Mosaic (NYSE:MOS) Upgraded at Zacks Research

Mosaic (NYSE:MOS) was upgraded by research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research report issued on Tuesday,Zacks.com reports. Zacks Research also issued estimates for Mosaic’s Q2 2026 earnings at $0.08 EPS, Q3 2026 earnings at $0.28 EPS, Q4 2026 earnings at $0.34 EPS, FY2026 earnings at $0.75 EPS, Q1 2027 earnings at $0.18 EPS, Q3 2027 earnings at $0.51 EPS, Q4 2027 earnings at $0.40 EPS, FY2027 earnings at $1.67 EPS, Q1 2028 earnings at $0.25 EPS, Q2 2028 earnings at $0.67 EPS and FY2028 earnings at $1.31 EPS.

MOS has been the topic of a number of other research reports. