Brokers Set Expectations for Timken’s Q2 Earnings (NYSE:TKR)

Timken Company (The) (NYSE:TKR) – Research analysts at Zacks Research raised their Q2 2026 earnings estimates for shares of Timken in a research note issued on Friday, June 26th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $1.62 for the quarter, up from their prior forecast of $1.59. The consensus estimate for Timken’s current full-year earnings is $6.14 per share. Zacks Research also issued estimates for Timken’s Q4 2026 earnings at $1.32 EPS, FY2026 earnings at $6.11 EPS, Q1 2027 earnings at $1.67 EPS, Q2 2027 earnings at $1.78 EPS, Q3 2027 earnings at $1.76 EPS, FY2027 earnings at $6.86 EPS and Q1 2028 earnings at $2.23 EPS.

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

Several other research firms have also issued reports on TKR. KeyCorp raised their price target on Timken from $130.00 to $140.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. The Goldman Sachs Group set a $128.00 price objective on Timken in a research report on Friday, May 22nd. Evercore reissued an “outperform” rating and set a $158.00 price objective on shares of Timken in a research note on Monday, May 11th. JPMorgan Chase & Co. upgraded shares of Timken from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $130.00 to $150.00 in a report on Tuesday, May 26th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a research note on Monday, April 20th. Six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $141.62.

Timken Stock Up 0.0%

TKR opened at $141.22 on Monday. Timken has a 12 month low of $70.57 and a 12 month high of $145.61. The company has a current ratio of 2.88, a quick ratio of 1.55 and a debt-to-equity ratio of 0.60. The business’s 50-day moving average price is $123.56 and its 200-day moving average price is $106.48. The company has a market cap of $9.82 billion, a P/E ratio of 32.10, a P/E/G ratio of 1.69 and a beta of 1.21.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Gordian Capital Singapore Pte Ltd bought a new stake in Timken in the 4th quarter worth approximately $25,000. Clearstead Advisors LLC raised its stake in Timken by 130.3% during the 4th 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 last quarter. Eastern Bank bought a new position in shares of Timken during the 4th quarter valued at $27,000. V Square Quantitative Management LLC bought a new position in shares of Timken during the 4th quarter valued at $31,000. Finally, Kestra Investment Management LLC purchased a new position in shares of Timken in the 2nd quarter worth $42,000. Institutional investors own 89.08% of the company’s stock.

Insider Transactions at Timken

In other news, Director John M. Timken, Jr. sold 15,000 shares of the company’s 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 owned 264,744 shares in the company, valued at approximately $30,845,323.44. This represents a 5.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Richard G. Kyle sold 8,448 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $127.35, for a total value of $1,075,852.80. Following the completion of the transaction, the director directly owned 197,361 shares in the company, valued at $25,133,923.35. This trade represents a 4.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 69,079 shares of company stock valued at $8,296,144 in the last ninety days. 8.10% of the stock is currently owned by corporate insiders.

Timken Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Tuesday, May 19th were given a $0.36 dividend. The ex-dividend date of this dividend was Tuesday, May 19th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from Timken’s previous quarterly dividend of $0.35. Timken’s payout ratio is presently 32.73%.

Trending Headlines about Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Zacks Research raised its earnings estimates for Timken across multiple periods, including FY2026 to $6.11 EPS, FY2027 to $6.86 EPS, and several quarterly forecasts. Higher profit expectations can support the stock by signaling improving fundamentals.
• Positive Sentiment: Analysts now expect slightly stronger near-term results as well, including Q2 2026 EPS of $1.62 and Q1 2027 EPS of $1.67. Incremental upgrades like these suggest stable demand and execution in Timken’s industrial business.
• Positive Sentiment: Separately, the stock’s average analyst rating remains “Moderate Buy,” reinforcing a broadly constructive Wall Street outlook for Timken.
• Neutral Sentiment: The latest updates were analyst estimate revisions rather than new company guidance, so they may influence sentiment more than they change the underlying operating outlook. Timken Company (The) (NYSE:TKR) Given Average Rating of “Moderate Buy” by Analysts

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.