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

The Timken Company (NYSE:TKR) – Zacks Research raised their Q2 2025 earnings per share (EPS) estimates for shares of Timken in a research note issued to investors on Tuesday, January 7th. Zacks Research analyst M. Das now forecasts that the industrial products company will post earnings per share of $1.68 for the quarter, up from their previous estimate of $1.65. The consensus estimate for Timken’s current full-year earnings is $5.61 per share. Zacks Research also issued estimates for Timken’s Q3 2025 earnings at $1.59 EPS, Q4 2025 earnings at $1.33 EPS, FY2025 earnings at $6.33 EPS, Q1 2026 earnings at $1.84 EPS, Q2 2026 earnings at $1.75 EPS, Q3 2026 earnings at $1.71 EPS, Q4 2026 earnings at $1.51 EPS and FY2026 earnings at $6.80 EPS.

Several other equities analysts also recently commented on TKR. Citigroup upgraded Timken from a “neutral” rating to a “buy” rating and raised their target price for the stock from $85.00 to $90.00 in a research report on Monday, December 9th. Jefferies Financial Group upgraded Timken from a “hold” rating to a “buy” rating and raised their target price for the stock from $80.00 to $95.00 in a research report on Friday, December 6th. Oppenheimer cut their target price on Timken from $102.00 to $97.00 and set an “outperform” rating for the company in a research report on Wednesday, November 6th. KeyCorp restated a “sector weight” rating on shares of Timken in a research report on Friday, November 22nd. Finally, Evercore ISI upgraded Timken from an “in-line” rating to an “outperform” rating and lifted their price objective for the company from $87.00 to $91.00 in a research report on Wednesday, November 13th. Five analysts have rated the stock with a hold rating and seven have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $92.90.

Timken Price Performance

Shares of NYSE:TKR opened at $72.77 on Thursday. Timken has a 1-year low of $69.35 and a 1-year high of $94.71. The firm has a market capitalization of $5.10 billion, a PE ratio of 15.13, a PEG ratio of 1.12 and a beta of 1.39. The business’s 50 day moving average is $75.01 and its 200-day moving average is $79.99. The company has a current ratio of 3.00, a quick ratio of 1.62 and a debt-to-equity ratio of 0.71.

Timken (NYSE:TKR) last announced its quarterly earnings data on Tuesday, November 5th. The industrial products company reported $1.23 earnings per share for the quarter, missing the consensus estimate of $1.38 by ($0.15). Timken had a return on equity of 14.82% and a net margin of 7.41%. The firm had revenue of $1.13 billion for the quarter, compared to analyst estimates of $1.12 billion. During the same period in the previous year, the business posted $1.55 EPS. Timken’s revenue for the quarter was down 1.4% compared to the same quarter last year.

Timken Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, November 29th. Stockholders of record on Tuesday, November 19th were given a dividend of $0.34 per share. The ex-dividend date of this dividend was Tuesday, November 19th. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.87%. Timken’s payout ratio is currently 28.27%.

Insider Transactions at Timken

In other news, Director Richard G. Kyle sold 30,000 shares of the business’s stock in a transaction on Friday, November 8th. The stock was sold at an average price of $76.59, for a total transaction of $2,297,700.00. Following the completion of the sale, the director now owns 194,485 shares in the company, valued at $14,895,606.15. The trade was a 13.36 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 8.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Timken

A number of institutional investors and hedge funds have recently made changes to their positions in TKR. M&T Bank Corp grew its stake in shares of Timken by 0.6% during the third quarter. M&T Bank Corp now owns 24,482 shares of the industrial products company’s stock worth $2,064,000 after purchasing an additional 144 shares during the period. Creative Planning grew its stake in shares of Timken by 1.7% during the second quarter. Creative Planning now owns 9,123 shares of the industrial products company’s stock worth $731,000 after purchasing an additional 150 shares during the period. Beese Fulmer Investment Management Inc. grew its stake in shares of Timken by 1.0% during the third quarter. Beese Fulmer Investment Management Inc. now owns 15,208 shares of the industrial products company’s stock worth $1,282,000 after purchasing an additional 155 shares during the period. Blue Trust Inc. grew its stake in shares of Timken by 20.0% during the third quarter. Blue Trust Inc. now owns 997 shares of the industrial products company’s stock worth $80,000 after purchasing an additional 166 shares during the period. Finally, UMB Bank n.a. grew its stake in shares of Timken by 64.1% during the third quarter. UMB Bank n.a. now owns 430 shares of the industrial products company’s stock worth $36,000 after purchasing an additional 168 shares during the period. Institutional investors own 89.08% of the company’s stock.

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.