Analysts Issue Forecasts for Mosaic’s Q1 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Stock analysts at Zacks Research reduced their Q1 2026 earnings per share (EPS) estimates for Mosaic in a report issued on Monday, March 9th. Zacks Research analyst Team now anticipates that the basic materials company will post earnings of $0.22 per share for the quarter, down from their prior forecast of $0.75. 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 Q2 2026 earnings at $0.26 EPS, FY2026 earnings at $1.53 EPS, Q1 2027 earnings at $0.39 EPS, Q2 2027 earnings at $0.62 EPS, Q4 2027 earnings at $0.64 EPS and FY2027 earnings at $2.34 EPS.

Mosaic (NYSE:MOS) last posted its quarterly earnings data on Tuesday, February 24th. The basic materials company reported $0.22 earnings per share for the quarter, missing the consensus estimate of $0.48 by ($0.26). Mosaic had a net margin of 4.49% and a return on equity of 5.80%. The business had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $3.02 billion. During the same period in the prior year, the company posted $0.45 earnings per share. The firm’s revenue was up 5.6% compared to the same quarter last year.

MOS has been the subject of a number of other reports. Weiss Ratings cut Mosaic from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Scotiabank decreased their target price on Mosaic from $36.00 to $35.00 and set a “sector outperform” rating for the company in a research report on Monday, March 2nd. Royal Bank Of Canada reduced their target price on Mosaic from $29.00 to $28.00 and set a “sector perform” rating on the stock in a report on Thursday, February 26th. JPMorgan Chase & Co. lowered shares of Mosaic from a “neutral” rating to an “underweight” rating and set a $24.00 price objective on the stock. in a report on Thursday, February 26th. Finally, BNP Paribas Exane reduced their price target on Mosaic from $43.00 to $35.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Six research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $30.94.

Mosaic Stock Down 1.7%

NYSE MOS opened at $26.46 on Wednesday. The company has a current ratio of 1.32, a quick ratio of 0.47 and a debt-to-equity ratio of 0.35. The stock’s 50 day moving average is $27.55 and its two-hundred day moving average is $28.42. Mosaic has a 1-year low of $22.36 and a 1-year high of $38.23. The company 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.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of MOS. First Horizon Advisors Inc. grew its holdings in shares of Mosaic by 172.5% during the 2nd quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company’s stock valued at $25,000 after purchasing an additional 433 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in shares of Mosaic by 169.3% during the first quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock worth $26,000 after buying an additional 601 shares in the last quarter. Rothschild Investment LLC lifted its stake in shares of Mosaic by 650.0% in the 2nd quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company’s stock valued at $27,000 after acquiring an additional 650 shares during the last quarter. Rexford Capital Inc. acquired a new stake in shares of Mosaic during the 2nd quarter valued at $28,000. Finally, True Wealth Design LLC grew its position in Mosaic by 1,819.0% during the 3rd quarter. True Wealth Design LLC now owns 806 shares of the basic materials company’s stock worth $28,000 after acquiring an additional 764 shares during the last quarter. Institutional investors and hedge funds own 77.54% of the company’s stock.

Mosaic Announces Dividend

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

More Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Mosaic and Rainbow Rare Earths signed a joint development agreement and completed a favorable preliminary economic assessment for the Uberaba rare‑earths project in Minas Gerais, Brazil — a move that diversifies Mosaic’s portfolio into critical‑minerals (potential long‑term revenue/upside if PFS/DFS are positive). Uberaba Rare Earths Project
• Positive Sentiment: Zacks raised Mosaic’s FY2027 EPS view to $2.34 (from $1.89) and increased several 2027 quarter estimates (e.g., Q2 and Q4 2027), implying stronger expected earnings recovery in 2027 versus 2026.
• Neutral Sentiment: Market commentary and industry pieces (Seeking Alpha, InvestorPlace) continue to profile Mosaic as a leading fertilizer producer amid macro commodity and geopolitical headlines; these pieces can drive attention but don’t change fundamentals immediately. Fertilizers In The Spotlight
• Negative Sentiment: Zacks materially lowered near‑term 2026 estimates: FY2026 cut to $1.53 from $2.46, Q1 2026 to $0.22 (from $0.75), Q2 2026 to $0.26 (from $0.44) and other 2026 quarters trimmed — signaling weaker near‑term profitability and pressuring the stock.
• Negative Sentiment: Zacks also trimmed several 2026 quarter estimates (Q3/Q4 2026) and reduced Q1 2027 from $0.59 to $0.39, leaving the firm with a “Hold” rating — mixed estimate revisions plus a non‑buy rating weigh on investor sentiment.

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.