Modine jumps 7.3% as investors refocus on data center cooling momentum and recent upbeat guidance

Modine Manufacturing Company (MOD) is up 7.3% today. Here is some analysis on what might have caused this price movement.

Analysis: A single, company-specific headline driving today’s move is not clearly identifiable from public reports, but the rally fits an ongoing momentum trade tied to Modine’s fast-growing data center cooling business. This could also reflect investors rotating back into the shares after a sharp early-March pullback, with recent earnings strength and higher analyst targets reinforcing sentiment.

Details:

Modine’s fiscal Q3 2026 results (reported in early February) exceeded expectations and included raised fiscal 2026 guidance, which has remained a key underpinning for bullish positioning.

The company has highlighted record order activity and multi-year visibility tied to data center cooling, a theme that continues to attract incremental investor interest.

Recent analyst actions have included multiple price-target increases and reiterated positive ratings following the earnings update and outlook commentary.

Modine also expanded its revolving credit facility, which can support capacity investment and working-capital needs as the data center cooling ramp continues.

Sources:

Investing.com, Modine Investor Relations, StreetInsider

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MOD Insider Trading Activity

$MOD insiders have traded $MOD stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $MOD stock by insiders over the last 6 months:

NEIL DAVID BRINKER (President and CEO) has made 0 purchases and 2 sales selling 31,871 shares for an estimated $5,117,337.
MICHAEL B LUCARELI (EVP, CFO) has made 0 purchases and 6 sales selling 19,595 shares for an estimated $4,293,671.
MARSHA C WILLIAMS sold 12,000 shares for an estimated $2,816,520
SURESH V GARIMELLA has made 0 purchases and 2 sales selling 2,200 shares for an estimated $367,477.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$MOD Hedge Fund Activity

We have seen 229 institutional investors add shares of $MOD stock to their portfolio, and 285 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MACQUARIE GROUP LTD removed 949,022 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $126,703,927
CAPITAL INTERNATIONAL INVESTORS removed 813,849 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $115,696,773
INVESCO LTD. added 720,389 shares (+120.4%) to their portfolio in Q4 2025, for an estimated $96,179,135
PRICE T ROWE ASSOCIATES INC /MD/ added 560,131 shares (+31.6%) to their portfolio in Q4 2025, for an estimated $74,783,089
WT ASSET MANAGEMENT LTD added 518,727 shares (+inf%) to their portfolio in Q4 2025, for an estimated $69,255,241
VAN BERKOM & ASSOCIATES INC. added 422,646 shares (+3145.2%) to their portfolio in Q4 2025, for an estimated $56,427,467
AVENTAIL CAPITAL GROUP, LP added 402,378 shares (+inf%) to their portfolio in Q4 2025, for an estimated $53,721,486

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$MOD Analyst Ratings

Wall Street analysts have issued reports on $MOD in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Roth Capital issued a "Buy" rating on 02/18/2026
DA Davidson issued a "Buy" rating on 01/29/2026
UBS issued a "Buy" rating on 11/20/2025
Keybanc issued a "Overweight" rating on 10/14/2025
Oppenheimer issued a "Outperform" rating on 10/14/2025

To track analyst ratings and price targets for $MOD, check out Quiver Quantitative's $MOD forecast page.

$MOD Price Targets

Multiple analysts have issued price targets for $MOD recently. We have seen 5 analysts offer price targets for $MOD in the last 6 months, with a median target of $240.0.

Here are some recent targets:

Tom Hayes from Roth Capital set a target price of $263.0 on 02/18/2026
Matt Summerville from DA Davidson set a target price of $265.0 on 02/09/2026
Noah Kaye from Oppenheimer set a target price of $240.0 on 02/06/2026
Neal Burk from UBS set a target price of $173.0 on 11/20/2025
David Tarantino from Keybanc set a target price of $175.0 on 10/14/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.