 |
| American Century Investment Management, Inc. | 3,530,662 | 5.00% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TKR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,986,764 | 8.64% | $870.00M | +188,722 | 0.01% |
| Vanguard Portfolio Management LLC | 3,329,199 | 4.80% | $483.80M | +49,739 | 0.02% |
| Dimensional Fund Advisors LP | 3,078,676 | 4.44% | $447.39M | +191,721 | 0.08% |
| Vanguard Capital Management LLC | 2,832,647 | 4.09% | $411.64M | +8,372 | 0.01% |
| State Street Corp | 2,034,545 | 2.94% | $295.66M | +63,448 | 0.01% |
| FMR LLC | 1,986,664 | 2.87% | $288.70M | +66,905 | 0.01% |
| Geode Capital Management, LLC | 1,816,406 | 2.62% | $264.00M | +620,397 | 0.01% |
| Brown Advisory Inc | 1,703,339 | 2.46% | $247.53M | −9,477 | 0.38% |
| JPMorgan Chase & Co | 1,524,927 | 2.20% | $219.23M | +1,303,050 | 0.01% |
| Victory Capital Management Inc | 1,347,754 | 1.94% | $195.86M | −481,444 | 0.11% |
| Earnest Partners LLC | 1,135,223 | 1.64% | $164.97M | −33,361 | 0.59% |
| Morgan Stanley | 1,043,434 | 1.51% | $151.63M | +221,857 | 0.01% |
| Nuveen, LLC | 1,008,031 | 1.45% | $146.49M | +718,638 | 0.03% |
| Norges Bank | 995,434 | 1.44% | $144.66M | New | 0.01% |
| Two Sigma Investments, LP | 975,764 | 1.41% | $141.80M | −1,655 | 0.10% |
| Bank of New York Mellon Corp | 968,590 | 1.40% | $140.76M | −65,521 | 0.02% |
| William Blair Investment Management, LLC | 954,839 | 1.38% | $138.76M | +949,663 | 0.42% |
| Thrivent Financial for Lutherans | 833,497 | 1.20% | $121.12K | −88,005 | 0.20% |
| Segall Bryant & Hamill, LLC | 828,448 | 1.20% | $120.39M | +376,932 | 1.43% |
| Keybank National Association/Oh | 828,340 | 1.20% | $120.37M | +3,449 | 0.40% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 604 | 66M | 94.6% | 137 / 212 | 166 / 57 | 12M | 9M |
| Q1 2026 | 535 | 62M | 89.8% | 116 / 172 | 162 / 43 | 15M | 12M |
| Q4 2025 | 470 | 66M | 95.0% | 89 / 149 | 158 / 45 | 9M | 8M |
| Q3 2025 | 430 | 65M | 93.9% | 44 / 164 | 134 / 54 | 8M | 5M |
| Q2 2025 | 443 | 63M | 90.9% | 78 / 137 | 160 / 51 | 7M | 6M |
| Q1 2025 | 422 | 62M | 89.9% | 48 / 153 | 139 / 59 | 7M | 5M |
| Q4 2024 | 438 | 60M | 87.0% | 60 / 142 | 153 / 79 | 6M | 6M |
| Q3 2024 | 466 | 61M | 88.1% | 61 / 154 | 165 / 43 | 9M | 5M |
| Q2 2024 | 451 | 62M | 89.7% | 59 / 162 | 143 / 49 | 3M | 4M |
| Q1 2024 | 442 | 64M | 91.8% | 55 / 132 | 168 / 57 | 5M | 4M |
| Q4 2023 | 445 | 63M | 90.4% | 65 / 123 | 178 / 35 | 7M | 4M |
| Q3 2023 | 422 | 59M | 85.6% | 67 / 127 | 159 / 59 | 5M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TKR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2,164,229 | 3.12% | $314.51M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,985,563 | 2.87% | $288.54M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,434,882 | 2.07% | $208.52M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 908,641 | 1.31% | $132.04M | 0.19% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 724,721 | 1.05% | $105.32M | 0.11% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 607,102 | 0.88% | $83.51M | 0.75% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 512,542 | 0.74% | $70.50M | 0.36% | Jul 31, 2026 |
| Nomura Small Cap Value Fund | 478,497 | 0.69% | $61.24M | 1.76% | May 29, 2026 |
| Thrivent Mid Cap Stock Fund | 451,809 | 0.65% | $62.15M | 1.99% | Jul 31, 2026 |
