Zacks Research Comments on Mosaic’s Q1 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Stock analysts at Zacks Research cut their Q1 2026 earnings estimates for Mosaic in a research note issued to investors on Monday, June 23rd. Zacks Research analyst R. Department now anticipates that the basic materials company will post earnings of $0.41 per share for the quarter, down from their prior estimate of $0.43. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic’s Q3 2026 earnings at $0.54 EPS and Q1 2027 earnings at $0.37 EPS.

A number of other brokerages have also recently issued reports on MOS. BNP Paribas upgraded shares of Mosaic to a “strong-buy” rating in a research report on Wednesday, April 9th. Piper Sandler restated a “neutral” rating and set a $30.00 target price on shares of Mosaic in a research report on Thursday, March 27th. The Goldman Sachs Group assumed coverage on shares of Mosaic in a research report on Thursday, March 13th. They set a “buy” rating and a $31.00 target price for the company. Wells Fargo & Company lifted their target price on shares of Mosaic from $28.00 to $35.00 and gave the stock an “equal weight” rating in a research report on Monday, May 12th. Finally, Oppenheimer boosted their price objective on shares of Mosaic from $33.00 to $40.00 and gave the company an “outperform” rating in a research report on Tuesday, May 13th. Seven equities research analysts have rated the stock with a hold rating, six have given a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $34.58.

Mosaic Stock Performance

Shares of MOS opened at $35.22 on Thursday. The company has a current ratio of 1.12, a quick ratio of 0.44 and a debt-to-equity ratio of 0.28. The stock has a market cap of $11.17 billion, a P/E ratio of 30.36, a PEG ratio of 2.07 and a beta of 1.14. The company has a 50-day moving average of $33.65 and a two-hundred day moving average of $28.61. Mosaic has a 12-month low of $22.36 and a 12-month high of $37.69.

Mosaic (NYSE:MOS) last released its quarterly earnings data on Tuesday, May 6th. The basic materials company reported $0.49 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.04. The firm had revenue of $2.62 billion for the quarter, compared to the consensus estimate of $2.70 billion. Mosaic had a net margin of 3.32% and a return on equity of 4.91%. The firm’s revenue was down 2.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.65 earnings per share.

Institutional Trading of Mosaic

Institutional investors have recently added to or reduced their stakes in the stock. NBC Securities Inc. acquired a new stake in Mosaic in the first quarter valued at $26,000. Geneos Wealth Management Inc. raised its holdings in shares of Mosaic by 169.3% during the first quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock worth $26,000 after purchasing an additional 601 shares during the period. Compagnie Lombard Odier SCmA acquired a new stake in shares of Mosaic during the first quarter worth $27,000. Allworth Financial LP raised its holdings in shares of Mosaic by 102.3% during the first quarter. Allworth Financial LP now owns 1,062 shares of the basic materials company’s stock worth $31,000 after purchasing an additional 537 shares during the period. Finally, Heck Capital Advisors LLC acquired a new stake in shares of Mosaic during the fourth quarter worth $41,000. 77.54% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Walter F. Precourt III sold 18,000 shares of the company’s stock in a transaction on Thursday, May 29th. The shares were sold at an average price of $35.73, for a total value of $643,140.00. Following the sale, the senior vice president now directly owns 128,546 shares of the company’s stock, valued at $4,592,948.58. This represents a 12.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.50% of the company’s stock.

Mosaic Company Profile

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.