Scotiabank Comments on Mosaic’s FY2026 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Equities researchers at Scotiabank dropped their FY2026 earnings per share (EPS) estimates for shares of Mosaic in a research report issued to clients and investors on Monday, March 2nd. Scotiabank analyst B. Isaacson now expects that the basic materials company will earn $1.79 per share for the year, down from their prior forecast of $2.49. Scotiabank has a “Sector Outperform” rating and a $35.00 price objective on the stock. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Scotiabank also issued estimates for Mosaic’s FY2027 earnings at $2.71 EPS.

MOS has been the subject of several other reports. Canadian Imperial Bank of Commerce dropped their target price on shares of Mosaic from $34.00 to $32.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Bank of America lowered their price objective on shares of Mosaic from $39.00 to $33.00 and set a “buy” rating for the company in a report on Thursday, January 8th. Weiss Ratings cut Mosaic from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday. Royal Bank Of Canada decreased their target price on Mosaic from $29.00 to $28.00 and set a “sector perform” rating for the company in a research report on Thursday, February 26th. Finally, Wells Fargo & Company lowered their target price on Mosaic from $28.00 to $27.00 and set an “equal weight” rating for the company in a research note on Friday, January 23rd. Six research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Mosaic has an average rating of “Hold” and a consensus target price of $30.94.

Mosaic Stock Performance

NYSE:MOS opened at $26.29 on Thursday. The company has a quick ratio of 0.47, a current ratio of 1.32 and a debt-to-equity ratio of 0.35. The firm’s fifty day simple moving average is $27.41 and its 200 day simple moving average is $28.60. The stock has a market cap of $8.34 billion, a P/E ratio of 15.56, a price-to-earnings-growth ratio of 1.52 and a beta of 0.95. Mosaic has a twelve month low of $22.36 and a twelve month high of $38.23.

Mosaic (NYSE:MOS) last posted its earnings results on Tuesday, February 24th. The basic materials company reported $0.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.48 by ($0.26). The business had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $3.02 billion. Mosaic had a net margin of 4.49% and a return on equity of 5.80%. Mosaic’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period last year, the firm posted $0.45 earnings per share.

Mosaic Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Monday, March 9th will be given a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a yield of 3.3%. The ex-dividend date of this dividend is Monday, March 9th. Mosaic’s dividend payout ratio is 52.07%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. TD Waterhouse Canada Inc. increased its position in shares of Mosaic by 2.8% during the second quarter. TD Waterhouse Canada Inc. now owns 12,149 shares of the basic materials company’s stock valued at $447,000 after acquiring an additional 333 shares in the last quarter. Cary Street Partners Financial LLC increased its holdings in shares of Mosaic by 2.0% in the 4th quarter. Cary Street Partners Financial LLC now owns 19,604 shares of the basic materials company’s stock worth $472,000 after purchasing an additional 380 shares in the last quarter. NewEdge Advisors LLC increased its holdings in shares of Mosaic by 27.8% in the 1st quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock worth $47,000 after purchasing an additional 380 shares in the last quarter. Foster Dykema Cabot & Partners LLC lifted its holdings in shares of Mosaic by 54.3% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 1,157 shares of the basic materials company’s stock valued at $40,000 after purchasing an additional 407 shares in the last quarter. Finally, Smartleaf Asset Management LLC boosted its position in shares of Mosaic by 57.6% during the third quarter. Smartleaf Asset Management LLC now owns 1,135 shares of the basic materials company’s stock valued at $39,000 after buying an additional 415 shares during the last quarter. 77.54% of the stock is owned by hedge funds and other institutional investors.

More Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.22 per share, payable June 2, 2026 (record date May 21). A maintained or raised dividend supports income-focused investor demand. Mosaic Announces Quarterly Dividend of $0.22 Per Share
• Positive Sentiment: Unusually large options activity: about 26,164 call options were bought (≈136% above typical call volume), suggesting short-term bullish positioning from traders and potential upward pressure on the stock.
• Neutral Sentiment: Barclays assigned an Equal Weight (from Overweight) but left its $31 price target unchanged; the rating change reduces one source of upside conviction but the unchanged PT signals the firm still sees fair value near $31. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks
• Negative Sentiment: Scotiabank cut FY2026 EPS to $1.79 (from $2.49) and cut FY2027 to $2.71 (from $3.11), lowering near‑term earnings expectations — a headwind for the stock’s fundamental outlook and valuation.
• Negative Sentiment: Barclays flagged geopolitical tensions (recent U.S./Israel strikes on Iran) as a risk that could raise ammonia and other input costs for fertilizer producers, which increases operating cost uncertainty for Mosaic. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks

About Mosaic

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.