Mosaic’s (MOS) Equal Weight Rating Reiterated at Barclays

Barclays reiterated their equal weight rating on shares of Mosaic (NYSE:MOS) in a report released on Tuesday morning, Marketbeat reports. Barclays currently has a $31.00 target price on the basic materials company’s stock.

Other analysts have also recently issued reports about the stock. Royal Bank Of Canada lowered their target price on shares of Mosaic from $29.00 to $28.00 and set a “sector perform” rating for the company in a research note on Thursday, February 26th. Oppenheimer set a $35.00 target price on Mosaic in a report on Friday, January 16th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Mosaic in a research note on Monday, December 29th. HSBC reduced their price objective on Mosaic from $35.00 to $26.00 and set a “hold” rating for the company in a research note on Monday, November 24th. Finally, Scotiabank decreased their price target on Mosaic from $36.00 to $35.00 and set a “sector outperform” rating for the company in a report on Monday. Six research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $30.94.

Mosaic Stock Performance

Shares of Mosaic stock opened at $26.29 on Tuesday. Mosaic has a one year low of $22.36 and a one year high of $38.23. The company has a market capitalization of $8.34 billion, a PE ratio of 15.56, a P/E/G ratio of 1.52 and a beta of 0.95. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.47 and a current ratio of 1.32. The company has a 50-day simple moving average of $27.41 and a two-hundred day simple moving average of $28.60.

Mosaic (NYSE:MOS) last posted its earnings results on Tuesday, February 24th. The basic materials company reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.26). Mosaic had a net margin of 4.49% and a return on equity of 5.80%. The firm had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $3.02 billion. During the same period in the previous year, the company earned $0.45 EPS. The company’s revenue was up 5.6% on a year-over-year basis. Research analysts expect that Mosaic will post 2.04 EPS for the current fiscal year.

Mosaic Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Thursday, May 21st will be given a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date is Thursday, May 21st. Mosaic’s dividend payout ratio is 52.07%.

Hedge Funds Weigh In On Mosaic

A number of institutional investors and hedge funds have recently added to or reduced their stakes in MOS. AQR Capital Management LLC increased its position in Mosaic by 632.6% during the third quarter. AQR Capital Management LLC now owns 8,447,324 shares of the basic materials company’s stock worth $291,348,000 after purchasing an additional 7,294,205 shares during the last quarter. Norges Bank acquired a new stake in shares of Mosaic during the 2nd quarter worth about $158,085,000. Bank of New York Mellon Corp boosted its stake in Mosaic by 102.3% during the third quarter. Bank of New York Mellon Corp now owns 7,701,610 shares of the basic materials company’s stock worth $267,092,000 after buying an additional 3,894,947 shares during the period. Invesco Ltd. raised its stake in shares of Mosaic by 28.9% in the 4th quarter. Invesco Ltd. now owns 11,840,398 shares of the basic materials company’s stock valued at $285,235,000 after acquiring an additional 2,653,969 shares during the period. Finally, Merewether Investment Management LP acquired a new stake in Mosaic in the 2nd quarter valued at approximately $72,380,000. Institutional investors and hedge funds own 77.54% of the company’s stock.

Key Headlines Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.22 per share, payable June 2, 2026 (record date May 21). A maintained or raised dividend supports income-focused investor demand. Mosaic Announces Quarterly Dividend of $0.22 Per Share
• Positive Sentiment: Unusually large options activity: about 26,164 call options were bought (≈136% above typical call volume), suggesting short-term bullish positioning from traders and potential upward pressure on the stock.
• Neutral Sentiment: Barclays assigned an Equal Weight (from Overweight) but left its $31 price target unchanged; the rating change reduces one source of upside conviction but the unchanged PT signals the firm still sees fair value near $31. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks
• Negative Sentiment: Scotiabank cut FY2026 EPS to $1.79 (from $2.49) and cut FY2027 to $2.71 (from $3.11), lowering near‑term earnings expectations — a headwind for the stock’s fundamental outlook and valuation.
• Negative Sentiment: Barclays flagged geopolitical tensions (recent U.S./Israel strikes on Iran) as a risk that could raise ammonia and other input costs for fertilizer producers, which increases operating cost uncertainty for Mosaic. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks

Mosaic Company Profile

Mosaic Co is one of the world’s leading producers and marketers of concentrated phosphate and potash crop nutrients. The company’s primary business activities center on the extraction, processing and distribution of phosphate rock, phosphate-based fertilizers and potash products. These core nutrients are essential components in modern agriculture, supporting crop yields and soil health across a range of farming applications.

In its phosphate segment, Mosaic operates mining and production facilities that convert phosphate rock into concentrated phosphates, finished phosphate fertilizers and feed phosphates for animal nutrition.