Timken (NYSE:TKR) Releases FY 2026 Earnings Guidance

04 Feb 2026, 10:54 by Amy Steele · The Cerbat Gem

Timken (NYSE:TKR – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 5.500-6.000 for the period, compared to the consensus EPS 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 Price Performance

TKR stock traded up $3.10 during trading on Wednesday, hitting $99.24. 533,885 shares of the company’s stock traded hands, compared to its average volume of 713,682. Timken has a 52 week low of $56.20 and a 52 week high of $101.43. The stock has a market capitalization of $6.91 billion, a price-to-earnings ratio of 23.53, a P/E/G ratio of 1.85 and a beta of 1.21. The business has a fifty day simple moving average of $88.08 and a 200 day simple moving average of $80.82. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.71 and a current ratio of 3.11.

Timken (NYSE:TKR – Get Free Report) last posted its earnings results on Wednesday, February 4th. The industrial products company reported $1.14 earnings per share for the quarter, topping 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 period in the prior year, the firm posted $1.16 EPS. The business’s revenue was up 3.5% on a year-over-year basis. Timken has set its FY 2026 guidance at 5.500-6.000 EPS. As a group, research analysts expect that Timken will post 5.62 EPS for the current fiscal year.

Timken Announces Dividend

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on TKR. Wall Street Zen upgraded Timken from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. JPMorgan Chase & Co. lifted their price objective 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. Citigroup boosted their price objective on shares of Timken from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Timken in a report on Wednesday, January 21st. Finally, Oppenheimer upped their price target on shares of Timken from $90.00 to $104.00 and gave the company an “outperform” rating in a report on Monday, January 26th. Four investment 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 currently has a consensus rating of “Hold” and an average price target of $86.11.

Read Our Latest Report on TKR

Insider Activity

In other news, Director Richard G. Kyle sold 15,837 shares of the business’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $81.03, for a total transaction of $1,283,272.11. Following the completion of the sale, the director directly 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 8.37% of the company’s stock.

Institutional Investors Weigh In On Timken

Large investors have recently added to or reduced their stakes in the stock. Coldstream Capital Management Inc. increased its position in shares of Timken by 9.2% during the third quarter. Coldstream Capital Management Inc. now owns 7,834 shares of the industrial products company’s stock worth $589,000 after acquiring an additional 659 shares during the period. Danske Bank A S purchased a new stake in shares of Timken in the third quarter valued at approximately $45,000. Van Den Berg Management I Inc. bought a new position in Timken in the third quarter worth approximately $3,133,000. Northwestern Mutual Wealth Management Co. increased its holdings 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 during the period. Finally, Mercer Global Advisors Inc. ADV increased its holdings in Timken by 15.4% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 44,868 shares of the industrial products company’s stock worth $3,373,000 after purchasing an additional 5,971 shares during the period. 89.08% of the stock is owned by hedge funds and other institutional investors.

About Timken

(Get Free Report)

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.