Modine Manufacturing (NYSE:MOD) - Stock Analysis
Modine Manufacturing (NYSE:MOD) is currently trading 11.5% below its estimated fair value. The company is experiencing strong revenue growth, driven by demand from data centers and energy-efficient solutions, with earnings forecast to grow 71.74% per year. However, profit margins are lower than last year, and there has been significant insider selling recently.
Perigon Wealth Management LLC Buys 12,950 Shares of Modine Manufacturing Company $MOD
Perigon Wealth Management LLC significantly increased its stake in Modine Manufacturing Company (NYSE:MOD) by 583.1% in the fourth quarter, purchasing an additional 12,950 shares to hold a total of 15,171 shares valued at $2.03 million. This comes amidst broad institutional accumulation, with institutions owning 95.23% of the stock. Modine has strong analyst support, with an average target price of $234.33, and recently surpassed quarterly earnings and revenue estimates.
Did Strong Earnings and AI Cooling Momentum Just Shift Modine Manufacturing's (MOD) Investment Narrative?
Modine Manufacturing (MOD) recently exceeded earnings expectations, attracting significant institutional investor interest and sustained analyst optimism, particularly due to its pivot towards AI-focused liquid cooling solutions. The company's participation in the U.S. Department of Energy’s Better Plants program further solidifies its growth ambitions in energy efficiency and data center infrastructure. This new focus on AI cooling technology, combined with strong financial performance, is reshaping Modine's investment narrative, moving it towards higher-value thermal solutions.
Modine Manufacturing Company $MOD Shares Sold by Harbor Capital Advisors Inc.
Harbor Capital Advisors Inc. reduced its stake in Modine Manufacturing Company (NYSE:MOD) by 37.1% in Q4 2025, selling over 20,000 shares. Despite this sale, other major institutions like Capital Research Global Investors, Norges Bank, and Invesco significantly increased their positions, indicating strong institutional confidence. Modine Manufacturing also reported strong Q4 earnings, beating estimates with a 30.5% increase in revenue year-over-year, and analysts maintain a favorable "Buy" rating for the stock.
Is It Too Late To Consider Modine (MOD) After A 7x Five Year Rally?
Modine Manufacturing (MOD) has seen a significant rally, with its stock price increasing 7x over five years. While a Discounted Cash Flow (DCF) analysis suggests the company is undervalued by 11.3%, its current P/E ratio of 118.25x is significantly higher than industry averages. Simply Wall St's analysis urges investors to consider multiple valuation approaches and narratives beyond simple metrics.
Is It Too Late To Consider Modine (MOD) After A 7x Five Year Rally?
Modine Manufacturing (MOD) has seen a significant rally over the past five years, raising questions about its current valuation. While a Discounted Cash Flow (DCF) analysis suggests an 11.3% undervaluation, its P/E ratio of 118.25x is considerably higher than the industry average. Simply Wall St's proprietary "Fair Ratio" indicates the stock might still be undervalued based on specific company traits.
Modine Manufacturing Company (MOD) is Drawing Interest from Investors: Key Information You Need to Know
Modine Manufacturing Company (MOD) is attracting significant investor interest, driven by strong earnings estimate trends and revenue growth projections. The company holds a Zacks Rank #1 (Strong Buy) due to positive momentum in its earnings outlook. Despite its strong performance and positive outlook, Modine currently has a Zacks Value Style Score of D, indicating it might be trading at a premium relative to competitors.
Modine Manufacturing Company (MOD) is Drawing Interest from Investors: Key Information You Need to Know
Modine Manufacturing Company (MOD) is attracting investor interest due to positive earnings estimate trends, strong revenue growth projections, and a consistent history of exceeding financial expectations. The company holds a Zacks Rank #1 (Strong Buy), indicating potential to outperform the market. While its valuation currently rates D, showing it trades at a premium, its fundamental indicators suggest continued strength.
