Zacks Research Weighs in on Mosaic’s Q3 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Equities researchers at Zacks Research dropped their Q3 2026 EPS estimates for shares of Mosaic in a note issued to investors on Monday, March 9th. Zacks Research analyst Team now forecasts that the basic materials company will post earnings of $0.60 per share for the quarter, down from their previous estimate of $0.77. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic’s Q4 2026 earnings at $0.45 EPS, Q3 2027 earnings at $0.69 EPS and FY2028 earnings at $2.04 EPS.

MOS has been the subject of a number of other research reports. Morgan Stanley lowered their target price on Mosaic from $35.00 to $28.00 and set an “equal weight” rating for the company in a report on Thursday, February 26th. Royal Bank Of Canada cut their price target on Mosaic from $29.00 to $28.00 and set a “sector perform” rating on the stock in a research note on Thursday, February 26th. Wells Fargo & Company lowered their price objective 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. Mizuho raised their price objective on shares of Mosaic from $28.00 to $30.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. Finally, JPMorgan Chase & Co. downgraded shares of Mosaic from a “neutral” rating to an “underweight” rating and set a $24.00 target price on the stock. in a research report on Thursday, February 26th. Six investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Mosaic currently has an average rating of “Hold” and an average target price of $30.94.

Mosaic Stock Down 1.7%

Shares of MOS opened at $26.46 on Tuesday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.47 and a current ratio of 1.32. Mosaic has a 52 week low of $22.36 and a 52 week high of $38.23. The stock has a market capitalization of $8.40 billion, a price-to-earnings ratio of 15.66, a PEG ratio of 1.57 and a beta of 0.95. The stock has a fifty day moving average of $27.55 and a 200-day moving average of $28.42.

Mosaic (NYSE:MOS) last posted its earnings results 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 company had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $3.02 billion. Mosaic had a return on equity of 5.80% and a net margin of 4.49%.The business’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.45 EPS.

Institutional Trading of Mosaic

Institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its holdings 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 worth $942,477,000 after purchasing an additional 461,524 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in Mosaic by 6.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 13,407,136 shares of the basic materials company’s stock valued at $322,979,000 after buying an additional 830,985 shares during the period. State Street Corp boosted its position in Mosaic by 1.9% during the fourth quarter. State Street Corp now owns 13,174,708 shares of the basic materials company’s stock valued at $317,379,000 after acquiring an additional 240,146 shares during the last quarter. Invesco Ltd. boosted its position in Mosaic by 28.9% during the fourth 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 last quarter. Finally, Geode Capital Management LLC grew its holdings in Mosaic by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 8,479,395 shares of the basic materials company’s stock worth $203,916,000 after acquiring an additional 63,822 shares during the period. 77.54% of the stock is currently owned by institutional investors.

Mosaic Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Thursday, May 21st will be given a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date is Thursday, May 21st. Mosaic’s payout ratio is 52.07%.

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.