What is Zacks Research’s Forecast for Timken Q3 Earnings?

Timken Company (The) (NYSE:TKR) – Equities research analysts at Zacks Research lifted their Q3 2026 earnings per share estimates for shares of Timken in a note issued to investors on Friday, March 20th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $1.52 per share for the quarter, up from their previous estimate of $1.51. The consensus estimate for Timken’s current full-year earnings is $5.62 per share. Zacks Research also issued estimates for Timken’s Q4 2027 earnings at $1.53 EPS and FY2028 earnings at $7.02 EPS.

Timken (NYSE:TKR) last issued its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $1.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.09 by $0.05. Timken had a return on equity of 11.52% and a net margin of 6.29%.The firm had revenue of $1.11 billion during the quarter, compared to analysts’ expectations of $1.07 billion. During the same period in the prior year, the business posted $1.16 EPS. The firm’s quarterly revenue was up 3.5% on a year-over-year basis. Timken has set its FY 2026 guidance at 5.500-6.000 EPS.

A number of other research analysts also recently issued reports on TKR. Oppenheimer set a $108.00 price objective on shares of Timken in a research report on Thursday, February 5th. JPMorgan Chase & Co. increased their target price on shares of Timken from $90.00 to $100.00 and gave the company a “neutral” rating in a research report on Monday, March 9th. DA Davidson raised their target price on shares of Timken from $86.00 to $108.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Citigroup raised their price objective on Timken from $105.00 to $115.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Finally, Morgan Stanley boosted their target price on Timken from $105.00 to $116.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. Four analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $94.89.

Timken Stock Performance

TKR stock opened at $99.15 on Monday. The firm has a market cap of $6.92 billion, a price-to-earnings ratio of 24.12, a PEG ratio of 1.40 and a beta of 1.17. The firm has a 50-day simple moving average of $100.81 and a two-hundred day simple moving average of $87.27. Timken has a one year low of $56.20 and a one year high of $111.39. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.47 and a current ratio of 2.82.

Timken Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Tuesday, February 24th were issued a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Tuesday, February 24th. Timken’s payout ratio is 34.06%.

Insider Activity at Timken

In related news, Director Richard G. Kyle sold 19,636 shares of the firm’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $107.99, for a total transaction of $2,120,491.64. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 8.37% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of TKR. Gordian Capital Singapore Pte Ltd purchased a new position in shares of Timken during the 4th quarter valued at approximately $25,000. Clearstead Advisors LLC boosted its holdings in Timken by 130.3% during the fourth quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock worth $26,000 after buying an additional 172 shares in the last quarter. Eastern Bank acquired a new stake in Timken during the fourth quarter valued at $27,000. Mather Group LLC. acquired a new stake in Timken during the third quarter valued at $25,000. Finally, V Square Quantitative Management LLC purchased a new position in Timken in the fourth quarter valued at $31,000. 89.08% of the stock is owned by institutional investors and hedge funds.

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.