Research Analysts Offer Predictions for Timken Q3 Earnings

The Timken Company (NYSE:TKR) – Research analysts at Zacks Research reduced their Q3 2025 earnings per share estimates for shares of Timken in a report released on Thursday, April 24th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings of $1.33 per share for the quarter, down from their previous forecast of $1.37. The consensus estimate for Timken’s current full-year earnings is $5.62 per share. Zacks Research also issued estimates for Timken’s Q4 2025 earnings at $1.23 EPS, FY2025 earnings at $5.46 EPS, Q1 2026 earnings at $1.63 EPS, Q2 2026 earnings at $1.67 EPS, Q3 2026 earnings at $1.55 EPS, Q4 2026 earnings at $1.44 EPS, FY2026 earnings at $6.29 EPS, Q1 2027 earnings at $1.72 EPS and FY2027 earnings at $6.61 EPS.

TKR has been the subject of several other research reports. Bank of America upgraded shares of Timken from an “underperform” rating to a “neutral” rating and raised their price target for the stock from $73.00 to $78.00 in a report on Tuesday, February 4th. Jefferies Financial Group reissued a “hold” rating and set a $70.00 target price (down previously from $90.00) on shares of Timken in a research note on Wednesday, April 2nd. Evercore ISI upped their price target on Timken from $91.00 to $102.00 and gave the company an “outperform” rating in a research note on Wednesday, February 19th. Citigroup cut their price objective on Timken from $95.00 to $70.00 and set a “buy” rating for the company in a research report on Tuesday, April 8th. Finally, DA Davidson reaffirmed a “neutral” rating and issued a $66.00 target price (down previously from $97.00) on shares of Timken in a research report on Monday, April 21st. Seven analysts have rated the stock with a hold rating and five have given a buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $81.91.

Timken Trading Up 0.1 %

Shares of TKR opened at $65.03 on Friday. The company has a current ratio of 3.07, a quick ratio of 1.61 and a debt-to-equity ratio of 0.69. The firm has a 50-day moving average price of $70.55 and a 200 day moving average price of $75.36. Timken has a 12-month low of $56.20 and a 12-month high of $94.71. The firm has a market capitalization of $4.55 billion, a P/E ratio of 13.03, a P/E/G ratio of 1.51 and a beta of 1.28.

Timken (NYSE:TKR) last released its quarterly earnings data on Wednesday, February 5th. The industrial products company reported $1.16 earnings per share for the quarter, topping analysts’ consensus estimates of $1.08 by $0.08. Timken had a return on equity of 13.93% and a net margin of 7.71%.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in TKR. Fairway Wealth LLC purchased a new stake in shares of Timken during the 4th quarter worth $29,000. Amundi raised its stake in Timken by 25.8% in the fourth quarter. Amundi now owns 848 shares of the industrial products company’s stock valued at $61,000 after buying an additional 174 shares in the last quarter. Parvin Asset Management LLC acquired a new stake in Timken in the fourth quarter valued at $66,000. UMB Bank n.a. lifted its holdings in Timken by 400.0% during the 1st quarter. UMB Bank n.a. now owns 1,000 shares of the industrial products company’s stock worth $72,000 after buying an additional 800 shares during the last quarter. Finally, GAMMA Investing LLC boosted its position in shares of Timken by 282.3% during the 1st quarter. GAMMA Investing LLC now owns 1,147 shares of the industrial products company’s stock worth $82,000 after acquiring an additional 847 shares in the last quarter. Hedge funds and other institutional investors own 89.08% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Philip D. Fracassa sold 5,000 shares of the business’s stock in a transaction dated 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 directly owns 90,541 shares of the company’s stock, valued at approximately $7,379,091.50. The trade was a 5.23 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 8.70% of the company’s stock.

Timken Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 7th. Shareholders of record on Tuesday, February 25th were given a $0.34 dividend. The ex-dividend date of this dividend was Tuesday, February 25th. This represents a $1.36 annualized dividend and a yield of 2.09%. Timken’s dividend payout ratio is presently 27.25%.

About Timken

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.