Zacks Research Comments on Timken’s Q2 Earnings (NYSE:TKR)

Posted by Brenda Bartman on Jul 2nd, 2026

Timken Company (The) (NYSE:TKR – Free Report) – Equities research analysts at Zacks Research lifted their Q2 2028 EPS estimates for Timken in a report released on Friday, June 26th. Zacks Research analyst Team now anticipates that the industrial products company will earn $2.11 per share for the quarter, up from their prior estimate of $2.09. The consensus estimate for Timken’s current full-year earnings is $6.14 per share.

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

TKR has been the topic of several other reports. Morgan Stanley set a $140.00 price target on Timken in a research note on Thursday, May 21st. DA Davidson started coverage on shares of Timken in a research note on Tuesday, June 16th. They issued a “neutral” rating and a $130.00 price objective for the company. The Goldman Sachs Group set a $128.00 target price on shares of Timken in a research report on Friday, May 22nd. JPMorgan Chase & Co. raised shares of Timken from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $130.00 to $150.00 in a research note on Tuesday, May 26th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Timken in a report on Monday, April 20th. Six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Timken currently has an average rating of “Moderate Buy” and an average price target of $141.62.

Check Out Our Latest Stock Analysis on Timken

Timken Trading Down 2.2%

NYSE TKR opened at $142.09 on Thursday. The stock has a market capitalization of $9.88 billion, a P/E ratio of 32.29, a P/E/G ratio of 1.74 and a beta of 1.20. The business has a 50 day simple moving average of $125.77 and a 200 day simple moving average of $107.69. The company has a debt-to-equity ratio of 0.60, a current ratio of 2.88 and a quick ratio of 1.55. Timken has a one year low of $70.57 and a one year high of $146.37.

Hedge Funds Weigh In On Timken

Several large investors have recently bought and sold shares of the stock. Royal Bank of Canada raised its holdings in shares of Timken by 44.2% in the first quarter. Royal Bank of Canada now owns 90,550 shares of the industrial products company’s stock valued at $6,508,000 after purchasing an additional 27,750 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in Timken by 147.0% during the first quarter. Goldman Sachs Group Inc. now owns 355,765 shares of the industrial products company’s stock worth $25,569,000 after purchasing an additional 211,718 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Timken by 7.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 226,872 shares of the industrial products company’s stock worth $16,305,000 after purchasing an additional 16,000 shares in the last quarter. Prudential Financial Inc. grew its position in Timken by 18.7% in the 2nd quarter. Prudential Financial Inc. now owns 6,815 shares of the industrial products company’s stock worth $494,000 after purchasing an additional 1,075 shares in the last quarter. Finally, Invesco Ltd. increased its stake in Timken by 241.7% in the 2nd quarter. Invesco Ltd. now owns 604,879 shares of the industrial products company’s stock valued at $43,884,000 after buying an additional 427,879 shares during the last quarter. 89.08% of the stock is currently owned by institutional investors.

Insider Transactions at Timken

In other news, Director Ajita G. Rajendra sold 8,450 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $131.34, for a total value of $1,109,823.00. Following the transaction, the director owned 20,225 shares in the company, valued at $2,656,351.50. This trade represents a 29.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John M. Timken, Jr. sold 15,000 shares of Timken stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $116.51, for a total value of $1,747,650.00. Following the transaction, the director directly owned 264,744 shares in the company, valued at approximately $30,845,323.44. The trade was a 5.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 69,079 shares of company stock valued at $8,296,144 over the last ninety days. 8.10% of the stock is currently owned by insiders.

Timken Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Tuesday, May 19th were paid a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. This is a boost from Timken’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend was Tuesday, May 19th. Timken’s dividend payout ratio (DPR) is currently 32.73%.

About Timken

(Get Free Report)

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.