Equities Analysts Issue Forecasts for The Timken Company’s Q1 2025 Earnings (NYSE:TKR)

The Timken Company (NYSE:TKR) – Analysts at Zacks Research lifted their Q1 2025 earnings per share (EPS) estimates for shares of Timken in a research report issued to clients and investors on Wednesday, September 4th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings of $1.94 per share for the quarter, up from their prior forecast of $1.86. The consensus estimate for Timken’s current full-year earnings is $6.13 per share. Zacks Research also issued estimates for Timken’s Q3 2025 earnings at $1.62 EPS, Q1 2026 earnings at $1.98 EPS, Q2 2026 earnings at $1.89 EPS and FY2026 earnings at $7.42 EPS.

Timken (NYSE:TKR) last released its earnings results on Wednesday, July 31st. The industrial products company reported $1.63 EPS for the quarter, topping analysts’ consensus estimates of $1.60 by $0.03. Timken had a return on equity of 16.36% and a net margin of 7.52%. The firm had revenue of $1.18 billion for the quarter, compared to analysts’ expectations of $1.18 billion. During the same period in the prior year, the firm posted $2.01 earnings per share. The company’s quarterly revenue was down 7.1% on a year-over-year basis.

A number of other research firms have also recently commented on TKR. Raymond James assumed coverage on shares of Timken in a report on Friday, June 28th. They set a “market perform” rating on the stock. Evercore ISI cut their target price on Timken from $94.00 to $87.00 and set an “in-line” rating on the stock in a research note on Monday, August 19th. Finally, KeyCorp lifted their target price on Timken from $95.00 to $104.00 and gave the stock an “overweight” rating in a report on Thursday, May 23rd. One equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating and four have issued a buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $88.18.

Timken Stock Performance

Shares of TKR stock opened at $79.09 on Friday. The company has a market capitalization of $5.55 billion, a price-to-earnings ratio of 15.06, a price-to-earnings-growth ratio of 1.81 and a beta of 1.44. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.64 and a current ratio of 2.95. Timken has a one year low of $65.71 and a one year high of $94.71. The company’s 50-day moving average is $82.42 and its 200 day moving average is $84.65.

Timken Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, August 30th. Shareholders of record on Tuesday, August 20th were paid a dividend of $0.34 per share. The ex-dividend date was Tuesday, August 20th. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.72%. Timken’s dividend payout ratio is currently 25.90%.

Insider Activity

In other Timken news, CEO Richard G. Kyle sold 30,000 shares of the company’s stock in a transaction that occurred on Thursday, August 8th. The shares were sold at an average price of $80.46, for a total transaction of $2,413,800.00. Following the completion of the sale, the chief executive officer now directly owns 244,485 shares of the company’s stock, valued at $19,671,263.10. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 8.70% of the company’s stock.

Institutional Investors Weigh In On Timken

A number of hedge funds have recently modified their holdings of the business. Vanguard Group Inc. increased its position in Timken by 5.6% in the first quarter. Vanguard Group Inc. now owns 6,515,972 shares of the industrial products company’s stock worth $569,691,000 after buying an additional 347,794 shares in the last quarter. American Century Companies Inc. boosted its position in shares of Timken by 4.8% in the second quarter. American Century Companies Inc. now owns 2,817,294 shares of the industrial products company’s stock worth $225,750,000 after purchasing an additional 128,791 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of Timken by 4.9% in the second quarter. Dimensional Fund Advisors LP now owns 2,104,910 shares of the industrial products company’s stock worth $168,667,000 after purchasing an additional 97,550 shares in the last quarter. Earnest Partners LLC raised its position in shares of Timken by 2.1% during the 2nd quarter. Earnest Partners LLC now owns 1,322,312 shares of the industrial products company’s stock valued at $105,957,000 after purchasing an additional 26,671 shares during the period. Finally, Hotchkis & Wiley Capital Management LLC lifted its stake in shares of Timken by 15.8% during the 4th quarter. Hotchkis & Wiley Capital Management LLC now owns 1,313,122 shares of the industrial products company’s stock valued at $105,247,000 after buying an additional 178,870 shares in the last quarter. Institutional investors own 89.08% of the company’s stock.

About Timken

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company's Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings.