Added to YB: 2026-09-16
Pitch date: 2026-07-23
TKR [bullish]
The Timken Company
-17.51%
current return
Author Info
Cooke & Bieler is an independent, institutional equities manager focused solely on value investing and committed to deep, fundamental research since 1949. A long-term investment horizon and attention to business quality underpin our differentiated perspective. Sign up for the newsletter.
Company Info
The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally.
Market Cap
$8.3B
Pitch Price
$141.23
Price Target
N/A
Dividend
1.21%
EV/EBITDA
11.68
P/E
32.36
EV/Sales
2.15
Sector
Machinery
Category
growth
Cooke & Bieler Small Cap Value Equity Portfolio Holding: The Timken Company
TKR (hold): Timken was the third-largest contributor and reported a solid quarter highlighted by accelerating organic sales growth. Later in the quarter, it hosted a well-received Investor Day where management outlined a significant 80/20 opportunity, provided 2028 financial targets and detailed a credible strategy to accelerate organic growth across numerous strategic verticals, including humanoid robots.
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