Stephen Volkmann's Stock Ratings

Jefferies Analyst

Stephen Volkmann is an analyst at Jefferies. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 12/15/2025

Updated: Dec 15, 2025

Overall Average Return

17.1%

Smart Score

72.8%

Overall Average Return Percentile

72nd

Number of Ratings

199
Buy NowGet Alert
12/15/2025FASTBuy Now
Fastenal
$42.5622.17%$45 → $52UpgradeHold → BuyGet Alert
12/09/2025DEBuy Now
Deere
$488.21-2.71%$440 → $475MaintainsHoldGet Alert
07/24/2025JCIBuy Now
Johnson Controls Intl
$116.403.09% → $120DowngradeBuy → HoldGet Alert
04/02/2025TKRBuy Now
Timken
$87.38-19.89%$90 → $70DowngradeBuy → HoldGet Alert
03/12/2025ETNBuy Now
Eaton Corp
$335.22-0.07%$390 → $335MaintainsBuyGet Alert
12/06/2024FASTBuy Now
Fastenal
$42.5699.69%$74 → $85MaintainsHoldGet Alert
12/06/2024ITWBuy Now
Illinois Tool Works
$259.4211.79%$255 → $290MaintainsHoldGet Alert
12/06/2024GTESBuy Now
Gates Industrial Corp
$21.9018.72%$23 → $26MaintainsBuyGet Alert
12/06/2024ETNBuy Now
Eaton Corp
$335.2231.26%$400 → $440MaintainsBuyGet Alert
12/06/2024WCCBuy Now
WESCO Intl
$298.99-18.06%$225 → $245MaintainsBuyGet Alert
12/06/2024CMIBuy Now
Cummins
$514.38-15.43%$410 → $435MaintainsBuyGet Alert
12/06/2024PHBuy Now
Parker Hannifin
$886.63-8.64%$765 → $810MaintainsBuyGet Alert
12/06/2024CATBuy Now
Caterpillar
$594.68-20.12%$455 → $475MaintainsBuyGet Alert
12/06/2024DEBuy Now
Deere
$488.214.46%$510 → $510DowngradeBuy → HoldGet Alert
12/06/2024PCARBuy Now
PACCAR
$112.676.5%$120 → $120DowngradeBuy → HoldGet Alert
12/06/2024KMTBuy Now
Kennametal
$29.339.1%$40 → $32DowngradeBuy → HoldGet Alert
12/06/2024SITEBuy Now
SiteOne Landscape Supply
$127.8336.9%$145 → $175UpgradeHold → BuyGet Alert
12/06/2024TKRBuy Now
Timken
$87.388.72%$80 → $95UpgradeHold → BuyGet Alert
07/11/2024SITEBuy Now
SiteOne Landscape Supply
$127.83-2.21%$160 → $125MaintainsHoldGet Alert
07/11/2024TEXBuy Now
Terex
$52.075.63%$68 → $55MaintainsHoldGet Alert
07/11/2024OSKBuy Now
Oshkosh
$132.49-20.75%$135 → $105MaintainsHoldGet Alert
07/11/2024ITWBuy Now
Illinois Tool Works
$259.42-7.49%$275 → $240MaintainsHoldGet Alert
07/11/2024FASTBuy Now
Fastenal
$42.5652.71%$74 → $65MaintainsHoldGet Alert
07/11/2024ETNBuy Now
Eaton Corp
$335.2214.85%$370 → $385MaintainsBuyGet Alert
04/16/2024SNPOBuy Now
Snap One Holdings
——$10 → $10.75DowngradeBuy → HoldGet Alert
04/11/2024PCARBuy Now
PACCAR
$112.6724.25%$115 → $140MaintainsBuyGet Alert
02/29/2024GTESBuy Now
Gates Industrial Corp
$21.90-4.11% → $21Initiates → BuyGet Alert
12/20/2023TEXBuy Now
Terex
$52.0720.99%$73 → $63DowngradeBuy → HoldGet Alert
12/20/2023TKRBuy Now
Timken
$87.38-2.72%$105 → $85DowngradeBuy → HoldGet Alert
08/21/2023STRCBuy Now
Sarcos Technology
$97.75-98.82%$4.25 → $1.15DowngradeBuy → HoldGet Alert
07/17/2023PCARBuy Now
PACCAR
$112.672.06%$85 → $115UpgradeHold → BuyGet Alert
03/06/2023TKRBuy Now
Timken
$87.3820.16%$95 → $105MaintainsBuyGet Alert
02/16/2023SITEBuy Now
SiteOne Landscape Supply
$127.8332.99% → $170DowngradeBuy → HoldGet Alert
02/13/2023POOLBuy Now
Pool
$238.5046.75%$325 → $350MaintainsHoldGet Alert
11/02/2022HLMNBuy Now
Hillman Solutions
$9.426.16%$15 → $10Assumes → BuyGet Alert
10/17/2022MSMBuy Now
MSC Industrial Direct Co
$85.84-2.15% → $84Assumes → HoldGet Alert
10/17/2022FASTBuy Now
Fastenal
$42.5617.47% → $50Assumes → HoldGet Alert
07/15/2022AGCOBuy Now
AGCO
$108.8837.77%$170 → $150MaintainsBuyGet Alert
07/15/2022CARRBuy Now
Carrier Global
$52.44-10.37%$55 → $47MaintainsBuyGet Alert
07/15/2022DEBuy Now
Deere
$488.21-18.07%$450 → $400MaintainsBuyGet Alert
07/15/2022ITWBuy Now
Illinois Tool Works
$259.42-24.83%$235 → $195MaintainsHoldGet Alert
07/15/2022IRBuy Now
Ingersoll Rand
$81.22-32.28%$60 → $55MaintainsBuyGet Alert
07/15/2022JCIBuy Now
Johnson Controls Intl
$116.40-44.16%$70 → $65MaintainsBuyGet Alert
07/15/2022KMTBuy Now
Kennametal
$29.3319.33%$45 → $35MaintainsBuyGet Alert
07/15/2022TKRBuy Now
Timken
$87.38-14.17%$85 → $75MaintainsBuyGet Alert
07/15/2022TTBuy Now
Trane Technologies
$396.34-64.68%$160 → $140MaintainsHoldGet Alert
06/14/2022POOLBuy Now
Pool
$238.5067.71%$485 → $400MaintainsHoldGet Alert
04/05/2022PCARBuy Now
PACCAR
$112.67-24.56%$100 → $85DowngradeBuy → HoldGet Alert
03/08/2022CATBuy Now
Caterpillar
$594.68-56.28%$215 → $260UpgradeHold → BuyGet Alert
03/04/2022PHBuy Now
Parker Hannifin
$886.63-60.52%$380 → $350MaintainsBuyGet Alert
02/03/2022ELMSBuy Now
Electric Last Mile Solns
——$18 → $2.5DowngradeBuy → HoldGet Alert
01/24/2022TTBuy Now
Trane Technologies
$396.34-50.8% → $195MaintainsHoldGet Alert
10/13/2021STRCBuy Now
Sarcos Technology
$97.75-83.63% → $16Initiates → BuyGet Alert
09/21/2021OSKBuy Now
Oshkosh
$132.49-20.75%$150 → $105DowngradeBuy → HoldGet Alert
09/16/2021TKRBuy Now
Timken
$87.3814.44%$110 → $100MaintainsBuyGet Alert
08/23/2021SNPOBuy Now
Snap One Holdings
—— → $22Initiates → BuyGet Alert
07/28/2021ELMSBuy Now
Electric Last Mile Solns
—— → $18Initiates → BuyGet Alert
07/08/2021JCIBuy Now
Johnson Controls Intl
$116.40-26.98% → $85Initiates → BuyGet Alert
05/25/2021DEBuy Now
Deere
$488.21-7.83%$400 → $450MaintainsBuyGet Alert
04/29/2021OSKBuy Now
Oshkosh
$132.4913.22%$125 → $150MaintainsBuyGet Alert
03/04/2021CMIBuy Now
Cummins
$514.38-36.82%$250 → $325UpgradeHold → BuyGet Alert
02/17/2021OSKBuy Now
Oshkosh
$132.49——UpgradeHold → BuyGet Alert
