The Timken Company (TKR) reported second-quarter 2026 sales of $1.26 billion, up 7.5% from a year earlier. Net income was $28.9 million, or $0.41 per diluted share, compared with $78.5 million, or $1.12 per diluted share, in the prior-year quarter.
The company said current-period net income included an impairment charge related to the anticipated divestiture of its belts business. Timken updated its 2026 outlook and now expects full-year GAAP diluted EPS of $3.75 to $4.05.
- Revenue Second-quarter sales were $1.26 billion, with organic sales up 4.4% from the second quarter of 2025.
- Profit Net income margin was 2.3%, compared with 6.7% a year earlier.
- Segments Engineered Bearings sales rose 3.8% to $807.0 million, while Industrial Motion sales rose 14.6% to $453.9 million.
- Cash flow Net cash provided by operations was $107.1 million, and free cash flow was $80.5 million.
- Outlook Timken expects 2026 revenue to be up about 5.5% at the midpoint from 2025 and adjusted diluted EPS of $6.05 to $6.35.
$TKR Insider Trading Activity
$TKR insiders have traded $TKR stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $TKR stock by insiders over the last 6 months:
- RICHARD G KYLE has made 0 purchases and 5 sales selling 68,290 shares for an estimated $7,481,024.
- AJITA G RAJENDRA sold 8,450 shares for an estimated $1,109,823
- HANSAL N. PATEL (EVP, GC and Secretary) sold 2,500 shares for an estimated $270,025
- MICHAEL ANTHONY DISCENZA (EVP, Chief Financial Officer) sold 1,532 shares for an estimated $167,891
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TKR Hedge Fund Activity
We have seen 271 institutional investors add shares of $TKR stock to their portfolio, and 197 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AMERICAN CENTURY COMPANIES INC removed 1,536,224 shares (-51.7%) from their portfolio in Q1 2026, for an estimated $154,498,047
- FULLER & THALER ASSET MANAGEMENT, INC. removed 1,219,770 shares (-68.2%) from their portfolio in Q1 2026, for an estimated $122,672,268
- FMR LLC removed 869,960 shares (-31.2%) from their portfolio in Q1 2026, for an estimated $87,491,877
- BALYASNY ASSET MANAGEMENT L.P. added 784,372 shares (+106.7%) to their portfolio in Q1 2026, for an estimated $78,884,292
- TWO SIGMA INVESTMENTS, LP added 706,279 shares (+260.5%) to their portfolio in Q1 2026, for an estimated $71,030,479
- COOKE & BIELER LP removed 576,153 shares (-63.0%) from their portfolio in Q2 2026, for an estimated $83,726,553
- ALYESKA INVESTMENT GROUP, L.P. added 552,566 shares (+104.7%) to their portfolio in Q1 2026, for an estimated $55,571,562
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
