Zacks Research Brokers Raise Earnings Estimates for Timken

Timken Company (The) (NYSE:TKRFree Report) – Investment analysts at Zacks Research upped their Q2 2026 earnings per share (EPS) estimates for shares of Timken in a research note issued on Wednesday, May 27th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $1.59 for the quarter, up from their previous forecast of $1.57. The consensus estimate for Timken’s current full-year earnings is $6.13 per share. Zacks Research also issued estimates for Timken’s Q3 2026 earnings at $1.49 EPS, FY2026 earnings at $6.04 EPS, Q1 2027 earnings at $1.64 EPS, Q2 2027 earnings at $1.75 EPS, Q4 2027 earnings at $1.63 EPS and FY2027 earnings at $6.73 EPS.

Timken (NYSE:TKRGet Free Report) last released its quarterly earnings results on Wednesday, May 6th. The industrial products company reported $1.67 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.17. The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.17 billion. Timken had a return on equity of 11.84% and a net margin of 6.60%.The firm’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.40 EPS. Timken has set its FY 2026 guidance at 5.750-6.250 EPS.

Several other research firms have also issued reports on TKR. Evercore reaffirmed an “outperform” rating and issued a $158.00 price objective on shares of Timken in a research note on Monday, May 11th. The Goldman Sachs Group set a $128.00 price objective on Timken in a research note on Friday, May 22nd. Morgan Stanley set a $140.00 price objective on Timken in a research note on Thursday, May 21st. Wall Street Zen raised Timken from a “hold” rating to a “buy” rating in a research note on Sunday, March 1st. Finally, Citigroup raised their price objective on Timken from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Six equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $139.13.

View Our Latest Report on TKR

Timken Price Performance

NYSE:TKR opened at $127.19 on Thursday. The firm has a market capitalization of $8.84 billion, a price-to-earnings ratio of 28.91, a PEG ratio of 1.53 and a beta of 1.18. Timken has a 1 year low of $67.14 and a 1 year high of $128.31. The business has a 50 day simple moving average of $108.05 and a 200-day simple moving average of $97.66. The company has a debt-to-equity ratio of 0.60, a current ratio of 2.88 and a quick ratio of 1.55.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. New York State Common Retirement Fund increased its holdings in shares of Timken by 6.3% in the 3rd quarter. New York State Common Retirement Fund now owns 461,129 shares of the industrial products company’s stock valued at $34,668,000 after acquiring an additional 27,515 shares during the period. Keybank National Association OH increased its holdings in shares of Timken by 107.8% in the 3rd quarter. Keybank National Association OH now owns 727,777 shares of the industrial products company’s stock valued at $54,714,000 after acquiring an additional 377,607 shares during the period. Bank of New York Mellon Corp increased its holdings in shares of Timken by 34.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,493,167 shares of the industrial products company’s stock valued at $112,256,000 after acquiring an additional 385,389 shares during the period. Phocas Financial Corp. increased its holdings in shares of Timken by 81.2% in the 4th quarter. Phocas Financial Corp. now owns 88,967 shares of the industrial products company’s stock valued at $7,485,000 after acquiring an additional 39,871 shares during the period. Finally, Y Intercept Hong Kong Ltd purchased a new position in shares of Timken in the 3rd quarter valued at $1,678,000. 89.08% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Timken

In other Timken news, Director Richard G. Kyle sold 37,181 shares of the firm’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $117.34, for a total transaction of $4,362,818.54. Following the transaction, the director directly owned 206,455 shares in the company, valued at $24,225,429.70. This trade represents a 15.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director John M. Timken, Jr. sold 15,000 shares of the firm’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $116.51, for a total value of $1,747,650.00. Following the transaction, the director owned 264,744 shares in the company, valued at $30,845,323.44. The trade was a 5.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 8.10% of the company’s stock.

Timken Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Tuesday, May 19th will be paid a dividend of $0.36 per share. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.1%. This is an increase from Timken’s previous quarterly dividend of $0.35. Timken’s dividend payout ratio is 32.73%.

Timken Company Profile

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The Timken Company is a global manufacturer specializing in engineered bearings and mechanical power transmission products. Its core offerings include tapered and cylindrical roller bearings, spherical and plain bearings, mounted bearing units, and precision gear drives. Timken’s products serve a broad range of industries, from industrial machinery and aerospace to automotive, rail, wind energy and heavy equipment.

Beyond bearings, Timken’s portfolio extends to industrial chains, belts, couplings and related components designed to optimize power transmission systems.

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Earnings History and Estimates for Timken (NYSE:TKR)

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