Equities Analysts Offer Predictions for Timken Q2 Earnings

The Timken Company (NYSE:TKR) – Research analysts at Zacks Research cut their Q2 2025 earnings estimates for shares of Timken in a note issued to investors on Tuesday, March 11th. Zacks Research analyst M. Das now forecasts that the industrial products company will post earnings of $1.50 per share 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.

Several other brokerages have also issued reports on TKR. Morgan Stanley boosted their price target on shares of Timken from $93.00 to $94.00 and gave the company an “overweight” rating in a report on Tuesday, February 11th. Citigroup decreased their price target 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. Jefferies Financial Group raised shares of Timken from a “hold” rating to a “buy” rating and boosted their price target for the company from $80.00 to $95.00 in a report on Friday, December 6th. Evercore ISI boosted their price objective on shares of Timken from $91.00 to $102.00 and gave the company an “outperform” rating in a research report on Wednesday, February 19th. Finally, Bank of America raised shares of Timken from an “underperform” rating to a “neutral” rating and boosted their price objective for the company from $73.00 to $78.00 in a research report on Tuesday, February 4th. 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, the company has a consensus rating of “Moderate Buy” and an average price target of $92.70.

Timken Price Performance

Shares of TKR stock opened at $72.64 on Thursday. Timken has a 12-month low of $69.35 and a 12-month high of $94.71. The firm has a market capitalization of $5.08 billion, a price-to-earnings ratio of 14.56, a price-to-earnings-growth ratio of 1.51 and a beta of 1.37. 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 firm has a fifty day moving average of $77.97 and a 200-day moving average of $78.88.

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

Institutional Inflows and Outflows

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

Insiders Place Their Bets

In other news, CFO Philip D. Fracassa sold 5,000 shares of the business’s stock in a transaction dated Friday, February 7th. The shares were sold at an average price of $81.50, for a total transaction of $407,500.00. Following the transaction, the chief financial officer now directly owns 90,541 shares in the company, valued at $7,379,091.50. The trade was a 5.23 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 8.70% of the company’s stock.

Timken Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 7th. Shareholders of record on Tuesday, February 25th were given a dividend of $0.34 per share. The ex-dividend date of this dividend was Tuesday, February 25th. This represents a $1.36 annualized dividend and a yield of 1.87%. Timken’s dividend payout ratio (DPR) is presently 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.