Timken (NYSE:TKR) Releases FY 2026 Earnings Guidance

Timken (NYSE:TKR) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 5.750-6.250 for the period, compared to the consensus EPS estimate of 5.880. The company issued revenue guidance of -, compared to the consensus revenue estimate of $4.8 billion.

Analysts Set New Price Targets

TKR has been the subject of a number of recent research reports. Citigroup raised their price objective on Timken from $125.00 to $140.00 and gave the stock a “buy” rating in a report on Thursday. Wall Street Zen raised shares of Timken from a “hold” rating to a “buy” rating in a research report on Sunday, March 1st. Oppenheimer boosted their price objective on shares of Timken from $117.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday. Weiss Ratings restated a “hold (c+)” rating on shares of Timken in a report on Monday, April 20th. Finally, KeyCorp upped their price target on Timken from $130.00 to $140.00 and gave the stock an “overweight” rating in a research note on Thursday. Five analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $115.88.

Timken Stock Up 0.7%

TKR traded up $0.76 during trading on Friday, hitting $117.10. The company had a trading volume of 187,823 shares, compared to its average volume of 812,161. The company has a market cap of $8.17 billion, a PE ratio of 26.63, a P/E/G ratio of 1.74 and a beta of 1.18. The business has a 50-day moving average of $104.05 and a 200-day moving average of $93.67. The company has a debt-to-equity ratio of 0.60, a current ratio of 2.88 and a quick ratio of 1.47. Timken has a 1-year low of $67.14 and a 1-year high of $123.67.

Timken (NYSE:TKR) last posted its earnings results on Wednesday, May 6th. The industrial products company reported $1.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.50 by $0.17. Timken had a return on equity of 11.84% and a net margin of 6.60%.The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.17 billion. During the same period last year, the business posted $1.40 earnings per share. The firm’s quarterly revenue was up 8.0% compared to the same quarter last year. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. As a group, analysts forecast that Timken will post 5.9 earnings per share for the current year.

Timken Announces Dividend

The business 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. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.2%. Timken’s dividend payout ratio (DPR) is 34.06%.

Insider Buying and Selling at Timken

In other news, Director Richard G. Kyle sold 19,636 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $107.99, for a total transaction of $2,120,491.64. Following the transaction, the director owned 243,636 shares in the company, valued at $26,310,251.64. This represents a 7.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 8.10% of the stock is owned by company insiders.

Hedge Funds Weigh In On Timken

A number of institutional investors have recently made changes to their positions in TKR. Kestra Investment Management LLC bought a new stake in shares of Timken in the 2nd quarter worth approximately $42,000. Danske Bank A S acquired a new position in shares of Timken in the 3rd quarter valued at $45,000. EverSource Wealth Advisors LLC lifted its holdings in shares of Timken by 1,954.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 719 shares of the industrial products company’s stock worth $52,000 after acquiring an additional 684 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in shares of Timken by 379.2% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 877 shares of the industrial products company’s stock valued at $66,000 after acquiring an additional 694 shares in the last quarter. Finally, Group One Trading LLC acquired a new stake in shares of Timken during the 4th quarter valued at about $94,000. 89.08% of the stock is currently owned by institutional investors.

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.