Tema Etfs LLC Makes New Investment in Modine Manufacturing Company $MOD
Tema Etfs LLC has made an initial investment in Modine Manufacturing Company (NYSE:MOD), purchasing 53,135 shares valued at approximately $7.09 million. This new position represents about 0.10% of Modine Manufacturing. The investment follows Modine's strong fourth-quarter performance, beating earnings and revenue estimates, and is supported by bullish analyst sentiment with a "Buy" consensus rating and an average price target of $234.33.
Modine: Breakout Frenzy Meets AI Beneficiary Status - Downgrade To Hold (NYSE:MOD)
Modine (MOD) has been downgraded to Hold despite strong growth in its data center revenue due to the AI super cycle, with sales up 78% YoY in FQ3'26. The stock's recent rally has led to elevated valuations, with an EV/EBITDA of 25.44x and a P/E of 43x, reducing the margin of safety. The upcoming spin-off of Performance Technologies is expected to further focus the company on its high-growth Climate Solutions segment.
Modine joins federal energy program after B climate, water scores
Modine Manufacturing (NYSE: MOD) announced it has joined the U.S. Department of Energy's Better Plants program, reinforcing its commitment to sustainability. The company also achieved strong sustainability ratings in 2025, receiving B scores for Climate Change and Water Security from CDP, and a Bronze Medal from EcoVadis. These recognitions highlight Modine's coordinated climate action and structured sustainability program, aiming to reduce energy intensity and help customers achieve their environmental goals.
How is Modine Becoming a Higher-Quality Stock Than Before?
Modine Manufacturing (MOD) is transforming from a cyclical thermal components supplier to a higher-growth, higher-margin climate solutions player, driven by strong growth in its Climate Solutions segment and data center cooling business. This strategic shift, including the planned divestiture of its Performance Technologies segment, is improving its earnings quality and operating margins, pushing its valuation above traditional peers. While still evolving, Modine aims to align with higher-quality industrial and HVAC companies like Trane Technologies and Johnson Controls.
Modine Manufacturing Surges Over 5% on Strong Earnings and Institutional Backing — What’s Next for MOD?
Modine Manufacturing (MOD) saw its stock surge over 5% due to a strong Q1 earnings beat, increased institutional investment from firms like SG Americas Securities and Norges Bank, and a bullish analyst outlook. The company's EPS and revenue surpassed expectations, leading to intensified buying pressure. Despite the broader industrial machinery sector showing mixed signals, MOD's rally is largely driven by company-specific momentum, with technical indicators suggesting a short-term bullish setup and aggressive bulls eyeing a breakout above $230.
Modine Manufacturing (NYSE:MOD) Given Buy Rating at DA Davidson
DA Davidson reaffirmed a "Buy" rating on Modine Manufacturing (NYSE:MOD), setting a $265 price target, indicating a potential 26% upside. Modine recently outperformed earnings expectations with an EPS of $1.19 against an estimated $0.99 and revenue of $805 million, a 30.5% year-over-year increase. The company's stock rose by 3.9% to $210.03 midday, with a consensus "Buy" rating from analysts and an average price target of $234.33.
SG Americas Securities LLC Has $8.43 Million Position in Modine Manufacturing Company $MOD
SG Americas Securities LLC significantly increased its stake in Modine Manufacturing Company (NYSE:MOD) by 1,598.4% in Q4, now holding 63,164 shares valued at $8.43 million. This comes as institutional ownership in Modine Manufacturing reaches approximately 95.23%, with other major firms also boosting their positions. The company recently exceeded earnings and revenue expectations and has a consensus "Buy" rating from analysts with an average price target of $234.33.
Modine Manufacturing Stock: Strong Analyst Support and Thermal Management Expansion Drive Investor Interest in NYSE:MOD Shares
Modine Manufacturing (NYSE:MOD) is gaining strong analyst support from DA Davidson and GLJ Research due to its growth in global thermal solutions, particularly in automotive electrification and data centers. The company's strategic expansions and robust performance are attracting investor interest, with analysts highlighting its competitive advantages and strong market position. Investors are watching Modine's alignment with electrification and sustainability trends despite inherent manufacturing risks like raw material fluctuations and supply chain constraints.
