Q2 2025 EPS Estimates for The Timken Company Boosted by Zacks Research (NYSE:TKR)

The Timken Company (NYSE:TKR) – Research analysts at Zacks Research raised their Q2 2025 earnings per share (EPS) estimates for shares of Timken in a report issued on Tuesday, June 25th. Zacks Research analyst M. Das now expects that the industrial products company will earn $1.80 per share for the quarter, up from their previous forecast of $1.78. The consensus estimate for Timken’s current full-year earnings is $6.20 per share. Zacks Research also issued estimates for Timken’s Q3 2025 earnings at $1.70 EPS.

TKR has been the subject of several other research reports. KeyCorp upped their target price on shares of Timken from $95.00 to $104.00 and gave the stock an “overweight” rating in a report on Thursday, May 23rd. Raymond James began coverage on shares of Timken in a report on Friday. They issued a “market perform” rating for the company. Oppenheimer reaffirmed an “outperform” rating and issued a $100.00 target price (up previously from $97.00) on shares of Timken in a report on Thursday, March 21st. Stifel Nicolaus upped their target price on shares of Timken from $92.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, May 1st. Finally, Loop Capital upped their target price on shares of Timken from $78.00 to $87.00 and gave the stock a “hold” rating in a report on Wednesday, May 1st. One research analyst has rated the stock with a sell rating, eight have given a hold rating and four have issued a buy rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $87.91.

Timken Trading Up 0.3 %

Shares of Timken stock opened at $80.13 on Friday. The company has a market capitalization of $5.64 billion, a P/E ratio of 15.26, a P/E/G ratio of 1.70 and a beta of 1.50. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.02 and a current ratio of 1.87. The company has a fifty day moving average of $86.20 and a 200 day moving average of $83.91. Timken has a fifty-two week low of $65.71 and a fifty-two week high of $95.08.

Timken (NYSE:TKR) last posted its quarterly earnings data on Tuesday, April 30th. The industrial products company reported $1.77 EPS for the quarter, topping the consensus estimate of $1.50 by $0.27. The firm had revenue of $1.19 billion during the quarter, compared to analyst estimates of $1.15 billion. Timken had a return on equity of 17.98% and a net margin of 7.99%. Timken’s revenue was down 5.7% on a year-over-year basis. During the same period in the prior year, the business posted $2.09 EPS.

Institutional Trading of Timken

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TKR. Citigroup Inc. increased its position in shares of Timken by 64.5% during the third quarter. Citigroup Inc. now owns 12,015 shares of the industrial products company’s stock worth $883,000 after acquiring an additional 4,712 shares during the period. Envestnet Portfolio Solutions Inc. purchased a new position in shares of Timken during the third quarter worth approximately $306,000. Envestnet Asset Management Inc. increased its position in shares of Timken by 34.7% during the third quarter. Envestnet Asset Management Inc. now owns 176,111 shares of the industrial products company’s stock worth $12,942,000 after acquiring an additional 45,390 shares during the period. Hsbc Holdings PLC increased its position in shares of Timken by 13.3% during the third quarter. Hsbc Holdings PLC now owns 35,068 shares of the industrial products company’s stock worth $2,584,000 after acquiring an additional 4,116 shares during the period. Finally, Mariner LLC increased its position in shares of Timken by 3.7% during the third quarter. Mariner LLC now owns 9,532 shares of the industrial products company’s stock worth $701,000 after acquiring an additional 343 shares during the period. 89.08% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Christopher A. Coughlin sold 29,006 shares of the company’s stock in a transaction dated Friday, May 3rd. The shares were sold at an average price of $89.30, for a total transaction of $2,590,235.80. Following the sale, the executive vice president now directly owns 84,995 shares in the company, valued at approximately $7,590,053.50. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. In related news, EVP Christopher A. Coughlin sold 29,006 shares of the stock in a transaction dated Friday, May 3rd. The shares were sold at an average price of $89.30, for a total value of $2,590,235.80. Following the sale, the executive vice president now directly owns 84,995 shares of the company’s stock, valued at approximately $7,590,053.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Philip D. Fracassa sold 10,000 shares of the stock in a transaction dated Monday, May 6th. The stock was sold at an average price of $89.76, for a total transaction of $897,600.00. Following the completion of the sale, the chief financial officer now directly owns 105,541 shares in the company, valued at $9,473,360.16. The disclosure for this sale can be found here. In the last three months, insiders have sold 59,006 shares of company stock worth $5,269,636. 8.70% of the stock is currently owned by corporate insiders.

Timken Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 28th. Stockholders of record on Tuesday, May 14th were given a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a dividend yield of 1.70%. This is a boost from Timken’s previous quarterly dividend of $0.33. The ex-dividend date was Monday, May 13th. Timken’s dividend payout ratio is currently 25.90%.

Timken Company Profile

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.