Research Analysts Offer Predictions for Timken Q2 Earnings

The Timken Company (NYSE:TKR) – Analysts at Zacks Research reduced their Q2 2025 earnings per share estimates for Timken in a report released on Tuesday, April 15th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings of $1.48 per share for the quarter, down from their prior estimate of $1.50. 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 $1.37 EPS, Q4 2025 earnings at $1.27 EPS, FY2025 earnings at $5.54 EPS, Q1 2026 earnings at $1.65 EPS, Q2 2026 earnings at $1.70 EPS, Q3 2026 earnings at $1.59 EPS, Q4 2026 earnings at $1.47 EPS, FY2026 earnings at $6.40 EPS, Q1 2027 earnings at $1.74 EPS and FY2027 earnings at $6.73 EPS.

Several other research analysts have also commented on the company. Evercore ISI raised their price target on Timken from $91.00 to $102.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 19th. 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 report on Thursday. Citigroup cut their target price on Timken from $95.00 to $70.00 and set a “buy” rating on the stock in a research report on Tuesday, April 8th. Jefferies Financial Group reissued a “hold” rating and issued a $70.00 price target (down from $90.00) on shares of Timken in a research report on Wednesday, April 2nd. Finally, Morgan Stanley decreased their price objective on Timken from $94.00 to $88.00 and set an “overweight” rating for the company in a report on Wednesday. Six equities research analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. Based on data from MarketBeat, Timken currently has an average rating of “Moderate Buy” and a consensus price target of $84.91.

Timken Trading Up 0.7 %

NYSE TKR opened at $61.39 on Thursday. The company has a debt-to-equity ratio of 0.69, a current ratio of 3.07 and a quick ratio of 1.61. The stock has a market capitalization of $4.30 billion, a P/E ratio of 12.30, a PEG ratio of 1.51 and a beta of 1.28. The firm’s 50-day moving average is $72.97 and its two-hundred day moving average is $76.19. Timken has a 12 month low of $56.20 and a 12 month high of $94.71.

Timken (NYSE:TKR) last posted its quarterly earnings results on Wednesday, February 5th. The industrial products company reported $1.16 earnings per share for the quarter, beating the consensus estimate of $1.08 by $0.08. Timken had a net margin of 7.71% and a return on equity of 13.93%.

Institutional Investors Weigh In On Timken

A number of institutional investors have recently modified their holdings of the business. Fairway Wealth LLC bought a new stake in Timken in the fourth quarter valued at $29,000. Amundi increased its stake in shares of Timken by 25.8% in the fourth quarter. Amundi now owns 848 shares of the industrial products company’s stock valued at $61,000 after purchasing an additional 174 shares during the period. Parvin Asset Management LLC bought a new stake in shares of Timken during the fourth quarter valued at approximately $66,000. UMB Bank n.a. grew its holdings in Timken by 400.0% in the 1st 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 in the last quarter. Finally, GAMMA Investing LLC raised its stake in Timken by 282.3% during the 1st quarter. GAMMA Investing LLC now owns 1,147 shares of the industrial products company’s stock valued at $82,000 after acquiring an additional 847 shares in the last quarter. Institutional investors own 89.08% of the company’s stock.

Insider Buying and Selling at Timken

In other news, CFO Philip D. Fracassa sold 5,000 shares of the business’s stock in a transaction that occurred on Friday, February 7th. The stock was sold at an average price of $81.50, for a total value of $407,500.00. Following the completion of the sale, the chief financial officer now directly owns 90,541 shares in the company, valued at approximately $7,379,091.50. The trade was a 5.23 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 8.70% of the stock is currently owned by corporate insiders.

Timken Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 7th. Shareholders of record on Tuesday, February 25th were paid a dividend of $0.34 per share. The ex-dividend date of this dividend was Tuesday, February 25th. This represents a $1.36 dividend on an annualized basis and a yield of 2.22%. 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.