Zacks Research Weighs in on Timken’s Q2 Earnings (NYSE:TKR)

The Timken Company (NYSE:TKR) – Zacks Research dropped their Q2 2025 earnings per share estimates for Timken in a note issued to investors on Tuesday, March 11th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings per share of $1.50 for the quarter, down from their prior estimate of $1.51. The consensus estimate for Timken’s current full-year earnings is $5.62 per share. Zacks Research also issued estimates for Timken’s Q2 2026 earnings at $1.72 EPS, Q3 2026 earnings at $1.62 EPS, FY2026 earnings at $6.50 EPS and FY2027 earnings at $6.84 EPS.

Timken (NYSE:TKR) last announced its earnings results on Wednesday, February 5th. The industrial products company reported $1.16 EPS for the quarter, topping the consensus estimate of $1.08 by $0.08. Timken had a net margin of 7.71% and a return on equity of 13.93%.

Several other equities analysts also recently commented on the stock. Bank of America upgraded shares of Timken from an “underperform” rating to a “neutral” rating and upped their price target for the company from $73.00 to $78.00 in a research note on Tuesday, February 4th. KeyCorp restated a “sector weight” rating on shares of Timken in a research report on Friday, November 22nd. Evercore ISI upped their price objective on Timken from $91.00 to $102.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 19th. Morgan Stanley raised their price objective on Timken from $93.00 to $94.00 and gave the company an “overweight” rating in a research note on Tuesday, February 11th. Finally, Citigroup dropped their target price on shares of Timken from $90.00 to $85.00 and set a “buy” rating for the company in a report on Tuesday, January 14th. Four equities research analysts have rated the stock with a hold rating and seven have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Timken currently has a consensus rating of “Moderate Buy” and a consensus target price of $92.70.

Timken Stock Up 2.7 %

Timken stock opened at $74.58 on Thursday. The company has a quick ratio of 1.61, a current ratio of 3.07 and a debt-to-equity ratio of 0.69. The stock has a market cap of $5.22 billion, a P/E ratio of 14.95, a P/E/G ratio of 1.51 and a beta of 1.37. The company’s 50-day moving average price is $78.09 and its two-hundred day moving average price is $78.77. Timken has a twelve month low of $69.35 and a twelve month high of $94.71.

Institutional Investors Weigh In On Timken

A number of institutional investors have recently modified their holdings of TKR. Coastline Trust Co acquired a new stake in Timken during the 3rd quarter worth about $29,000. Fairway Wealth LLC bought a new stake in shares of Timken during the 4th quarter valued at about $29,000. Amundi boosted its position in shares of Timken by 25.8% during the 4th quarter. Amundi now owns 848 shares of the industrial products company’s stock valued at $61,000 after purchasing an additional 174 shares in the last quarter. Parvin Asset Management LLC acquired a new stake in Timken during the fourth quarter worth approximately $66,000. Finally, Brooklyn Investment Group bought a new stake in Timken in the third quarter worth approximately $74,000. 89.08% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CFO Philip D. Fracassa sold 5,000 shares of Timken stock in a transaction that occurred on Friday, February 7th. The stock was sold at an average price of $81.50, for a total value of $407,500.00. Following the transaction, the chief financial officer now directly owns 90,541 shares of the company’s stock, valued at $7,379,091.50. The trade was a 5.23 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 8.70% of the stock is owned by corporate insiders.

Timken Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 7th. Investors of record on Tuesday, February 25th were paid a $0.34 dividend. The ex-dividend date was Tuesday, February 25th. This represents a $1.36 annualized dividend and a dividend yield of 1.82%. Timken’s dividend payout ratio is 27.25%.

About Timken

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company's Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings.