85,795 Shares in The Mosaic Company $MOS Acquired by Compass Financial Management LLC

Posted by Geri Gentry on Aug 23rd, 2026

Compass Financial Management LLC purchased a new stake in The Mosaic Company (NYSE:MOS – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 85,795 shares of the basic materials company’s stock, valued at approximately $1,818,000.

A number of other large investors have also recently bought and sold shares of MOS. BlackRock Inc. acquired a new position in Mosaic during the second quarter worth $524,484,000. Donald Smith & CO. Inc. bought a new position in shares of Mosaic during the second quarter valued at $163,662,000. AQR Capital Management LLC boosted its stake in shares of Mosaic by 632.6% in the 3rd 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 in the last quarter. Norges Bank acquired a new stake in shares of Mosaic in the 4th quarter valued at $103,129,000. Finally, Deutsche Bank AG bought a new stake in shares of Mosaic in the 2nd quarter worth about $73,112,000. 77.54% of the stock is currently owned by institutional investors.

Mosaic Stock Performance

Mosaic stock opened at $24.53 on Friday. The stock has a 50-day simple moving average of $22.21 and a 200 day simple moving average of $24.26. The company has a quick ratio of 0.43, a current ratio of 1.34 and a debt-to-equity ratio of 0.41. The Mosaic Company has a 12-month low of $19.80 and a 12-month high of $36.99. The stock has a market capitalization of $7.80 billion, a price-to-earnings ratio of -12.14, a P/E/G ratio of 4.42 and a beta of 0.82.

Mosaic (NYSE:MOS – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The basic materials company reported $0.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.01. Mosaic had a negative net margin of 5.21% and a positive return on equity of 3.77%. The business had revenue of $2.82 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the prior year, the company earned $0.51 EPS. The firm’s quarterly revenue was down 6.0% on a year-over-year basis. On average, research analysts anticipate that The Mosaic Company will post 0.54 earnings per share for the current fiscal year.

Key Stories Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

Positive Sentiment: Mosaic launched Enzara, an enzyme-based residue-management product designed to function at temperatures as low as 32°F. The company says it can accelerate residue decomposition and help fields reach plant-ready conditions sooner, potentially supporting future agricultural-product growth. MOS Launches Enzyme-Based Residue Management Product
Neutral Sentiment: Zacks Research increased its FY2028 EPS forecast for MOS to $1.41 from $1.31, indicating somewhat better long-term earnings expectations. However, the firm maintained a “Hold” rating.
Negative Sentiment: Zacks Research reduced its Q4 2026 EPS estimate to $0.20 from $0.34, Q2 2027 to $0.31 from $0.59, and Q3 2027 to $0.23 from $0.51. Its FY2027 forecast was also cut sharply to $1.06 from $1.67, signaling weaker near- and medium-term profit expectations. The revisions remain below the longer-term FY2028 outlook. What is Zacks Research’s Estimate for Mosaic Q3 Earnings?
Negative Sentiment: Mosaic Senior Vice President Walter F. Precourt III sold 23,000 shares for approximately $508,760, reducing his direct stake by 16.52%. While an insider sale does not necessarily indicate deteriorating fundamentals, it can weigh modestly on sentiment.

Insider Buying and Selling at Mosaic

In other Mosaic news, SVP Walter F. Precourt III sold 23,000 shares of the business’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $22.12, for a total value of $508,760.00. Following the completion of the transaction, the senior vice president directly owned 116,198 shares of the company’s stock, valued at approximately $2,570,299.76. The trade was a 16.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.31% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on MOS. Canadian Imperial Bank of Commerce set a $25.00 target price on shares of Mosaic in a research report on Tuesday, May 12th. Rothschild & Co Redburn began coverage on shares of Mosaic in a research report on Friday, June 26th. They issued a “buy” rating and a $30.00 price target on the stock. Wells Fargo & Company decreased their price objective on shares of Mosaic from $25.00 to $22.00 and set an “equal weight” rating on the stock in a research note on Thursday, May 14th. Royal Bank Of Canada raised shares of Mosaic from a “sector perform” rating to an “outperform” rating and dropped their price objective for the stock from $28.00 to $27.00 in a report on Wednesday, May 13th. Finally, BMO Capital Markets cut their target price on shares of Mosaic from $31.00 to $30.00 and set an “outperform” rating for the company in a research note on Tuesday, June 30th. Seven equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $27.17.

Get Our Latest Stock Report on MOS

Mosaic Company Profile

(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.