Research Analysts Issue Forecasts for Mosaic FY2026 Earnings

The Mosaic Company (NYSE:MOS) – Stock analysts at Scotiabank decreased their FY2026 earnings per share estimates for shares of Mosaic in a note issued to investors on Monday, November 10th. Scotiabank analyst B. Isaacson now expects that the basic materials company will post earnings per share of $3.35 for the year, down from their prior estimate of $3.67. Scotiabank currently has a “Sector Perform” rating and a $36.00 price target on the stock. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share.

Mosaic (NYSE:MOS) last announced its quarterly earnings data on Tuesday, November 4th. The basic materials company reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.01. Mosaic had a net margin of 8.35% and a return on equity of 4.74%. The company had revenue of $3.45 billion during the quarter, compared to analysts’ expectations of $3.87 billion. During the same quarter in the prior year, the company earned $0.34 EPS. The firm’s revenue was up 22.8% on a year-over-year basis.

MOS has been the subject of a number of other research reports. The Goldman Sachs Group set a $33.00 price objective on Mosaic in a research note on Wednesday. JPMorgan Chase & Co. cut shares of Mosaic from an “overweight” rating to a “neutral” rating and dropped their price objective for the stock from $37.00 to $26.00 in a research note on Tuesday. Royal Bank Of Canada upgraded Mosaic from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, November 4th. Oppenheimer set a $40.00 target price on Mosaic in a research note on Wednesday, October 22nd. Finally, Wall Street Zen cut shares of Mosaic from a “buy” rating to a “hold” rating in a research report on Saturday, September 13th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $34.15.

Mosaic Trading Down 0.2%

MOS traded down $0.06 during trading on Wednesday, hitting $25.65. 121,569 shares of the stock traded hands, compared to its average volume of 5,452,067. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.14 and a quick ratio of 0.44. Mosaic has a 12-month low of $22.36 and a 12-month high of $38.23. The firm has a 50-day moving average of $31.42 and a 200 day moving average of $33.49. The firm has a market capitalization of $8.14 billion, a P/E ratio of 8.67, a price-to-earnings-growth ratio of 0.94 and a beta of 1.00.

Institutional Investors Weigh In On Mosaic

Large investors have recently added to or reduced their stakes in the business. US Bancorp DE increased its holdings in Mosaic by 204.1% during the 2nd quarter. US Bancorp DE now owns 43,080 shares of the basic materials company’s stock worth $1,572,000 after purchasing an additional 28,912 shares during the period. HB Wealth Management LLC acquired a new position in Mosaic during the 2nd quarter worth approximately $252,000. Bank of New York Mellon Corp raised its holdings in shares of Mosaic by 100.9% in the 2nd quarter. Bank of New York Mellon Corp now owns 3,806,663 shares of the basic materials company’s stock valued at $138,867,000 after purchasing an additional 1,912,064 shares in the last quarter. South Dakota Investment Council lifted its position in shares of Mosaic by 81.1% during the 1st quarter. South Dakota Investment Council now owns 70,142 shares of the basic materials company’s stock worth $1,895,000 after purchasing an additional 31,417 shares during the last quarter. Finally, Trexquant Investment LP purchased a new position in Mosaic in the first quarter valued at $1,248,000. 77.54% of the stock is owned by hedge funds and other institutional investors.

Mosaic Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 18th. Stockholders of record on Monday, September 8th were given a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 3.4%. The ex-dividend date of this dividend was Monday, September 8th. Mosaic’s dividend payout ratio is currently 22.80%.

About Mosaic

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products; and phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names, as well as produces a double sulfate of potash magnesia product under K-Mag brand name.