Modine Manufacturing Company $MOD Stake Reduced by Polen Capital Management LLC

Posted by Francis Steltz on Jun 12th, 2026

Polen Capital Management LLC lowered its position in shares of Modine Manufacturing Company (NYSE:MOD – Free Report) by 56.0% in the 4th quarter, Holdings Channel reports. The fund owned 14,309 shares of the auto parts company’s stock after selling 18,214 shares during the period. Polen Capital Management LLC’s holdings in Modine Manufacturing were worth $1,910,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of MOD. Xponance LLC raised its stake in shares of Modine Manufacturing by 1.7% during the fourth quarter. Xponance LLC now owns 4,424 shares of the auto parts company’s stock valued at $591,000 after purchasing an additional 75 shares in the last quarter. MIdWestOne Financial Group Inc. bought a new stake in shares of Modine Manufacturing during the 4th quarter worth about $315,000. Renaissance Group LLC bought a new stake in shares of Modine Manufacturing during the 4th quarter worth about $6,973,000. Deutsche Bank AG lifted its stake in shares of Modine Manufacturing by 0.7% in the 4th quarter. Deutsche Bank AG now owns 75,652 shares of the auto parts company’s stock worth $10,100,000 after acquiring an additional 527 shares during the period. Finally, Cerity Partners LLC bought a new position in shares of Modine Manufacturing in the fourth quarter valued at approximately $3,496,000. 95.23% of the stock is currently owned by institutional investors.

Modine Manufacturing Price Performance

NYSE MOD opened at $272.51 on Friday. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.94 and a quick ratio of 1.25. The firm has a market capitalization of $14.39 billion, a price-to-earnings ratio of 121.65, a price-to-earnings-growth ratio of 0.83 and a beta of 1.65. The company has a 50 day simple moving average of $259.22 and a 200-day simple moving average of $204.66. Modine Manufacturing Company has a 52-week low of $86.48 and a 52-week high of $323.25.

Modine Manufacturing (NYSE:MOD – Get Free Report) last announced its quarterly earnings data on Tuesday, May 26th. The auto parts company reported $1.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.51 by $0.20. The business had revenue of $954.40 million during the quarter, compared to analyst estimates of $920.67 million. Modine Manufacturing had a return on equity of 24.39% and a net margin of 3.82%.Modine Manufacturing’s quarterly revenue was up 47.5% compared to the same quarter last year. During the same period last year, the company earned $1.12 earnings per share. Equities research analysts predict that Modine Manufacturing Company will post 7.73 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Oppenheimer raised their target price on Modine Manufacturing from $271.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday, May 28th. UBS Group upped their price target on shares of Modine Manufacturing to $310.00 and gave the company a “buy” rating in a report on Wednesday, May 27th. Roth Mkm began coverage on shares of Modine Manufacturing in a research note on Wednesday, February 18th. They issued a “buy” rating and a $263.00 price objective on the stock. KeyCorp boosted their target price on shares of Modine Manufacturing from $250.00 to $370.00 and gave the stock an “overweight” rating in a report on Wednesday, May 27th. Finally, Wall Street Zen upgraded shares of Modine Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, May 30th. Seven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $327.14.

Read Our Latest Stock Analysis on MOD

Modine Manufacturing Profile

(Free Report)

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.