Timken (TKR) Projected to Release Earnings on Wednesday

Timken (NYSE:TKR) is anticipated to announce its Q2 2026 results before the market opens on Wednesday, July 29th. Analysts expect the company to announce earnings of $1.63 per share and revenue of $1.2333 billion for the quarter. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. Investors can check the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Tuesday, August 4, 2026 at 11:00 AM ET.

Timken (NYSE:TKR) last released its earnings results on Wednesday, May 6th. The industrial products company reported $1.67 EPS for the quarter, beating analysts’ consensus estimates of $1.50 by $0.17. The company had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.17 billion. Timken had a return on equity of 11.84% and a net margin of 6.60%.Timken’s quarterly revenue was up 8.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.40 earnings per share. On average, analysts expect Timken to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Timken Price Performance

Shares of NYSE TKR opened at $139.27 on Wednesday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 1.55 and a current ratio of 2.88. Timken has a one year low of $70.57 and a one year high of $146.37. The firm has a market capitalization of $9.68 billion, a P/E ratio of 31.65, a PEG ratio of 1.60 and a beta of 1.20. The company’s fifty day moving average is $133.27 and its two-hundred day moving average is $112.87.

Timken Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Tuesday, May 19th were paid a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. This is a positive change from Timken’s previous quarterly dividend of $0.35. The ex-dividend date was Tuesday, May 19th. Timken’s dividend payout ratio (DPR) is 32.73%.

Analyst Upgrades and Downgrades

A number of research firms recently commented on TKR. Morgan Stanley set a $140.00 price objective on shares of Timken in a report on Thursday, May 21st. JPMorgan Chase & Co. lifted their price target on shares of Timken from $150.00 to $160.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Evercore reissued an “outperform” rating and set a $158.00 price target on shares of Timken in a research note on Monday, May 11th. KeyCorp upped their price target on Timken from $140.00 to $160.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a research note on Friday. Six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Timken presently has an average rating of “Moderate Buy” and an average price target of $150.00.

Insider Activity

In related news, Director Ajita G. Rajendra sold 8,450 shares of Timken stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $131.34, for a total transaction of $1,109,823.00. Following the completion of the transaction, the director directly owned 20,225 shares in the company, valued at $2,656,351.50. The trade was a 29.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director John M. Timken, Jr. sold 15,000 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $116.51, for a total value of $1,747,650.00. Following the completion of the sale, the director directly owned 264,744 shares in the company, valued at approximately $30,845,323.44. The trade was a 5.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 69,079 shares of company stock worth $8,296,144 over the last ninety days. 8.10% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Timken

Several hedge funds have recently bought and sold shares of the stock. Kestra Investment Management LLC acquired a new position in shares of Timken in the second quarter worth $42,000. Danske Bank A S acquired a new stake in shares of Timken during the third quarter valued at $45,000. EverSource Wealth Advisors LLC increased its position in Timken by 1,954.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 719 shares of the industrial products company’s stock worth $52,000 after purchasing an additional 684 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its position in Timken by 379.2% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 877 shares of the industrial products company’s stock worth $66,000 after purchasing an additional 694 shares in the last quarter. Finally, Group One Trading LLC acquired a new position in Timken in the 4th quarter valued at about $94,000. Hedge funds and other institutional investors own 89.08% of the company’s stock.

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.