Timken (NYSE:TKR) Issues FY 2026 Earnings Guidance

Timken (NYSE:TKR) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 5.750-6.250 for the period, compared to the consensus EPS estimate of 5.880. The company issued revenue guidance of -, compared to the consensus revenue estimate of $4.8 billion.

Timken Stock Performance

NYSE TKR traded down $3.05 during trading on Thursday, reaching $116.65. 437,732 shares of the company’s stock were exchanged, compared to its average volume of 811,478. The business has a 50 day moving average price of $103.91 and a 200-day moving average price of $93.36. The stock has a market capitalization of $8.14 billion, a P/E ratio of 28.38, a PEG ratio of 1.59 and a beta of 1.18. The company has a debt-to-equity ratio of 0.56, a current ratio of 2.82 and a quick ratio of 1.47. Timken has a fifty-two week low of $67.14 and a fifty-two week high of $123.67.

Timken (NYSE:TKR) last announced its quarterly earnings results on Wednesday, May 6th. The industrial products company reported $1.67 earnings per share for the quarter, topping analysts’ consensus estimates of $1.50 by $0.17. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.17 billion. Timken had a return on equity of 11.52% and a net margin of 6.29%.The business’s revenue was up 8.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.40 earnings per share. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. Sell-side analysts forecast that Timken will post 5.9 earnings per share for the current fiscal year.

Timken Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Tuesday, February 24th were given a $0.35 dividend. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $1.40 annualized dividend and a dividend yield of 1.2%. Timken’s dividend payout ratio is presently 34.06%.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. DA Davidson increased their price objective on shares of Timken from $86.00 to $108.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. Oppenheimer boosted their price objective on Timken from $117.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday. Morgan Stanley upped their target price on Timken from $116.00 to $119.00 and gave the company an “overweight” rating in a research report on Monday, March 30th. JPMorgan Chase & Co. reaffirmed an “underweight” rating and issued a $100.00 target price on shares of Timken in a research report on Thursday, March 26th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Timken in a research report on Monday, April 20th. Five analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $112.00.

Insider Activity at Timken

In other news, Director Richard G. Kyle sold 19,636 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $107.99, for a total value of $2,120,491.64. Following the transaction, the director owned 243,636 shares of the company’s stock, valued at approximately $26,310,251.64. This represents a 7.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 8.10% of the company’s stock.

Timken News Roundup

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Q1 beat — Adjusted EPS of $1.67 topped estimates (~$1.50) and revenue of $1.23B beat consensus, with sales up ~8% year-over-year; shows solid top-line growth and margin expansion. Timken Reports First-Quarter 2026 Results
• Positive Sentiment: Raised FY2026 outlook — Timken reiterated/raised its FY guidance to an adjusted EPS range of $5.75–$6.25 (company also provided a GAAP range), which sits roughly in line with analyst consensus and implies continued earnings momentum. Timken Reports First-Quarter 2026 Results
• Neutral Sentiment: Earnings materials available — Management held an earnings call and released slides/transcript, which investors should review for detail on end-market demand, margin drivers, and capital allocation. Timken (TKR) Q1 2026 Earnings Call Transcript Q1 Results Presentation
• Neutral Sentiment: Momentum context — Analyst pieces note TKR hit a 52-week high, prompting questions about further upside versus valuation and growth sustainability. Timken Hits Fresh High
• Negative Sentiment: Profit-taking and mixed reaction — Despite beats, the stock pulled back (lower volume than average), likely due to short?term selling after the 52?week high and guidance that, while solid, did not significantly exceed street forecasts — leaving limited upside for immediate re-rating.

Institutional Investors Weigh In On Timken

A number of large investors have recently added to or reduced their stakes in the stock. Invesco Ltd. grew its position in Timken by 1.0% during the fourth quarter. Invesco Ltd. now owns 1,371,613 shares of the industrial products company’s stock worth $115,394,000 after buying an additional 13,459 shares in the last quarter. Corient Private Wealth LLC grew its position in Timken by 111.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,933 shares of the industrial products company’s stock worth $1,517,000 after buying an additional 9,465 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its position in Timken by 6.6% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 47,807 shares of the industrial products company’s stock worth $4,022,000 after buying an additional 2,939 shares in the last quarter. EP Wealth Advisors LLC acquired a new stake in Timken during the fourth quarter worth approximately $231,000. Finally, Empowered Funds LLC grew its position in Timken by 106.3% during the fourth quarter. Empowered Funds LLC now owns 7,788 shares of the industrial products company’s stock worth $655,000 after buying an additional 4,012 shares in the last quarter. Institutional investors and hedge funds own 89.08% of the company’s stock.

About Timken

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.