Mosaic (NYSE:MOS) Lowered to Sell Rating by Wall Street Zen

Mosaic (NYSE:MOS) was downgraded by analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued on Saturday.

A number of other research analysts have also recently commented on the company. Wells Fargo & Company cut their target price on Mosaic from $28.00 to $27.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. Mizuho boosted their price objective on Mosaic from $28.00 to $30.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. Morgan Stanley cut their price objective on Mosaic from $35.00 to $28.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 26th. The Goldman Sachs Group increased their target price on Mosaic from $30.00 to $32.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Finally, UBS Group decreased their target price on Mosaic from $38.00 to $33.00 and set a “buy” rating for the company in a research report on Monday, January 12th. Six research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Mosaic presently has an average rating of “Hold” and an average target price of $30.94.

Mosaic Price Performance

MOS stock opened at $26.30 on Friday. The stock has a market cap of $8.35 billion, a PE ratio of 15.56, a P/E/G ratio of 1.54 and a beta of 0.95. Mosaic has a 12 month low of $22.36 and a 12 month high of $38.23. The company has a 50-day moving average price of $27.45 and a 200 day moving average price of $28.55. The company has a current ratio of 1.32, a quick ratio of 0.47 and a debt-to-equity ratio of 0.35.

Mosaic (NYSE:MOS) last posted its quarterly earnings data on Tuesday, February 24th. The basic materials company reported $0.22 earnings per share for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.26). The firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $3.02 billion. Mosaic had a return on equity of 5.80% and a net margin of 4.49%.The business’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same period last year, the company earned $0.45 earnings per share. Equities research analysts anticipate that Mosaic will post 2.04 earnings per share for the current year.

Institutional Investors Weigh In On Mosaic

Institutional investors and hedge funds have recently bought and sold shares of the company. First Horizon Advisors Inc. increased its stake in shares of Mosaic by 172.5% during the second quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company’s stock valued at $25,000 after buying an additional 433 shares during the period. Geneos Wealth Management Inc. lifted its stake in Mosaic by 169.3% in the first quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock worth $26,000 after acquiring an additional 601 shares during the period. Rothschild Investment LLC lifted its stake in Mosaic by 650.0% in the second quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company’s stock worth $27,000 after acquiring an additional 650 shares during the period. Rexford Capital Inc. bought a new position in Mosaic during the 2nd quarter worth about $28,000. Finally, True Wealth Design LLC increased its position in Mosaic by 1,819.0% during the 3rd quarter. True Wealth Design LLC now owns 806 shares of the basic materials company’s stock valued at $28,000 after purchasing an additional 764 shares during the period. 77.54% of the stock is owned by institutional investors.

Trending Headlines about Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.22 per share (annualized yield ~3.3%); record date May 21 and payable June 2 — supports the stock’s income profile and can attract yield-focused investors. Mosaic Announces Quarterly Dividend of $0.22 Per Share
• Positive Sentiment: Unusually large call-option buying (26,164 calls, ~136% above normal) was reported — suggests elevated bullish positioning by traders which can lift near-term volatility and signal positive sentiment or speculative interest. (No direct article link provided)
• Neutral Sentiment: Scotiabank trimmed FY2026 and FY2027 EPS forecasts (FY26: down to $1.79; FY27: to $2.71) but retained a Sector Outperform stance and a $35 price target — lowers forward earnings expectations (pressure) but the analyst still views upside vs. consensus. (Market research note)
• Negative Sentiment: Shareholder litigation risk: Johnson Fistel announced an investigation into Mosaic’s officers and directors for potential breaches of fiduciary duty — raises the possibility of governance scrutiny, shareholder claims or distractions that could weigh on sentiment and add legal costs. Johnson Fistel Investigates The Mosaic Company (NYSE: MOS) Directors and Officers for Potential Breaches of Fiduciary Duty
• Negative Sentiment: Barclays downgraded MOS to Equal Weight from Overweight, citing geopolitical tensions (U.S./Israel strikes on Iran) that could raise ammonia and other input costs — a catalyst for higher operating costs and margin pressure despite an unchanged $31 price target. 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.