Zacks Research Issues Negative Outlook for Mosaic Earnings

The Mosaic Company (NYSE:MOS) – Analysts at Zacks Research dropped their Q3 2026 EPS estimates for shares of Mosaic in a research report issued on Monday, March 9th. Zacks Research analyst Team now forecasts that the basic materials company will earn $0.60 per share for the quarter, down from their prior estimate of $0.77. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic’s Q4 2026 earnings at $0.45 EPS, Q3 2027 earnings at $0.69 EPS and FY2028 earnings at $2.04 EPS.

Mosaic (NYSE:MOS) last posted 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). Mosaic had a return on equity of 5.80% and a net margin of 4.49%.The firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same quarter in the prior year, the company earned $0.45 earnings per share. The business’s revenue for the quarter was up 5.6% compared to the same quarter last year.

Several other equities research analysts have also issued reports on MOS. Wells Fargo & Company dropped their price objective on Mosaic from $28.00 to $27.00 and set an “equal weight” rating for the company in a research note on Friday, January 23rd. UBS Group decreased their target price on Mosaic from $38.00 to $33.00 and set a “buy” rating on the stock in a research note on Monday, January 12th. Barclays reaffirmed an “equal weight” rating and issued a $31.00 price target on shares of Mosaic in a report on Tuesday, March 3rd. Morgan Stanley dropped their price target on Mosaic from $35.00 to $28.00 and set an “equal weight” rating for the company in a research report on Thursday, February 26th. Finally, BNP Paribas Exane cut their price objective on Mosaic from $43.00 to $35.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Six investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $30.94.

Mosaic Trading Up 2.4%

Mosaic stock opened at $26.94 on Tuesday. The stock has a market cap of $8.55 billion, a P/E ratio of 15.94, a PEG ratio of 1.54 and a beta of 0.95. Mosaic has a fifty-two week low of $22.36 and a fifty-two week high of $38.23. The firm’s fifty day moving average price is $27.50 and its 200-day moving average price is $28.46. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.47 and a current ratio of 1.32.

Mosaic Dividend Announcement

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

Institutional Investors Weigh In On Mosaic

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MOS. First Horizon Advisors Inc. increased its position in shares of Mosaic by 172.5% in the second quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company’s stock valued at $25,000 after acquiring an additional 433 shares during the period. Geneos Wealth Management Inc. raised its stake in shares of Mosaic by 169.3% during the first quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock valued at $26,000 after acquiring an additional 601 shares during the last quarter. Rothschild Investment LLC boosted its holdings in shares of Mosaic by 650.0% during the second quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company’s stock worth $27,000 after purchasing an additional 650 shares during the period. Rexford Capital Inc. purchased a new stake in shares of Mosaic during the second quarter worth about $28,000. Finally, True Wealth Design LLC grew its stake in shares of Mosaic by 1,819.0% in the third quarter. True Wealth Design LLC now owns 806 shares of the basic materials company’s stock worth $28,000 after purchasing an additional 764 shares during the last quarter. 77.54% of the stock is currently owned by institutional investors.

About Mosaic

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.