Research Analysts Issue Forecasts for Mosaic FY2026 Earnings

The Mosaic Company (NYSE:MOS) – Stock analysts at Scotiabank cut their FY2026 earnings per share estimates for shares of Mosaic in a research report issued to clients and investors on Tuesday, May 19th. Scotiabank analyst B. Isaacson now forecasts that the basic materials company will post earnings of $0.21 per share for the year, down from their prior estimate of $1.79. Scotiabank has a “Outperform” rating and a $30.00 price objective on the stock. The consensus estimate for Mosaic’s current full-year earnings is $1.11 per share. Scotiabank also issued estimates for Mosaic’s FY2027 earnings at $2.03 EPS.

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 4.66% and a net margin of 0.36%.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.

Other research analysts have also issued research reports about the company. Freedom Capital lowered Mosaic from a “hold” rating to a “strong sell” rating in a research report on Thursday, March 19th. Morgan Stanley reduced 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. Wells Fargo & Company reduced their price target on Mosaic from $25.00 to $22.00 and set an “equal weight” rating for the company in a research report on Thursday, May 14th. The Goldman Sachs Group cut their price objective on Mosaic from $31.00 to $28.00 and set a “buy” rating for the company in a report on Tuesday, May 12th. Finally, Royal Bank Of Canada upgraded Mosaic from a “sector perform” rating to an “outperform” rating and cut their price objective for the company from $28.00 to $27.00 in a report on Wednesday, May 13th. Five analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $27.44.

Mosaic Trading Up 2.4%

Shares of MOS stock opened at $21.92 on Thursday. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.45 and a current ratio of 1.25. Mosaic has a 1 year low of $20.89 and a 1 year high of $38.23. The stock has a fifty day moving average of $24.76 and a two-hundred day moving average of $25.72. The firm has a market capitalization of $6.96 billion, a PE ratio of 168.59, a price-to-earnings-growth ratio of 1.91 and a beta of 0.79.

Mosaic Announces Dividend

The company 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 4.0%. Mosaic’s dividend payout ratio is 676.92%.

Institutional Trading of Mosaic

Several institutional investors have recently modified their holdings of MOS. AQR Capital Management LLC lifted its holdings in shares of Mosaic by 632.6% during the third quarter. AQR Capital Management LLC now owns 8,447,324 shares of the basic materials company’s stock valued at $291,348,000 after purchasing an additional 7,294,205 shares during the last quarter. Norges Bank purchased a new stake in shares of Mosaic during the fourth quarter valued at $103,129,000. Bank of New York Mellon Corp lifted its holdings in shares of Mosaic by 102.3% during the third quarter. Bank of New York Mellon Corp now owns 7,701,610 shares of the basic materials company’s stock valued at $267,092,000 after purchasing an additional 3,894,947 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Mosaic by 28.9% during the fourth quarter. Invesco Ltd. now owns 11,840,398 shares of the basic materials company’s stock valued at $285,235,000 after purchasing an additional 2,653,969 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of Mosaic by 252.2% during the first quarter. Arrowstreet Capital Limited Partnership now owns 3,240,652 shares of the basic materials company’s stock valued at $82,637,000 after purchasing an additional 2,320,605 shares during the last quarter. Institutional investors and hedge funds own 77.54% of the company’s stock.

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.