Clough Capital Partners L P Purchases 31,020 Shares of The Mosaic Company $MOS

Clough Capital Partners L P lifted its position in The Mosaic Company (NYSE:MOS) by 74.9% during the first quarter, Holdings Channel reports. The institutional investor owned 72,410 shares of the basic materials company’s stock after buying an additional 31,020 shares during the quarter. Clough Capital Partners L P’s holdings in Mosaic were worth $1,846,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of MOS. SummitTX Capital L.P. lifted its position in Mosaic by 131.8% during the first quarter. SummitTX Capital L.P. now owns 59,874 shares of the basic materials company’s stock valued at $1,527,000 after acquiring an additional 34,041 shares during the last quarter. Lazard Asset Management LLC increased its position in shares of Mosaic by 92.9% during the first quarter. Lazard Asset Management LLC now owns 44,018 shares of the basic materials company’s stock worth $1,122,000 after purchasing an additional 21,196 shares in the last quarter. Corsair Capital Management L.P. acquired a new position in shares of Mosaic during the first quarter worth $306,000. Gateway Wealth Partners LLC purchased a new stake in shares of Mosaic during the 1st quarter valued at $301,000. Finally, Cypress Capital Group purchased a new stake in shares of Mosaic during the 1st quarter valued at $978,000. Institutional investors own 77.54% of the company’s stock.

Key Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Zacks Research upgraded Mosaic from “strong sell” to “hold,” suggesting the recent outlook is less bearish than before. Zacks.com
• Neutral Sentiment: Analysts’ overall rating picture is now averaging to “Hold,” indicating Wall Street remains cautious but not uniformly negative. American Banking News article
• Negative Sentiment: Zacks Research lowered Mosaic’s FY2026 EPS estimate to $0.75 from $0.86, signaling weaker expected near-term profitability. Zacks.com
• Negative Sentiment: FY2027 and FY2028 estimates were also cut, along with multiple quarterly forecasts for 2026–2028, reinforcing concerns about earnings momentum. Zacks.com

Wall Street Analyst Weigh In

MOS has been the topic of several research analyst reports. HSBC dropped their target price on Mosaic from $26.00 to $23.00 and set a “hold” rating on the stock in a research note on Thursday, June 18th. BNP Paribas Exane decreased their price target on Mosaic from $29.00 to $27.00 and set an “outperform” rating for the company in a research note on Wednesday, July 1st. Zacks Research raised Mosaic from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 21st. UBS Group dropped their price target on Mosaic from $27.00 to $23.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 12th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Mosaic from $24.00 to $19.00 and set an “underweight” rating on the stock in a report on Tuesday, May 12th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $27.11.

Mosaic Stock Performance

Shares of MOS stock opened at $22.36 on Monday. The firm has a market capitalization of $7.10 billion, a price-to-earnings ratio of 171.97, a price-to-earnings-growth ratio of 3.01 and a beta of 0.82. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.25 and a quick ratio of 0.45. The business has a fifty day moving average of $22.11 and a 200 day moving average of $24.87. The Mosaic Company has a 1 year low of $19.80 and a 1 year high of $37.35.

Mosaic (NYSE:MOS) last posted its quarterly earnings results on Monday, May 11th. The basic materials company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.20 by ($0.15). The firm had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.93 billion. Mosaic had a net margin of 0.36% and a return on equity of 4.66%. The firm’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.49 EPS. As a group, research analysts expect that The Mosaic Company will post 0.73 earnings per share for the current year.

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.