Victory Capital Management Inc. Purchases 107,981 Shares of The Mosaic Company $MOS

Victory Capital Management Inc. grew its position in shares of The Mosaic Company (NYSE:MOS) by 7.0% during the third quarter, according to its most recent filing with the SEC. The firm owned 1,651,503 shares of the basic materials company’s stock after acquiring an additional 107,981 shares during the period. Victory Capital Management Inc. owned about 0.52% of Mosaic worth $57,274,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in MOS. NewEdge Advisors LLC grew its stake in Mosaic by 27.8% in the first quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock worth $47,000 after purchasing an additional 380 shares during the period. United Services Automobile Association purchased a new position in Mosaic during the first quarter valued at $201,000. Empowered Funds LLC lifted its position in Mosaic by 170.5% during the first quarter. Empowered Funds LLC now owns 54,176 shares of the basic materials company’s stock valued at $1,463,000 after buying an additional 34,151 shares during the period. Woodline Partners LP boosted its holdings in shares of Mosaic by 40.7% during the 1st quarter. Woodline Partners LP now owns 26,836 shares of the basic materials company’s stock valued at $725,000 after buying an additional 7,760 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its holdings in shares of Mosaic by 169.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock valued at $26,000 after buying an additional 601 shares in the last quarter. Institutional investors own 77.54% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on MOS. Wolfe Research decreased their price target on shares of Mosaic from $37.00 to $36.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Morgan Stanley dropped their price objective on shares of Mosaic from $35.00 to $28.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 26th. HSBC cut their price objective on shares of Mosaic from $35.00 to $26.00 and set a “hold” rating on the stock in a report on Monday, November 24th. Bank of America decreased their target price on shares of Mosaic from $39.00 to $33.00 and set a “buy” rating for the company in a research note on Thursday, January 8th. Finally, 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 report on Thursday, February 26th. Six analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Mosaic presently has a consensus rating of “Hold” and an average target price of $30.94.

Mosaic News Summary

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.22 per share (annualized yield ~3.3%); record date May 21 and payable June 2 — supports the stock’s income profile and can attract yield-focused investors. Mosaic Announces Quarterly Dividend of $0.22 Per Share
• Positive Sentiment: Unusually large call-option buying (26,164 calls, ~136% above normal) was reported — suggests elevated bullish positioning by traders which can lift near-term volatility and signal positive sentiment or speculative interest. (No direct article link provided)
• Neutral Sentiment: Scotiabank trimmed FY2026 and FY2027 EPS forecasts (FY26: down to $1.79; FY27: to $2.71) but retained a Sector Outperform stance and a $35 price target — lowers forward earnings expectations (pressure) but the analyst still views upside vs. consensus. (Market research note)
• Negative Sentiment: Shareholder litigation risk: Johnson Fistel announced an investigation into Mosaic’s officers and directors for potential breaches of fiduciary duty — raises the possibility of governance scrutiny, shareholder claims or distractions that could weigh on sentiment and add legal costs. Johnson Fistel Investigates The Mosaic Company (NYSE: MOS) Directors and Officers for Potential Breaches of Fiduciary Duty
• Negative Sentiment: Barclays downgraded MOS to Equal Weight from Overweight, citing geopolitical tensions (U.S./Israel strikes on Iran) that could raise ammonia and other input costs — a catalyst for higher operating costs and margin pressure despite an unchanged $31 price target. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks

Mosaic Stock Performance

Shares of MOS stock opened at $26.30 on Friday. The company has a market capitalization of $8.35 billion, a price-to-earnings ratio of 15.56, a price-to-earnings-growth ratio of 1.54 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 Mosaic Company has a one year low of $22.36 and a one year high of $38.23. The company’s 50-day moving average is $27.45 and its 200 day moving average is $28.55.

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

Mosaic Announces Dividend

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

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.