Q2 2025 EPS Estimates for The Timken Company Boosted by Zacks Research (NYSE:TKR)

The Timken Company (NYSE:TKR) – Research analysts at Zacks Research raised their Q2 2025 earnings per share estimates for Timken in a note issued to investors on Tuesday, June 25th. Zacks Research analyst M. Das now forecasts that the industrial products company will post earnings per share of $1.80 for the quarter, up from their prior estimate of $1.78. The consensus estimate for Timken’s current full-year earnings is $6.20 per share. Zacks Research also issued estimates for Timken’s Q3 2025 earnings at $1.70 EPS.

Timken (NYSE:TKR) last posted its quarterly earnings data on Tuesday, April 30th. The industrial products company reported $1.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.50 by $0.27. The business had revenue of $1.19 billion during the quarter, compared to the consensus estimate of $1.15 billion. Timken had a return on equity of 17.98% and a net margin of 7.99%. Timken’s quarterly revenue was down 5.7% on a year-over-year basis. During the same period last year, the company earned $2.09 earnings per share.

Several other research analysts have also recently commented on TKR. Oppenheimer reissued an “outperform” rating and set a $100.00 price target (up from $97.00) on shares of Timken in a research report on Thursday, March 21st. KeyCorp increased their price target on Timken from $95.00 to $104.00 and gave the company an “overweight” rating in a research report on Thursday, May 23rd. Raymond James assumed coverage on Timken in a research report on Friday. They set a “market perform” rating for the company. Loop Capital increased their price target on Timken from $78.00 to $87.00 and gave the company a “hold” rating in a research report on Wednesday, May 1st. Finally, Stifel Nicolaus increased their price target on Timken from $92.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, May 1st. One investment analyst has rated the stock with a sell rating, eight have issued a hold rating and four have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Timken currently has an average rating of “Hold” and an average target price of $87.91.

Timken Stock Performance

Shares of NYSE TKR opened at $80.13 on Friday. The stock has a 50 day moving average price of $86.20 and a 200 day moving average price of $83.91. Timken has a 52 week low of $65.71 and a 52 week high of $95.08. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.02 and a current ratio of 1.87. The stock has a market capitalization of $5.64 billion, a PE ratio of 15.26, a price-to-earnings-growth ratio of 1.70 and a beta of 1.50.

Hedge Funds Weigh In On Timken

A number of hedge funds have recently added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC increased its stake in Timken by 1,905.6% during the 1st quarter. EverSource Wealth Advisors LLC now owns 361 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 343 shares during the period. Westwood Holdings Group Inc. increased its stake in shares of Timken by 19.2% in the 1st quarter. Westwood Holdings Group Inc. now owns 231,022 shares of the industrial products company’s stock valued at $20,198,000 after purchasing an additional 37,232 shares during the last quarter. Aurora Investment Counsel increased its stake in shares of Timken by 2.4% in the 1st quarter. Aurora Investment Counsel now owns 21,777 shares of the industrial products company’s stock valued at $1,904,000 after purchasing an additional 509 shares during the last quarter. Verity Asset Management Inc. bought a new position in shares of Timken in the 1st quarter valued at $295,000. Finally, Cetera Advisors LLC increased its stake in shares of Timken by 11.0% in the 1st quarter. Cetera Advisors LLC now owns 3,717 shares of the industrial products company’s stock valued at $325,000 after purchasing an additional 368 shares during the last quarter. Institutional investors own 89.08% of the company’s stock.

Insider Buying and Selling

In related news, CEO Richard G. Kyle sold 20,000 shares of Timken stock in a transaction that occurred on Thursday, May 2nd. The stock was sold at an average price of $89.09, for a total transaction of $1,781,800.00. Following the completion of the sale, the chief executive officer now directly owns 366,799 shares of the company’s stock, valued at approximately $32,678,122.91. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. In related news, CEO Richard G. Kyle sold 20,000 shares of Timken stock in a transaction that occurred on Thursday, May 2nd. The stock was sold at an average price of $89.09, for a total transaction of $1,781,800.00. Following the completion of the sale, the chief executive officer now directly owns 366,799 shares of the company’s stock, valued at approximately $32,678,122.91. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CFO Philip D. Fracassa sold 10,000 shares of Timken stock in a transaction that occurred on Monday, May 6th. The stock was sold at an average price of $89.76, for a total value of $897,600.00. Following the sale, the chief financial officer now directly owns 105,541 shares of the company’s stock, valued at $9,473,360.16. The disclosure for this sale can be found here. In the last ninety days, insiders sold 59,006 shares of company stock valued at $5,269,636. Insiders own 8.70% of the company’s stock.

Timken Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, May 28th. Investors of record on Tuesday, May 14th were issued a dividend of $0.34 per share. This is a boost from Timken’s previous quarterly dividend of $0.33. This represents a $1.36 annualized dividend and a yield of 1.70%. The ex-dividend date was Monday, May 13th. Timken’s dividend payout ratio (DPR) is presently 25.90%.

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.