The Mosaic Company (NYSE:MOS) Receives Consensus Recommendation of “Hold” from Brokerages

The Mosaic Company (NYSE:MOS) has been assigned an average recommendation of “Hold” from the twenty-one brokerages that are covering the company, Marketbeat reports. Three research analysts have rated the stock with a sell recommendation, eleven have issued a hold recommendation and seven have assigned a buy recommendation to the company. The average 1 year target price among analysts that have issued ratings on the stock in the last year is $27.1667.

Several brokerages have issued reports on MOS. Royal Bank Of Canada upgraded shares of Mosaic from a “sector perform” rating to an “outperform” rating and dropped their target price for the stock from $28.00 to $27.00 in a report on Wednesday, May 13th. The Goldman Sachs Group reduced their price target on shares of Mosaic from $31.00 to $28.00 and set a “buy” rating for the company in a report on Tuesday, May 12th. Berenberg Bank lowered their price target on shares of Mosaic from $28.00 to $27.00 and set a “hold” rating for the company in a research report on Tuesday, May 19th. Rothschild & Co Redburn started coverage on shares of Mosaic in a research note on Friday, June 26th. They set a “buy” rating and a $30.00 price objective on the stock. Finally, Barclays cut their price objective on shares of Mosaic from $31.00 to $26.00 and set an “equal weight” rating on the stock in a report on Monday, May 18th.

Key Stories Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Mosaic launched Enzara, an enzyme-based residue-management product designed to function at temperatures as low as 32°F. The company says it can accelerate residue decomposition and help fields reach plant-ready conditions sooner, potentially supporting future agricultural-product growth. MOS Launches Enzyme-Based Residue Management Product
• Neutral Sentiment: Zacks Research increased its FY2028 EPS forecast for MOS to $1.41 from $1.31, indicating somewhat better long-term earnings expectations. However, the firm maintained a “Hold” rating.
• Negative Sentiment: Zacks Research reduced its Q4 2026 EPS estimate to $0.20 from $0.34, Q2 2027 to $0.31 from $0.59, and Q3 2027 to $0.23 from $0.51. Its FY2027 forecast was also cut sharply to $1.06 from $1.67, signaling weaker near- and medium-term profit expectations. The revisions remain below the longer-term FY2028 outlook. What is Zacks Research’s Estimate for Mosaic Q3 Earnings?
• Negative Sentiment: Mosaic Senior Vice President Walter F. Precourt III sold 23,000 shares for approximately $508,760, reducing his direct stake by 16.52%. While an insider sale does not necessarily indicate deteriorating fundamentals, it can weigh modestly on sentiment.

Mosaic Trading Up 5.1%

Shares of NYSE MOS opened at $24.53 on Monday. Mosaic has a twelve month low of $19.80 and a twelve month high of $36.99. The firm has a market cap of $7.80 billion, a PE ratio of -12.14, a price-to-earnings-growth ratio of 4.22 and a beta of 0.82. The business has a fifty day simple moving average of $22.21 and a two-hundred day simple moving average of $24.26. The company has a quick ratio of 0.43, a current ratio of 1.34 and a debt-to-equity ratio of 0.41.

Mosaic (NYSE:MOS) last posted its quarterly earnings results on Tuesday, August 4th. The basic materials company reported $0.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.12 by $0.01. The business had revenue of $2.82 billion for the quarter, compared to the consensus estimate of $3.10 billion. Mosaic had a positive return on equity of 3.77% and a negative net margin of 5.21%.The business’s revenue was down 6.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.51 EPS. Analysts expect that Mosaic will post 0.54 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Mosaic news, SVP Walter F. Precourt III sold 23,000 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $22.12, for a total transaction of $508,760.00. Following the sale, the senior vice president owned 116,198 shares of the company’s stock, valued at approximately $2,570,299.76. This trade represents a 16.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.31% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in MOS. Thompson Siegel & Walmsley LLC raised its holdings in Mosaic by 35.8% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 2,978,232 shares of the basic materials company’s stock worth $71,746,000 after purchasing an additional 785,057 shares in the last quarter. California State Teachers Retirement System boosted its holdings in shares of Mosaic by 22.2% in the 1st quarter. California State Teachers Retirement System now owns 366,466 shares of the basic materials company’s stock valued at $9,345,000 after buying an additional 66,608 shares in the last quarter. Vanguard Group Inc. boosted its holdings in shares of Mosaic by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 39,123,171 shares of the basic materials company’s stock valued at $942,477,000 after buying an additional 461,524 shares in the last quarter. Bank of America Corp DE grew its position in shares of Mosaic by 7.4% in the 1st quarter. Bank of America Corp DE now owns 2,486,973 shares of the basic materials company’s stock worth $63,418,000 after buying an additional 170,724 shares during the last quarter. Finally, Tejara Capital Ltd purchased a new position in shares of Mosaic in the 2nd quarter worth approximately $1,301,000. 77.54% of the stock is owned by institutional investors.

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.