01/15/2021TTBuy Now
Trane Technologies
$396.34-59.63%$140 → $160MaintainsHoldGet Alert
12/10/2020REVGBuy Now
REV Group
$59.01——DowngradeBuy → HoldGet Alert
10/23/2020NAVBuy Now
Navistar International
—— → $44.5DowngradeBuy → HoldGet Alert
10/21/2020OSKBuy Now
Oshkosh
$132.49-36.6%$95 → $84DowngradeBuy → HoldGet Alert
10/13/2020CARRBuy Now
Carrier Global
$52.44-17.99% → $43Initiates → BuyGet Alert
09/24/2020IRBuy Now
Ingersoll Rand
$81.22-48.29% → $42Initiates → BuyGet Alert
07/28/2020TTBuy Now
Trane Technologies
$396.34-77.29%$90 → $90MaintainsHoldGet Alert
07/17/2020DEBuy Now
Deere
$488.21-59.03%$165 → $200MaintainsBuyGet Alert
03/31/2020TTBuy Now
Trane Technologies
$396.34-77.29%$120 → $90MaintainsHoldGet Alert
03/31/2020ITWBuy Now
Illinois Tool Works
$259.42-44.11%$208 → $145DowngradeBuy → HoldGet Alert
03/27/2020PHBuy Now
Parker Hannifin
$886.63-81.95%$130 → $160UpgradeHold → BuyGet Alert
06/24/2019DEBuy Now
Deere
$488.21-61.08%$150 → $190UpgradeHold → BuyGet Alert
06/24/2019AGCOBuy Now
AGCO
$108.88-17.34%$70 → $90UpgradeHold → BuyGet Alert
10/24/2018CATBuy Now
Caterpillar
$594.68-78.14%$155 → $130MaintainsHoldGet Alert
10/12/2018POOLBuy Now
Pool
$238.50-39.2% → $145Initiates → HoldGet Alert
08/07/2018TWIBuy Now
Titan Intl
$8.430.83%$12 → $8.5MaintainsHoldGet Alert
03/26/2018ETNBuy Now
Eaton Corp
$335.22——UpgradeHold → BuyGet Alert
01/18/2018TKRBuy Now
Timken
$87.38——UpgradeHold → BuyGet Alert
11/03/2017PHBuy Now
Parker Hannifin
$886.63-79.13%$175 → $185MaintainsHoldGet Alert
11/03/2017KMTBuy Now
Kennametal
$29.3387.52%$50 → $55MaintainsBuyGet Alert
11/01/2017OSKBuy Now
Oshkosh
$132.49-20.75%$95 → $105MaintainsBuyGet Alert
11/01/2017ETNBuy Now
Eaton Corp
$335.22-76.14%$70 → $80MaintainsHoldGet Alert
11/01/2017CMIBuy Now
Cummins
$514.38-65.01%$165 → $180MaintainsHoldGet Alert
02/22/2017REVGBuy Now
REV Group
$59.01-40.69% → $35Initiates → BuyGet Alert
12/13/2016AGCOBuy Now
AGCO
$108.88——DowngradeBuy → HoldGet Alert
11/23/2016DEBuy Now
Deere
$488.21-80.54%$85 → $95MaintainsHoldGet Alert
10/11/2016CATBuy Now
Caterpillar
$594.68——MaintainsHoldGet Alert
10/11/2016ITWBuy Now
Illinois Tool Works
$259.42——MaintainsBuyGet Alert
10/11/2016KMTBuy Now
Kennametal
$29.33——MaintainsBuyGet Alert
10/11/2016NAVBuy Now
Navistar International
———MaintainsBuyGet Alert
10/11/2016TWIBuy Now
Titan Intl
$8.43——MaintainsHoldGet Alert
09/01/2016PCARBuy Now
PACCAR
$112.67-37.87%$65 → $70MaintainsBuyGet Alert
09/01/2016CMIBuy Now
Cummins
$514.38-76.67%$115 → $120MaintainsHoldGet Alert
08/05/2016TWIBuy Now
Titan Intl
$8.43-5.1%$6 → $8MaintainsHoldGet Alert
08/05/2016PHBuy Now
Parker Hannifin
$886.63-87.59%$100 → $110MaintainsHoldGet Alert
