MOD

MODINE MANUFACTURING CO

NYSE · Motor Vehicle Parts & Accessories · Inc. WI · CIK 0000067347
$274.50 +1.10% $14.5B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)23 New Institutional Positions25 Institutional Exits
Vol
Market Cap$14.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$7.0B
Inst. Activity23 buys / 25 sells
Insider Activity0B / 5S
Insider Net $-$7.2M
Reddit Sentiment54° Neutral
SEC Reports3
Exchange NYSE·Sector Motor Vehicle Parts & Accessories·Inc. WI·CIK 0000067347·Prev Close $271.51

Recent Activity

Jun 10, 2026 short_volume
Short Volume: MOD — 57.6% short (0.3M / 0.6M)
Short: 336,810 | Exempt: 170 | TRF Vol: 584,724 | Short Ratio: 57.6% | Off-exchange volume (dark poo
Jun 5, 2026 SEC
Modine reported a record Q4 FY2026 with net sales of $954.4M (+47% YoY) and adjusted EPS of $1.71 (+53% YoY), significan
8-K — Impact 8/10
Jun 2, 2026 SEC
Two business-unit presidents at Modine sold a combined $811K in open-market sales within a week of the company reporting
CLUSTER — Impact 4/10
Jun 1, 2026 Insider
McGinnis Eric S sold 1,912 shares
President, Commercial HVAC @ $285.01 ($544.9K)
Jun 1, 2026 Insider
Laszlo Arthur Jr. sold 900 shares
President, Data Centers @ $295.76 ($266.2K)
May 31, 2026 Insider
Lucareli Michael B surrendered for taxes 1,476 shares
EVP, CFO @ $278.91 ($411.7K)
May 28, 2026 SEC
Modine filed a Rule 425 communication incorporating excerpts from its May 27, 2026 earnings call, reaffirming that the p
425 — Impact 7/10
Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
1,019,921 shares ($221.0M)

Price Targets

$340.86 +24.2% upside Strong Buy
Current $274.50 Low $325.00 Median $340.00 High $370.00 7 analysts
$325.00 $370.00

Analyst Ratings

Strong Buy93% buy · 14 analysts
4Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 DA Davidson MAINTAIN Buy → Buy
May 28, 2026 UBS MAINTAIN Buy → Buy
May 28, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 27, 2026 Keybanc MAINTAIN Overweight → Overweight
May 27, 2026 DA Davidson MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.42 ▼ -14.0% $1.16 — $1.69 34% YoY 8
Next Q $1.80 ▲ +2.2% $1.64 — $1.99 70% YoY 8
Current FY $7.80 ▲ +5.7% $7.31 — $8.44 55% YoY 8
Next FY $11.35 ▲ +11.6% $9.46 — $12.90 45% YoY 7

Top Institutional Holders

FundValueMove
BlackRock, Inc.$885.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$512.2M
VANGUARD CAPITAL MANAGEMENT LLC$512.0M
Capital Research Global Investors$370.5M
STATE STREET CORP$322.1M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026McGinnis EricSELL$544.9K
Jun 1, 2026Laszlo ArthurSELL$266.2K
May 31, 2026Lucareli MichaelF$411.7K
May 31, 2026Brinker NeilF$1.0M
May 31, 2026McGinnis EricF$184.9K

Reddit Sentiment

54°
Neutral
Bearish Neutral Bullish
9 mentions 1 bullish 0 bearish
50 institutional holders with $7.0B total value (32,399,275 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 25 institutions trimmed/exited vs 23 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,085,044$885.3M12.7%
2VANGUARD PORTFOLIO MANAGEMENT LLC2,363,670$512.2M7.3%
3VANGUARD CAPITAL MANAGEMENT LLC2,362,734$512.0M7.3%
4Capital Research Global Investors1,709,628$370.5M5.3%
5STATE STREET CORP1,486,139$322.1M4.6%
6Invesco Ltd.1,225,751$265.6M3.8%DOUBLED +120.4%
7FULLER & THALER ASSET MANAGEMENT, INC.1,081,680$234.4M3.4%
8WELLINGTON MANAGEMENT GROUP LLP1,019,921$221.0M3.2%TRIM -64.6%
9Artisan Partners Limited Partnership987,893$214.1M3.1%
10FMR LLC875,164$189.7M2.7%TRIM -37.0%
11DIMENSIONAL FUND ADVISORS LP820,568$177.8M2.5%
12NOMURA ASSET MANAGEMENT INTERNATIONAL INC.715,566$155.1M2.2%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC699,318$151.5M2.2%
14Capital World Investors657,671$142.5M2.0%
15CONGRESS ASSET MANAGEMENT CO650,673$141.0M2.0%
16GOLDMAN SACHS GROUP INC641,881$139.1M2.0%
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/608,498$135.2M1.9%DOUBLED +131.7%
18GAMCO INVESTORS, INC. ET AL551,403$119.5M1.7%TRIM -33.6%
19JANUS HENDERSON GROUP PLC523,507$113.5M1.6%DOUBLED +2249.9%
20MORGAN STANLEY523,127$113.4M1.6%TRIM -53.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPTRIM2,879,2991,019,921-64.6%$221.0M2026-Q1
FMR LLCTRIM1,388,241875,164-37.0%$189.7M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/DOUBLED262,637608,498+131.7%$135.2M2026-Q1
GAMCO INVESTORS, INC. ET ALTRIM830,779551,403-33.6%$119.5M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED22,278523,507+2249.9%$113.5M2026-Q1
MORGAN STANLEYTRIM1,130,902523,127-53.7%$113.4M2026-Q1
Point72 Asset Management, L.P.DOUBLED25,127340,664+1255.8%$73.8M2026-Q1
Allspring Global Investments Holdings, LLCDOUBLED86,632306,005+253.2%$68.2M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD183,728301,366+64.0%$65.3M2026-Q1
FRANKLIN RESOURCES INCDOUBLED13,262278,464+1999.7%$60.3M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM456,482266,113-41.7%$57.7M2026-Q1
Clearbridge Investments, LLCADD169,434256,563+51.4%$55.6M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM382,915243,343-36.4%$52.7M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCADD159,479204,039+27.9%$44.2M2026-Q1
Hood River Capital Management LLCTRIM516,520185,818-64.0%$40.3M2026-Q1
GABELLI FUNDS LLCTRIM292,700181,000-38.2%$39.2M2026-Q1
NATIXISDOUBLED3,900143,956+3591.2%$31.2M2026-Q1
Mediolanum International Funds LtdNEW121,553$24.6M2026-Q1
ROYCE & ASSOCIATES LPTRIM193,14796,765-49.9%$21.0M2026-Q1
BLAIR WILLIAM & CO/ILTRIM121,06981,776-32.5%$17.7M2026-Q1
Neuberger Berman Group LLCDOUBLED37,51578,437+109.1%$17.0M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT392,24775,158-80.8%$16.3M2026-Q1
CI INVESTMENTS INC.NEW74,712$16.2M2026-Q1
Rockefeller Capital Management L.P.DOUBLED1,97254,213+2649.1%$11.7M2026-Q1
Hudson Bay Capital Management LPTRIM83,88249,443-41.1%$10.7M2026-Q1
9 unique insiders with 34 transactions. Net insider value: -$7.2M ($0.00 bought, $7.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026McGinnis Eric SPresident, Commercial HVACSELL1,912$285.01$544.9K
Jun 1, 2026Laszlo Arthur Jr.President, Data CentersSELL900$295.76$266.2K
May 31, 2026Lucareli Michael BEVP, CFOTAX W/H1,476$278.91$411.7K
May 31, 2026Brinker Neil DavidPresident and CEOTAX W/H3,721$278.91$1.0M
May 31, 2026McGinnis Eric SPresident, Commercial HVACTAX W/H663$278.91$184.9K
