KeyCorp Forecasts Timken’s FY2026 Earnings (NYSE:TKR)

Timken Company (The) (NYSE:TKR) – Analysts at KeyCorp issued their FY2026 earnings per share (EPS) estimates for shares of Timken in a research note issued to investors on Sunday, February 8th. KeyCorp analyst S. Barger forecasts that the industrial products company will post earnings per share of $5.94 for the year. The consensus estimate for Timken’s current full-year earnings is $5.62 per share. KeyCorp also issued estimates for Timken’s FY2027 earnings at $6.68 EPS.

TKR has been the topic of several other reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a research note on Wednesday, January 21st. Wall Street Zen upgraded Timken from a “hold” rating to a “buy” rating in a research report on Saturday, November 1st. Morgan Stanley lifted their price objective on Timken from $105.00 to $116.00 and gave the company an “overweight” rating in a research report on Tuesday. Oppenheimer set a $108.00 target price on Timken in a report on Thursday, February 5th. Finally, JPMorgan Chase & Co. lifted their price target on Timken from $85.00 to $90.00 and gave the company a “neutral” rating in a report on Thursday, February 5th. Four research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Timken has a consensus rating of “Hold” and an average target price of $93.78.

Timken Stock Down 0.7%

TKR opened at $108.70 on Wednesday. Timken has a twelve month low of $56.20 and a twelve month high of $111.39. The firm has a market cap of $7.57 billion, a price-to-earnings ratio of 26.45, a PEG ratio of 1.58 and a beta of 1.21. The firm’s 50-day simple moving average is $91.04 and its 200-day simple moving average is $81.88. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.47 and a current ratio of 2.82.

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

Hedge Funds Weigh In On Timken

Several hedge funds have recently made changes to their positions in the business. CSM Advisors LLC raised its holdings in shares of Timken by 5.2% in the fourth quarter. CSM Advisors LLC now owns 51,218 shares of the industrial products company’s stock valued at $4,311,000 after purchasing an additional 2,553 shares during the last quarter. Empowered Funds LLC increased its stake in Timken by 106.3% in the 4th quarter. Empowered Funds LLC now owns 7,788 shares of the industrial products company’s stock valued at $655,000 after buying an additional 4,012 shares during the last quarter. Janney Montgomery Scott LLC lifted its position in Timken by 7.9% during the 4th quarter. Janney Montgomery Scott LLC now owns 132,485 shares of the industrial products company’s stock worth $11,146,000 after buying an additional 9,646 shares in the last quarter. Deutsche Bank AG boosted its stake in shares of Timken by 15.7% during the 4th quarter. Deutsche Bank AG now owns 7,724 shares of the industrial products company’s stock worth $650,000 after buying an additional 1,047 shares during the last quarter. Finally, Brandes Investment Partners LP grew its holdings in shares of Timken by 13.9% in the 4th quarter. Brandes Investment Partners LP now owns 667,166 shares of the industrial products company’s stock valued at $56,129,000 after acquiring an additional 81,288 shares in the last quarter. 89.08% of the stock is owned by institutional investors.

Insider Buying and Selling at Timken

In related news, Director Richard G. Kyle sold 15,837 shares of the stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $81.03, for a total transaction of $1,283,272.11. Following the completion of the transaction, the director directly owned 266,942 shares in the company, valued at approximately $21,630,310.26. This trade represents a 5.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 8.70% of the stock is owned by corporate insiders.

Timken Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, December 5th. Stockholders of record on Tuesday, November 25th were issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Tuesday, November 25th. Timken’s payout ratio is 34.06%.

Trending Headlines about Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: KeyCorp raised forward earnings assumptions — the firm’s S. Barger published a set of upgraded estimates (Q1–Q4 2026 quarterly forecasts and FY2026 at ~$5.94, FY2027 at ~$6.68 and FY2028 at ~$7.50), implying stronger multi‑year EPS growth versus the current consensus (FY2026/FY2027 beat). This supports higher valuation expectations and likely helped push TKR toward recent highs.
• Positive Sentiment: Morgan Stanley raised its price target to $116 and kept an Overweight rating, implying further upside from current levels; analyst support from a major bank can attract institutional buyers. Morgan Stanley raises PT (Benzinga)
• Positive Sentiment: KeyBanc upgraded Timken, citing an anticipated industrial cycle inflection; the upgrade coincided with the stock climbing to an all‑time/1‑year high as investors priced in improved end‑market demand. KeyBanc upgrade / all‑time high (MSN)
• Positive Sentiment: Increased visibility from Russell 1000 trading and coverage reports has driven elevated volume and attention; index‑related flows and heightened liquidity can amplify moves in either direction. Russell 1000 elevated trading (Kalkine)
• Neutral Sentiment: Coverage roundup and Q4 earnings‑call takeaways: a recent note highlights five analyst questions from Timken’s Q4 call — useful for understanding management’s view on margins, end markets, and guidance cadence but not an immediate catalyst by itself. Analyst questions from Q4 call (MSN)

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.