Mosaic (NYSE:MOS) Upgraded at Zacks Research

Zacks Research upgraded shares of Mosaic (NYSE:MOS) from a strong sell rating to a hold rating in a research report released on Tuesday,Zacks.com reports. Zacks Research also issued estimates for Mosaic’s Q2 2026 earnings at $0.08 EPS, 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 brokerages have also issued reports on MOS. Rothschild & Co Redburn began coverage on Mosaic in a report on Friday, June 26th. They issued a “buy” rating and a $30.00 price objective for the company. Scotiabank reaffirmed an “outperform” rating and set a $30.00 target price on shares of Mosaic in a research note on Tuesday, May 19th. Wall Street Zen lowered Mosaic from a “sell” rating to a “strong sell” rating in a research report on Sunday, July 12th. Weiss Ratings lowered Mosaic from a “sell (d+)” rating to a “sell (d)” rating in a research report on Tuesday, May 12th. Finally, Wells Fargo & Company decreased their price target on Mosaic from $25.00 to $22.00 and set an “equal weight” rating for the company in a research note on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $27.11.

Mosaic Stock Performance

MOS stock opened at $22.32 on Tuesday. Mosaic has a 1 year low of $19.80 and a 1 year high of $37.44. The stock has a market capitalization of $7.09 billion, a price-to-earnings ratio of 171.74, a PEG ratio of 2.78 and a beta of 0.82. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.45 and a current ratio of 1.25. The stock’s fifty day moving average is $22.10 and its two-hundred day moving average is $24.89.

Mosaic (NYSE:MOS) last released its quarterly earnings results on Monday, May 11th. The basic materials company reported $0.05 EPS for the quarter, missing the consensus estimate of $0.20 by ($0.15). Mosaic had a return on equity of 4.66% and a net margin of 0.36%.The firm had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the prior year, the company posted $0.49 EPS. The firm’s revenue was up 14.4% on a year-over-year basis. On average, research analysts predict that Mosaic will post 0.81 EPS for the current year.

Institutional Investors Weigh In On Mosaic

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Mosaic by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 39,123,171 shares of the basic materials company’s stock valued at $942,477,000 after purchasing an additional 461,524 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Mosaic by 6.2% in the 1st quarter. Dimensional Fund Advisors LP now owns 14,240,050 shares of the basic materials company’s stock worth $363,110,000 after buying an additional 832,914 shares in the last quarter. State Street Corp raised its stake in shares of Mosaic by 1.9% in the 4th quarter. State Street Corp now owns 13,174,708 shares of the basic materials company’s stock worth $317,379,000 after buying an additional 240,146 shares in the last quarter. Invesco Ltd. raised its stake in shares of Mosaic by 28.9% in the 4th quarter. Invesco Ltd. now owns 11,840,398 shares of the basic materials company’s stock worth $285,235,000 after buying an additional 2,653,969 shares in the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Mosaic by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 8,479,395 shares of the basic materials company’s stock valued at $203,916,000 after buying an additional 63,822 shares during the period. Institutional investors own 77.54% of the company’s stock.

Mosaic News Roundup

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

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.