May 31, 2026Laszlo Arthur Jr.President, Data CentersTAX W/H436$278.91$121.6K
May 31, 2026Agen Brian JonVP, CHROTAX W/H566$278.91$157.9K
May 29, 2026McGinnis Eric SPresident, Commercial HVACSELL12,030$280.13$3.4M
May 26, 2026Agen Brian JonVP, CHROAWARD28,318
May 26, 2026Agen Brian JonVP, CHROTAX W/H13,310$295.88$3.9M
May 26, 2026Brinker Neil DavidPresident and CEOAWARD215,464
May 26, 2026Brinker Neil DavidPresident and CEOTAX W/H87,517$295.88$25.9M
May 26, 2026Laszlo Arthur Jr.President, Data CentersAWARD10,838
May 26, 2026Laszlo Arthur Jr.President, Data CentersTAX W/H4,753$295.88$1.4M
May 26, 2026Lucareli Michael BEVP, CFOAWARD73,873
May 26, 2026Lucareli Michael BEVP, CFOTAX W/H34,721$295.88$10.3M
May 26, 2026McGinnis Eric SPresident, Commercial HVACAWARD39,575
May 26, 2026McGinnis Eric SPresident, Commercial HVACTAX W/H15,573$295.88$4.6M
May 26, 2026Roth Erin JenniferVP, GC and CCOAWARD5,249
May 26, 2026Roth Erin JenniferVP, GC and CCOTAX W/H2,221$295.88$657.1K
May 20, 2026Agen Brian JonVP, CHROAWARD556
May 20, 2026Brinker Neil DavidPresident and CEOAWARD5,534
May 20, 2026Lucareli Michael BEVP, CFOAWARD1,306
May 20, 2026Roth Erin JenniferVP, GC and CCOAWARD668
May 20, 2026Patten Jeremy MichaelPresident, Perf. TechnologiesAWARD583
May 20, 2026Laszlo Arthur Jr.President, Data CentersAWARD591
May 16, 2026Brinker Neil DavidPresident and CEOTAX W/H2,882$271.26$781.8K
May 16, 2026Laszlo Arthur Jr.President, Data CentersTAX W/H247$271.26$67.0K
May 16, 2026McGinnis Eric SPresident, Commercial HVACTAX W/H463$271.26$125.6K
May 16, 2026Agen Brian JonVP, CHROTAX W/H388$271.26$105.2K
May 16, 2026Lucareli Michael BEVP, CFOTAX W/H915$271.26$248.2K
Mar 24, 2026Patten Jeremy MichaelPresident, Perf. TechnologiesAWARD1,094
Feb 24, 2026WILLIAMS MARSHA CDirectorSELL12,000$234.71$2.8M
Feb 2, 2026Garimella Suresh VDirectorSELL1,100$184.07$202.5K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (93% buy). Based on 14 analysts: 4 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$340.86 mean target +24.2% upside Strong Buy (1.13)
$325.00 Low $370.00 High
MetricValue
Current Price$274.50
Target Low$325.00
Target Mean$340.86
Target Median$340.00
Target High$370.00
# Analysts7
RecommendationStrong Buy (1.13)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.42 $1.16 $1.69 34.3% -14.0% 0↑ 5↓ $0.9B 32.3% 8
Next Q
2026-09-30
$1.80 $1.64 $1.99 69.8% +2.2% 3↑ 2↓ $1.0B 31.9% 8
Current FY
2027-03-31
$7.80 $7.31 $8.44 55.4% +5.7% 7↑ 1↓ $4.1B 27.7% 8
Next FY
2028-03-31
$11.35 $9.46 $12.90 45.5% +11.6% 6↑ 1↓ $5.1B 24.3% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.424
7d ago$1.582-0.158
30d ago$1.657-0.233
60d ago$1.650-0.226
90d ago$1.650-0.226
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 DA Davidson MAINTAIN Buy Buy
May 28, 2026 UBS MAINTAIN Buy Buy
May 28, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 27, 2026 Keybanc MAINTAIN Overweight Overweight
May 27, 2026 DA Davidson MAINTAIN Buy Buy
May 26, 2026 B. Riley Securities MAINTAIN Buy Buy
Mar 31, 2026 DA Davidson MAINTAIN Buy Buy
Mar 30, 2026 GLJ Research INITIATE Buy
Feb 18, 2026 Roth Capital INITIATE Buy
Feb 9, 2026 DA Davidson MAINTAIN Buy Buy
Feb 6, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 3, 2026 DA Davidson MAINTAIN Buy Buy
Jan 30, 2026 DA Davidson MAINTAIN Buy Buy
Jan 30, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 29, 2026 DA Davidson MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264910093%
May 1, 20264910093%
Apr 1, 20264910093%
Mar 1, 20264810092%
Feb 1, 20264710092%
Jan 1, 20264710092%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

