MOS icon

The Mosaic Company

35.21 USD
+0.54
1.56%
At close May 16, 4:00 PM EDT
After hours
34.75
-0.46
1.31%
1 day
1.56%
5 days
6.63%
1 month
30.55%
3 months
29.83%
6 months
36.42%
Year to date
44.42%
1 year
14.43%
5 years
221.26%
10 years
-24.57%
 

About: Mosaic is one of the largest phosphate and potash producers in the world. The company's assets include phosphate rock mines in Florida, Brazil, and Peru and potash mines in Saskatchewan, New Mexico, and Brazil. Mosaic also runs a large fertilizer distribution operation in Brazil through its Mosaic Fertilizantes business.

Employees: 13,765

0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 10 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

20% more call options, than puts

Call options by funds: $267M | Put options by funds: $223M

2.45% more ownership

Funds ownership: 83.43% [Q3] → 85.88% (+2.45%) [Q4]

1% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 97

2% less funds holding

Funds holding: 625 [Q3] → 613 (-12) [Q4]

6% less capital invested

Capital invested by funds: $7.12B [Q3] → $6.71B (-$404M) [Q4]

22% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 246

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$28
20%
downside
Avg. target
$36
1%
upside
High target
$42
19%
upside

10 analyst ratings

positive
60%
neutral
40%
negative
0%
Barclays
Benjamin Theurer
56% 1-year accuracy
20 / 36 met price target
14%upside
$40
Overweight
Maintained
14 May 2025
Scotiabank
Ben Isaacson
47% 1-year accuracy
7 / 15 met price target
19%upside
$42
Sector Outperform
Maintained
14 May 2025
Oppenheimer
Kristen Owen
60% 1-year accuracy
29 / 48 met price target
14%upside
$40
Outperform
Maintained
13 May 2025
Wells Fargo
Richard Garchitorena
88% 1-year accuracy
7 / 8 met price target
1%downside
$35
Equal-Weight
Maintained
12 May 2025
JP Morgan
Jeffrey Zekaukas
67% 1-year accuracy
2 / 3 met price target
1%downside
$35
Overweight
Maintained
9 May 2025

Financial journalist opinion

Based on 18 articles about MOS published over the past 30 days

Positive
Zacks Investment Research
1 day ago
Can Mosaic (MOS) Run Higher on Rising Earnings Estimates?
Mosaic (MOS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Can Mosaic (MOS) Run Higher on Rising Earnings Estimates?
Neutral
Zacks Investment Research
1 day ago
Mosaic Biosciences Unveils Biostimulant Product Neptunion in China
MOS introduces Neptunion biostimulant product to the Chinese markets.
Mosaic Biosciences Unveils Biostimulant Product Neptunion in China
Positive
Zacks Investment Research
1 day ago
Is The Mosaic Company (MOS) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is The Mosaic Company (MOS) Stock Undervalued Right Now?
Positive
Zacks Investment Research
3 days ago
3 Top Fertilizer Stocks to Consider on Promising Industry Trends
Favorable demand in major markets for crop nutrients, backed by the strength in global agriculture markets, should enable the Zacks Fertilizers industry to thrive. CF, MOS and YARIY should benefit from supportive industry fundamentals.
3 Top Fertilizer Stocks to Consider on Promising Industry Trends
Positive
Seeking Alpha
1 week ago
The Future Of Mosaic: Adapting To Change In The Fertilizer Industry
Mosaic reported $238M in net income and $544M in adjusted EBITDA in Q1 2025, showing strong profitability gains despite slightly lower sales. Mosaic Fertilizantes grew EBITDA 47% YoY, with volumes up to 1.8M tonnes and continued cost reductions boosting margins. The company trades at P/E FWD 12.65x and P/E 0.81x, well below peers, while offering a 2.8% dividend yield.
The Future Of Mosaic: Adapting To Change In The Fertilizer Industry
Positive
Seeking Alpha
1 week ago
A New Era For Mosaic: Time To Seize The Moment
Mosaic's vertical integration and diverse product portfolio, including phosphorous and potash fertilizers, enable cost control and market flexibility, ensuring resilience amid industry fluctuations. Despite a revenue dip in 2023-2024, due to lower fertilizer prices and demand, Mosaic's strategic cost optimization and asset reorganization position it for recovery and growth. Financially, Mosaic maintains strong liquidity and disciplined investments, with expectations of revenue growth to $12.3 billion by 2025 and improved EBITDA margins.
A New Era For Mosaic: Time To Seize The Moment
Neutral
Seeking Alpha
1 week ago
The Mosaic Company (MOS) Q1 2025 Earnings Call Transcript
The Mosaic Company (NYSE:MOS ) Q1 2025 Earnings Conference Call May 7, 2025 11:00 AM ET Company Participants Jason Tremblay - Vice President of Finance, Strategy and Digital Transformation Bruce Bodine - President and Chief Executive Officer Jenny Wang - Executive Vice President of Commercial Luciano Siani Pires - Executive Vice President and Chief Financial Officer Conference Call Participants Christopher Parkinson - Wolfe Research Jeffrey Zekauskas - JPMorgan Chase & Co. David Symonds - BNP Paribas Exane Joel Jackson - BMO Capital Markets Kristen Owen - Oppenheimer & Co. Inc. Andrew Wong - RBC Capital Markets Steve Byrne - Bank of America Vincent Andrews - Morgan Stanley Ben Isaacson - Scotiabank Richard Garchitorena - Wells Fargo Securities Lucas Beaumont - UBS Edlain Rodriguez - Mizuho Securities USA Operator Good morning, and welcome to The Mosaic Company's First Quarter 2025 Conference Call. All participants will be in a listen-only mode.
The Mosaic Company (MOS) Q1 2025 Earnings Call Transcript
Negative
Zacks Investment Research
1 week ago
Mosaic's Q1 Earnings Beat, Revenues Fall Short of Estimates
Lower selling prices in the Potash segment causes the downside in MOS's first-quarter top line.
Mosaic's Q1 Earnings Beat, Revenues Fall Short of Estimates
Positive
Zacks Investment Research
1 week ago
Mosaic (MOS) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Mosaic (MOS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Mosaic (MOS) Reports Q1 Earnings: What Key Metrics Have to Say
Positive
Zacks Investment Research
1 week ago
Mosaic (MOS) Q1 Earnings Top Estimates
Mosaic (MOS) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.65 per share a year ago.
Mosaic (MOS) Q1 Earnings Top Estimates
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