Timken (NYSE:TKR) Updates FY 2026 Earnings Guidance

Timken (NYSE:TKR) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 5.500-6.000 for the period, compared to the consensus earnings per share estimate of 6.000. The company issued revenue guidance of $4.7 billion-$4.8 billion, compared to the consensus revenue estimate of $4.7 billion.

Timken Stock Up 3.2%

Shares of TKR stock traded up $3.10 during mid-day trading on Wednesday, reaching $99.24. 533,885 shares of the company’s stock traded hands, compared to its average volume of 713,682. The company’s 50-day moving average price is $88.08 and its 200-day moving average price is $80.82. The company has a market cap of $6.91 billion, a P/E ratio of 23.53, a P/E/G ratio of 1.85 and a beta of 1.21. The company has a quick ratio of 1.71, a current ratio of 3.11 and a debt-to-equity ratio of 0.63. Timken has a 12 month low of $56.20 and a 12 month high of $101.43.

Timken (NYSE:TKR) last issued its quarterly earnings results on Wednesday, February 4th. The industrial products company reported $1.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.09 by $0.05. Timken had a net margin of 6.54% and a return on equity of 11.88%. During the same quarter in the previous year, the company posted $1.16 earnings per share. The business’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. On average, equities analysts expect that Timken will post 5.62 earnings per share for the current fiscal year.

Timken Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, December 5th. Stockholders of record on Tuesday, November 25th were given a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Tuesday, November 25th. Timken’s payout ratio is currently 33.10%.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Citigroup upped their price target on Timken from $100.00 to $105.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. DA Davidson increased their target price on Timken from $80.00 to $86.00 and gave the stock a “neutral” rating in a research note on Monday, November 3rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a research report on Wednesday, January 21st. JPMorgan Chase & Co. upped their price target on shares of Timken from $80.00 to $85.00 and gave the stock a “neutral” rating in a research note on Thursday, October 30th. Finally, The Goldman Sachs Group reissued a “neutral” rating and set a $88.00 price objective on shares of Timken in a research report on Thursday, October 30th. Four research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Timken presently has an average rating of “Hold” and a consensus price target of $86.11.

Insider Buying and Selling

In other Timken news, Director Richard G. Kyle sold 15,837 shares of the business’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $81.03, for a total value of $1,283,272.11. Following the completion of the transaction, the director owned 266,942 shares of the company’s stock, valued at approximately $21,630,310.26. The trade was a 5.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 8.37% of the company’s stock.

Institutional Investors Weigh In On Timken

A number of large investors have recently made changes to their positions in TKR. Bridgefront Capital LLC purchased a new stake in shares of Timken during the third quarter worth about $368,000. Magnetar Financial LLC purchased a new position in Timken during the 3rd quarter valued at approximately $392,000. Quadrant Capital Group LLC increased its stake in Timken by 3.2% in the 3rd quarter. Quadrant Capital Group LLC now owns 4,319 shares of the industrial products company’s stock worth $325,000 after acquiring an additional 132 shares during the last quarter. Blair William & Co. IL increased its stake in Timken by 14.6% in the 3rd quarter. Blair William & Co. IL now owns 4,801 shares of the industrial products company’s stock worth $361,000 after acquiring an additional 610 shares during the last quarter. Finally, Tidal Investments LLC raised its holdings in shares of Timken by 8.3% during the 2nd quarter. Tidal Investments LLC now owns 7,403 shares of the industrial products company’s stock worth $537,000 after acquiring an additional 569 shares in the last quarter. 89.08% of the stock is currently owned by 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.