Timken (NYSE:TKR) Issues FY 2026 Earnings Guidance

Timken (NYSE:TKR) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 5.750-6.250 for the period, compared to the consensus EPS estimate of 5.880. The company issued revenue guidance of -, compared to the consensus revenue estimate of $4.8 billion.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. JPMorgan Chase & Co. reissued an “underweight” rating and set a $100.00 target price on shares of Timken in a research note on Thursday, March 26th. Wall Street Zen raised Timken from a “hold” rating to a “buy” rating in a research note on Sunday, March 1st. Morgan Stanley increased their target price on Timken from $116.00 to $119.00 and gave the stock an “overweight” rating in a research note on Monday, March 30th. Oppenheimer increased their target price on Timken from $108.00 to $117.00 and gave the stock an “outperform” rating in a research note on Monday, April 20th. Finally, DA Davidson increased their target price on Timken from $86.00 to $108.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Four research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Timken currently has an average rating of “Hold” and an average price target of $105.86.

Timken Price Performance

NYSE TKR traded up $10.28 during mid-day trading on Wednesday, hitting $119.91. The stock had a trading volume of 2,211,540 shares, compared to its average volume of 760,181. Timken has a 52-week low of $65.85 and a 52-week high of $123.67. The company has a market cap of $8.37 billion, a price-to-earnings ratio of 29.17, a P/E/G ratio of 1.59 and a beta of 1.18. The company has a 50 day simple moving average of $103.91 and a 200 day simple moving average of $93.36. The company has a quick ratio of 1.47, a current ratio of 2.82 and a debt-to-equity ratio of 0.56.

Timken (NYSE:TKR) last released its quarterly earnings data on Wednesday, May 6th. The industrial products company reported $1.67 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.17. Timken had a return on equity of 11.52% and a net margin of 6.29%.The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.17 billion. During the same period last year, the business posted $1.40 EPS. Timken’s quarterly revenue was up 8.0% on a year-over-year basis. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. Equities analysts forecast that Timken will post 5.9 EPS for the current fiscal year.

Timken Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Tuesday, February 24th were paid a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Tuesday, February 24th. Timken’s dividend payout ratio (DPR) is presently 34.06%.

Insiders Place Their Bets

In related news, Director Richard G. Kyle sold 19,636 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $107.99, for a total value of $2,120,491.64. Following the completion of the transaction, the director directly owned 243,636 shares of the company’s stock, valued at $26,310,251.64. This trade represents a 7.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 8.10% of the stock is owned by insiders.

Hedge Funds Weigh In On Timken

Several hedge funds have recently bought and sold shares of the company. Hilltop Holdings Inc. grew its holdings in Timken by 3.7% during the 3rd quarter. Hilltop Holdings Inc. now owns 3,997 shares of the industrial products company’s stock valued at $300,000 after buying an additional 142 shares during the last quarter. Amundi acquired a new stake in Timken during the 4th quarter valued at $298,000. Fieldview Capital Management LLC acquired a new stake in Timken during the 4th quarter valued at $287,000. Brooklyn Investment Group grew its holdings in Timken by 88.3% during the 3rd quarter. Brooklyn Investment Group now owns 3,304 shares of the industrial products company’s stock valued at $248,000 after buying an additional 1,549 shares during the last quarter. Finally, Johnson Investment Counsel Inc. acquired a new stake in Timken during the 4th quarter valued at $244,000. 89.08% of the stock is owned by hedge funds and other institutional investors.

About Timken

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.