The Mosaic Company
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 7,312 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
13% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 110
9% more capital invested
Capital invested by funds: $6.71B [Q4 2024] → $7.29B (+$575M) [Q1 2025]
1% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 210
0% more funds holding
Funds holding: 614 [Q4 2024] → 614 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]
0.77% less ownership
Funds ownership: 85.9% [Q4 2024] → 85.13% (-0.77%) [Q1 2025]
28% less call options, than puts
Call options by funds: $156M | Put options by funds: $219M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$31
15%
downside
Avg. target
$38
4%
upside
High target
$46
26%
upside
8 analyst ratings
5 positive
63%
3 neutral
38%
0 negative
0%
Barclays Benjamin Theurer | 26%upside $46 | Overweight Maintained | 7 Jul 2025 |
Scotiabank Ben Isaacson | 15%upside $42 | Sector Outperform Maintained | 14 May 2025 |
Oppenheimer Kristen Owen | 10%upside $40 | Outperform Maintained | 13 May 2025 |
Wells Fargo Richard Garchitorena | 4%downside $35 | Equal-Weight Maintained | 12 May 2025 |
JP Morgan Jeffrey Zekaukas | 4%downside $35 | Overweight Maintained | 9 May 2025 |
Financial journalist opinion
Based on 7 articles about MOS published over the past 30 days
Positive
Zacks Investment Research
1 day ago
MOS Stock Surges 39% in 6 Months: What's Driving the Rally?
MOS shares rally 39% in 6 months on rising fertilizer demand, aided by favorable agricultural conditions.
Positive
Seeking Alpha
1 week ago
Mosaic Thrives On Strong Fertilizer Prices, But Trade War Fears Persist
Mosaic's Q1 beat and margin improvements were driven by higher fertilizer prices and Brazil's agricultural recovery, boosting near-term optimism. Phosphates production issues in Louisiana and ongoing trade war risks with Canada create significant uncertainty for Mosaic's earnings outlook. While Mosaic remains undervalued relative to sector peers, the stock is less attractive than in December due to recent price appreciation and near-term headwinds.
Positive
Zacks Investment Research
2 weeks ago
MOS Shares Rally 29% in 3 Months: What's Driving the Stock?
Mosaic shares have surged 29.1% in three months, fueled by strong fertilizer demand.
Positive
Zacks Investment Research
3 weeks ago
Should Value Investors Buy The Mosaic Company (MOS) Stock?
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.
Positive
Zacks Investment Research
3 weeks ago
4 Stocks With Robust Sales Growth to Buy Despite Market Uncertainty
INTU, STNE, CFR and MOS show strong sales growth and healthy cash flow, some of the key traits for navigating market uncertainty.
Neutral
MarketBeat
3 weeks ago
Iran Conflict Fuels Fertilizer Stocks' Bullish Setup
As conflict breaks out in the Middle East between Israel and Iran, markets have begun to react as anyone would normally expect. Stock indexes, such as the NASDAQ-100 and S&P 500, have leveled off in a risk-off response, and oil prices have risen by over 6% during the past week alone.
Positive
24/7 Wall Street
4 weeks ago
Stock Market Recovery: 7 Best Stocks to Buy in June
Key Points After selloff overreaction to President Trump's tariff proposals, the market has rebounded strongly, reaching a new high in June and the S&P 500 closing in within 120 points of a new 52-week high.
Positive
Zacks Investment Research
1 month ago
Here's Why You Should Add Mosaic Stock to Your Portfolio Now
MOS stock jumps 38% in 3 months as strong demand, cost cuts and earnings growth fuel investor optimism.
Positive
Zacks Investment Research
1 month ago
Mosaic Raises Q2 DAP Price Guidance, Trims Phosphate Sales View
MOS raises Q2 DAP price outlook amid strong markets but trims phosphate sales volume guidance.
Neutral
Accesswire
1 month ago
Mosaic Revises Guidance
TAMPA, FL / ACCESS Newswire / June 6, 2025 / The Mosaic Company (NYSE:MOS) today announced it revised its second quarter and 2025 outlook. Phosphate and Potash Pricing Outlook Phosphate price guidance moves higher: DAP prices on an FOB basis are expected to be in the $650 to $670 per tonne range in the second quarter, revised up from $635-$655 in the previous guidance, reflecting strong market conditions.
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