| Fidelity Low-Priced Stock Fund | 447,825 | 0.65% | $61.60M | 0.25% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 406,194 | 0.59% | $55.87M | 0.33% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 400,190 | 0.58% | $58.16M | 0.04% | Jun 30, 2026 |
| JPMorgan Large Cap Value Fund | 394,591 | 0.57% | $57.34M | 1.11% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 365,000 | 0.53% | $53.04M | 1.13% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 357,809 | 0.52% | $49.22M | 0.04% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Lucian Boldea | President and CEO, Director | 22,121 | 0.03% | Sep 3, 2026 |
| Tarak Mehta | President and CEO, Director | 31,843 | 0.05% | Feb 18, 2025 |
| Stephen Philip Ribaudo | EVP, Chief Operating Officer | 10 | 0.00% | Sep 1, 2026 |
| Michael Anthony Discenza | EVP, Chief Financial Officer | 17,877 | 0.03% | Feb 26, 2026 |
| Natasha Pollock | SVP, CHRO | 21,350 | 0.03% | Feb 18, 2026 |
| Karl Andreas Roellgen | EVP&Pres. Engineered Bearings | 103,032 | 0.15% | Feb 18, 2026 |
| Hansal N. Patel | EVP, GC and Secretary | 27,352 | 0.04% | Feb 18, 2026 |
| John Raymond Szarka | SVP, Chief Technology Officer | 3,716 | 0.01% | Feb 18, 2026 |
| Megan Renee Lanzarotta | Corporate Controller & CAO | 1,961 | 0.00% | Feb 18, 2026 |
| Timothy Alan Graham | EVP, Pres. Industrial Motion | 12,018 | 0.02% | Feb 18, 2026 |
| Christopher A. Coughlin | EVP & Pres. Industrial Motion | 99,620 | 0.14% | Apr 2, 2025 |
| Philip D. Fracassa | EVP & CFO | 101,483 | 0.15% | Feb 20, 2025 |
| Richard G. Kyle | Director | 183,724 | 0.27% | Aug 11, 2026 |
| Ajita G. Rajendra | Director | 20,225 | 0.03% | Jun 9, 2026 |
| Elizabeth Ann Harrell | Director | 20,294 | 0.03% | May 12, 2026 |
| Ward J. Timken Jr | Director | 536,946 | 0.77% | May 12, 2026 |
| John M. Timken Jr | Director | 641,609 | 0.93% | May 12, 2026 |
| Sarah C. Lauber | Director | 11,425 | 0.02% | May 12, 2026 |
| Kimberly K. Ryan | Director | 2,270 | 0.00% | May 12, 2026 |
| Christopher L. Mapes | Director | 30,585 | 0.04% | May 12, 2026 |
| Todd M. Leombruno | Director | 2,270 | 0.00% | May 12, 2026 |
| Frank C. Sullivan | Director | 69,467 | 0.10% | May 12, 2026 |
| Maria A. Crowe | Director | 29,936 | 0.04% | May 12, 2026 |
| James F. Palmer | Director | 23,360 | 0.03% | May 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lucian Boldea President and CEO, Director | Sep 1, 2026 | Tax withholding | −3,333 | $119.78 | $399.23K | 22,121 |
| Lucian Boldea President and CEO, Director | Sep 1, 2026 | Award | +7,918 | – | – | 25,454 |
| Lucian Boldea President and CEO, Director | Sep 1, 2026 | Tax withholding | −12,750 | $119.78 | $1.53M | 17,536 |
| Lucian Boldea President and CEO, Director | Sep 1, 2026 | Award | +30,286 | – | – | 30,286 |
| Richard G. Kyle Director | Aug 10, 2026 | Sale | −13,637 | $126.63 | $1.73M | 183,724 |
| Ajita G. Rajendra Director | Jun 5, 2026 | Sale | −8,450 | $131.34 | $1.11M | 20,225 |
| Richard G. Kyle Director | May 27, 2026 | Sale | −8,448 | $127.35 | $1.08M | 197,361 |
| Richard G. Kyle Director | May 18, 2026 | Gift | −646 | – | – | 205,809 |
| John M. Timken Jr Director | May 8, 2026 | Sale | −15,000 | $116.51 | $1.75M | 264,744 |
| Richard G. Kyle Director | May 8, 2026 | Sale | −37,181 | $117.34 | $4.36M | 206,455 |
