Brokerages Set The Mosaic Company (NYSE:MOS) Price Target at $27.11

Posted by Brenda Bartman on Jul 26th, 2026

The Mosaic Company (NYSE:MOS – Get Free Report) has been given an average rating of “Hold” by the twenty-one research firms that are currently covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, eleven have given a hold rating, seven have given a buy rating and one has issued a strong buy rating on the company. The average 1-year target price among analysts that have issued a report on the stock in the last year is $27.1111.

MOS has been the subject of several recent research reports. JPMorgan Chase & Co. dropped their price target on Mosaic from $24.00 to $19.00 and set an “underweight” rating for the company in a research report on Tuesday, May 12th. Freedom Capital raised Mosaic from a “strong sell” rating to a “strong-buy” rating in a research report on Wednesday, June 17th. Zacks Research upgraded Mosaic from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 21st. Canadian Imperial Bank of Commerce set a $25.00 target price on Mosaic in a research report on Tuesday, May 12th. Finally, Mizuho dropped their price target on shares of Mosaic from $27.00 to $24.00 and set a “neutral” rating for the company in a research report on Monday, May 11th.

Check Out Our Latest Analysis on Mosaic

Mosaic Stock Performance

Shares of MOS stock opened at $22.36 on Thursday. The company has a current ratio of 1.25, a quick ratio of 0.45 and a debt-to-equity ratio of 0.36. The stock has a 50 day simple moving average of $22.11 and a 200-day simple moving average of $24.87. The company has a market cap of $7.10 billion, a price-to-earnings ratio of 171.97, a price-to-earnings-growth ratio of 2.72 and a beta of 0.82. Mosaic has a 12-month low of $19.80 and a 12-month high of $37.35.

Mosaic (NYSE:MOS – Get Free Report) last issued its earnings results on Monday, May 11th. The basic materials company reported $0.05 EPS for the quarter, missing the consensus estimate of $0.20 by ($0.15). Mosaic had a return on equity of 4.66% and a net margin of 0.36%.The company had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same quarter in the previous year, the firm posted $0.49 earnings per share. Mosaic’s revenue for the quarter was up 14.4% on a year-over-year basis. On average, equities analysts forecast that Mosaic will post 0.73 EPS for the current year.

Institutional Investors Weigh In On Mosaic

A number of institutional investors have recently added to or reduced their stakes in MOS. AQR Capital Management LLC boosted its position in Mosaic by 632.6% during the third quarter. AQR Capital Management LLC now owns 8,447,324 shares of the basic materials company’s stock valued at $291,348,000 after purchasing an additional 7,294,205 shares during the last quarter. Norges Bank bought a new stake in Mosaic during the fourth quarter valued at about $103,129,000. Invesco Ltd. increased its position in Mosaic by 28.9% in the 4th quarter. Invesco Ltd. now owns 11,840,398 shares of the basic materials company’s stock worth $285,235,000 after buying an additional 2,653,969 shares during the period. Arrowstreet Capital Limited Partnership boosted its holdings in Mosaic by 252.2% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,240,652 shares of the basic materials company’s stock valued at $82,637,000 after purchasing an additional 2,320,605 shares during the period. Finally, Merewether Investment Management LP bought a new stake in shares of Mosaic during the second quarter valued at approximately $72,380,000. Hedge funds and other institutional investors own 77.54% of the company’s stock.

Key Headlines Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

Positive Sentiment: Zacks Research upgraded Mosaic from “strong sell” to “hold,” suggesting the recent outlook is less bearish than before. Zacks.com
Neutral Sentiment: Analysts’ overall rating picture is now averaging to “Hold,” indicating Wall Street remains cautious but not uniformly negative. American Banking News article
Negative Sentiment: Zacks Research lowered Mosaic’s FY2026 EPS estimate to $0.75 from $0.86, signaling weaker expected near-term profitability. Zacks.com
Negative Sentiment: FY2027 and FY2028 estimates were also cut, along with multiple quarterly forecasts for 2026–2028, reinforcing concerns about earnings momentum. Zacks.com

Mosaic Company Profile

(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.