Market Cap
$9.9B
MOD
MODINE MANUFACTURING CO
$179.83 ▼ -4.96%
Prev close $189.21Market cap$9.9B
ConsensusStrong Buy
12-mo target$310.29 (+72.5%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)36 New Institutional Positions14 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on MOD right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (93%)
Inst. Holders
50 funds
Inst. Value
$9.0B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $27.8M sell
Insider Net $
-$27.8M
Social Sentiment
50° Neutral
SEC Reports
8
Price chart 30d +0.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
Modine Completes Spin-off and Combination of its Performance Technologies Business with Gentherm
Announces Final Exchange Ratio and Cash Distribution to Modine RACINE, Wis., Oct. 1, 2026 /PRNewswir
Sep 28, 2026 Insider
Patten Jeremy Michael surrendered for taxes 631 shares
President, Perf. Technologies @ $198.07 ($125.0K)
Sep 10, 2026 Insider
Agen Brian Jon acquired via exercise 2,353 shares
VP, CHRO @ $6.62 ($15.6K)
Sep 10, 2026 Insider
Aug 4, 2026 SEC Agen Brian Jon acquired via exercise 928 shares
VP, CHRO @ $17.79 ($16.5K)
Modine Manufacturing (MOD) saw a mixed institutional cluster in Q2 2026, with 9 buyers adding $111.8M in net new positio
INST-CLUSTER — Impact 5/10
Modine's 425 filing confirms the planned Reverse Morris Trust spin-off of Performance Technologies and merger with Genth
425 — Impact 6/10
Modine reported Q1 FY2027 adjusted EPS of $1.53, a 44% YoY increase and a 20.5% beat vs consensus of $1.27, driven by st
8-K — Impact 5/10
Jun 30, 2026 Inst.
BlackRock, Inc. — TRIM
2,866,977 shares ($765.5M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
93% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 2, 2026 | Keybanc | REITERATE | Overweight | 52% |
| Jul 30, 2026 | B. Riley Securities | REITERATE | Buy | 54% |
| Jul 30, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jun 22, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| May 29, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| May 28, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 28, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| May 27, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| May 27, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Aug 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% |
Price targets
Where 7 covering analysts think MOD trades over the next 12 months.
$310.29 +72.5% upside Strong Buy
Current$179.83 Low$280.00 Median$302.00 High$355.00 7 analysts
$280.00$355.00
Analyst rating Strong Buy· 1.1/5 as of Oct 2, 2026
Social media sentiment mood +14.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 0 bearish, 3 mixed, 3 neutral · avg impact 5.5/10.
MIXEDINST-CLUSTER5/10
Modine Manufacturing (MOD) saw a mixed institutional cluster in Q2 2026, with 9 buyers adding $111.8
Aug 4, 2026
MIXED4256/10
Modine's 425 filing confirms the planned Reverse Morris Trust spin-off of Performance Technologies a
Jul 31, 2026
NEUTRAL8-K5/10
Modine reported Q1 FY2027 adjusted EPS of $1.53, a 44% YoY increase and a 20.5% beat vs consensus of
Jul 29, 2026
MIXEDPRESS-RELEASE6/10
Modine reported Q1 FY2027 adjusted EPS of $1.53, a 20% beat vs. $1.27 consensus, on revenue of $874.