| Ward J. Timken Jr Director | May 2, 2026 | Award | +2,270 | – | – | 268,636 |
| Todd M. Leombruno Director | May 2, 2026 | Award | +2,270 | – | – | 2,270 |
| Christopher L. Mapes Director | May 2, 2026 | Award | +2,270 | – | – | 30,585 |
| Elizabeth Ann Harrell Director | May 2, 2026 | Award | +2,270 | – | – | 20,294 |
| Maria A. Crowe Director | May 2, 2026 | Award | +2,270 | – | – | 29,936 |
| Kimberly K. Ryan Director | May 2, 2026 | Award | +2,270 | – | – | 2,270 |
| Frank C. Sullivan Director | May 2, 2026 | Award | +2,270 | – | – | 69,467 |
| Sarah C. Lauber Director | May 2, 2026 | Award | +2,270 | – | – | 11,425 |
| John M. Timken Jr Director | May 2, 2026 | Award | +2,270 | – | – | 279,744 |
| Ajita G. Rajendra Director | May 2, 2026 | Award | +2,270 | – | – | 28,675 |
| Ward J. Timken Jr Director | Mar 13, 2026 | Gift | −10,000 | – | – | 310 |
| Ward J. Timken Jr Director | Mar 13, 2026 | Gift | +10,000 | – | – | 10,000 |
| Ward J. Timken Jr Director | Mar 12, 2026 | Gift | −7,500 | – | – | 266,366 |
| Ward J. Timken Jr Director | Mar 12, 2026 | Gift | +7,500 | – | – | 10,310 |
| Ward J. Timken Jr Director | Mar 12, 2026 | Gift | +52,000 | – | – | 52,000 |
| Ward J. Timken Jr Director | Mar 12, 2026 | Gift | −52,000 | – | – | 273,866 |
| Michael Anthony Discenza EVP, Chief Financial Officer | Feb 24, 2026 | Sale | −1,532 | $109.59 | $167.89K | 17,877 |
| Michael Anthony Discenza EVP, Chief Financial Officer | Feb 24, 2026 | Tax withholding | −293 | $109.59 | $32.11K | 19,409 |
| Michael Anthony Discenza EVP, Chief Financial Officer | Feb 24, 2026 | Option exercise | +1,825 | $44.65 | $81.49K | 19,702 |
| Richard G. Kyle Director | Feb 20, 2026 | Sale | −5,264 | $107.35 | $565.09K | 243,636 |
| Richard G. Kyle Director | Feb 20, 2026 | Sale | −14,372 | $108.22 | $1.56M | 248,900 |
| Richard G. Kyle Director | Feb 19, 2026 | Sale | −10,000 | $106.72 | $1.07M | 263,272 |
| Karl Andreas Roellgen EVP&Pres. Engineered Bearings | Feb 13, 2026 | Award | +1,450 | – | – | 98,214 |
| Hansal N. Patel EVP, GC and Secretary | Feb 13, 2026 | Tax withholding | −552 | $107.15 | $59.15K | 27,352 |
| Hansal N. Patel EVP, GC and Secretary | Feb 13, 2026 | Award | +1,237 | – | – | 27,904 |
| Michael Anthony Discenza EVP, Chief Financial Officer | Feb 13, 2026 | Award | +400 | – | – | 17,985 |
| Michael Anthony Discenza EVP, Chief Financial Officer | Feb 13, 2026 | Tax withholding | −108 | $107.15 | $11.57K | 17,877 |
| Timothy Alan Graham EVP, Pres. Industrial Motion | Feb 13, 2026 | Tax withholding | −108 | $107.15 | $11.57K | 12,018 |
| Timothy Alan Graham EVP, Pres. Industrial Motion | Feb 13, 2026 | Award | +400 | – | – | 12,126 |
| Natasha Pollock SVP, CHRO | Feb 13, 2026 | Award | +887 | – | – | 18,153 |
| Natasha Pollock SVP, CHRO | Feb 13, 2026 | Tax withholding | −240 | $107.15 | $25.72K | 17,913 |
| John Raymond Szarka SVP, Chief Technology Officer | Feb 13, 2026 | Award | +293 | – | – | 3,716 |
| John Raymond Szarka SVP, Chief Technology Officer | Feb 13, 2026 | Tax withholding | −85 | $107.15 | $9.11K | 3,631 |
| Megan Renee Lanzarotta Corporate Controller & CAO | Feb 13, 2026 | Tax withholding | −52 | $107.15 | $5.57K | 1,961 |
| Megan Renee Lanzarotta Corporate Controller & CAO | Feb 13, 2026 | Award | +152 | – | – | 2,013 |
