Zacks Research Weighs in on Timken’s Q3 Earnings (NYSE:TKR)

14 Oct 2026, 10:43 by Kim Johansen · The Markets Daily

Timken Company (The) (NYSE:TKR – Free Report) – Analysts at Zacks Research boosted their Q3 2026 EPS estimates for shares of Timken in a research note issued to investors on Tuesday, October 13th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $1.45 per share for the quarter, up from their prior forecast of $1.44. The consensus estimate for Timken’s current full-year earnings is $6.25 per share. Zacks Research also issued estimates for Timken’s FY2026 earnings at $6.20 EPS, Q1 2027 earnings at $1.81 EPS, Q2 2027 earnings at $1.91 EPS, Q3 2027 earnings at $1.80 EPS, Q4 2027 earnings at $1.70 EPS, FY2027 earnings at $7.22 EPS and Q3 2028 earnings at $2.19 EPS.

Timken (NYSE:TKR – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.62 by $0.21. The company had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.23 billion. Timken had a return on equity of 12.63% and a net margin of 5.43%. The firm’s revenue was up 7.5% compared to the same quarter last year. During the same period last year, the business posted $1.12 earnings per share. Timken has set its FY 2026 guidance at 6.050-6.350 EPS.

A number of other analysts have also issued reports on TKR. KeyCorp raised their target price on Timken from $140.00 to $160.00 and gave the company an “overweight” rating in a report on Monday, July 13th. JPMorgan Chase & Co. lifted their price target on Timken from $150.00 to $160.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Weiss Ratings upgraded Timken from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, August 20th. Bank of America upgraded Timken from a “neutral” rating to a “buy” rating and upped their price target for the stock from $129.00 to $135.00 in a report on Tuesday, September 1st. Finally, Wall Street Zen cut Timken from a “buy” rating to a “hold” rating in a research report on Saturday, October 3rd. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $145.00.

Read Our Latest Research Report on Timken

Timken Price Performance

NYSE TKR opened at $114.11 on Wednesday. The stock has a 50-day simple moving average of $121.52 and a 200 day simple moving average of $123.49. Timken has a twelve month low of $71.39 and a twelve month high of $146.37. The stock has a market capitalization of $7.91 billion, a PE ratio of 30.92, a P/E/G ratio of 1.28 and a beta of 1.18. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.74 and a current ratio of 3.10.

Institutional Investors Weigh In On Timken

A number of institutional investors have recently added to or reduced their stakes in the company. Segall Bryant & Hamill LLC grew its holdings in shares of Timken by 29.9% in the 1st quarter. Segall Bryant & Hamill LLC now owns 451,516 shares of the industrial products company’s stock worth $45,409,000 after purchasing an additional 103,904 shares during the last quarter. Nykredit A S acquired a new stake in shares of Timken during the 2nd quarter worth about $75,623,000. State of Wyoming bought a new position in Timken during the 2nd quarter valued at about $1,466,000. Tocqueville Asset Management L.P. bought a new position in Timken during the 2nd quarter valued at about $4,506,000. Finally, Corient Private Wealth LP lifted its holdings in Timken by 168.9% during the 2nd quarter. Corient Private Wealth LP now owns 51,894 shares of the industrial products company’s stock valued at $7,541,000 after purchasing an additional 32,598 shares during the last quarter. 89.08% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, Director Richard Kyle sold 13,637 shares of the company’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $126.63, for a total transaction of $1,726,853.31. Following the completion of the transaction, the director owned 183,724 shares of the company’s stock, valued at approximately $23,264,970.12. This represents a 6.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 8.10% of the company’s stock.

Timken Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Tuesday, August 18th were issued a dividend of $0.36 per share. The ex-dividend date was Tuesday, August 18th. This represents a $1.44 annualized dividend and a dividend yield of 1.3%. Timken’s payout ratio is presently 39.02%.

About Timken

(Get Free Report)

Timken (NYSE: TKR) is an engineered bearings and industrial motion products company. Its offerings include tapered, spherical, cylindrical, needle and precision bearings, as well as seals and lubrication systems designed to reduce friction, manage loads and support the performance of mechanical equipment.