FY2026 Earnings Estimate for Timken Issued By Zacks Research

Timken Company (The) (NYSE:TKR) – Research analysts at Zacks Research lifted their FY2026 earnings estimates for Timken in a note issued to investors on Wednesday, September 9th. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $6.19 for the year, up from their previous estimate of $6.18. The consensus estimate for Timken’s current full-year earnings is $6.26 per share. Zacks Research also issued estimates for Timken’s Q1 2027 earnings at $1.77 EPS, Q2 2027 earnings at $1.89 EPS, Q3 2027 earnings at $1.79 EPS, Q4 2027 earnings at $1.69 EPS, FY2027 earnings at $7.14 EPS and Q2 2028 earnings at $2.27 EPS.

Timken (NYSE:TKR) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $1.83 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.21. The firm had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.23 billion. Timken had a return on equity of 12.63% and a net margin of 5.43%.The business’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the business posted $1.12 earnings per share. Timken has set its FY 2026 guidance at 6.050-6.350 EPS.

TKR has been the subject of a number of other reports. Bank of America raised shares of Timken from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $129.00 to $135.00 in a research note on Tuesday, September 1st. Morgan Stanley set a $140.00 price objective on Timken in a research note on Thursday, May 21st. JPMorgan Chase & Co. lifted their target price on Timken from $150.00 to $160.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. KeyCorp increased their price target on Timken from $140.00 to $160.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Finally, Jefferies Financial Group set a $135.00 price target on Timken in a research report on Tuesday, September 1st. Seven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Timken presently has a consensus rating of “Moderate Buy” and a consensus price target of $145.50.

Timken Trading Down 3.8%

TKR stock opened at $119.19 on Thursday. The firm has a fifty day moving average price of $131.77 and a 200 day moving average price of $121.09. Timken has a fifty-two week low of $70.57 and a fifty-two week high of $146.37. The firm has a market cap of $8.26 billion, a PE ratio of 32.30, a price-to-earnings-growth ratio of 1.37 and a beta of 1.21. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.74 and a current ratio of 3.10.

Timken Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, August 28th. Investors of record on Tuesday, August 18th were paid a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, August 18th. Timken’s dividend payout ratio (DPR) is currently 39.02%.

Insider Activity

In related news, Director Richard Kyle sold 13,637 shares of the business’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $126.63, for a total transaction of $1,726,853.31. Following the completion of the transaction, the director owned 183,724 shares in the company, valued at $23,264,970.12. The trade was a 6.91% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 8.10% of the company’s stock.

Institutional Trading of Timken

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Tidal Investments LLC lifted its position in shares of Timken by 3.0% during the second quarter. Tidal Investments LLC now owns 192,679 shares of the industrial products company’s stock worth $28,000,000 after purchasing an additional 5,655 shares during the last quarter. Integrated Wealth Concepts LLC bought a new position in shares of Timken in the second quarter worth about $90,000. NewEdge Advisors LLC grew its holdings in shares of Timken by 930.2% in the second quarter. NewEdge Advisors LLC now owns 1,844 shares of the industrial products company’s stock worth $268,000 after purchasing an additional 1,665 shares during the last quarter. Baird Financial Group Inc. purchased a new position in Timken in the 2nd quarter worth about $26,560,000. Finally, Nykredit A S bought a new stake in Timken during the 2nd quarter valued at about $75,623,000. Hedge funds and other institutional investors own 89.08% of the company’s stock.

Key Headlines Impacting Timken

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Zacks lifted its FY2027 EPS forecast to $7.14 from $6.96 and raised estimates for every quarter of FY2027: Q1 to $1.77, Q2 to $1.89, Q3 to $1.79 and Q4 to $1.69. The higher forward earnings outlook is the clearest potential catalyst for TKR.
• Positive Sentiment: Zacks also increased its Q2 2028 EPS estimate to $2.27 from $2.22, indicating confidence that earnings growth could continue beyond FY2027.
• Positive Sentiment: The FY2026 EPS estimate was edged up to $6.19 from $6.18. While modest, the revision reinforces the direction of the broader estimate changes.
• Positive Sentiment: Timken’s recent results provide support for the improved outlook: the company previously reported quarterly EPS of $1.83, above the $1.62 analyst consensus, while revenue increased 7.5% year over year to $1.26 billion.
• Neutral Sentiment: Timken presented at the Jefferies Global Industrials Conference, giving investors additional information on its business and outlook, but the supplied report does not identify a specific new announcement or financial target. Timken Jefferies Conference Transcript
• Neutral Sentiment: Zacks characterized TKR as a long-term value stock, though that assessment is opinion-based and does not represent a new company development. Why Timken Is a Top Value Stock

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.