Research Analysts Set Expectations for Trimble Q1 Earnings

Trimble Inc. (NASDAQ:TRMB) – Research analysts at KeyCorp boosted their Q1 2026 earnings estimates for shares of Trimble in a note issued to investors on Monday, December 15th. KeyCorp analyst J. Celino now anticipates that the scientific and technical instruments company will post earnings of $0.54 per share for the quarter, up from their previous estimate of $0.53. KeyCorp currently has a “Overweight” rating and a $99.00 target price on the stock. The consensus estimate for Trimble’s current full-year earnings is $2.37 per share. KeyCorp also issued estimates for Trimble’s Q2 2026 earnings at $0.70 EPS, Q3 2026 earnings at $0.78 EPS and FY2026 earnings at $2.93 EPS.

A number of other research firms have also recently weighed in on TRMB. Wells Fargo & Company started coverage on shares of Trimble in a report on Thursday, November 13th. They set an “overweight” rating and a $94.00 price objective on the stock. Piper Sandler reiterated an “overweight” rating and set a $97.00 price target on shares of Trimble in a research note on Friday, November 7th. Barclays began coverage on shares of Trimble in a research note on Tuesday, October 7th. They issued an “overweight” rating and a $100.00 price objective for the company. Oppenheimer reaffirmed an “outperform” rating and set a $102.00 price objective on shares of Trimble in a report on Thursday, November 6th. Finally, Berenberg Bank set a $95.00 target price on Trimble and gave the stock a “buy” rating in a research report on Friday, October 3rd. Three research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $96.67.

Trimble Price Performance

TRMB stock opened at $78.89 on Thursday. The business has a 50 day moving average price of $79.58 and a 200 day moving average price of $79.48. The company has a quick ratio of 0.86, a current ratio of 1.00 and a debt-to-equity ratio of 0.24. The stock has a market cap of $18.77 billion, a price-to-earnings ratio of 54.03, a PEG ratio of 3.14 and a beta of 1.60. Trimble has a fifty-two week low of $52.91 and a fifty-two week high of $87.50.

Trimble (NASDAQ:TRMB) last posted its quarterly earnings results on Friday, April 12th. The scientific and technical instruments company reported $0.60 earnings per share for the quarter. Trimble had a return on equity of 10.73% and a net margin of 9.93%.The company had revenue of $856.50 million for the quarter.

Trimble announced that its Board of Directors has initiated a stock repurchase program on Friday, December 5th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the scientific and technical instruments company to buy up to 5.1% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling at Trimble

In other news, Director Kaigham Gabriel sold 1,718 shares of the company’s stock in a transaction dated Thursday, November 6th. The shares were sold at an average price of $81.00, for a total value of $139,158.00. Following the completion of the sale, the director directly owned 15,170 shares of the company’s stock, valued at approximately $1,228,770. This represents a 10.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Robert G. Painter sold 7,500 shares of the business’s stock in a transaction dated Tuesday, October 14th. The shares were sold at an average price of $75.65, for a total value of $567,375.00. Following the completion of the transaction, the chief executive officer owned 92,379 shares in the company, valued at $6,988,471.35. This trade represents a 7.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 24,834 shares of company stock worth $1,963,714. 0.54% of the stock is owned by company insiders.

Institutional Investors Weigh In On Trimble

Large investors have recently modified their holdings of the stock. Peapack Gladstone Financial Corp boosted its holdings in Trimble by 2.6% during the second quarter. Peapack Gladstone Financial Corp now owns 5,008 shares of the scientific and technical instruments company’s stock valued at $381,000 after acquiring an additional 125 shares during the period. MAI Capital Management boosted its stake in Trimble by 4.7% during the 2nd quarter. MAI Capital Management now owns 2,810 shares of the scientific and technical instruments company’s stock valued at $213,000 after purchasing an additional 126 shares during the period. CI Investments Inc. increased its position in Trimble by 10.3% in the 3rd quarter. CI Investments Inc. now owns 1,430 shares of the scientific and technical instruments company’s stock worth $117,000 after buying an additional 134 shares during the period. Parkside Financial Bank & Trust lifted its holdings in shares of Trimble by 18.4% during the second quarter. Parkside Financial Bank & Trust now owns 907 shares of the scientific and technical instruments company’s stock worth $69,000 after buying an additional 141 shares during the last quarter. Finally, Balboa Wealth Partners boosted its position in shares of Trimble by 4.7% in the second quarter. Balboa Wealth Partners now owns 3,204 shares of the scientific and technical instruments company’s stock valued at $243,000 after acquiring an additional 144 shares during the period. Hedge funds and other institutional investors own 93.21% of the company’s stock.

About Trimble

Trimble Inc provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes worldwide. The company's Buildings and Infrastructure segment offers field and office software for project design and visualization; systems to guide and control construction equipment; software for 3D design and data sharing; systems to monitor, track, and manage assets, equipment, and workers; software to share and communicate data; program management solutions for construction owners; 3D conceptual design and modeling software; building information modeling software; enterprise resource planning, project management, and project collaboration solutions; integrated site layout and measurement systems; cost estimating, scheduling, and project controls solutions; and applications for sub-contractors and trades.