Clough Capital Partners L P Makes New $1.44 Million Investment in The Mosaic Company $MOS

Clough Capital Partners L P purchased a new stake in shares of The Mosaic Company (NYSE:MOS) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 41,390 shares of the basic materials company’s stock, valued at approximately $1,435,000.

Several other large investors have also made changes to their positions in the company. Geneos Wealth Management Inc. raised its position in 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 in the last quarter. Rothschild Investment LLC lifted its stake in Mosaic by 650.0% in the second quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company’s stock valued at $27,000 after acquiring an additional 650 shares during the last quarter. Rexford Capital Inc. bought a new stake in Mosaic in the second quarter worth approximately $28,000. True Wealth Design LLC grew its position in 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 acquiring an additional 764 shares in the last quarter. Finally, Mather Group LLC. acquired a new position in shares of Mosaic during the 3rd quarter worth $31,000. Institutional investors own 77.54% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MOS. HSBC cut their price target 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. Oppenheimer set a $35.00 target price on shares of Mosaic in a research report on Friday, January 16th. Barclays restated an “equal weight” rating and set a $31.00 target price on shares of Mosaic in a report on Tuesday, March 3rd. Zacks Research raised Mosaic from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 9th. Finally, Wall Street Zen downgraded Mosaic from a “hold” rating to a “sell” rating in a research note on Saturday, March 7th. Six investment 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’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $30.94.

More Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Mosaic advanced a joint venture with Rainbow Rare Earths to develop the Uberaba rare‑earths project in Minas Gerais, Brazil — launching prefeasibility work and planning a processing facility focused on neodymium/praseodymium, adding a new growth avenue beyond fertilizer that investors favor. Mosaic’s Rare Earths Shift Adds New Layer To Fertilizer Story
• Positive Sentiment: Market reaction: earlier headlines tied to the rare‑earth expansion drove multi‑day rallies (10% then 7.6%), showing investor appetite for Mosaic’s diversification into higher‑margin critical minerals. The Mosaic Company (MOS) Climbs 7.6% on Rare Earth Expansion
• Positive Sentiment: Fertilizer price dynamics remain supportive: supply disruptions (shipments stuck near the Strait of Hormuz) have pushed fertilizer prices and lifted other fertilizer stocks, providing a near‑term tailwind to Mosaic’s core business. Fertilizer Stocks Jump With Shipments Stuck at the Strait of Hormuz
• Neutral Sentiment: Different headlines give varying timelines: some reports cite pre‑feasibility work targeting a processing start in 2027, while others frame production targets closer to 2030 — this makes the rare‑earth upside long‑dated and execution‑dependent. MOS and Rainbow Rare Earths Advance Uberaba Project in Brazil
• Neutral Sentiment: Broader market moves: U.S. futures were weaker amid geopolitical headlines, pressuring cyclical/resource names including Mosaic — an external factor amplifying intra‑day volatility. Stock Market Today: Dow Jones, S&P 500 Futures Drop …
• Negative Sentiment: Analyst caution: Zacks issued a negative forecast for Mosaic’s earnings, and recent consensus expectations remain mixed — raising concerns about next‑quarter profit trajectories and near‑term valuation support. Zacks Research Issues Negative Forecast for Mosaic Earnings
• Negative Sentiment: Execution and timing risk: the rare‑earth push requires large capex, permitting and processing buildout years out; investors may be trimming positions now to lock gains and await clearer milestones and financial impact. The Mosaic Company (MOS) Climbs 10% on Rare Earth Expansion

Mosaic Price Performance

NYSE MOS opened at $29.33 on Friday. The Mosaic Company has a 1 year low of $22.36 and a 1 year high of $38.23. The company has a fifty day simple moving average of $27.88 and a 200 day simple moving average of $28.38. The company has a current ratio of 1.32, a quick ratio of 0.47 and a debt-to-equity ratio of 0.35. The company has a market cap of $9.31 billion, a P/E ratio of 17.35, a P/E/G ratio of 1.86 and a beta of 0.95.

Mosaic (NYSE:MOS) last announced 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 return on equity of 5.80% and a net margin of 4.49%.The business’s revenue was up 5.6% compared to the same quarter last year. During the same quarter last year, the business earned $0.45 EPS. On average, sell-side analysts predict that The Mosaic Company will post 2.04 EPS for the current year.

Mosaic Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Thursday, May 21st will be paid a $0.22 dividend. The ex-dividend date is Thursday, May 21st. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.0%. 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.