Timken (TKR) to Release Earnings on Wednesday

Timken (NYSE:TKR) is expected to be posting its Q2 2026 results before the market opens on Wednesday, July 29th. Analysts expect Timken to post earnings of $1.63 per share and revenue of $1.2333 billion for the quarter. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. Investors may visit the the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Tuesday, August 4, 2026 at 11:00 AM ET.

Timken (NYSE:TKR) last announced its quarterly earnings results on Wednesday, May 6th. The industrial products company reported $1.67 EPS for the quarter, beating the consensus estimate of $1.50 by $0.17. Timken had a net margin of 6.60% and a return on equity of 11.84%. The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.17 billion. During the same period in the prior year, the firm posted $1.40 earnings per share. The firm’s revenue was up 8.0% on a year-over-year basis. On average, analysts expect Timken to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Timken Stock Up 3.6%

TKR stock opened at $139.27 on Wednesday. The company has a current ratio of 2.88, a quick ratio of 1.55 and a debt-to-equity ratio of 0.60. Timken has a twelve month low of $70.57 and a twelve month high of $146.37. The company’s 50 day moving average is $133.27 and its two-hundred day moving average is $112.87. The stock has a market cap of $9.68 billion, a P/E ratio of 31.65, a PEG ratio of 1.60 and a beta of 1.20.

Timken Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Tuesday, May 19th were issued a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Tuesday, May 19th. This is a positive change from Timken’s previous quarterly dividend of $0.35. Timken’s dividend payout ratio (DPR) is currently 32.73%.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on TKR shares. Morgan Stanley set a $140.00 price target on shares of Timken in a research note on Thursday, May 21st. Evercore restated an “outperform” rating and issued a $158.00 price objective on shares of Timken in a research note on Monday, May 11th. Oppenheimer raised their price objective on Timken from $147.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday. The Goldman Sachs Group lifted their target price on Timken from $128.00 to $142.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Timken in a report on Friday. Six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $150.00.

Insider Activity

In other news, Director John M. Timken, Jr. sold 15,000 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $116.51, for a total transaction of $1,747,650.00. Following the completion of the sale, the director owned 264,744 shares in the company, valued at $30,845,323.44. This represents a 5.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Ajita G. Rajendra sold 8,450 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $131.34, for a total value of $1,109,823.00. Following the sale, the director directly owned 20,225 shares of the company’s stock, valued at approximately $2,656,351.50. This represents a 29.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 69,079 shares of company stock valued at $8,296,144. Company insiders own 8.10% of the company’s stock.

Institutional Trading of Timken

Hedge funds have recently made changes to their positions in the company. Royal Bank of Canada increased its stake in shares of Timken by 44.2% during the first quarter. Royal Bank of Canada now owns 90,550 shares of the industrial products company’s stock worth $6,508,000 after acquiring an additional 27,750 shares during the period. Goldman Sachs Group Inc. lifted its position in Timken by 147.0% in the first quarter. Goldman Sachs Group Inc. now owns 355,765 shares of the industrial products company’s stock valued at $25,569,000 after purchasing an additional 211,718 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Timken by 7.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 226,872 shares of the industrial products company’s stock valued at $16,305,000 after purchasing an additional 16,000 shares during the period. Prudential Financial Inc. boosted its holdings in Timken by 18.7% in the 2nd quarter. Prudential Financial Inc. now owns 6,815 shares of the industrial products company’s stock valued at $494,000 after purchasing an additional 1,075 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in Timken by 241.7% in the 2nd quarter. Invesco Ltd. now owns 604,879 shares of the industrial products company’s stock valued at $43,884,000 after purchasing an additional 427,879 shares in the last quarter. Institutional investors and hedge funds own 89.08% of the company’s stock.

Timken Company Profile

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.