Zacks Research Forecasts Timken's FY2026 Earnings (NYSE:TKR)

Key Points

• Zacks Research raised Timken’s FY2026 EPS forecast to $6.18 from $6.11, below the $6.25 consensus estimate. Timken’s own FY2026 guidance is $6.05–$6.35 per share.
• Timken’s latest quarterly results exceeded expectations, with EPS of $1.83 versus the $1.62 consensus and revenue of $1.26 billion, up 7.5% year over year. Analysts maintain a “Moderate Buy” consensus rating with a $150 average price target.
• Shares opened at $129.13 after declining 3.6%; the company also declared a quarterly dividend of $0.36, equivalent to a 1.1% annual yield. Institutional investors own 89.08% of the stock, while insiders sold $3.9 million worth of shares over the past three months.

Timken Company (The) (NYSE:TKR - Free Report) - Zacks Research lifted their FY2026 earnings per share (EPS) estimates for Timken in a research report issued on Tuesday, August 18th. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $6.18 for the year, up from their prior forecast of $6.11. The consensus estimate for Timken's current full-year earnings is $6.25 per share. Zacks Research also issued estimates for Timken's Q1 2027 earnings at $1.70 EPS, Q2 2027 earnings at $1.84 EPS, Q4 2027 earnings at $1.66 EPS, FY2027 earnings at $6.96 EPS and Q2 2028 earnings at $2.22 EPS.

Several other research firms also recently commented on TKR. Evercore reiterated an "outperform" rating and issued a $158.00 price objective on shares of Timken in a report on Monday, May 11th. DA Davidson set a $130.00 target price on shares of Timken in a report on Friday. Citigroup upped their price target on shares of Timken from $140.00 to $160.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. Oppenheimer increased their price target on shares of Timken from $147.00 to $150.00 and gave the company an "outperform" rating in a report on Tuesday, July 21st. Finally, Morgan Stanley set a $140.00 price objective on shares of Timken in a research report on Thursday, May 21st. Six equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $150.00.

Timken Trading Down 3.6%

Shares of Timken stock opened at $129.13 on Wednesday. The company has a debt-to-equity ratio of 0.61, a current ratio of 3.10 and a quick ratio of 1.74. The business has a fifty day simple moving average of $137.38 and a two-hundred day simple moving average of $118.92. Timken has a 1 year low of $70.57 and a 1 year high of $146.37. The company has a market capitalization of $8.95 billion, a price-to-earnings ratio of 34.99, a P/E/G ratio of 1.57 and a beta of 1.21.

Timken (NYSE:TKR - Get Free Report) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $1.83 EPS for the quarter, topping the consensus estimate of $1.62 by $0.21. Timken had a return on equity of 12.63% and a net margin of 5.43%.The company had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.23 billion. During the same period in the previous year, the company posted $1.12 EPS. The firm's revenue for the quarter was up 7.5% compared to the same quarter last year. Timken has set its FY 2026 guidance at 6.050-6.350 EPS.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in TKR. Fifth Third Wealth Advisors LLC grew its stake in Timken by 4.3% in the 1st quarter. Fifth Third Wealth Advisors LLC now owns 2,537 shares of the industrial products company's stock worth $255,000 after buying an additional 104 shares in the last quarter. Parallel Advisors LLC raised its position in shares of Timken by 4.1% during the 1st quarter. Parallel Advisors LLC now owns 2,970 shares of the industrial products company's stock valued at $299,000 after buying an additional 116 shares in the last quarter. Parvin Asset Management LLC raised its position in shares of Timken by 16.5% during the 1st quarter. Parvin Asset Management LLC now owns 920 shares of the industrial products company's stock valued at $93,000 after buying an additional 130 shares in the last quarter. Quadrant Capital Group LLC lifted its holdings in shares of Timken by 3.2% during the 3rd quarter. Quadrant Capital Group LLC now owns 4,319 shares of the industrial products company's stock worth $325,000 after acquiring an additional 132 shares during the last quarter. Finally, Hilltop Holdings Inc. lifted its holdings in shares of Timken by 3.7% during the 3rd quarter. Hilltop Holdings Inc. now owns 3,997 shares of the industrial products company's stock worth $300,000 after acquiring an additional 142 shares during the last quarter. 89.08% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Timken

In related news, Director Richard G. Kyle sold 13,637 shares of the firm's stock in a transaction on Monday, August 10th. The stock was sold at an average price of $126.63, for a total value of $1,726,853.31. Following the transaction, the director owned 183,724 shares in the company, valued at approximately $23,264,970.12. This trade represents a 6.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ajita G. Rajendra sold 8,450 shares of the business's stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $131.34, for a total transaction of $1,109,823.00. Following the completion of the transaction, the director owned 20,225 shares of the company's stock, valued at $2,656,351.50. The trade was a 29.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 30,535 shares of company stock valued at $3,912,529 in the last three months. Insiders own 8.10% of the company's stock.

Timken Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Tuesday, August 18th will be paid a $0.36 dividend. The ex-dividend date is Tuesday, August 18th. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. Timken's dividend payout ratio is 39.02%.

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.

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