Research Analysts Issue Forecasts for Mosaic FY2026 Earnings

The Mosaic Company (NYSE:MOS) – Equities research analysts at Scotiabank dropped their FY2026 earnings per share estimates for shares of Mosaic in a research note issued on Tuesday, May 19th. Scotiabank analyst B. Isaacson now forecasts that the basic materials company will post earnings of $0.21 per share for the year, down from their previous forecast of $1.79. Scotiabank has a “Outperform” rating and a $30.00 price objective on the stock. The consensus estimate for Mosaic’s current full-year earnings is $1.11 per share. Scotiabank also issued estimates for Mosaic’s FY2027 earnings at $2.03 EPS.

Several other research firms also recently issued reports on MOS. Bank of America downgraded Mosaic from a “buy” rating to a “neutral” rating and dropped their price objective for the stock from $33.00 to $30.00 in a report on Friday, March 20th. Morgan Stanley dropped their price objective on Mosaic from $35.00 to $28.00 and set an “equal weight” rating on the stock in a report on Thursday, February 26th. Wall Street Zen downgraded Mosaic from a “hold” rating to a “sell” rating in a report on Saturday, March 7th. Freedom Capital downgraded Mosaic from a “hold” rating to a “strong sell” rating in a report on Thursday, March 19th. Finally, UBS Group dropped their price objective on Mosaic from $27.00 to $23.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. Five investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $27.44.

Mosaic Price Performance

MOS stock opened at $21.92 on Thursday. The company has a quick ratio of 0.45, a current ratio of 1.25 and a debt-to-equity ratio of 0.36. Mosaic has a 52-week low of $20.89 and a 52-week high of $38.23. The stock’s 50 day moving average is $24.76 and its two-hundred day moving average is $25.72. The company has a market capitalization of $6.96 billion, a PE ratio of 168.59, a P/E/G ratio of 1.91 and a beta of 0.79.

Mosaic (NYSE:MOS) last posted its quarterly earnings data on Monday, May 11th. The basic materials company reported $0.05 earnings per share (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 business had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same quarter in the prior year, the firm earned $0.49 earnings per share. Mosaic’s revenue for the quarter was up 14.4% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the stock. NewEdge Advisors LLC grew its stake in Mosaic by 653.1% during the 1st quarter. NewEdge Advisors LLC now owns 9,986 shares of the basic materials company’s stock worth $255,000 after buying an additional 8,660 shares during the last quarter. Bank of America Corp DE grew its stake in Mosaic by 7.4% during the 1st quarter. Bank of America Corp DE now owns 2,486,973 shares of the basic materials company’s stock worth $63,418,000 after buying an additional 170,724 shares during the last quarter. Edgestream Partners L.P. bought a new position in Mosaic during the 1st quarter worth $1,172,000. Kentucky Retirement Systems bought a new position in Mosaic during the 1st quarter worth $717,000. Finally, Bull Harbor Capital LLC bought a new position in Mosaic during the 1st quarter worth $291,000. 77.54% of the stock is currently owned by institutional investors.

Mosaic Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Thursday, May 21st will be paid a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date is Thursday, May 21st. Mosaic’s dividend payout ratio is presently 676.92%.

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.