The Mosaic Company

MOS

Market cap $7.77B

Mosaic (MOS) offers an attractive risk/reward profile at current valuations, with 50% upside potential and limited downside already below tangible book value. MOS faces ongoing production challenges, but tight global phosphate and potash supply, plus strong ag demand, provide downside protection for investors. Valuation scenarios suggest fair value of $36 per share in a base case, while a bear case implies 1 to 2 dollars of downside from current levels.

TAMPA, FL / ACCESS Newswire / November 17, 2025 / The Mosaic Company (NYSE:MOS) announced today that its Board of Directors declared a quarterly dividend of $0.22 per share on the Company's common stock. The dividend will be paid on December 18, 2025, to stockholders of record at the close of business on December 4, 2025.

Last week, I noted how December is typically a great time to buy stocks.   Holiday shopping and corporate “use it or lose it” budgets mean that retailers and enterprise software firms alike see their highest sales during this period.

TAMPA, FL / ACCESS Newswire / November 13, 2025 / The Mosaic Company (NYSE:MOS) today announced that it has completed an underwritten public offering (the "Offering") of $500 million aggregate principal amount of 4.350 percent senior notes due January 2029 and $400 million aggregate principal amount of 4.600 percent senior notes due November 2030 (collectively, the "Notes"). Mosaic intends to use the net proceeds from the Offering for general corporate purposes, which may include the repayment of indebtedness.

I'm upgrading The Mosaic Company to Buy now as shares trade below intrinsic value, offering significant recovery potential after recent declines. MOS' fundamentals are improving, with cost savings, higher production, and capital reallocation activities supporting a stronger balance sheet. Macro catalysts include US rate cuts, US-China trade deal, and potential global economic improvements, all benefiting MOS' industry outlook.

The futures are trading mixed after a massive bounce-back rally on Monday across Wall Street, which saw all the major indices trade higher, with the NASDAQ closing up 2.27% at 23,554.

TAMPA, FL / ACCESS Newswire / November 10, 2025 / The Mosaic Company (NYSE:MOS) welcomed the U.S. Department of the Interior's decision on November 6, 2025 to add phosphate and potash to the nation's Critical Minerals List, recognizing their essential role in U.S. food production and national security. "Phosphate and potash production is critical to food security, and food security is national security," said Bruce Bodine, President and CEO of The Mosaic Company.

The Mosaic Company ( MOS ) Q3 2025 Earnings Call November 5, 2025 11:00 AM EST Company Participants Jason Tremblay - Vice President of Enterprise Strategy & Business Support Bruce Bodine - CEO, President & Director Jenny Wang - Executive Vice President of Commercial Luciano Pires - Executive VP & CFO Conference Call Participants Christopher Parkinson - Wolfe Research, LLC Joel Jackson - BMO Capital Markets Equity Research Andrew Wong - RBC Capital Markets, Research Division Lucas Beaumont - UBS Investment Bank, Research Division Matthew DeYoe - BofA Securities, Research Division Suk Lee - Goldman Sachs Group, Inc., Research Division Benjamin Theurer - Barclays Bank PLC, Research Division Edlain Rodriguez - Mizuho Securities USA LLC, Research Division David Symonds - BNP Paribas, Research Division Kristen Owen - Oppenheimer & Co. Inc., Research Division Vincent Andrews - Morgan Stanley, Research Division Presentation Operator Good morning, and welcome to The Mosaic Company's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] And now I'll turn the call over to Jason Tremblay.

MOS posts Q3 earnings and revenue beats, driven by higher prices and strong Potash and Phosphate segment performance.

Mosaic (MOS) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.34 per share a year ago.