Jul 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Modine Completes Spin-off and Combination of its Performance Technologies Business with Gentherm
Announces Final Exchange Ratio and Cash Distribution to Modine RACINE, Wis., Oct. 1, 2026 /PRNewswire/ -- Modine (NYSE: MOD) ("Modine" or the "Company
Sep 23, 2026
other
Continued Growth in Data Center Cooling Business Drives 300 Open Roles
Hiring for long-term manufacturing roles starting at $23 per hour RACINE, Wis., Sept. 23, 2026 /PRNewswire/ -- Modine (NYSE: MOD), a diversified globa
Sep 11, 2026
ftd
FTD: MOD — 44,353 shares ($8.0M) failed to deliver
Settlement: 20260911, Price: $179.26, FTD Value: $7,950,718.78, MODINE MFG CO
Sep 10, 2026
other
Modine to Become Modexus Solutions, Marking Next Chapter as Diversified Thermal Management Solutions Company
RACINE, Wis., Sept. 10, 2026 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, today ann
Sep 7, 2026
dark_pool
Dark Pool: MOD — 1.8M shares, 43,288 trades
Week starting 2026-09-07. Total ATS volume: 1,826,251 shares across 43,288 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.48 | $1.17–$1.75 | 39.8% | +0.8% | 1↑ 0↓ | $1.0B | 8 |
| Next Q | $1.99 | $1.58–$2.21 | 67.4% | -0.7% | 0↑ 1↓ | $1.0B | 7 |
| Current FY | $7.62 | $6.99–$8.26 | 51.9% | -0.3% | 1↑ 1↓ | $4.1B | 7 |
| Next FY | $11.01 | $9.18–$12.23 | 44.4% | -1.6% | 1↑ 2↓ | $5.0B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.482 | — |
| 7d ago | $1.482 | — |
| 30d ago | $1.470 | +0.012 |
| 60d ago | $1.453 | +0.029 |
| 90d ago | $1.764 | -0.282 |
Institutional ownership
Which big funds own MOD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.0B total value (34,012,582 shares) as of 2026-Q2. Top holders: NOMURA, BlackRock,, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 2,866,977 | $765.5M | 8.5% | TRIM -29.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,380,183 | $635.6M | 7.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,204,937 | $588.8M | 6.5% | — |
| Capital Research Global Investors | 1,483,974 | $396.3M | 4.4% | — |
| Invesco Ltd. | 1,266,552 | $338.2M | 3.7% | — |
| Artisan Partners Limited Partnership | 1,191,876 | $318.3M | 3.5% | — |
| STATE STREET CORP | 1,169,085 | $312.0M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,152,691 | $307.9M | 3.4% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,116,729 | $298.2M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 4,085,044 | 2,866,977 | -29.8% | $765.5M |
| JANE STREET GROUP, LLC | DOUBLED | 397,815 | 902,553 | +126.9% | $241.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 608,498 | 820,626 | +34.9% | $221.7M |
| MORGAN STANLEY | ADD | 523,127 | 776,527 | +48.4% | $207.3M |
| NORGES BANK | NEW | — | 587,047 | — | $156.8M |
| RAYMOND JAMES FINANCIAL INC | ADD | 284,566 | 497,004 | +74.7% | $132.7M |
| D. E. Shaw & Co., Inc. | ADD | 346,695 | 455,129 | +31.3% | $121.5M |
| CITADEL ADVISORS LLC | DOUBLED | 146,150 | 427,004 | +192.2% | $114.0M |
| JPMORGAN CHASE & CO | TRIM | 857,060 | 380,778 | -55.6% | $98.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 204,013 | 367,549 | +80.2% | $98.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$27.8M — $0.00 bought, $27.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Patten Jeremy Michael | President, Perf. Technologies | TAX W/H | 631 | $198.07 | $125.0K |
| Sep 10, 2026 | Agen Brian Jon | VP, CHRO | EXERCISE | 2,353 | $6.62 | $15.6K |
| Sep 10, 2026 | Agen Brian Jon | VP, CHRO | EXERCISE | 928 | $17.79 | $16.5K |
| Sep 10, 2026 | Agen Brian Jon | VP, CHRO | EXERCISE | 1,988 | $12.28 | $24.4K |
| Sep 10, 2026 | Agen Brian Jon | VP, CHRO | EXERCISE | 4,090 | — | — |
| Sep 10, 2026 | Agen Brian Jon | VP, CHRO | EXERCISE | 1,706 | — | — |
| Sep 10, 2026 | Agen Brian Jon | VP, CHRO | SELL | 4,306 | $180.30 | $776.4K |
| Sep 10, 2026 | Agen Brian Jon | VP, CHRO | EXERCISE | 3,779 | — | — |
| Aug 20, 2026 | Bendza Gary Mark | Director | AWARD | 812 | — | — |
| Aug 20, 2026 | Garimella Suresh V | Director | AWARD | 812 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MOD.
Shares short
3,363,511
Settlement Sep 15, 2026
Change vs prior
+1.8%
Semi-monthly cycle
Days to cover
2.9
At avg daily volume
Of shares outstanding
≈6.3%
Estimate — not % of float
All MOD filing & press-release reports (8)
- INST-CLUSTER reportAug 4, 2026
- 425 reportJul 31, 2026
- 8-K reportJul 29, 2026
- PRESS-RELEASE reportJul 29, 2026
- DEFA14A reportJul 10, 2026
- 8-K reportJun 5, 2026
- CLUSTER reportJun 2, 2026
- 425 reportMay 28, 2026