What is Zacks Research’s Estimate for Timken Q2 Earnings?

The Timken Company (NYSE:TKR) – Investment analysts at Zacks Research increased their Q2 2025 EPS estimates for shares of Timken in a research note issued on Tuesday, January 7th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings per share of $1.68 for the quarter, up from their previous forecast 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.

A number of other equities research analysts have also recently weighed in on TKR. Morgan Stanley raised Timken from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $82.00 to $93.00 in a report on Tuesday, December 17th. Jefferies Financial Group raised Timken from a “hold” rating to a “buy” rating and raised their price objective for the stock from $80.00 to $95.00 in a research note on Friday, December 6th. DA Davidson cut their price objective on Timken from $103.00 to $99.00 and set a “buy” rating on the stock in a report on Wednesday, November 6th. KeyCorp restated a “sector weight” rating on shares of Timken in a report on Friday, November 22nd. Finally, Citigroup upgraded Timken from a “neutral” rating to a “buy” rating and increased their target price for the company from $85.00 to $90.00 in a report on Monday, December 9th. 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 company currently has an average rating of “Moderate Buy” and a consensus price target of $92.90.

Timken Trading Up 0.3 %

Timken stock opened at $73.93 on Thursday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.62 and a current ratio of 3.00. Timken has a 1 year low of $69.35 and a 1 year high of $94.71. The firm’s 50-day moving average is $75.19 and its 200-day moving average is $80.04. The company has a market cap of $5.18 billion, a P/E ratio of 15.37, a PEG ratio of 1.12 and a beta of 1.39.

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

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. 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 valued at $2,064,000 after purchasing an additional 144 shares during the last quarter. Creative Planning lifted its holdings in Timken by 1.7% during the 2nd quarter. Creative Planning now owns 9,123 shares of the industrial products company’s stock worth $731,000 after buying an additional 150 shares in the last quarter. Beese Fulmer Investment Management Inc. boosted its position in Timken by 1.0% in the 3rd quarter. Beese Fulmer Investment Management Inc. now owns 15,208 shares of the industrial products company’s stock valued at $1,282,000 after buying an additional 155 shares during the last quarter. Blue Trust Inc. increased its stake in shares of Timken by 20.0% in the 3rd quarter. Blue Trust Inc. now owns 997 shares of the industrial products company’s stock valued at $80,000 after buying an additional 166 shares during the period. Finally, UMB Bank n.a. raised its position 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 acquiring an additional 168 shares during the last quarter. Institutional investors and hedge funds own 89.08% of the company’s stock.

Insider Buying and Selling at Timken

In related news, Director Richard G. Kyle sold 30,000 shares of the company’s stock in a transaction on Friday, November 8th. The shares were sold at an average price of $76.59, for a total transaction of $2,297,700.00. Following the completion of the transaction, the director now directly owns 194,485 shares in the company, valued at $14,895,606.15. This represents a 13.36 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 8.70% of the company’s stock.

Timken Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, November 29th. Shareholders 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 yield of 1.84%. Timken’s payout ratio is currently 28.27%.

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.