The Mosaic Company (NYSE:MOS) Receives $29.31 Consensus PT from Analysts

Posted by Brenda Bartman on May 12th, 2026

The Mosaic Company (NYSE:MOS – Get Free Report) has been given a consensus recommendation of “Hold” by the nineteen brokerages that are currently covering the company, Marketbeat.com reports. Three equities research analysts have rated the stock with a sell recommendation, twelve have assigned a hold recommendation and four have issued a buy recommendation on the company. The average twelve-month target price among brokerages that have updated their coverage on the stock in the last year is $29.1250.

MOS has been the topic of several research analyst reports. Royal Bank Of Canada set a $28.00 target price on Mosaic and gave the company a “sector perform” rating in a research note on Tuesday, April 7th. Weiss Ratings lowered shares of Mosaic from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, April 7th. The Goldman Sachs Group decreased their price target on shares of Mosaic from $32.00 to $31.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. UBS Group downgraded shares of Mosaic from a “buy” rating to a “neutral” rating and lowered their price objective for the company from $33.00 to $27.00 in a research report on Thursday, March 26th. Finally, Berenberg Bank dropped their price objective on shares of Mosaic from $38.00 to $28.00 and set a “hold” rating on the stock in a research note on Tuesday, May 5th.

View Our Latest Stock Report on MOS

Institutional Trading of Mosaic

Hedge funds and other institutional investors have recently modified their holdings of the company. Geneos Wealth Management Inc. grew its stake in Mosaic by 169.3% in the first quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock valued at $26,000 after purchasing an additional 601 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new stake in shares of Mosaic during the 2nd quarter worth about $31,000. SJS Investment Consulting Inc. raised its stake in shares of Mosaic by 72.9% during the 1st quarter. SJS Investment Consulting Inc. now owns 1,245 shares of the basic materials company’s stock worth $32,000 after purchasing an additional 525 shares in the last quarter. Gen Wealth Partners Inc acquired a new stake in shares of Mosaic during the 4th quarter valued at about $32,000. Finally, MUFG Securities EMEA plc acquired a new stake in shares of Mosaic during the 2nd quarter valued at about $34,000. 77.54% of the stock is currently owned by hedge funds and other institutional investors.

Mosaic Price Performance

MOS opened at $21.86 on Friday. The firm has a market capitalization of $6.94 billion, a P/E ratio of 12.93, a PEG ratio of 1.33 and a beta of 0.79. The stock has a fifty day moving average of $25.42 and a 200-day moving average of $26.07. The company has a quick ratio of 0.47, a current ratio of 1.32 and a debt-to-equity ratio of 0.35. Mosaic has a 12-month low of $21.17 and a 12-month high of $38.23.

Mosaic (NYSE:MOS – Get Free Report) last posted its quarterly earnings results on Monday, May 11th. The basic materials company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.20 by ($0.15). The business had revenue of $3 billion for the quarter, compared to analyst estimates of $2.93 billion. Mosaic had a net margin of 4.49% and a return on equity of 5.80%. The firm’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.49 earnings per share. Equities analysts forecast that Mosaic will post 1.56 EPS for the current fiscal year.

Mosaic Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 4.0%. The ex-dividend date is Thursday, May 21st. Mosaic’s payout ratio is currently 52.07%.

More Mosaic News

Here are the key news stories impacting Mosaic this week:

Positive Sentiment: Quarterly revenue rose 14.4% year over year to about $3.0 billion, topping analyst estimates and suggesting firmer fertilizer pricing and demand. Mosaic Q1 2026 earnings report and transcript
Positive Sentiment: A Mizuho price-target cut to $24 from $27 still implies upside from Mosaic’s recent trading level, which may help limit downside sentiment. Mizuho cuts Mosaic price target
Neutral Sentiment: Mosaic announced first-quarter 2026 results and shared earnings presentation materials, giving investors more detail on segment performance and operating trends. Mosaic Announces First Quarter 2026 Results
Neutral Sentiment: Management also said it would withdraw phosphate production guidance and limit capital spending, signaling caution as input costs remain elevated. Mosaic swings to loss on surging sulfuric acid prices
Negative Sentiment: Mosaic missed earnings expectations badly, posting $0.05 per share versus the $0.20 consensus, as higher raw material and sulfuric acid costs squeezed margins and contributed to a first-quarter loss. Mosaic Q1 earnings miss estimates

About Mosaic

(Get Free Report)

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.