07/28/2016CATBuy Now
Caterpillar
$594.68-87.89%$69 → $72MaintainsHoldGet Alert
07/15/2016OSKBuy Now
Oshkosh
$132.49-50.94%$53 → $65MaintainsBuyGet Alert
03/18/2016CATBuy Now
Caterpillar
$594.68-88.4%$63 → $69MaintainsHoldGet Alert
01/20/2016TWIBuy Now
Titan Intl
$8.43-52.55%$6 → $4MaintainsHoldGet Alert
01/20/2016KMTBuy Now
Kennametal
$29.33-21.58%$30 → $23MaintainsBuyGet Alert
01/20/2016TKRBuy Now
Timken
$87.38-69.1% → $27DowngradeBuy → HoldGet Alert
01/20/2016PHBuy Now
Parker Hannifin
$886.63-89.29% → $95DowngradeBuy → HoldGet Alert
09/03/2015NAVBuy Now
Navistar International
——$45 → $40MaintainsBuyGet Alert
08/25/2015DEBuy Now
Deere
$488.21-82.59%$90 → $85MaintainsHoldGet Alert
07/14/2015TKRBuy Now
Timken
$87.38-50.79%$50 → $43MaintainsBuyGet Alert
07/14/2015AGCOBuy Now
AGCO
$108.88-41.22%$56 → $64MaintainsBuyGet Alert
07/14/2015OSKBuy Now
Oshkosh
$132.49-62.26%$59 → $50MaintainsBuyGet Alert
05/04/2015KMTBuy Now
Kennametal
$29.3353.43%$35 → $45UpgradeHold → BuyGet Alert
04/29/2015PHBuy Now
Parker Hannifin
$886.63-84.77%$145 → $135MaintainsBuyGet Alert
04/29/2015OSKBuy Now
Oshkosh
$132.49-55.47%$54 → $59MaintainsBuyGet Alert
02/02/2015TKRBuy Now
Timken
$87.38-42.78%$60 → $50MaintainsBuyGet Alert
01/28/2015CATBuy Now
Caterpillar
$594.68-87.39%$85 → $75MaintainsHoldGet Alert
01/28/2015OSKBuy Now
Oshkosh
$132.49-59.24%$45 → $54MaintainsBuyGet Alert
01/16/2015CATBuy Now
Caterpillar
$594.68-85.71%$95 → $85MaintainsHoldGet Alert
01/16/2015OSKBuy Now
Oshkosh
$132.49-66.04%$55 → $45MaintainsBuyGet Alert
01/16/2015KMTBuy Now
Kennametal
$29.3319.33%$40 → $35MaintainsHoldGet Alert
01/16/2015ITWBuy Now
Illinois Tool Works
$259.42-57.6%$100 → $110MaintainsBuyGet Alert
10/08/2014KMTBuy Now
Kennametal
$29.3353.43%$48 → $45MaintainsHoldGet Alert
08/07/2014PHBuy Now
Parker Hannifin
$886.63-85.34%$150 → $130MaintainsBuyGet Alert
08/01/2014KMTBuy Now
Kennametal
$29.3363.65%$50 → $48MaintainsHoldGet Alert
07/30/2014OSKBuy Now
Oshkosh
$132.49-58.49%$66 → $55MaintainsBuyGet Alert
07/07/2014TKRBuy Now
Timken
$87.38-31.33%$75 → $60MaintainsBuyGet Alert
05/15/2014ITWBuy Now
Illinois Tool Works
$259.42-62.22% → $98MaintainsBuyGet Alert
04/30/2014CMIBuy Now
Cummins
$514.38-71.81%$130 → $145MaintainsHoldGet Alert
04/30/2014AGCOBuy Now
AGCO
$108.88-40.3%$62 → $65MaintainsBuyGet Alert
04/25/2014TKRBuy Now
Timken
$87.38-14.17%$70 → $75MaintainsBuyGet Alert
04/25/2014CATBuy Now
Caterpillar
$594.68-84.02%$85 → $95MaintainsHoldGet Alert
11/07/2013PHBuy Now
Parker Hannifin
$886.63-84.77%$115 → $135UpgradeHold → BuyGet Alert
10/23/2013ITWBuy Now
Illinois Tool Works
$259.42-65.31%$85 → $90MaintainsBuyGet Alert
