Modine Manufacturing (MOD)

• Market cap: $3.99B
• 1 day: 0.57%
• 5 days: -1.20%
• 1 month: -12.85%
• 3 months: -42.88%
• 6 months: -44.03%
• Year to date: -34.70%
• 1 year: -11.42%
• 5 years: 1,763.88%
• 10 years: 509.32%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Modine Manufacturing Co provides thermal management solutions to diversified markets and customers. The company provides engineered heat transfer systems and heat transfer components for use in on- and off-highway original equipment manufacturer (OEM) vehicular applications in the United States. It offers powertrain cooling products, such as engine cooling assemblies, radiators, condensers, and charge air coolers; auxiliary cooling products, including power steering and transmission oil coolers.

Employees: 11,400

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

70% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $43.2M

33% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 48

16% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 131

2% more funds holding

Funds holding: 391 [Q3] → 399 (+8) [Q4]

1.78% more ownership

Funds ownership: 103.09% [Q3] → 104.87% (+1.78%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 11 [Q3] → 11 (+0) [Q4]

11% less capital invested

Capital invested by funds: $7.17B [Q3] → $6.38B (-$784M) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $155 104% upside
• Avg. target: $155 104% upside
• High target: $155 104% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

DA Davidson Matt Summerville 20% 1-year accuracy 4 / 20 met price target

104% upside $155

Buy Maintained

17 Mar 2025