Zacks Research Issues Positive Forecast for Timken Earnings

Timken Company (The) (NYSE:TKR) – Equities research analysts at Zacks Research raised their Q3 2026 earnings estimates for Timken in a research report issued on Friday, March 20th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $1.52 per share for the quarter, up from their prior estimate 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.

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

Other equities analysts have also recently issued reports about the company. Citigroup raised their price objective on Timken from $105.00 to $115.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Morgan Stanley boosted their target price on shares of Timken from $105.00 to $116.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Wall Street Zen raised shares of Timken from a “hold” rating to a “buy” rating in a report on Sunday, March 1st. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a report on Wednesday, January 21st. Finally, Oppenheimer set a $108.00 price objective on shares of Timken in a research report on Thursday, February 5th. Four investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $94.89.

Timken Price Performance

Shares of TKR opened at $95.27 on Monday. Timken has a 52 week low of $56.20 and a 52 week 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 market cap of $6.65 billion, a price-to-earnings ratio of 23.18, a PEG ratio of 1.40 and a beta of 1.17. The stock has a 50 day moving average of $100.64 and a 200-day moving average of $87.11.

Timken Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 6th. Shareholders of record on Tuesday, February 24th were paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Tuesday, February 24th. Timken’s payout ratio is presently 34.06%.

Insider Transactions at Timken

In other Timken news, Director Richard G. Kyle sold 19,636 shares of the company’s stock in a transaction dated 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 in the company, valued at approximately $26,310,251.64. This represents a 7.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 8.37% of the stock is owned by insiders.

Hedge Funds Weigh In On Timken

Hedge funds and other institutional investors have recently made changes to their positions in the business. Mather Group LLC. acquired a new stake in Timken in the 3rd quarter valued at approximately $25,000. Gordian Capital Singapore Pte Ltd acquired a new position in Timken during the 4th quarter worth $25,000. Clearstead Advisors LLC boosted its position in Timken by 130.3% during the 4th quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock worth $26,000 after acquiring an additional 172 shares during the period. Eastern Bank bought a new position in shares of Timken in the fourth quarter worth $27,000. Finally, SJS Investment Consulting Inc. grew its stake in shares of Timken by 4,512.5% in the third quarter. SJS Investment Consulting Inc. now owns 369 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 361 shares in the last quarter. 89.08% of the stock is currently owned by institutional investors and hedge funds.

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.