09/19/2013CMIBuy Now
Cummins
$514.38-74.73%$120 → $130MaintainsHoldGet Alert
08/01/2013PHBuy Now
Parker Hannifin
$886.63-88.72%$90 → $100MaintainsHoldGet Alert
08/01/2013AGCOBuy Now
AGCO
$108.88-32.95%$62 → $73MaintainsBuyGet Alert
07/24/2013PCARBuy Now
PACCAR
$112.67-41.42%$56 → $66MaintainsBuyGet Alert
07/24/2013ITWBuy Now
Illinois Tool Works
$259.42-67.23%$75 → $85MaintainsBuyGet Alert
06/10/2013TWIBuy Now
Titan Intl
$8.43149.11%$25 → $21DowngradeBuy → HoldGet Alert
06/05/2013TKRBuy Now
Timken
$87.38-25.61%$50 → $65UpgradeHold → BuyGet Alert
04/24/2013PCARBuy Now
PACCAR
$112.67-50.3%$55 → $56MaintainsBuyGet Alert
04/24/2013JCIBuy Now
Johnson Controls Intl
$116.40-69.93%$34 → $35MaintainsHoldGet Alert
04/23/2013JCIBuy Now
Johnson Controls Intl
$116.40-70.79%$31 → $34MaintainsHoldGet Alert
04/17/2013CATBuy Now
Caterpillar
$594.68-87.39%$95 → $75MaintainsHoldGet Alert
02/27/2013TWIBuy Now
Titan Intl
$8.43196.56%$27 → $25MaintainsBuyGet Alert
02/14/2013DEBuy Now
Deere
$488.21-81.57%$80 → $90MaintainsHoldGet Alert
02/07/2013CMIBuy Now
Cummins
$514.38-78.62%$105 → $110MaintainsHoldGet Alert
02/06/2013ETNBuy Now
Eaton Corp
$335.22-80.61%$50 → $65MaintainsHoldGet Alert
02/06/2013AGCOBuy Now
AGCO
$108.88-43.06%$58 → $62MaintainsBuyGet Alert
02/01/2013PCARBuy Now
PACCAR
$112.67-51.19%$53 → $55MaintainsBuyGet Alert
01/31/2013ITWBuy Now
Illinois Tool Works
$259.42-71.09%$72 → $75MaintainsBuyGet Alert
01/29/2013CATBuy Now
Caterpillar
$594.68-84.02%$85 → $95MaintainsHoldGet Alert
01/25/2013TKRBuy Now
Timken
$87.38-42.78%$45 → $50MaintainsHoldGet Alert
01/11/2013TWIBuy Now
Titan Intl
$8.43220.28%$25 → $27MaintainsBuyGet Alert
01/11/2013PCARBuy Now
PACCAR
$112.67-52.96%$49 → $53MaintainsBuyGet Alert
01/11/2013OSKBuy Now
Oshkosh
$132.49-69.81%$36 → $40MaintainsBuyGet Alert
01/11/2013KMTBuy Now
Kennametal
$29.3329.56%$34 → $38MaintainsHoldGet Alert
01/11/2013AGCOBuy Now
AGCO
$108.88-46.73%$55 → $58MaintainsBuyGet Alert
01/11/2013CMIBuy Now
Cummins
$514.38-79.59% → $105DowngradeBuy → HoldGet Alert
12/20/2012JCIBuy Now
Johnson Controls Intl
$116.40-74.23%$27 → $30MaintainsHoldGet Alert
12/12/2012ITWBuy Now
Illinois Tool Works
$259.42-72.25%$70 → $72MaintainsBuyGet Alert
12/12/2012AGCOBuy Now
AGCO
$108.88-49.49%$52 → $55MaintainsBuyGet Alert
11/23/2012DEBuy Now
Deere
$488.21-83.61%$70 → $80MaintainsHoldGet Alert
11/01/2012CMIBuy Now
Cummins
$514.38-79.59%$100 → $105MaintainsBuyGet Alert
11/01/2012ETNBuy Now
Eaton Corp
$335.22-85.08%$40 → $50MaintainsHoldGet Alert
10/31/2012JCIBuy Now
Johnson Controls Intl
$116.40-76.8%$26 → $27MaintainsHoldGet Alert
10/26/2012TWIBuy Now
Titan Intl
$8.43196.56%$23 → $25MaintainsBuyGet Alert
