E20 Capital Ltd Has $24.92 Million Stock Holdings in Modine Manufacturing Company $MOD

E20 Capital Ltd boosted its stake in Modine Manufacturing Company (NYSE:MOD) by 212.6% in the 1st quarter, Holdings Channel.com reports. The firm owned 115,013 shares of the auto parts company’s stock after acquiring an additional 78,224 shares during the quarter. Modine Manufacturing makes up about 2.3% of E20 Capital Ltd’s investment portfolio, making the stock its 17th biggest position. E20 Capital Ltd’s holdings in Modine Manufacturing were worth $24,924,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Kemnay Advisory Services Inc. bought a new stake in shares of Modine Manufacturing during the fourth quarter worth $25,000. V Square Quantitative Management LLC bought a new position in shares of Modine Manufacturing in the 1st quarter valued at $25,000. Spire Wealth Management bought a new position in shares of Modine Manufacturing in the 4th quarter valued at $27,000. Sunbelt Securities Inc. bought a new position in shares of Modine Manufacturing in the 3rd quarter valued at $39,000. Finally, Danske Bank A S acquired a new stake in shares of Modine Manufacturing during the 3rd quarter valued at $43,000. Institutional investors and hedge funds own 95.23% of the company’s stock.

More Modine Manufacturing News

Here are the key news stories impacting Modine Manufacturing this week:

• Positive Sentiment: Modine reported fiscal Q1 2027 earnings of $1.53 per share, beating the $1.27 consensus estimate and rising from $0.95 a year earlier. Revenue increased 28% year over year to $874.1 million, demonstrating strong operating momentum. Modine Q1 Earnings Top Estimates
• Positive Sentiment: Management reaffirmed its fiscal 2027 outlook, including revenue guidance of approximately $3.8 billion to $4.3 billion. The company cited continued strength in its core growth engines, helping reinforce the long-term investment case. Modine Reports First Quarter Fiscal 2027 Results
• Positive Sentiment: Recent valuation commentary describes MOD as discounted relative to estimated fair value or potentially a bargain after its earnings performance and higher sales outlook, which could attract value-oriented investors. Modine Stock Looks Discounted Relative to Fair Value
• Positive Sentiment: B. Riley reaffirmed its Buy rating with a $305 price target, while KeyCorp maintained an Overweight rating. Both targets remain substantially above the recent trading level, signaling continued analyst confidence despite reductions. B. Riley Analyst Action KeyCorp Analyst Action
• Neutral Sentiment: The earnings call transcript provides additional detail on management’s fiscal 2027 priorities and the businesses driving growth, but investors will weigh execution against the company’s elevated valuation. Modine Q1 2027 Earnings Call Transcript
• Negative Sentiment: Quarterly revenue of $874.1 million came in slightly below the $878.7 million analyst forecast. In addition, B. Riley cut its target from $340 to $305 and KeyCorp reduced its target from $370 to $280, suggesting expectations have become more conservative even though bullish ratings were retained. Is Modine Manufacturing a Bargain?

Insider Transactions at Modine Manufacturing

In other news, VP Brian Jon Agen sold 38,282 shares of Modine Manufacturing stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $295.17, for a total value of $11,299,697.94. Following the completion of the sale, the vice president owned 66,343 shares in the company, valued at $19,582,463.31. The trade was a 36.59% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Eric S. Mcginnis sold 1,020 shares of the business’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $295.06, for a total transaction of $300,961.20. Following the transaction, the insider owned 28,364 shares in the company, valued at $8,369,081.84. The trade was a 3.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 54,302 shares of company stock valued at $15,928,759 in the last quarter. 1.92% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on MOD shares. Zacks Research lowered Modine Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Weiss Ratings upgraded Modine Manufacturing from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, May 28th. B. Riley Financial reissued a “buy” rating and set a $305.00 price target (down from $340.00) on shares of Modine Manufacturing in a research note on Thursday. UBS Group boosted their price target on Modine Manufacturing to $310.00 and gave the stock a “buy” rating in a report on Wednesday, May 27th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $330.00 price objective on shares of Modine Manufacturing in a research note on Monday, June 22nd. Seven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Modine Manufacturing currently has a consensus rating of “Moderate Buy” and a consensus price target of $320.14.

Modine Manufacturing Stock Up 9.1%

Shares of Modine Manufacturing stock opened at $194.19 on Friday. The stock’s 50-day moving average is $258.34 and its 200 day moving average is $230.45. Modine Manufacturing Company has a one year low of $111.18 and a one year high of $323.25. The firm has a market cap of $10.31 billion, a price-to-earnings ratio of 73.00, a PEG ratio of 0.58 and a beta of 1.67. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.94 and a quick ratio of 1.25.

Modine Manufacturing (NYSE:MOD) last issued its earnings results on Tuesday, July 28th. The auto parts company reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.26. Modine Manufacturing had a return on equity of 26.03% and a net margin of 4.28%.The business had revenue of $874.10 million during the quarter, compared to the consensus estimate of $878.69 million. During the same period in the previous year, the company posted $0.95 earnings per share. The firm’s revenue for the quarter was up 28.0% on a year-over-year basis. Equities research analysts anticipate that Modine Manufacturing Company will post 7.72 EPS for the current year.

Modine Manufacturing Profile

Modine Manufacturing Company (NYSE:MOD) is a global provider of thermal management solutions serving automotive, commercial transportation, heavy-duty off-highway, industrial, HVAC and refrigeration markets. The company designs, manufactures, tests and markets a broad array of heat-transfer products that manage temperature and energy efficiency for engines, power electronics and building climate control systems.

Its product portfolio includes heat exchangers, condensers, radiators, evaporators, charge air coolers, fan systems and associated controls.