Brokers Issue Forecasts for Timken’s Q2 Earnings (NYSE:TKR)

The Timken Company (NYSE:TKR) – Zacks Research dropped their Q2 2025 EPS estimates for shares of Timken in a report released on Wednesday, May 14th. Zacks Research analyst M. Das now expects that the industrial products company will post earnings of $1.37 per share for the quarter, down from their prior forecast of $1.48. The consensus estimate for Timken’s current full-year earnings is $5.62 per share. Zacks Research also issued estimates for Timken’s Q3 2025 earnings at $1.32 EPS, FY2025 earnings at $5.35 EPS, Q2 2026 earnings at $1.57 EPS, Q3 2026 earnings at $1.52 EPS, Q4 2026 earnings at $1.41 EPS, FY2026 earnings at $6.12 EPS, Q1 2027 earnings at $1.70 EPS and FY2027 earnings at $6.47 EPS.

Timken (NYSE:TKR) last released its quarterly earnings results on Wednesday, April 30th. The industrial products company reported $1.40 EPS for the quarter, missing analysts’ consensus estimates of $1.43 by ($0.03). Timken had a return on equity of 13.93% and a net margin of 7.71%. The company had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter last year, the firm posted $1.77 earnings per share. The firm’s quarterly revenue was down 4.2% compared to the same quarter last year.

Other research analysts have also issued research reports about the stock. Loop Capital dropped their price objective on shares of Timken from $85.00 to $65.00 and set a “hold” rating on the stock in a research note on Thursday, April 17th. The Goldman Sachs Group dropped their price objective on shares of Timken from $85.00 to $75.00 and set a “neutral” rating on the stock in a research note on Wednesday, April 2nd. Citigroup increased their price target on shares of Timken from $70.00 to $75.00 and gave the stock a “buy” rating in a research note on Thursday, May 8th. Jefferies Financial Group restated a “hold” rating and set a $70.00 price target (down previously from $90.00) on shares of Timken in a research note on Wednesday, April 2nd. Finally, DA Davidson increased their price target on shares of Timken from $66.00 to $71.00 and gave the stock a “neutral” rating in a research note on Monday, May 5th. Seven research analysts have rated the stock with a hold rating and four have issued a buy rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $80.20.

Timken Stock Down 0.1%

Timken stock opened at $72.53 on Friday. The firm has a market cap of $5.07 billion, a PE ratio of 14.54, a P/E/G ratio of 1.51 and a beta of 1.30. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.61 and a current ratio of 3.07. The firm’s 50 day moving average price is $67.51 and its two-hundred day moving average price is $73.73. Timken has a twelve month low of $56.20 and a twelve month high of $93.04.

Institutional Trading of Timken

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Fairway Wealth LLC acquired a new position in Timken during the fourth quarter worth $29,000. Amundi increased its holdings in Timken by 25.8% during the fourth quarter. Amundi now owns 848 shares of the industrial products company’s stock worth $61,000 after buying an additional 174 shares during the last quarter. Parvin Asset Management LLC acquired a new position in Timken during the fourth quarter worth $66,000. UMB Bank n.a. increased its holdings in Timken by 400.0% during the first quarter. UMB Bank n.a. now owns 1,000 shares of the industrial products company’s stock worth $72,000 after buying an additional 800 shares during the last quarter. Finally, GAMMA Investing LLC increased its holdings in Timken by 282.3% during the first quarter. GAMMA Investing LLC now owns 1,147 shares of the industrial products company’s stock worth $82,000 after buying an additional 847 shares during the last quarter. 89.08% of the stock is currently owned by institutional investors and hedge funds.

Timken Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 23rd. Shareholders of record on Tuesday, May 13th will be paid a $0.35 dividend. The ex-dividend date is Tuesday, May 13th. This represents a $1.40 dividend on an annualized basis and a yield of 1.93%. This is a positive change from Timken’s previous quarterly dividend of $0.34. Timken’s payout ratio is presently 30.17%.

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.