10/26/2012TKRBuy Now
Timken
$87.38-48.5%$42 → $45MaintainsBuyGet Alert
10/26/2012PCARBuy Now
PACCAR
$112.67-56.51%$48 → $49MaintainsBuyGet Alert
10/15/2012ITWBuy Now
Illinois Tool Works
$259.42-73.02%$60 → $70MaintainsBuyGet Alert
10/15/2012TWIBuy Now
Titan Intl
$8.43172.84% → $23UpgradeHold → BuyGet Alert
10/10/2012CMIBuy Now
Cummins
$514.38-80.56%$110 → $100MaintainsBuyGet Alert
09/17/2012OSKBuy Now
Oshkosh
$132.49-72.83%$28 → $36MaintainsBuyGet Alert
08/01/2012CMIBuy Now
Cummins
$514.38-78.62%$100 → $110MaintainsBuyGet Alert
07/27/2012TWIBuy Now
Titan Intl
$8.43172.84%$24 → $23MaintainsHoldGet Alert
07/27/2012TKRBuy Now
Timken
$87.38-51.93%$50 → $42MaintainsBuyGet Alert
07/27/2012OSKBuy Now
Oshkosh
$132.49-78.87%$26 → $28MaintainsBuyGet Alert
07/20/2012JCIBuy Now
Johnson Controls Intl
$116.40-77.66%$28 → $26MaintainsHoldGet Alert
07/18/2012TKRBuy Now
Timken
$87.38-42.78%$65 → $50MaintainsBuyGet Alert
07/18/2012ITWBuy Now
Illinois Tool Works
$259.42-74.94%$60 → $65MaintainsBuyGet Alert
07/18/2012DEBuy Now
Deere
$488.21-85.66%$85 → $70MaintainsHoldGet Alert
07/18/2012PHBuy Now
Parker Hannifin
$886.63-90.98%$100 → $80DowngradeBuy → HoldGet Alert
07/18/2012TWIBuy Now
Titan Intl
$8.43184.7%$30 → $24DowngradeBuy → HoldGet Alert
07/18/2012AGCOBuy Now
AGCO
$108.88-52.24%$60 → $52MaintainsBuyGet Alert
07/18/2012CATBuy Now
Caterpillar
$594.68-85.71%$130 → $85DowngradeBuy → HoldGet Alert
07/18/2012KMTBuy Now
Kennametal
$29.3315.92%$50 → $34DowngradeBuy → HoldGet Alert
07/18/2012OSKBuy Now
Oshkosh
$132.49——UpgradeHold → BuyGet Alert
07/18/2012ETNBuy Now
Eaton Corp
$335.22-88.07%$60 → $40DowngradeBuy → HoldGet Alert
07/11/2012CMIBuy Now
Cummins
$514.38-80.56%$130 → $100MaintainsBuyGet Alert
07/11/2012PCARBuy Now
PACCAR
$112.67-57.4%$55 → $48MaintainsBuyGet Alert
07/11/2012CMIBuy Now
Cummins
$514.38-80.56%$130 → $100MaintainsBuyGet Alert
07/11/2012PCARBuy Now
PACCAR
$112.67-57.4%$55 → $48MaintainsBuyGet Alert
07/09/2012JCIBuy Now
Johnson Controls Intl
$116.40-75.95%$36 → $28MaintainsHoldGet Alert
05/30/2012NAVBuy Now
Navistar International
——$70 → $45MaintainsBuyGet Alert
04/26/2012KMTBuy Now
Kennametal
$29.3370.47%$53 → $50MaintainsBuyGet Alert
04/25/2012PHBuy Now
Parker Hannifin
$886.63-88.72%$94 → $100MaintainsBuyGet Alert
04/25/2012ITWBuy Now
Illinois Tool Works
$259.42-74.94%$62 → $65MaintainsBuyGet Alert
04/23/2012JCIBuy Now
Johnson Controls
$116.40-69.07%$35 → $36MaintainsHoldGet Alert
02/27/2012ETNBuy Now
Eaton
$335.22-82.1%$56 → $60MaintainsBuyGet Alert
02/16/2012DEBuy Now
Deere & Company
$488.21-82.59%$83 → $85MaintainsHoldGet Alert
02/14/2012KMTBuy Now
Kennametal
$29.3380.7%$51 → $53MaintainsBuyGet Alert