Mosaic (NYSE:MOS) Given New $28.00 Price Target at The Goldman Sachs Group

Mosaic (NYSE:MOS) had its price target cut by investment analysts at The Goldman Sachs Group from $31.00 to $28.00 in a note issued to investors on Tuesday,MarketScreener reports. The brokerage presently has a “buy” rating on the basic materials company’s stock. The Goldman Sachs Group’s price objective suggests a potential upside of 29.94% from the company’s current price.

Several other equities research analysts also recently weighed in on MOS. Bank of America downgraded shares of Mosaic from a “buy” rating to a “neutral” rating and reduced their price objective for the stock from $33.00 to $30.00 in a report on Friday, March 20th. Wells Fargo & Company lowered their target price on shares of Mosaic from $27.00 to $25.00 and set an “equal weight” rating on the stock in a research note on Tuesday, April 21st. UBS Group restated a “neutral” rating on shares of Mosaic in a research report on Tuesday. Morgan Stanley reduced their price target on shares of Mosaic from $35.00 to $28.00 and set an “equal weight” rating for the company in a research note on Thursday, February 26th. Finally, Berenberg Bank lowered their price objective on shares of Mosaic from $38.00 to $28.00 and set a “hold” rating on the stock in a research note on Tuesday, May 5th. Four equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $28.63.

Mosaic Stock Performance

MOS stock traded down $0.24 on Tuesday, reaching $21.55. The company’s stock had a trading volume of 1,470,121 shares, compared to its average volume of 8,812,361. Mosaic has a 52 week low of $21.17 and a 52 week high of $38.23. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.32 and a quick ratio of 0.47. The company has a market capitalization of $6.84 billion, a P/E ratio of 12.83, a price-to-earnings-growth ratio of 1.33 and a beta of 0.79. The firm has a fifty day moving average of $25.42 and a two-hundred day moving average of $26.07.

Mosaic (NYSE:MOS) last announced its quarterly earnings results on Monday, May 11th. The basic materials company reported $0.05 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.15). Mosaic had a return on equity of 5.80% and a net margin of 4.49%.The business had revenue of $3 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same quarter last year, the firm posted $0.49 EPS. The company’s revenue was up 14.4% compared to the same quarter last year. As a group, analysts predict that Mosaic will post 1.56 EPS for the current fiscal year.

Hedge Funds Weigh In On Mosaic

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

Key Stories Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Revenue rose 14.4% year over year to $3.0 billion and slightly topped Wall Street estimates, helped by stronger fertilizer pricing. Mosaic Q1 earnings report
• Neutral Sentiment: Mosaic released its first-quarter 2026 results and presentation, giving investors updated details on operations, margins, and capital plans. Mosaic Announces First Quarter 2026 Results
• Neutral Sentiment: The company’s earnings call presentation may provide more context on management’s response to higher input costs and margin pressure. Mosaic Q1 2026 earnings call presentation
• Neutral Sentiment: Mizuho cut its price target on Mosaic to $24 from $27, signaling a more cautious view even though the new target still implies some upside from current levels. Mosaic price target cut
• Negative Sentiment: Adjusted EPS missed expectations sharply, with Mosaic reporting $0.05 per share versus the $0.20 consensus and $0.49 a year ago, highlighting a significant earnings deterioration. Mosaic Q1 earnings miss estimates
• Negative Sentiment: Higher raw material and sulfuric acid costs pressured margins, and Mosaic swung to a loss, while it also withdrew phosphate production guidance and limited capital spending for the year. Mosaic swings to loss on surging sulfuric acid prices

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.