GLJ Research initiates coverage of Modine Manufacturing (MOD) with buy recommendation
GLJ Research has initiated coverage of Modine Manufacturing (MOD) with a "buy" recommendation, indicating a positive outlook for the company's stock. This move suggests that GLJ Research sees potential for growth and believes the stock is a good investment. Investors will likely watch Modine Manufacturing closely following this new analyst coverage.
GLJ Research initiates coverage of Modine Manufacturing (MOD) with buy recommendation
GLJ Research has initiated coverage of Modine Manufacturing (MOD) with a "buy" recommendation. This new coverage suggests a positive outlook from the research firm regarding Modine's stock.
Modine Manufacturing Co (MOD) Shares Down 5.23% on Mar 30
Shares of Modine Manufacturing Co (MOD) fell 5.23% in mid-day trading on March 30, closing at $202.77. Wall Street analysts have an average target price of $231.43 for MOD, indicating a potential upside of 14.14%, with an "Outperform" consensus. However, GuruFocus estimates a GF Value of $148.11, suggesting a 26.95% downside from the current price.
Modine Manufacturing Plunges 5.95% Amid Volatility—What’s Driving the Sudden Downturn?
Modine Manufacturing (MOD) recently experienced a significant 5.95% intraday drop, attributed to strong bearish technical signals and elevated options activity, despite the absence of specific company news. While the broader industrial machinery sector remained stable, Modine's slump appears stock-specific, driving increased interest in bearish options strategies. Historical data, however, suggests a tendency for Modine to rebound in the short term following significant drops, with 3-Day, 10-Day, and 30-Day win rates of over 57%.
Modine Manufacturing (NYSE:MOD) Coverage Initiated by Analysts at Glj Research
Glj Research has initiated coverage on Modine Manufacturing (NYSE:MOD) with a "buy" rating and a $290 price target, suggesting a significant upside. This comes after Modine reported strong quarterly earnings, beating analyst expectations with $1.19 EPS and $805M in revenue, a 30.5% year-over-year increase. Institutional investors hold a large majority of the stock, while an insider recently sold a small portion of their shares.
GLJ Research initiates Modine stock with buy on data center growth
GLJ Research initiated coverage on Modine Manufacturing Co. (NYSE:MOD) with a buy rating and a street-high price target of $290.00, citing strong growth potential from the company's North American data center chillers capacity ramp. The firm believes the analyst community underestimates Modine's data center business, projecting a 45% CAGR for its Climate Solutions segment and anticipating a re-rating of the stock. This positive outlook aligns with other recent analyst upgrades and Modine's strong Q3 FY26 earnings, driven by significant data center growth.
Vanguard disaggregates holdings; reports 0 Modine shares (NYSE: MOD)
Vanguard Group has filed an amended Schedule 13G/A, reporting zero beneficial ownership of Modine Manufacturing Co (NYSE: MOD) common stock, effective January 12, 2026. This change is due to an internal realignment causing certain Vanguard subsidiaries to report holdings separately. The filing clarifies that this is an administrative disclosure and not an indication of a sale.
Modine Manufacturing Company (NYSE:MOD) Receives Consensus Recommendation of "Buy" from Brokerages
Modine Manufacturing (NYSE:MOD) has received a consensus "Buy" recommendation from seven brokerages, with an average 12-month price target of $223.20. The company recently surpassed Q4 earnings estimates with $1.19 EPS and $805 million in revenue, leading to several analysts raising their price targets. Insiders and institutional investors hold significant stakes, with institutional ownership at about 95%.
How is Modine Transforming Into a More Valuable Stock Than Previously?
Modine Manufacturing (MOD) is undergoing a significant transformation, shifting from a supplier of thermal components to a climate solutions provider. This strategic pivot, driven by its high-growth Climate Solutions segment and the planned spinoff of its lower-margin Performance Technologies segment, is enhancing its profitability and growth prospects. The company's expansion into data center cooling and strong earnings forecasts position it for continued success and a re-evaluation against top-tier industrial and HVAC firms.
How is Modine Becoming a Higher-Quality Stock Than Before?
