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DEF 14A ·Filed Oct 13, 2026

MOD

MODINE MANUFACTURING CO
NEUTRAL
Impact 3/10
Horizonweeks Processed14d 13h ago SEC0001104659-26-115309
Definitive proxy statement
Actionable Insight • Neutral

Monitor the special meeting outcome on November 13, 2026; the name change is a formality tied to the completed Performance Technologies separation and is expected to pass given board support and broker discretionary voting. No trading catalyst.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d
MOD ▼ -14.99% at T+5d
NEUTRAL call -14.99% · α vs SPY -13.83% · entry $172.57 → $146.71
Next anchor: T+20d in 13d
Latest observation: T+8 -7.15% FF3 residual α
Entry = T+0 close
Oct 13, 2026
via day close
T+1d
-8.59%
call -8.59% · α -7.51%
$157.75
settled 14d ago
T+5d
-14.99%
call -14.99% · α -13.83%
$146.71
settled 8d ago
T+20d
Pending
in 13d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Modine Manufacturing Company is holding a special shareholder meeting on November 13, 2026, to vote on a proposal to change the company's name to Modexus Solutions, Inc. The name change is required following the October 1, 2026 separation of its Performance Technologies business and combination with Gentherm Incorporated in a Reverse Morris Trust transaction. The ticker symbol MOD and CUSIP number will remain unchanged.

Key Facts

  • Special meeting on November 13, 2026 to vote on name change to Modexus Solutions, Inc.
  • Name change required after October 1, 2026 separation of Performance Technologies business and combination with Gentherm in a Reverse Morris Trust transaction.
  • Two-thirds supermajority vote required for approval.
  • Ticker symbol MOD and CUSIP number will remain unchanged after name change.
  • Vanguard Capital Management is the only 5%+ holder, owning 2,763,681 shares (5.2%).
  • 53,196,918 shares outstanding as of October 9, 2026 record date.
  • Board recommends voting FOR the proposal.
  • Sodali engaged as proxy solicitor for a $20,000 fee.

Financial Impact

No direct financial impact; name change is administrative following a completed business separation.

Risk Factors

  • If the two-thirds supermajority is not achieved, the company would need to find an alternative name or delay the change, potentially breaching its agreement with Gentherm.

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEF 14A Filing (Primary)0001104659-26-115309
Document: 0001104659-26-115309-index-headers.html0001104659-26-115309
Document: 0001104659-26-115309-index.html0001104659-26-115309
Document: 0001104659-26-115309.txt0001104659-26-115309
15 reports for MOD
Performance horizon
67% Hit rate @ T+1 2 of 3 directional calls Went positive at some point 3 of 3 best @ T+5▲ +7.89%May 26, 2026
Filters
Rows
Reports for MOD — sortable, filterable
TypeNow
Oct 27, 2026
today
8-K
NEUTRAL ★ 2/10
$134.82awaiting T+1—$136.51 (+1.25%)
Oct 21, 2026
6d ago
Institutional Cluster
BEARISH ★ 4/10
$135.17 $133.34▲ +1.35%▲ +0.83%$136.51 (−0.99%)
Oct 21, 2026
6d ago
Press Release
NEUTRAL ★ 1/10
$149.78 $135.17▼ −9.75%▼ −8.57%$136.51 (−8.86%)
Oct 13, 2026
14d ago
DEF 14A
NEUTRAL ★ 3/10
$172.57 $157.75▼ −8.59%▼ −7.51%$136.51 (−20.90%)
Oct 1, 2026
26d ago
8-K
NEUTRAL ★ 5/10
$178.20 $182.91▲ +2.64%▲ +1.97%$136.51 (−23.40%)
Sep 17, 2026
5w ago
425
NEUTRAL ★ 5/10
$188.72 $197.62▲ +4.72%▲ +3.17%$136.51 (−27.67%)
Sep 17, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$188.72 $197.62▲ +4.72%▲ +3.17%$136.51 (−27.67%)
Aug 4, 2026
12w ago
Institutional Cluster
MIXED ★ 5/10
$194.61 $192.52▼ −1.07%▼ −0.91%$136.51 (−29.85%)
Jul 31, 2026
12w ago
425
MIXED ★ 6/10
$201.06 $195.92▼ −2.56%▼ −3.98%$136.51 (−32.10%)
Jul 29, 2026
12w ago
8-K
NEUTRAL ★ 5/10
$193.91 $201.06▲ +3.69%▲ +2.98%$136.51 (−29.60%)
Showing 10 of 15

US Market Status

Market Closed — Opens Thu (10h 50m)

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Report published Oct 13, 2026