Rep. Gilbert Ray Cisneros, Jr. Sells The Mosaic Company (NYSE:MOS) Shares

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of The Mosaic Company (NYSE:MOS). In a filing disclosed on May 08th, the Representative disclosed that they had sold between $1,001 and $15,000 in Mosaic stock on April 14th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of SS&C Technologies (NASDAQ:SSNC) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Wayfair (NYSE:W) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Sensata Technologies (NYSE:ST) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 5/1/2026.

Mosaic Trading Up 2.7%

Shares of Mosaic stock traded up $0.60 during trading on Tuesday, hitting $22.39. 11,104,687 shares of the company were exchanged, compared to its average volume of 8,923,177. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.32 and a quick ratio of 0.47. The firm has a market capitalization of $7.11 billion, a P/E ratio of 13.25, a price-to-earnings-growth ratio of 1.33 and a beta of 0.79. The firm’s fifty day moving average price is $25.32 and its 200 day moving average price is $26.02. The Mosaic Company has a 1-year low of $21.17 and a 1-year high of $38.23.

Mosaic (NYSE:MOS) last announced its quarterly earnings results on Monday, May 11th. The basic materials company reported $0.05 earnings per share for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.15). The firm had revenue of $3 billion during the quarter, compared to analyst estimates of $2.93 billion. Mosaic had a net margin of 4.49% and a return on equity of 5.80%. The business’s revenue was up 14.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.49 earnings per share. As a group, sell-side analysts expect that The Mosaic Company will post 1.56 earnings per share for the current fiscal year.

Mosaic Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Thursday, May 21st will be paid a $0.22 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $0.88 annualized dividend and a yield of 3.9%. Mosaic’s dividend payout ratio is presently 52.07%.

Key Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Revenue beat expectations and grew strongly year over year, suggesting fertilizer pricing and sales volume trends remain supportive despite cost pressure. The Mosaic Company: Mosaic Announces First Quarter 2026 Results
• Positive Sentiment: Goldman Sachs lowered its price target but kept a buy rating, signaling some analysts still see upside from current levels. Goldman Sachs adjusts price target on Mosaic
• Neutral Sentiment: Several analysts revised targets after earnings, with mixed views ranging from cautious to constructive, reflecting uncertainty after the quarter. Mosaic Analysts Slash Their Forecasts After Q1 Earnings
• Negative Sentiment: Mosaic missed EPS estimates by a wide margin, which is pressuring sentiment and raising questions about earnings power. Mosaic Q1 Earnings Miss Estimates
• Negative Sentiment: JPMorgan cut its price target to $19 and maintained an underweight rating, underscoring concerns about downside risk. JPMorgan adjusts price target on Mosaic
• Negative Sentiment: Mosaic said surging sulfuric acid and other input costs hurt operations, prompting it to withdraw phosphate production guidance and limit capital spending. Mosaic Swings to Loss on Surging Sulfuric Acid Prices

Analysts Set New Price Targets

MOS has been the subject of several research analyst reports. Canadian Imperial Bank of Commerce set a $25.00 price target on shares of Mosaic in a report on Tuesday. Berenberg Bank dropped their price objective on shares of Mosaic from $38.00 to $28.00 and set a “hold” rating on the stock in a report on Tuesday, May 5th. Wolfe Research cut their price objective on shares of Mosaic from $37.00 to $36.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. JPMorgan Chase & Co. lowered their target price on Mosaic from $24.00 to $19.00 and set an “underweight” rating for the company in a report on Tuesday. Finally, Royal Bank Of Canada set a $28.00 price target on Mosaic and gave the company a “sector perform” rating in a research note on Tuesday, April 7th. Four research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $28.25.

Hedge Funds Weigh In On Mosaic

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MOS. NewEdge Advisors LLC grew its stake in Mosaic by 27.8% in the 1st quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock valued at $47,000 after buying an additional 380 shares during the last quarter. United Services Automobile Association acquired a new stake in Mosaic during the first quarter worth approximately $201,000. Empowered Funds LLC lifted its position in Mosaic by 170.5% during the first quarter. Empowered Funds LLC now owns 54,176 shares of the basic materials company’s stock worth $1,463,000 after acquiring an additional 34,151 shares during the last quarter. Woodline Partners LP boosted its holdings in shares of Mosaic by 40.7% during the first quarter. Woodline Partners LP now owns 26,836 shares of the basic materials company’s stock worth $725,000 after acquiring an additional 7,760 shares during the period. Finally, Geneos Wealth Management Inc. grew its position in shares of Mosaic by 169.3% in the first quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock valued at $26,000 after purchasing an additional 601 shares during the last quarter. 77.54% of the stock is owned by institutional investors.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.