Zacks Research Comments on The Timken Company’s Q1 2025 Earnings (NYSE:TKR)

The Timken Company (NYSE:TKR) – Analysts at Zacks Research increased their Q1 2025 earnings estimates for shares of Timken in a research note issued to investors on Wednesday, September 4th. Zacks Research analyst M. Das now forecasts that the industrial products company will post earnings of $1.94 per share for the quarter, up from their prior estimate of $1.86. The consensus estimate for Timken’s current full-year earnings is $6.13 per share. Zacks Research also issued estimates for Timken’s Q3 2025 earnings at $1.62 EPS, Q1 2026 earnings at $1.98 EPS, Q2 2026 earnings at $1.89 EPS and FY2026 earnings at $7.42 EPS.

TKR has been the topic of several other research reports. KeyCorp raised their price target on Timken from $95.00 to $104.00 and gave the company an “overweight” rating in a research note on Thursday, May 23rd. Raymond James initiated coverage on shares of Timken in a research report on Friday, June 28th. They set a “market perform” rating on the stock. Finally, Evercore ISI lowered their price target on shares of Timken from $94.00 to $87.00 and set an “in-line” rating for the company in a research report on Monday, August 19th. One analyst has rated the stock with a sell rating, eight have issued a hold rating and four have issued a buy rating to the stock. Based on data from MarketBeat, Timken presently has an average rating of “Hold” and an average target price of $88.18.

Timken Trading Down 0.9 %

Shares of NYSE TKR opened at $78.39 on Friday. Timken has a twelve month low of $65.71 and a twelve month high of $94.71. The firm has a market cap of $5.50 billion, a PE ratio of 14.93, a price-to-earnings-growth ratio of 1.70 and a beta of 1.44. The business has a fifty day simple moving average of $82.39 and a two-hundred day simple moving average of $84.63. The company has a quick ratio of 1.64, a current ratio of 2.95 and a debt-to-equity ratio of 0.72.

Timken (NYSE:TKR) last posted its quarterly earnings results on Wednesday, July 31st. The industrial products company reported $1.63 EPS for the quarter, topping analysts’ consensus estimates of $1.60 by $0.03. Timken had a net margin of 7.52% and a return on equity of 16.36%. The firm had revenue of $1.18 billion for the quarter, compared to analysts’ expectations of $1.18 billion. During the same period in the prior year, the business posted $2.01 earnings per share. The business’s revenue for the quarter was down 7.1% on a year-over-year basis.

Timken Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 30th. Stockholders of record on Tuesday, August 20th were given a $0.34 dividend. The ex-dividend date was Tuesday, August 20th. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.73%. Timken’s payout ratio is 25.90%.

Insider Buying and Selling

In other news, CEO Richard G. Kyle sold 30,000 shares of the company’s stock in a transaction dated Thursday, August 8th. The shares were sold at an average price of $80.46, for a total transaction of $2,413,800.00. Following the transaction, the chief executive officer now owns 244,485 shares in the company, valued at $19,671,263.10. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 8.70% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in TKR. Comerica Bank grew its holdings in Timken by 13.8% during the first quarter. Comerica Bank now owns 58,945 shares of the industrial products company’s stock worth $5,154,000 after acquiring an additional 7,160 shares during the period. Vanguard Group Inc. lifted its stake in shares of Timken by 5.6% in the 1st quarter. Vanguard Group Inc. now owns 6,515,972 shares of the industrial products company’s stock valued at $569,691,000 after purchasing an additional 347,794 shares during the period. Fiduciary Management Inc. WI boosted its holdings in Timken by 94.7% during the fourth quarter. Fiduciary Management Inc. WI now owns 1,133,076 shares of the industrial products company’s stock worth $90,816,000 after buying an additional 551,097 shares in the last quarter. Nomura Holdings Inc. acquired a new stake in Timken during the fourth quarter valued at $1,667,000. Finally, BNP Paribas purchased a new position in Timken in the first quarter valued at $1,144,000. Hedge funds and other institutional investors own 89.08% of the company’s stock.

Timken Company Profile

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.