Equities Analysts Offer Predictions for Mosaic Q2 Earnings

The Mosaic Company (NYSE:MOS) – Zacks Research decreased their Q2 2026 earnings estimates for Mosaic in a report issued on Wednesday, July 22nd. Zacks Research analyst Team now anticipates that the basic materials company will post earnings per share of $0.08 for the quarter, down from their prior forecast of $0.12. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Mosaic’s current full-year earnings is $0.81 per share. Zacks Research also issued estimates for Mosaic’s Q3 2026 earnings at $0.28 EPS, Q4 2026 earnings at $0.34 EPS, FY2026 earnings at $0.75 EPS, Q1 2027 earnings at $0.18 EPS, Q3 2027 earnings at $0.51 EPS, Q4 2027 earnings at $0.40 EPS, FY2027 earnings at $1.67 EPS, Q1 2028 earnings at $0.25 EPS, Q2 2028 earnings at $0.67 EPS and FY2028 earnings at $1.31 EPS.

A number of other analysts have also commented on the company. Barclays dropped their price target on Mosaic from $31.00 to $26.00 and set an “equal weight” rating on the stock in a report on Monday, May 18th. JPMorgan Chase & Co. reduced their price objective on Mosaic from $24.00 to $19.00 and set an “underweight” rating for the company in a research note on Tuesday, May 12th. Scotiabank reaffirmed an “outperform” rating and set a $30.00 target price on shares of Mosaic in a research report on Tuesday, May 19th. Wells Fargo & Company lowered their target price on Mosaic from $25.00 to $22.00 and set an “equal weight” rating on the stock in a research note on Thursday, May 14th. Finally, Wall Street Zen downgraded shares of Mosaic from a “sell” rating to a “strong sell” rating in a report on Sunday, July 12th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $27.11.

Mosaic Price Performance

Shares of NYSE MOS opened at $22.32 on Thursday. The company has a market capitalization of $7.09 billion, a PE ratio of 171.74, a PEG ratio of 2.78 and a beta of 0.82. The company has a quick ratio of 0.45, a current ratio of 1.25 and a debt-to-equity ratio of 0.36. The stock’s 50 day moving average price is $22.10 and its 200-day moving average price is $24.89. Mosaic has a twelve month low of $19.80 and a twelve month high of $37.44.

Mosaic (NYSE:MOS) last issued its quarterly earnings data on Monday, May 11th. The basic materials company reported $0.05 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.15). The firm had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.93 billion. Mosaic had a return on equity of 4.66% and a net margin of 0.36%.The company’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same period in the previous year, the company posted $0.49 earnings per share.

Hedge Funds Weigh In On Mosaic

Several institutional investors and hedge funds have recently bought and sold shares of MOS. AQR Capital Management LLC grew its stake in shares of Mosaic by 632.6% during the 3rd quarter. AQR Capital Management LLC now owns 8,447,324 shares of the basic materials company’s stock worth $291,348,000 after acquiring an additional 7,294,205 shares during the period. Norges Bank bought a new stake in Mosaic in the 4th quarter valued at about $103,129,000. Invesco Ltd. raised its stake in Mosaic by 28.9% in the 4th quarter. Invesco Ltd. now owns 11,840,398 shares of the basic materials company’s stock valued at $285,235,000 after acquiring an additional 2,653,969 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in Mosaic by 252.2% during the first quarter. Arrowstreet Capital Limited Partnership now owns 3,240,652 shares of the basic materials company’s stock valued at $82,637,000 after purchasing an additional 2,320,605 shares during the last quarter. Finally, Merewether Investment Management LP bought a new position in Mosaic during the second quarter worth about $72,380,000. 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: Zacks Research later upgraded Mosaic from Strong Sell to Hold, which suggests a slightly less bearish outlook and may help ease some selling pressure. Zacks.com
• Neutral Sentiment: Analyst consensus remains at Hold on average, indicating Wall Street is still cautious but not uniformly negative on Mosaic. The Mosaic Company (NYSE:MOS) Receives Average Rating of “Hold” from Analysts
• Negative Sentiment: Zacks Research trimmed near-term EPS estimates for Mosaic, including FY2026 to $0.75 from $0.86 and Q2 2026 to $0.08 from $0.12, signaling weaker expected profitability. Zacks.com
• Negative Sentiment: The firm also lowered longer-term forecasts, including FY2027 to $1.67 from $1.89 and FY2028 to $1.31 from $1.55, reinforcing concerns about the earnings trajectory. Zacks.com

Mosaic Company Profile

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.