TKR TIMKEN CO
Price Chart
Executive Summary
Two Timken directors sold a combined $6.11M in open-market shares on May 8, 2026, just two days after the company reported strong Q1 earnings and raised full-year guidance. The sales represent ~0.07% of market cap, a trivial amount, and are likely routine portfolio rebalancing following a post-earnings stock price near $117.
Key Financial Metrics
Actionable Insight
The sales are routine in size and timing relative to market cap. No bearish signal — the cluster follows a strong earnings report and raised guidance. Monitor for any additional insider sales in the next 30 days that would break this pattern.
Key Facts
- Director John M. Timken Jr. sold 15,000 shares at $116.51 for $1.75M
- Director Richard G. Kyle sold 37,181 shares at $117.34 for $4.36M
- Total open-market sales: $6.11M, representing ~0.07% of TKR's $8.2B market cap
- Sales occurred 2 days after Q1 2026 earnings beat and raised guidance (bullish 8-K filed May 6)
- Nine directors also received non-cash stock grants of 1,280 shares each ($0 value) on the same day
- Prior 30-day insider activity included 2 sells totaling $6.1M, consistent with this pattern
Financial Impact
$6.11M in insider sales, ~0.07% of market cap — immaterial relative to company size
Risk Factors
- Insiders selling after a positive catalyst could indicate they view the stock as fairly valued near $117
- If more insiders begin selling in coming weeks, pattern would shift from routine to concerning
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-TKR-1778617746746 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 8, 2026
5w ago
|
8-K
| $117.39 $112.73 | ▼ −3.97% | ▼ −3.88% | $137.06 (+16.76%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $117.97 $116.74 | ▼ −1.04% | ▼ −2.51% | $137.06 (+16.18%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $117.97 $116.74 | ▼ −1.04% | ▼ −2.51% | $137.06 (+16.18%) |
|
May 6, 2026
5w ago
|
8-K
| $119.70 $117.12 | ▼ −2.16% | ▼ −3.29% | $137.06 (+14.50%) |
|
Apr 21, 2026
7w ago
|
8-K
| $106.79 $106.78 | ▼ −0.01% | ▼ −0.06% | $137.06 (+28.35%) |
|
Mar 17, 2026
12w ago
|
DEFA14A
| $98.59 $101.03 | ▲ +2.47% | ▲ +5.13% | $137.06 (+39.02%) |
US Market Status
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