Zacks Research Issues Positive Forecast for Timken Earnings

Timken Company (The) (NYSE:TKR) – Equities researchers at Zacks Research upped their Q3 2026 earnings estimates for Timken in a report issued on Friday, March 20th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $1.52 for the quarter, up from their prior forecast of $1.51. The consensus estimate for Timken’s current full-year earnings is $5.62 per share. Zacks Research also issued estimates for Timken’s Q4 2027 earnings at $1.53 EPS and FY2028 earnings at $7.02 EPS.

TKR has been the topic of a number of other reports. DA Davidson boosted their target price on shares of Timken from $86.00 to $108.00 and gave the stock a “neutral” rating in a report on Tuesday, February 10th. Citigroup raised their target price on shares of Timken from $105.00 to $115.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Wall Street Zen upgraded shares of Timken from a “hold” rating to a “buy” rating in a research report on Sunday, March 1st. JPMorgan Chase & Co. upped their price target on Timken from $90.00 to $100.00 and gave the company a “neutral” rating in a report on Monday, March 9th. Finally, Morgan Stanley increased their price objective on Timken from $105.00 to $116.00 and gave the company an “overweight” rating in a research report on Tuesday, February 10th. Four equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $94.89.

Timken Price Performance

Shares of NYSE TKR opened at $95.27 on Monday. Timken has a twelve month low of $56.20 and a twelve month high of $111.39. The company has a current ratio of 2.82, a quick ratio of 1.47 and a debt-to-equity ratio of 0.56. The firm has a 50-day moving average of $100.64 and a two-hundred day moving average of $87.11. The company has a market capitalization of $6.65 billion, a price-to-earnings ratio of 23.18, a PEG ratio of 1.40 and a beta of 1.17.

Timken (NYSE:TKR) last announced its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $1.14 earnings per share for the quarter, beating the consensus estimate of $1.09 by $0.05. The business had revenue of $1.11 billion during the quarter, compared to analyst estimates of $1.07 billion. Timken had a return on equity of 11.52% and a net margin of 6.29%.The company’s revenue was up 3.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.16 earnings per share. Timken has set its FY 2026 guidance at 5.500-6.000 EPS.

Timken Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Tuesday, February 24th were given a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Tuesday, February 24th. Timken’s dividend payout ratio is 34.06%.

Insider Activity at Timken

In related news, Director Richard G. Kyle sold 19,636 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $107.99, for a total value of $2,120,491.64. Following the completion of the transaction, the director owned 243,636 shares of the company’s stock, valued at approximately $26,310,251.64. This trade represents a 7.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 8.37% of the company’s stock.

Institutional Trading of Timken

Several hedge funds and other institutional investors have recently modified their holdings of the business. Gordian Capital Singapore Pte Ltd purchased a new position in shares of Timken during the fourth quarter valued at $25,000. Clearstead Advisors LLC raised its position in Timken by 130.3% during the fourth quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock valued at $26,000 after buying an additional 172 shares during the period. Eastern Bank purchased a new stake in Timken in the 4th quarter worth about $27,000. Mather Group LLC. acquired a new stake in Timken during the 3rd quarter worth about $25,000. Finally, V Square Quantitative Management LLC acquired a new stake in Timken during the 4th quarter worth about $31,000. Institutional investors and hedge funds own 89.08% of the company’s stock.

Timken Company Profile

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.