DA Davidson Forecasts Timken’s Q2 Earnings (NYSE:TKR)

The Timken Company (NYSE:TKR) – Analysts at DA Davidson issued their Q2 2025 earnings per share (EPS) estimates for Timken in a research report issued on Monday, May 5th. DA Davidson analyst M. Shlisky anticipates that the industrial products company will post earnings of $1.56 per share for the quarter. DA Davidson currently has a “Neutral” rating and a $71.00 target price on the stock. The consensus estimate for Timken’s current full-year earnings is $5.62 per share. DA Davidson also issued estimates for Timken’s FY2026 earnings at $6.23 EPS.

A number of other analysts have also weighed in on the stock. Jefferies Financial Group reiterated a “hold” rating and set a $70.00 target price (down from $90.00) on shares of Timken in a report on Wednesday, April 2nd. Evercore ISI lifted their price objective on Timken from $91.00 to $102.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 19th. Oppenheimer decreased their target price on Timken from $90.00 to $88.00 and set an “outperform” rating for the company in a report on Thursday, May 1st. Citigroup cut their price target on shares of Timken from $95.00 to $70.00 and set a “buy” rating on the stock in a report on Tuesday, April 8th. Finally, Loop Capital decreased their price objective on shares of Timken from $85.00 to $65.00 and set a “hold” rating for the company in a report on Thursday, April 17th. Seven equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $79.70.

Timken Trading Down 0.1 %

Shares of TKR opened at $66.29 on Tuesday. The stock has a market capitalization of $4.64 billion, a P/E ratio of 13.28, a PEG ratio of 1.51 and a beta of 1.30. Timken has a twelve month low of $56.20 and a twelve month high of $93.66. The company has a quick ratio of 1.61, a current ratio of 3.07 and a debt-to-equity ratio of 0.69. The firm has a fifty day simple moving average of $68.37 and a two-hundred day simple moving average of $74.35.

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

Institutional Trading of Timken

Several institutional investors have recently bought and sold shares of the company. Fairway Wealth LLC purchased a new stake in shares of Timken during the fourth quarter valued at approximately $29,000. Amundi boosted its stake in Timken by 25.8% during 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 during the last quarter. Parvin Asset Management LLC bought a new stake in shares of Timken in the 4th quarter worth $66,000. UMB Bank n.a. raised its stake in shares of Timken by 400.0% in the first quarter. UMB Bank n.a. now owns 1,000 shares of the industrial products company’s stock worth $72,000 after purchasing an additional 800 shares during the last quarter. Finally, GAMMA Investing LLC lifted its holdings in shares of Timken by 282.3% during the first quarter. GAMMA Investing LLC now owns 1,147 shares of the industrial products company’s stock valued at $82,000 after purchasing an additional 847 shares in the last quarter. 89.08% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Timken

In related news, CFO Philip D. Fracassa sold 5,000 shares of the firm’s stock in a transaction that occurred on Friday, February 7th. The stock was sold at an average price of $81.50, for a total transaction of $407,500.00. Following the completion of the transaction, the chief financial officer now owns 90,541 shares of the company’s stock, valued at $7,379,091.50. This trade represents a 5.23 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 8.70% of the company’s stock.

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 issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 2.11%. The ex-dividend date is Tuesday, May 13th. This is a boost from Timken’s previous quarterly dividend of $0.34. Timken’s dividend payout ratio is 30.17%.

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.