MODINE MANUFACTURING CO
In the published model solve dated 2026-Q2, anchored at $184.11, MODINE MANUFACTURING CO (MOD) is priced for today's economics sustained for ~13.1 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
At $297.78 the market pays roughly 54x company-wide operating income, a price only the growth-DCF in the model can reach. Asset, earnings-power, and peer-multiple frames all land far below, so the entire case rests on durable compounding the static methods cannot see. The surprise in the numbers is the segment mix. Data Centers now carry about 35% of the priced-in weight and grew sales 73% to cross $1.1 billion in fiscal 2026, a line that barely existed a few years ago. A heat-exchanger company
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531 institutional managers reported holding MOD in 13F filings for the quarter ended 2026-03-31. 112 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 3.3M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (2.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MOD's share count grew 1.9% over the past five years even with $65.40M spent on repurchases. It pays no dividend. Cash returned over the past three years: $54.40M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MOD over the trailing three years: 2025: 1 buy totaling $201k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MOD's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +13.6% | +8.6% |
| 2023-11-03 | +2.2% | +40.3% |
| 2024-02-01 | +4.7% | +33.0% |
| 2024-05-23 | -5.5% | +2.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MOD's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-07-24 (items 7.01, 9.01); 2026-05-26 (items 2.02, 9.01); 2026-05-05 (items 1.01, 9.01); 2026-02-17 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.