What is Zacks Research’s Forecast for Timken Q4 Earnings?

The Timken Company (NYSE:TKR) – Zacks Research boosted their Q4 2025 earnings per share estimates for Timken in a report issued on Wednesday, May 14th. Zacks Research analyst M. Das now expects that the industrial products company will post earnings of $1.26 per share for the quarter, up from their prior forecast of $1.23. The consensus estimate for Timken’s current full-year earnings is $5.62 per share.

Several other analysts have also issued reports on TKR. Citigroup upped their target price on Timken from $70.00 to $75.00 and gave the stock a “buy” rating in a report on Thursday, May 8th. Evercore ISI dropped their target price on Timken from $102.00 to $85.00 and set an “outperform” rating on the stock in a report on Monday. DA Davidson upped their target price on Timken from $66.00 to $71.00 and gave the stock a “neutral” rating in a report on Monday, May 5th. Bank of America upgraded Timken from an “underperform” rating to a “neutral” rating and upped their target price for the stock from $73.00 to $78.00 in a report on Tuesday, February 4th. Finally, Jefferies Financial Group reiterated a “hold” rating and set a $70.00 target price (down previously from $90.00) on shares of Timken in a report on Wednesday, April 2nd. Seven investment analysts have rated the stock with a hold rating and four have given a buy rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $78.50.

Timken Stock Performance

Shares of Timken stock opened at $73.20 on Monday. The firm has a market cap of $5.12 billion, a price-to-earnings ratio of 14.67, a price-to-earnings-growth ratio of 1.51 and a beta of 1.30. The stock’s 50-day moving average is $67.49 and its 200-day moving average is $73.45. Timken has a one year low of $56.20 and a one year high of $92.34. The company has a debt-to-equity ratio of 0.69, a current ratio of 3.07 and a quick ratio of 1.61.

Timken (NYSE:TKR) last issued its quarterly earnings results on Wednesday, April 30th. The industrial products company reported $1.40 EPS for the quarter, missing analysts’ consensus estimates of $1.43 by ($0.03). The firm had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.13 billion. Timken had a net margin of 7.71% and a return on equity of 13.93%. The business’s revenue for the quarter was down 4.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.77 earnings per share.

Timken Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 23rd. Shareholders of record on Tuesday, May 13th will be paid a $0.35 dividend. This is a positive change from Timken’s previous quarterly dividend of $0.34. The ex-dividend date of this dividend is Tuesday, May 13th. This represents a $1.40 annualized dividend and a yield of 1.91%. Timken’s dividend payout ratio is currently 30.17%.

Institutional Trading of Timken

Institutional investors and hedge funds have recently bought and sold shares of the business. Pinnacle Associates Ltd. increased its stake in Timken by 0.6% during the 1st quarter. Pinnacle Associates Ltd. now owns 25,605 shares of the industrial products company’s stock worth $1,840,000 after acquiring an additional 155 shares during the period. First Horizon Advisors Inc. boosted its holdings in shares of Timken by 8.7% in the 4th quarter. First Horizon Advisors Inc. now owns 1,981 shares of the industrial products company’s stock valued at $141,000 after purchasing an additional 158 shares in the last quarter. Blue Trust Inc. boosted its holdings in shares of Timken by 9.2% in the 1st quarter. Blue Trust Inc. now owns 2,050 shares of the industrial products company’s stock valued at $147,000 after purchasing an additional 173 shares in the last quarter. Amundi boosted its holdings in shares of Timken by 25.8% in the 4th quarter. Amundi now owns 848 shares of the industrial products company’s stock valued at $61,000 after purchasing an additional 174 shares in the last quarter. Finally, Ethic Inc. boosted its holdings in shares of Timken by 2.5% in the 1st quarter. Ethic Inc. now owns 7,056 shares of the industrial products company’s stock valued at $485,000 after purchasing an additional 174 shares in the last quarter. Institutional investors own 89.08% of the company’s stock.

Timken Company Profile

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company's Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings.