FY2026 EPS Estimates for Timken Increased by Zacks Research

Timken Company (The) (NYSE:TKR) – Investment analysts at Zacks Research upped their FY2026 earnings per share (EPS) estimates for shares of Timken in a research note issued on Wednesday, June 10th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $6.06 for the year, up from their previous forecast of $6.04. The consensus estimate for Timken’s current full-year earnings is $6.13 per share. Zacks Research also issued estimates for Timken’s Q4 2026 earnings at $1.31 EPS, Q1 2027 earnings at $1.66 EPS, Q2 2027 earnings at $1.76 EPS, Q3 2027 earnings at $1.75 EPS, Q4 2027 earnings at $1.65 EPS, FY2027 earnings at $6.82 EPS and Q1 2028 earnings at $2.22 EPS.

A number of other brokerages have also recently commented on TKR. Wall Street Zen upgraded Timken from a “hold” rating to a “buy” rating in a report on Sunday, March 1st. Oppenheimer raised their price target on Timken from $137.00 to $147.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. DA Davidson lifted their price objective on shares of Timken from $117.00 to $120.00 and gave the stock a “neutral” rating in a research note on Thursday, May 21st. The Goldman Sachs Group set a $128.00 target price on shares of Timken in a research note on Friday, May 22nd. Finally, Citigroup raised their target price on shares of Timken from $125.00 to $140.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Timken currently has a consensus rating of “Moderate Buy” and an average target price of $140.38.

Timken Stock Performance

Timken stock opened at $132.66 on Thursday. The company has a market cap of $9.22 billion, a PE ratio of 30.15, a price-to-earnings-growth ratio of 1.64 and a beta of 1.21. Timken has a twelve month low of $69.25 and a twelve month high of $139.77. The company has a quick ratio of 1.55, a current ratio of 2.88 and a debt-to-equity ratio of 0.60. The company’s 50-day moving average price is $114.67 and its 200-day moving average price is $101.51.

Timken (NYSE:TKR) last issued its quarterly earnings data on Wednesday, May 6th. The industrial products company reported $1.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.50 by $0.17. Timken had a return on equity of 11.84% and a net margin of 6.60%.The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.17 billion. During the same period in the prior year, the firm earned $1.40 EPS. The company’s revenue for the quarter was up 8.0% on a year-over-year basis. Timken has set its FY 2026 guidance at 5.750-6.250 EPS.

Hedge Funds Weigh In On Timken

A number of hedge funds have recently added to or reduced their stakes in the stock. Royal Bank of Canada raised its stake in shares of Timken by 44.2% during the first quarter. Royal Bank of Canada now owns 90,550 shares of the industrial products company’s stock valued at $6,508,000 after acquiring an additional 27,750 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in Timken by 147.0% in the first quarter. Goldman Sachs Group Inc. now owns 355,765 shares of the industrial products company’s stock worth $25,569,000 after purchasing an additional 211,718 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Timken by 7.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 226,872 shares of the industrial products company’s stock worth $16,305,000 after purchasing an additional 16,000 shares in the last quarter. Prudential Financial Inc. increased its holdings in Timken by 18.7% during the 2nd quarter. Prudential Financial Inc. now owns 6,815 shares of the industrial products company’s stock worth $494,000 after purchasing an additional 1,075 shares during the period. Finally, Invesco Ltd. raised its position in Timken by 241.7% during the 2nd quarter. Invesco Ltd. now owns 604,879 shares of the industrial products company’s stock valued at $43,884,000 after purchasing an additional 427,879 shares in the last quarter. 89.08% of the stock is currently owned by institutional investors.

Insider Transactions at Timken

In other news, Director Ajita G. Rajendra sold 8,450 shares of Timken stock in a transaction on Friday, June 5th. The stock was sold at an average price of $131.34, for a total transaction of $1,109,823.00. Following the completion of the sale, the director directly owned 20,225 shares in the company, valued at approximately $2,656,351.50. This trade represents a 29.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John M. Timken, Jr. sold 15,000 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $116.51, for a total transaction of $1,747,650.00. Following the completion of the transaction, the director owned 264,744 shares in the company, valued at approximately $30,845,323.44. The trade was a 5.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 69,079 shares of company stock worth $8,296,144. 8.10% of the stock is currently owned by insiders.

Timken Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Tuesday, May 19th were paid a $0.36 dividend. The ex-dividend date was Tuesday, May 19th. This is a positive change from Timken’s previous quarterly dividend of $0.35. This represents a $1.44 dividend on an annualized basis and a yield of 1.1%. Timken’s payout ratio is 32.73%.

More Timken News

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Zacks Research raised earnings estimates across multiple periods, including FY2026 to $6.06 per share, FY2027 to $6.82, and several quarterly forecasts, signaling better forward profitability expectations for Timken.
• Positive Sentiment: The company’s last quarterly report beat expectations, with EPS of $1.67 versus $1.50 expected and revenue of $1.23 billion versus $1.17 billion expected, reinforcing confidence in its fundamentals.
• Positive Sentiment: Timken also recently increased its quarterly dividend to $0.36 from $0.35, which can support investor sentiment through a slightly higher yield and a sign of financial strength.
• Neutral Sentiment: Wall Street sentiment remains constructive, with several analysts holding buy or overweight ratings and a consensus price target around $140.38.
• Negative Sentiment: Director Ajita Rajendra sold 8,450 shares at $131.34, a transaction that may weigh on sentiment because insider selling can sometimes be read as cautious insider behavior. Article Title

Timken Company Profile

The Timken Company is a global manufacturer specializing in engineered bearings and mechanical power transmission products. Its core offerings include tapered and cylindrical roller bearings, spherical and plain bearings, mounted bearing units, and precision gear drives. Timken’s products serve a broad range of industries, from industrial machinery and aerospace to automotive, rail, wind energy and heavy equipment.

Beyond bearings, Timken’s portfolio extends to industrial chains, belts, couplings and related components designed to optimize power transmission systems.