Modine Manufacturing, traditionally a thermal components supplier with cyclical demand, is transforming into a higher-growth, higher-margin climate solutions company. This shift, driven by its Climate Solutions segment and the planned separation of its Performance Technologies business, is expected to improve the consistency and quality of its earnings. The company is experiencing strong growth, particularly in data center cooling, leading to strong EPS growth estimates and potential reclassification by the market as a higher-quality industrial stock.
Modine Manufacturing Stock: Thermal Management Leader Poised for Data Center Expansion Amid Index Inclusion and Valuation Debate
Modine Manufacturing (NYSE: MOD) is positioned as a key thermal management leader, with its stock trading around $215.81 and analysts valuing it at $251.14 due to strong demand from the data center sector. The company's recent inclusion in the S&P Homebuilders Select Industry Index further highlights its diversified growth potential, particularly given its focus on efficient cooling solutions for expanding data infrastructure. While the stock has seen profit-taking after a rally, its strong competitive edge in engineering and exposure to high-growth areas like AI and cloud computing support a premium valuation despite elevated P/E multiples.
Assessing Modine Manufacturing (MOD) Valuation After Addition To S&P Homebuilders Select Industry Index
Modine Manufacturing (MOD) has been added to the S&P Homebuilders Select Industry Index, increasing its visibility to institutional investors. Despite a significant share price increase, the stock is estimated to be undervalued due to strong demand for their cooling solutions from data centers. However, its high P/E ratio compared to industry peers suggests high expectations for future earnings.
Modine (NYSE: MOD) grants 1,094 RSUs to performance tech chief
Modine Manufacturing reported that Jeremy Michael Patten, President of Performance Technologies, was granted 1,094 Restricted Stock Units (RSUs) of common stock at no cash cost. This grant increases his direct holdings to 2,794 common shares. The RSUs are set to vest on the earlier of March 24, 2027, or shortly after the Record Date defined in a separation agreement related to Platinum SpinCo Inc.
Modine Manufacturing Director Sells Shares Amid Market Activity
A director at Modine Manufacturing, Marsha C. Williams, recently sold 12,000 shares worth $2.82 million, though she still holds over 110,000 shares. This transaction comes as Modine Manufacturing Company's stock is trending up by 8.16%, driven by strong demand and strategic market positioning. Investors are keenly awaiting a conference call hosted by DA Davidson, where Modine's leadership will discuss performance and future outlook.
Modine (MOD +7.6%): Focus on High-Margin Data Center Biz Drives Stock Higher
Modine (MOD) shares rose 7.6% after a Zacks.com report highlighted the company's successful shift to its high-margin Climate Solutions segment, driven by the data center market, and its planned spin-off of the automotive business. The market appears to be re-evaluating Modine's transformation into a focused data center cooling provider, reinforcing its current "Trending Up" price regime. This move emphasizes the importance of predictive signals for investors aiming to identify winners before market reactions.
Congress Asset Management Co. Grows Holdings in Modine Manufacturing Company $MOD
Congress Asset Management Co. increased its stake in Modine Manufacturing Company (NYSE:MOD) by 7.8% in the fourth quarter, now owning 568,853 shares valued at over $75 million. Other institutional investors also adjusted their positions in the auto parts company, which reported strong quarterly earnings and revenue growth. Analysts currently rate Modine Manufacturing as a "Buy" with a consensus price target of $223.20.
Modine Manufacturing’s Upcoming Conference Call Sparks Investor Curiosity
Modine Manufacturing (MOD) stock is up 7.59% due to investor optimism ahead of an upcoming conference call where the President and CFO will discuss business expectations. Despite a director's recent sale of 12,000 shares for $2.82M, she retains significant holdings, indicating a cautious but optimistic outlook. The market is closely watching these developments and Modine's financial indicators, including a high P/E ratio and leverage, to gauge its future equity valuations and growth trajectory.
Modine Manufacturing (NYSE:MOD) Stock Price Up 8.9% - Still a Buy?
Modine Manufacturing (NYSE:MOD) saw its stock price jump 8.9% to $214.05 on Monday, despite light trading volume. The company recently beat quarterly earnings and revenue expectations, and analysts largely maintain a "Buy" rating with an average target price of $223.20. Insider selling by a director and increased institutional ownership were also noted.
