What is Zacks Research’s Estimate for Timken Q4 Earnings?

Timken Company (The) (NYSE:TKR) – Zacks Research increased their Q4 2026 EPS estimates for shares of Timken in a report released on Tuesday, April 21st. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $1.27 for the quarter, up from their previous forecast of $1.25. The consensus estimate for Timken’s current full-year earnings is $5.90 per share. Zacks Research also issued estimates for Timken’s Q1 2027 earnings at $1.58 EPS, Q4 2027 earnings at $1.54 EPS, FY2027 earnings at $6.41 EPS and FY2028 earnings at $7.04 EPS.

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

Several other brokerages also recently issued reports on TKR. Morgan Stanley lifted their price target on shares of Timken from $116.00 to $119.00 and gave the company an “overweight” rating in a report on Monday, March 30th. DA Davidson raised their price objective on shares of Timken from $86.00 to $108.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. Wall Street Zen upgraded shares of Timken from a “hold” rating to a “buy” rating in a research report on Sunday, March 1st. Weiss Ratings restated a “hold (c+)” rating on shares of Timken in a research report on Monday. Finally, Citigroup raised their price objective on shares of Timken from $115.00 to $125.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Four investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Timken currently has a consensus rating of “Hold” and an average price target of $105.86.

Timken Trading Down 1.9%

Shares of TKR stock opened at $106.71 on Wednesday. Timken has a 12-month low of $62.11 and a 12-month high of $111.39. The company has a market capitalization of $7.45 billion, a P/E ratio of 25.96, a P/E/G ratio of 1.58 and a beta of 1.18. The firm has a 50-day moving average price of $103.50 and a 200 day moving average price of $91.24. The company has a quick ratio of 1.47, a current ratio of 2.82 and a debt-to-equity ratio of 0.56.

Timken Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Shareholders of record on Tuesday, February 24th were given a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.3%. The ex-dividend date was Tuesday, February 24th. Timken’s dividend payout ratio (DPR) is presently 34.06%.

Insiders Place Their Bets

In other Timken news, Director Richard G. Kyle sold 19,636 shares of the firm’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 sale, the director owned 243,636 shares in the company, valued at approximately $26,310,251.64. This trade represents a 7.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 8.10% of the company’s stock.

Institutional Investors Weigh In On Timken

Institutional investors and hedge funds have recently modified their holdings of the business. New York State Common Retirement Fund raised its stake in shares of Timken by 6.3% during the third quarter. New York State Common Retirement Fund now owns 461,129 shares of the industrial products company’s stock worth $34,668,000 after buying an additional 27,515 shares during the last quarter. Keybank National Association OH raised its stake in shares of Timken by 107.8% during the third quarter. Keybank National Association OH now owns 727,777 shares of the industrial products company’s stock worth $54,714,000 after buying an additional 377,607 shares during the last quarter. Bank of New York Mellon Corp raised its stake in shares of Timken by 34.8% during the third quarter. Bank of New York Mellon Corp now owns 1,493,167 shares of the industrial products company’s stock worth $112,256,000 after buying an additional 385,389 shares during the last quarter. Deprince Race & Zollo Inc. bought a new stake in shares of Timken during the third quarter worth approximately $22,624,000. Finally, Phocas Financial Corp. raised its stake in shares of Timken by 81.2% during the fourth quarter. Phocas Financial Corp. now owns 88,967 shares of the industrial products company’s stock worth $7,485,000 after buying an additional 39,871 shares during the last quarter. 89.08% of the stock is owned by institutional investors.

More Timken News

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Zacks Research raised several near‑ and long‑term EPS forecasts for Timken, nudging Q4 2026 to $1.27, Q1 2027 to $1.58 and Q4 2027 to $1.54 and lifting FY2027 to $6.41 and FY2028 to $7.04 — incremental upgrades that support higher future earnings expectations and valuation tailwinds.
• Positive Sentiment: Oppenheimer raised its price target on TKR to $117, signaling buy‑side confidence about the company’s outlook and providing a potential catalyst for upside if other investors follow suit. Oppenheimer Increases Timken (NYSE:TKR) Price Target to $117.00
• Neutral Sentiment: Timken announced a leadership transition in its Engineered Bearings segment (Executive VP/President Andreas Roellgen stepped down). Management changes can create short‑term uncertainty for the segment but aren’t inherently negative if succession and continuity plans are clear. Timken Announces Leadership Transition in Engineered Bearings Segment
• Neutral Sentiment: Market commentary pieces compare Timken to peers and note recent short‑term momentum (e.g., “Timken Is Up 0.85% in One Week” and a value comparison with Hoya). These items provide context for investor positioning but are unlikely to drive large moves by themselves. Timken (TKR) Is Up 0.85% in One Week: What You Should Know TKR or HOCPY: Which Is the Better Value Stock Right Now?

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.