Scotiabank Weighs in on Mosaic’s Q2 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Investment analysts at Scotiabank upped their Q2 2025 earnings estimates for Mosaic in a research report issued to clients and investors on Tuesday, July 15th. Scotiabank analyst B. Isaacson now forecasts that the basic materials company will earn $0.76 per share for the quarter, up from their previous forecast of $0.64. Scotiabank has a “Outperform” rating on the stock. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share.

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

Several other analysts also recently commented on MOS. JPMorgan Chase & Co. increased their target price on shares of Mosaic from $29.00 to $35.00 and gave the company an “overweight” rating in a report on Friday, May 9th. Piper Sandler reiterated a “neutral” rating and issued a $30.00 target price on shares of Mosaic in a report on Thursday, March 27th. Barclays increased their target price on shares of Mosaic from $40.00 to $46.00 and gave the company an “overweight” rating in a report on Monday, July 7th. CIBC raised their price objective on shares of Mosaic from $32.00 to $33.00 and gave the stock a “neutral” rating in a report on Friday, May 9th. Finally, Oppenheimer restated an “outperform” rating and set a $43.00 price objective (up previously from $39.00) on shares of Mosaic in a report on Tuesday. Six equities research analysts have rated the stock with a hold rating, seven have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat, Mosaic has an average rating of “Moderate Buy” and an average price target of $35.58.

Mosaic Stock Performance

MOS opened at $35.27 on Thursday. The company’s fifty day moving average price is $35.72 and its two-hundred day moving average price is $29.81. The company has a market cap of $11.19 billion, a price-to-earnings ratio of 30.40, a PEG ratio of 2.07 and a beta of 1.12. The company has a current ratio of 1.12, a quick ratio of 0.44 and a debt-to-equity ratio of 0.28. Mosaic has a 1-year low of $22.36 and a 1-year high of $38.23.

Insider Activity at Mosaic

In related news, SVP Walter F. Precourt III sold 18,000 shares of the business’s stock in a transaction that occurred on Thursday, May 29th. The stock was sold at an average price of $35.73, for a total transaction of $643,140.00. Following the completion of the transaction, the senior vice president directly owned 128,546 shares in the company, valued at approximately $4,592,948.58. The trade was a 12.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.50% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of MOS. Ancora Advisors LLC raised its holdings in Mosaic by 0.9% during the 1st quarter. Ancora Advisors LLC now owns 40,256 shares of the basic materials company’s stock valued at $1,087,000 after buying an additional 350 shares during the period. NewEdge Advisors LLC raised its holdings in Mosaic by 27.8% during the 1st quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock valued at $47,000 after buying an additional 380 shares during the period. Twin Capital Management Inc. raised its holdings in Mosaic by 2.7% during the 1st quarter. Twin Capital Management Inc. now owns 14,590 shares of the basic materials company’s stock valued at $394,000 after buying an additional 384 shares during the period. UMB Bank n.a. increased its stake in Mosaic by 25.7% in the second quarter. UMB Bank n.a. now owns 1,893 shares of the basic materials company’s stock worth $69,000 after purchasing an additional 387 shares during the period. Finally, Strengthening Families & Communities LLC increased its stake in Mosaic by 12.0% in the first quarter. Strengthening Families & Communities LLC now owns 4,210 shares of the basic materials company’s stock worth $116,000 after purchasing an additional 450 shares during the period. 77.54% of the stock is currently owned by institutional investors.

About Mosaic

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.