Is Modine's Shift Toward Climate Solutions Transforming Its Profit Margins?
Modine Manufacturing is strategically divesting its lower-margin Performance Technologies division to focus on its high-growth, high-margin Climate Solutions segment. This shift is expected to significantly improve overall company margins, driven by strong demand from data centers and recent HVAC acquisitions. The company's stock has outperformed the industry, and it holds a Zacks Rank #1 (Strong Buy), signaling a positive outlook for its profitability transformation.
Is Modine's Shift Toward Climate Solutions Transforming Its Profit Margins?
Modine Manufacturing is strategically shifting its focus from lower-margin, cyclical operations, particularly the automotive-tied Performance Technologies division, to its higher-growth, higher-margin Climate Solutions business. This transformation aims to significantly boost overall company profit margins, with the Climate Solutions segment already showing robust double-digit growth and expanding margins. The company plans to divest its Performance Technologies division, positioning itself for a more resilient and profitable future driven by strong demand in data center cooling and HVAC acquisitions.
Did Modine’s (MOD) S&P Homebuilders Index Debut Just Shift Its Investment Narrative?
Modine Manufacturing (MOD) has been added to the S&P Homebuilders Select Industry Index, potentially expanding its investor base and trading liquidity. While this inclusion raises visibility, the core of Modine's investment narrative remains its transition to high-value HVAC and data center thermal solutions, with growth largely dependent on the effective ramping of new data center capacity. The report emphasizes Modine's strong forecast for revenue and earnings growth, driven by its data center focus, but also highlights risks associated with potential delays in data center projects.
Modine Manufacturing Company(NYSE:MOD) added to S&P Homebuilders Select Industry Index
Modine Manufacturing Company (NYSE:MOD) has been added to the S&P Homebuilders Select Industry Index. This announcement highlights the company's growing relevance in the homebuilding sector. The article also provides recent news and financial data related to Modine Manufacturing.
Union Bancaire Privee UBP SA Makes New $892,000 Investment in Modine Manufacturing Company $MOD
Union Bancaire Privee UBP SA has initiated a new investment in Modine Manufacturing Company, acquiring 6,684 shares valued at approximately $892,000 during the fourth quarter. This comes as Modine Manufacturing recently surpassed quarterly earnings and revenue estimates, prompting several analysts to issue positive ratings and price target upgrades for the company. Institutional ownership in Modine is high at over 95%, while a director recently sold a portion of their shares.
Is It Too Late To Consider Modine Manufacturing (MOD) After Its Strong Multi Year Rally?
This article analyzes Modine Manufacturing (MOD) after its significant multi-year price increase, evaluating if it still offers value. Through a Discounted Cash Flow (DCF) analysis, the stock appears undervalued, trading at approximately a 20.3% discount to its estimated intrinsic value of $246.71 per share. However, its P/E ratio of 105.97x is significantly higher than the industry average, suggesting a premium valuation by that metric, although Simply Wall St's proprietary Fair Ratio indicates it might still be trading below a "modelled" appropriate level.
How Multi-Year Agreements De-Risk Modine's Growth Story
Modine Manufacturing (MOD) is seeing its data center cooling business grow rapidly, driven by increased AI infrastructure spending. To mitigate uncertainty, Modine is actively pursuing multi-year agreements with hyperscalers, which will provide committed demand, reduce volatility, and allow for better planning of production and capital allocation. This strategy is expected to de-risk Modine's growth story and solidify its position as a long-term partner in the evolving data center cooling market.
Modine Manufacturing Company (MOD) is a trending stock: Facts to know before betting on it
This article identifies Modine Manufacturing Company (MOD) as a trending stock. It suggests that investors should be aware of key facts about the company before making investment decisions. The content implies that further details about Modine Manufacturing's performance or other relevant information would be provided to guide potential investors.
