The Mosaic Company (MOS)

Currency in USD
23.06
-0.40(-1.71%)
Closed·
23.14+0.08(+0.35%)
·
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Fair Value
Day's Range
22.8523.41
52 wk Range
19.8036.99
Key Statistics
Prev. Close
23.46
Open
23.27
Day's Range
22.85-23.41
52 wk Range
19.8-36.99
Volume
5.7M
Average Volume (3m)
9.05M
1-Year Change
-27.8924%
Book Value / Share
36.07
Fair Value
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Fair Value Upside
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MOS Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
27.56
Upside
+19.51%
Members' Sentiments
Bearish
Bullish
ProTips
5 analysts have revised their earnings downwards for the upcoming period

The Mosaic Company News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Sell
Technical Indicators
Strong Sell
Moving Averages
Neutral

Analyst Ratings

10 Buy
9 Hold
1 Sell
Ratings:
20 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 27.56
(+19.51% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
BMO Capital
Buy30.00+30.10%31.00MaintainJun 30, 2026
Morgan Stanley
Hold26.00+12.75%28.00MaintainJun 30, 2026
Rothschild Redburn
Buy30.00+30.10%-New CoverageJun 26, 2026
Freedom Broker
Buy32.00+38.77%24.00UpgradeJun 17, 2026
BMO Capital
Buy31.00+34.43%35.00MaintainMay 21, 2026

The Mosaic Company SWOT Analysis


Market Dominance
Explore Mosaic's strong position in phosphate and potash production, bolstered by tight market conditions and strategic domestic advantages
Financial Resilience
Delve into Mosaic's robust financial performance, with EBITDA reaching $1.94 billion and an attractive P/E ratio of 10.97x, signaling potential undervaluation
Growth Trajectory
Discover Mosaic's ambitious plans to increase EBITDA by 40% by 2027 through operational improvements and market expansion in China and India
Analyst Outlook
Analysts project a positive future for Mosaic, with price targets ranging from $33 to $44, reflecting confidence in the company's strategic direction
Read full SWOT analysis

The Mosaic Company Earnings Call Summary for Q2/2026

  • Mosaic posted Q2 2026 EPS of $0.13 on $2.8B revenue, missing estimates of $0.16 and $3.05B; shares rose 3.3% on strong liquidity outlook.
  • Severe sulfur shortages forced phosphate production curtailments, with Bartow at 40% capacity; Q3 sulfur costs guided $700-710/ton vs. Q2's $522.
  • Company maintained 2026 guidance: $900M-$1B operating cash flow, $1.2B capex, and $300M-$500M working capital liberation expected in Q4.
  • SG&A expenses dropped 20% YoY; management expects global phosphate production to fall 20M-30M tons, potentially supporting future pricing.
  • CEO Bodine cited industry-wide supply constraints as temporary; company positioned to resume full production within weeks once sulfur normalizes.
Last Updated: 2026-08-05, 12:22 p/m
Read Full Transcript

Earnings

Latest Release
Aug 04, 2026
EPS / Forecast
0.13 / 0.16
Revenue / Forecast
2.8B / 3.05B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS -2.01%
Dividend Yield
3.75%
Industry Median 2.31%
Annualized payout
0.88
Paid quarterly
5-Years Growth
+31.36%
Growth Streak

MOS Income Statement

Compare MOS to Peers and Sector

Metrics to compare
MOS
Peers
Sector
Relationship
P/E Ratio
−11.5x7.6x3.8x
PEG Ratio
0.070.120.00
Price/Book
0.6x1.2x1.6x
Price / LTM Sales
0.6x0.7x1.3x
Upside (Analyst Target)
17.1%19.4%35.4%
Fair Value Upside
Unlock23.7%0.1%Unlock

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients. It operates in three segments: Phosphates, Potash, and Mosaic Fertilizantes. The company owns and operates mines and production facilities, which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, as well as concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and MicroEssentials, a value-added ammoniated phosphate product. It also mines, processes, and sells potash to crop nutrient manufacturers, distributors, retailers, and to customers for industrial use; and owns and operates mines, chemical plants, crop nutrient blending and bagging facilities, port terminals and warehouses, which produce and sell concentrated phosphate and potash-based crop nutrients, and phosphate-based animal feed ingredients. In addition, the company produces a double sulfate of potash magnesia product under the K-Mag brand; and purchases phosphate, potash, and nitrogen products to produce blended crop nutrients. Further, it offers triple superphosphate, single superphosphate, and dicalcium phosphate; feed phosphate under the Biofos and Nexfos brands; potash for de-icing and as a water softener regenerant; and phosphogypsum. The company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, and national accounts through its sales force. It also exports its products. The company operates in the United States, Brazil, China, Canada, Paraguay, Argentina, Japan, Colombia, India, Australia, Peru, Mexico, Honduras, the Dominican Republic, Indonesia, and internationally. The Mosaic Company was incorporated in 1987 and is headquartered in Tampa, Florida.

Industry
Chemicals
Employees
13249

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
168.30M52.94%3.88B
Other Institutional Investors
130.30M40.99%3.00B
Public Companies & Retail Investors
19.29M6.07%444.88M
Total
317.9M100.00%7.33B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.7.44%23,646,970545,299
Vanguard Capital Management, LLC7.05%22,422,340517,059

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FAQ

What Is the Mosaic (MOS) Stock Price Today?

The Mosaic stock price today is 23.06 USD.

What Stock Exchange Does Mosaic Trade On?

Mosaic is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Mosaic?

The stock symbol for Mosaic is "MOS."

Does Mosaic Pay Dividends? What’s The Current Dividend Yield?

The Mosaic dividend yield is 3.75%.

What Is the Mosaic Market Cap?

As of today, Mosaic market cap is 7.33B USD.

What Is Mosaic's Earnings Per Share (TTM)?

The Mosaic EPS (TTM) is -2.01.

When Is the Next Mosaic Earnings Date?

Mosaic will release its next earnings report on Nov 10, 2026.

From a Technical Analysis Perspective, Is MOS a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Mosaic Stock Split?

Mosaic has split 0 times.

How Many Employees Does Mosaic Have?

Mosaic has 13249 employees.

What is the current trading status of Mosaic (MOS)?

As of Aug 09, 2026, Mosaic (MOS) is trading at a price of 23.06 USD, with a previous close of 23.46 USD. The stock has fluctuated within a day range of 22.85 USD to 23.41 USD, while its 52-week range spans from 19.80 USD to 36.99 USD.

What Is Mosaic (MOS) Price Target According to Analysts?

The average 12-month price target for Mosaic is 27.56 USD, with a high estimate of 35 USD and a low estimate of 19 USD. 10 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +19.51% Upside potential.

What Is the MOS Premarket Price?

MOS's last pre-market stock price is 23.45 USD. The pre-market share volume is 11,710.00, and the stock has decreased by -0.01, or -0.04%.

What Is the MOS After Hours Price?

MOS's last after hours stock price is 23.14 USD, the stock has decreased by 0.08, or 0.35%.
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