Update shared on29 Jul 2025
Fair value Increased 8.74%The increase in Timken's analyst price target reflects improved revenue growth expectations and a higher anticipated future P/E multiple, resulting in a fair value revision from $76.24 to $82.90.
What's in the News
- Added to Russell 1000 Defensive Index.
- Added to Russell 1000 Value-Defensive Index.
- Increased quarterly cash dividend by 3% to 35 cents per share.
- Completed buyback of 296,061 shares for $23.13 million in Q1 2025; total buyback under program now 8,157,071 shares (11.15%) for $594.95 million.
- Lowered 2025 earnings guidance to $3.90-$4.40 per diluted share; forecasts revenue change of -2.5% to 0% due to tariffs and lower demand.
Valuation Changes
Summary of Valuation Changes for Timken
- The Consensus Analyst Price Target has risen from $76.24 to $82.90.
- The Consensus Revenue Growth forecasts for Timken has significantly risen from 1.7% per annum to 2.2% per annum.
- The Future P/E for Timken has risen from 14.45x to 15.81x.
Disclaimer
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