403,582 Shares in The Mosaic Company $MOS Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of The Mosaic Company (NYSE:MOS) in the second quarter, HoldingsChannel.com reports. The firm acquired 403,582 shares of the basic materials company’s stock, valued at approximately $8,552,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Thompson Siegel & Walmsley LLC grew its holdings in Mosaic by 35.8% during the fourth quarter. Thompson Siegel & Walmsley LLC now owns 2,978,232 shares of the basic materials company’s stock valued at $71,746,000 after purchasing an additional 785,057 shares during the period. California State Teachers Retirement System raised its stake in shares of Mosaic by 22.2% in the first quarter. California State Teachers Retirement System now owns 366,466 shares of the basic materials company’s stock worth $9,345,000 after buying an additional 66,608 shares during the period. Vanguard Group Inc. lifted its position in shares of 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 buying an additional 461,524 shares in the last quarter. Bank of America Corp DE lifted its position in shares of 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 valued at $63,418,000 after buying an additional 170,724 shares in the last quarter. Finally, Royal Bank of Canada grew its stake in shares of Mosaic by 18.6% during the 1st quarter. Royal Bank of Canada now owns 401,445 shares of the basic materials company’s stock valued at $10,237,000 after acquiring an additional 62,883 shares during the period. 77.54% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on MOS shares. Canadian Imperial Bank of Commerce set a $25.00 target price on shares of Mosaic in a research note on Tuesday, May 12th. Mizuho set a $25.00 price objective on shares of Mosaic in a research note on Wednesday, August 5th. Royal Bank Of Canada upgraded shares of Mosaic from a “sector perform” rating to an “outperform” rating and decreased their price objective for the company from $28.00 to $27.00 in a research report on Wednesday, May 13th. UBS Group dropped their target price on shares of Mosaic from $27.00 to $23.00 and set a “neutral” rating for the company in a report on Tuesday, May 12th. Finally, Scotiabank reiterated an “outperform” rating and issued a $30.00 price target on shares of Mosaic in a research note on Tuesday, May 19th. Seven investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $27.17.

Key Stories Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Mosaic launched Enzara, an enzyme-based residue-management product designed to function at temperatures as low as 32°F. The company says it can accelerate residue decomposition and help fields reach plant-ready conditions sooner, potentially supporting future agricultural-product growth. MOS Launches Enzyme-Based Residue Management Product
• Neutral Sentiment: Zacks Research increased its FY2028 EPS forecast for MOS to $1.41 from $1.31, indicating somewhat better long-term earnings expectations. However, the firm maintained a “Hold” rating.
• Negative Sentiment: Zacks Research reduced its Q4 2026 EPS estimate to $0.20 from $0.34, Q2 2027 to $0.31 from $0.59, and Q3 2027 to $0.23 from $0.51. Its FY2027 forecast was also cut sharply to $1.06 from $1.67, signaling weaker near- and medium-term profit expectations. The revisions remain below the longer-term FY2028 outlook. What is Zacks Research’s Estimate for Mosaic Q3 Earnings?
• Negative Sentiment: Mosaic Senior Vice President Walter F. Precourt III sold 23,000 shares for approximately $508,760, reducing his direct stake by 16.52%. While an insider sale does not necessarily indicate deteriorating fundamentals, it can weigh modestly on sentiment.

Mosaic Price Performance

MOS stock opened at $24.53 on Friday. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.43 and a current ratio of 1.34. The company’s fifty day moving average price is $22.21 and its 200-day moving average price is $24.26. The Mosaic Company has a one year low of $19.80 and a one year high of $36.99. The company has a market capitalization of $7.80 billion, a PE ratio of -12.14, a price-to-earnings-growth ratio of 4.22 and a beta of 0.82.

Mosaic (NYSE:MOS) last posted its earnings results on Tuesday, August 4th. The basic materials company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.01. The company had revenue of $2.82 billion during the quarter, compared to analysts’ expectations of $3.10 billion. Mosaic had a negative net margin of 5.21% and a positive return on equity of 3.77%. Mosaic’s quarterly revenue was down 6.0% on a year-over-year basis. During the same period last year, the company posted $0.51 earnings per share. On average, equities analysts anticipate that The Mosaic Company will post 0.54 EPS for the current fiscal year.

Insider Activity at Mosaic

In other news, SVP Walter F. Precourt III sold 23,000 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $22.12, for a total transaction of $508,760.00. Following the completion of the transaction, the senior vice president owned 116,198 shares in the company, valued at $2,570,299.76. This trade represents a 16.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.31% of the stock is owned by company insiders.

Mosaic 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.