| John Raymond Szarka SVP, Chief Technology Officer | Feb 12, 2026 | Award | +868 | – | – | 3,711 |
| John Raymond Szarka SVP, Chief Technology Officer | Feb 12, 2026 | Tax withholding | −288 | $108.74 | $31.32K | 3,423 |
| Hansal N. Patel EVP, GC and Secretary | Feb 12, 2026 | Award | +6,110 | – | – | 28,518 |
| Hansal N. Patel EVP, GC and Secretary | Feb 12, 2026 | Tax withholding | −1,851 | $108.74 | $201.28K | 26,667 |
| Megan Renee Lanzarotta Corporate Controller & CAO | Feb 12, 2026 | Award | +245 | – | – | 1,945 |
| Megan Renee Lanzarotta Corporate Controller & CAO | Feb 12, 2026 | Tax withholding | −84 | $108.74 | $9.13K | 1,861 |
| Richard G. Kyle Director | Feb 12, 2026 | Award | +27,554 | – | – | 277,257 |
| Richard G. Kyle Director | Feb 12, 2026 | Tax withholding | −11,689 | $108.74 | $1.27M | 265,568 |
| Richard G. Kyle Director | Feb 12, 2026 | Award | +13,305 | – | – | 278,873 |
| Richard G. Kyle Director | Feb 12, 2026 | Tax withholding | −5,601 | $108.74 | $609.05K | 273,272 |
| Timothy Alan Graham EVP, Pres. Industrial Motion | Feb 12, 2026 | Award | +2,029 | – | – | 12,278 |
| Timothy Alan Graham EVP, Pres. Industrial Motion | Feb 12, 2026 | Tax withholding | −552 | $108.74 | $60.02K | 11,726 |
| Michael Anthony Discenza EVP, Chief Financial Officer | Feb 12, 2026 | Tax withholding | −421 | $108.74 | $45.78K | 17,585 |
| Michael Anthony Discenza EVP, Chief Financial Officer | Feb 12, 2026 | Award | +1,510 | – | – | 18,006 |
| Natasha Pollock SVP, CHRO | Feb 12, 2026 | Tax withholding | −953 | $108.74 | $103.63K | 17,266 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Richard G. Kyle Officer | Aug 10, 2026 | 13,637 | $1.73M | Aug 10, 2026 | Restricted Stock Vesting |
| Richard G. Kyle Director | May 27, 2026 | 8,448 | $1.08M | May 27, 2026 | RSU Vesting |
| Richard G. Kyle Director | May 8, 2026 | 37,181 | $4.33M | May 8, 2026 | Restricted Stock Vesting |
| John M. Timken Jr Director | May 8, 2026 | 15,000 | $1.75M | May 8, 2026 | Open Market Purchase |
| Michael Anthony Discenza Officer, EVP, Chief Financial Officer | Feb 24, 2026 | 1,532 | $167.90K | Feb 24, 2026 | Stock Option Exercise & Sale |
| Richard G. Kyle Director | Feb 19, 2026 | 29,636 | $3.17M | Feb 19, 2026 | Restricted Stock Vesting |
| Hansal N. Patel Officer, EVP, GC and Secretary | Feb 9, 2026 | 2,500 | $270.02K | Feb 9, 2026 | Restricted Stock Vesting |
| Richard G. Kyle Director | Feb 6, 2026 | 30,206 | $3.21M | Feb 6, 2026 | Restricted Stock Vesting |
| Richard G. Kyle Director | Nov 25, 2025 | 15,837 | $1.29M | Nov 25, 2025 | Restricted Stock Vesting |
| Philip D. Fracassa EVP & CFO | Aug 27, 2025 | 10,000 | $792.90K | Aug 27, 2025 | Restricted Stock Vesting |
| Hansal N. Patel EVP, GC and Secretary | Aug 26, 2025 | 4,869 | $383.97K | Aug 26, 2025 | Restricted Stock Vesting |
| Richard G. Kyle Director | Feb 25, 2025 | 15,000 | $1.19M | Feb 25, 2025 | Restricted Stock Vesting |
| Richard G. Kyle Director | Feb 21, 2025 | 10,381 | $863.70K | Feb 21, 2025 | Restricted Stock Vesting |
| Richard G. Kyle Director | Feb 19, 2025 | 10,000 | $827.50K | Feb 19, 2025 | Restricted Stock Vesting |
| Hansal N. Patel Officer, EVP, GC and Secretary | Feb 18, 2025 | 2,500 | $209.59K | Feb 18, 2025 | Restricted Stock Vesting |