FY2026 Earnings Estimate for Timken Issued By Zacks Research

Timken Company (The) (NYSE:TKR) – Research analysts at Zacks Research raised their FY2026 earnings estimates for shares of Timken in a research note issued on Tuesday, August 18th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $6.18 for the year, up from their prior forecast of $6.11. The consensus estimate for Timken’s current full-year earnings is $6.25 per share. Zacks Research also issued estimates for Timken’s Q1 2027 earnings at $1.70 EPS, Q2 2027 earnings at $1.84 EPS, Q4 2027 earnings at $1.66 EPS, FY2027 earnings at $6.96 EPS and Q2 2028 earnings at $2.22 EPS.

Timken (NYSE:TKR) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.62 by $0.21. The business had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.23 billion. Timken had a net margin of 5.43% and a return on equity of 12.63%. The company’s revenue was up 7.5% on a year-over-year basis. During the same period in the prior year, the business posted $1.12 earnings per share. Timken has set its FY 2026 guidance at 6.050-6.350 EPS.

A number of other analysts have also weighed in on TKR. Citigroup increased their price objective on Timken from $140.00 to $160.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. KeyCorp boosted their price objective on shares of Timken from $140.00 to $160.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. The Goldman Sachs Group boosted their price target on Timken from $128.00 to $142.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Oppenheimer boosted their target price on Timken from $147.00 to $150.00 and gave the company an “outperform” rating in a research note on Tuesday, July 21st. Finally, DA Davidson set a $130.00 price objective on shares of Timken in a report on Friday. Six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $150.00.

Timken Trading Down 3.6%

Shares of TKR stock opened at $129.13 on Wednesday. The stock has a market capitalization of $8.95 billion, a PE ratio of 34.99, a P/E/G ratio of 1.57 and a beta of 1.21. Timken has a 1-year low of $70.57 and a 1-year high of $146.37. The business has a 50-day moving average of $137.38 and a 200 day moving average of $118.92. The company has a debt-to-equity ratio of 0.61, a current ratio of 3.10 and a quick ratio of 1.74.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of TKR. Empowered Funds LLC bought a new stake in Timken during the second quarter worth about $9,421,000. United Capital Financial Advisors LLC bought a new position in shares of Timken during the second quarter valued at approximately $701,000. Brasada Capital Management LP purchased a new position in shares of Timken during the second quarter valued at approximately $712,000. Public Employees Retirement System of Ohio purchased a new position in shares of Timken during the second quarter valued at approximately $2,897,000. Finally, Stonehage Fleming Financial Services Holdings Ltd bought a new stake in shares of Timken in the 2nd quarter worth approximately $668,000. 89.08% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Timken

In other Timken news, Director Ajita G. Rajendra sold 8,450 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $131.34, for a total transaction of $1,109,823.00. Following the completion of the transaction, the director owned 20,225 shares of the company’s stock, valued at approximately $2,656,351.50. This trade represents a 29.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Richard G. Kyle sold 13,637 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $126.63, for a total transaction of $1,726,853.31. Following the sale, the director owned 183,724 shares in the company, valued at approximately $23,264,970.12. This trade represents a 6.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 30,535 shares of company stock valued at $3,912,529 in the last three months. Corporate insiders own 8.10% of the company’s stock.

Timken Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Tuesday, August 18th will be given a $0.36 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. Timken’s dividend payout ratio is currently 39.02%.

About Timken

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.