How Multi-Year Contracts Reduce the Risks in Modine's Growth Trajectory
Modine Manufacturing (MOD) is experiencing rapid growth in its data center cooling division, driven by increased investments in AI infrastructure. The company is actively pursuing multi-year contracts with hyperscale operators to secure future revenue streams, stabilize earnings, and enable better planning for capacity and capital investments. While Modine's stock has outperformed the broader industry, it trades at a higher forward P/E ratio, and it aims to become a long-term partner for major tech companies.
Assessing Modine Manufacturing (MOD) Valuation After Strong Multi‑Period Share Price Momentum
Modine Manufacturing (MOD) has shown strong share price momentum, with significant gains over the past three months and year-to-date. The company is considered 20% undervalued, with a fair value of $251.14, driven by anticipated growth in data center cooling solutions. Investors are encouraged to review the underlying data, considering both the growth potential and execution risks associated with the data center market.
Modine Manufacturing Company (MOD) Is Gaining Attention: Key Information to Consider Before Investing
Modine Manufacturing Company (MOD) has been attracting investor attention, with its stock performance analyzed against the S&P 500 and the Automotive – Original Equipment sector. The article highlights positive earnings estimate trends, with analysts projecting significant year-over-year increases for both current and next fiscal years, leading to a Zacks Rank #1 (Strong Buy). Despite strong revenue growth and consistent outperformance of EPS and revenue estimates, the company's valuation currently suggests it is trading at a premium, receiving a 'D' for value from Zacks.
How Modine is Positioning Itself to Benefit From the AI Push
Modine Manufacturing is transforming its business to focus on thermal management solutions for AI-driven data centers, a high-growth sector. The company plans to spin off its Performance Technologies unit to sharpen its focus on AI, evidenced by a significant increase in data center sales and aggressive capacity expansion plans. This strategy positions Modine to capitalize on the increasing demand for advanced cooling systems necessitated by powerful AI computing, competing with larger players like Vertiv and Johnson Controls.
Penn Capital Management Company LLC Purchases New Position in Modine Manufacturing Company $MOD
Penn Capital Management Company LLC has acquired a new stake of 104,731 shares in Modine Manufacturing Company (NYSE:MOD), valued at approximately $14.93 million. This purchase represents about 0.20% ownership in the auto parts company. Modine Manufacturing recently reported strong Q3 earnings, beating analyst expectations with $1.19 EPS and $805 million in revenue, leading analysts to maintain a "Buy" rating with an average price target of $223.20.
Jain Global LLC Takes $28.49 Million Position in Modine Manufacturing Company $MOD
Jain Global LLC recently established a significant position in Modine Manufacturing Company (NYSE:MOD), purchasing 200,392 shares valued at approximately $28.49 million in the third quarter. This investment by Jain Global LLC, which now represents 0.38% of Modine Manufacturing, comes as several other institutional investors have also adjusted their holdings in the auto parts company. Modine Manufacturing recently reported strong quarterly earnings, surpassing analyst expectations, and maintains an average "Buy" rating from analysts with a target price of $223.20.
Granahan Investment Management LLC Has $26.57 Million Stock Holdings in Modine Manufacturing Company $MOD
Granahan Investment Management LLC significantly increased its stake in Modine Manufacturing Company (NYSE:MOD) by 76.2% during the third quarter, bringing its total holdings to 186,914 shares valued at approximately $26.57 million. This makes Modine its 28th largest position, accounting for 1.1% of the fund’s portfolio. Modine Manufacturing recently reported strong earnings, beating analyst expectations with a 30.5% year-over-year revenue increase, and analysts maintain an average "Buy" rating with a target price of $223.20.
Candelo Capital Management LP Makes New Investment in Modine Manufacturing Company $MOD
Candelo Capital Management LP has bought a new stake in Modine Manufacturing Company (NYSE:MOD), purchasing 39,053 shares valued at approximately $5.55 million. This makes Modine its fourth-largest holding, representing about 4.8% of its portfolio. Other institutional investors like Vanguard Group Inc., Wasatch Advisors LP, and State Street Corp have also increased their positions, with 95.23% of the stock owned by institutional investors, and the company has recently surpassed quarterly EPS and revenue estimates.
