Mosaic (NYSE:MOS) Stock Price Up 6.3% – Time to Buy?

The Mosaic Company (NYSE:MOS)’s stock price rose 6.3% on Wednesday . The company traded as high as $28.51 and last traded at $28.1360. Approximately 2,656,156 shares traded hands during mid-day trading, a decline of 63% from the average daily volume of 7,245,700 shares. The stock had previously closed at $26.48.

Key Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Zacks raised its FY2027 outlook to $2.34 from $1.89 and boosted some 2027 quarterly estimates (Q2/Q3/Q4 2027), improving longer‑term earnings visibility for MOS.
• Positive Sentiment: Mosaic (via Mosaic Fertilizantes P&K) and Rainbow Rare Earths advanced the Uberaba rare‑earths project in Minas Gerais, Brazil — they completed a favorable preliminary economic assessment and agreed to pursue a prefeasibility study (PFS) with the goal of a definitive feasibility study (DFS) later in 2026, offering strategic diversification beyond fertilizers. Mosaic and Rainbow Rare Earths Advance Uberaba Rare Earths Project
• Neutral Sentiment: Zacks retains a “Hold” rating and its FY current consensus remains near $2.04 — the firm’s mixed revisions (upside in 2027, downside in 2026) leave near‑term sentiment balanced.
• Neutral Sentiment: Industry and market writeups (Seeking Alpha on fertilizers; broader macro headlines on energy/shipping risk) are circulating and may amplify short‑term trading but don’t change Mosaic’s core fundamentals. Fertilizers In The Spotlight: Mosaic Is A Leading U.S. Fertilizer Producer 3 Stocks to Buy During the Hormuz Crisis — and Why
• Negative Sentiment: Zacks sharply cut near‑term 2026 estimates: FY2026 now $1.53 (from $2.46) and notable quarterly downgrades (Q1 2026: 0.75→0.22; Q2 2026: 0.44→0.26; Q3/Q4 2026 modest cuts). Q1 2027 was also lowered (0.59→0.39). These reductions signal near‑term margin/volume concerns and are a headwind for MOS’s short‑term stock performance.

Analyst Ratings Changes

A number of brokerages have weighed in on MOS. UBS Group dropped their target price on shares of Mosaic from $38.00 to $33.00 and set a “buy” rating for the company in a research note on Monday, January 12th. Weiss Ratings cut shares of Mosaic from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, March 2nd. HSBC decreased their price objective on Mosaic from $35.00 to $26.00 and set a “hold” rating on the stock in a research report on Monday, November 24th. Mizuho boosted their target price on Mosaic from $28.00 to $30.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 25th. Finally, BNP Paribas Exane decreased their price target on Mosaic from $43.00 to $35.00 and set an “outperform” rating on the stock in a report on Monday, November 24th. Six analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $30.94.

Mosaic Trading Up 7.4%

The company has a quick ratio of 0.47, a current ratio of 1.32 and a debt-to-equity ratio of 0.35. The company has a market capitalization of $9.03 billion, a P/E ratio of 16.84, a price-to-earnings-growth ratio of 1.57 and a beta of 0.95. The business has a fifty day moving average price of $27.55 and a 200 day moving average price of $28.42.

Mosaic (NYSE:MOS) last released its earnings results on Tuesday, February 24th. The basic materials company reported $0.22 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 the consensus estimate of $3.02 billion. Mosaic had a net margin of 4.49% and a return on equity of 5.80%. The company’s revenue was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.45 EPS. On average, analysts expect that The Mosaic Company will post 2.04 earnings per share for the current fiscal year.

Mosaic Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Thursday, May 21st will be issued a $0.22 dividend. The ex-dividend date is Thursday, May 21st. This represents a $0.88 annualized dividend and a dividend yield of 3.1%. Mosaic’s dividend payout ratio (DPR) is presently 52.07%.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of MOS. First Horizon Advisors Inc. raised its stake in shares of Mosaic by 172.5% during the 2nd quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company’s stock worth $25,000 after purchasing an additional 433 shares in the last quarter. Rothschild Investment LLC increased its holdings in 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 buying an additional 650 shares during the last quarter. Rexford Capital Inc. acquired a new position in Mosaic during the second quarter worth $28,000. True Wealth Design LLC raised its position in Mosaic by 1,819.0% during the third quarter. True Wealth Design LLC now owns 806 shares of the basic materials company’s stock worth $28,000 after acquiring an additional 764 shares in the last quarter. Finally, CYBER HORNET ETFs LLC bought a new stake in Mosaic during the second quarter worth $31,000. 77.54% of the stock is owned by institutional investors and hedge funds.

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.