William Blair Issues Pessimistic Outlook for MOD Earnings

Modine Manufacturing (NYSE:MOD) – Research analysts at William Blair reduced their Q3 2025 EPS estimates for shares of Modine Manufacturing in a research note issued to investors on Wednesday, October 30th. William Blair analyst B. Drab now anticipates that the auto parts company will post earnings per share of $0.74 for the quarter, down from their prior estimate of $0.82. William Blair has a “Outperform” rating on the stock. The consensus estimate for Modine Manufacturing’s current full-year earnings is $3.86 per share. William Blair also issued estimates for Modine Manufacturing’s Q4 2025 earnings at $1.06 EPS, FY2025 earnings at $3.80 EPS and FY2026 earnings at $4.61 EPS.

Modine Manufacturing (NYSE:MOD) last posted its earnings results on Tuesday, October 29th. The auto parts company reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.92 by $0.05. The business had revenue of $658.00 million for the quarter, compared to analysts’ expectations of $646.86 million. Modine Manufacturing had a net margin of 6.59% and a return on equity of 24.79%. The business’s revenue for the quarter was up 6.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.89 EPS.

Several other analysts have also recently issued reports on the company. DA Davidson increased their target price on Modine Manufacturing from $140.00 to $155.00 and gave the stock a “buy” rating in a research report on Tuesday, September 24th. Oppenheimer upped their price target on shares of Modine Manufacturing from $144.00 to $145.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, B. Riley increased their price target on shares of Modine Manufacturing from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 1st. One analyst has rated the stock with a hold rating and four have issued a buy rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $146.67.

Modine Manufacturing Stock Performance

Shares of NYSE MOD opened at $111.60 on Friday. The firm has a 50 day moving average of $122.85 and a 200 day moving average of $108.54. The firm has a market capitalization of $5.85 billion, a price-to-earnings ratio of 36.59, a price-to-earnings-growth ratio of 0.92 and a beta of 2.22. Modine Manufacturing has a 12-month low of $39.50 and a 12-month high of $141.72. The company has a current ratio of 1.80, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51.

Institutional Trading of Modine Manufacturing

Large investors have recently made changes to their positions in the company. Acadian Asset Management LLC purchased a new stake in Modine Manufacturing during the 1st quarter valued at about $37,000. Opal Wealth Advisors LLC acquired a new stake in shares of Modine Manufacturing during the 2nd quarter worth approximately $51,000. West Oak Capital LLC lifted its holdings in Modine Manufacturing by 300.0% in the second quarter. West Oak Capital LLC now owns 600 shares of the auto parts company’s stock valued at $60,000 after acquiring an additional 450 shares during the last quarter. Fifth Third Bancorp acquired a new stake in Modine Manufacturing during the second quarter worth $64,000. Finally, DekaBank Deutsche Girozentrale purchased a new stake in Modine Manufacturing in the 2nd quarter valued at about $68,000. 95.23% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Marsha C. Williams sold 34,400 shares of the firm’s stock in a transaction dated Thursday, August 15th. The stock was sold at an average price of $109.74, for a total value of $3,775,056.00. Following the completion of the transaction, the director now directly owns 144,038 shares in the company, valued at $15,806,730.12. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 2.40% of the company’s stock.

Modine Manufacturing Company Profile

Modine Manufacturing Company provides thermal management products and solutions in the United States, Italy, Hungary, China, the United Kingdom, and internationally. It operates through Climate Solutions and Performance Technologies segments. The company offers heat transfer coils, including heat recovery and round tube plate fin coils; gas-fired, hydronic, electric and oilfired unit heaters; roof-mounted direct- and indirect-fired makeup air units; duct furnaces; infrared units; perimeter heating products; single packaged unit ventilators; modular chillers; air handler and condensing units; ceiling cassettes; evaporator unit coolers, remote condensers, fluid coolers, gas coolers, and dry and brine coolers; and motor and generator cooling coils, transformer oil coolers, radiators, dryers, and industrial heat exchangers.