54°
Neutral
Bearish Neutral Bullish
9 mentions 1 bullish 0 bearish 9 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 1, 2026150° Neutral001
May 12, 2026150° Neutral001
May 9, 2026150° Neutral001
May 9, 2026150° Neutral001
May 4, 2026150° Neutral001
May 4, 2026150° Neutral001
Apr 24, 2026160° Warm101
Feb 27, 2026150° Neutral001
Feb 20, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 11d 18h ago
DD - AI-r conditioning will print ($MOD)
▲ 1 💬 0 ⚡ 0.2
r/wallstreetbets Neutral 11d 18h ago
$MOD - AI-r conditioning will print
▲ 1 💬 0 ⚡ 0.2
r/wallstreetbets Neutral 1mo ago
The AI Infrastructure Sleeper Nobody's Pricing Correctly
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
The only one deserved paper handed flair
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 3mo ago
My quick review of the 5 year old "10x in 5-10 years" post
▲ 1 💬 0 ⚡ 0.0
r/investing Neutral 3mo ago
Costituzione gruppo iniziative immobiliari Padova (Italy)
▲ 0 💬 0
Jun 10, 2026
short_volume
Short Volume: MOD — 57.6% short (0.3M / 0.6M)
Short: 336,810 | Exempt: 170 | TRF Vol: 584,724 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: MOD — 57.9% short (0.4M / 0.6M)
Short: 366,412 | Exempt: 9 | TRF Vol: 632,832 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: MOD — 57.3% short (0.5M / 0.8M)
Short: 465,237 | Exempt: 10 | TRF Vol: 811,528 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
earnings_calendar
MOD Q4 2026 Earnings After Market Close — 2026-05-26
May 14, 2026
short_interest
FTD: MOD — 66,363 shares ($18.5M) failed to deliver
Settlement: 20260514, Price: $279.20, FTD Value: $18,528,549.6, MODINE MFG CO
Apr 30, 2026
short_interest
FTD: MOD — 6,952 shares ($1.6M) failed to deliver
Settlement: 20260430, Price: $233.39, FTD Value: $1,622,527.28, MODINE MFG CO
Apr 16, 2026
short_interest
FTD: MOD — 27,865 shares ($6.6M) failed to deliver
Settlement: 20260416, Price: $238.14, FTD Value: $6,635,771.1, MODINE MFG CO
Apr 15, 2026
short_interest
FTD: MOD — 45,768 shares ($11.6M) failed to deliver
Settlement: 20260415, Price: $253.66, FTD Value: $11,609,510.88, MODINE MFG CO
Apr 6, 2026
short_interest
FTD: MOD — 2,948 shares ($0.6M) failed to deliver
Settlement: 20260406, Price: $219.32, FTD Value: $646,555.36, MODINE MFG CO
Mar 27, 2026
Enforcement
HSR Early Termination: Gentherm Incorporated; Modine Manufacturing Company
The FTC granted early termination of the HSR Act waiting period for a transaction involving Gentherm Incorporated; Modine Manufacturing Company.
Mar 27, 2026
Enforcement
HSR Early Termination: Gentherm Incorporated; Modine Manufacturing Company
The FTC granted early termination of the HSR Act waiting period for a transaction involving Gentherm Incorporated; Modine Manufacturing Company.
Mar 27, 2026
Enforcement
HSR Early Termination: Gentherm Incorporated; Modine Manufacturing Company
The FTC granted early termination of the HSR Act waiting period for a transaction involving Gentherm Incorporated; Modine Manufacturing Company.
Mar 23, 2026
short_interest
FTD: MOD — 4,061 shares ($0.8M) failed to deliver
Settlement: 20260323, Price: $196.55, FTD Value: $798,189.55, MODINE MFG CO
Mar 9, 2026
short_interest
FTD: MOD — 7,215 shares ($1.4M) failed to deliver
Settlement: 20260309, Price: $187.29, FTD Value: $1,351,297.35, MODINE MFG CO
Feb 17, 2026
short_interest
FTD: MOD — 4,520 shares ($1.0M) failed to deliver
Settlement: 20260217, Price: $216.50, FTD Value: $978,580, MODINE MFG CO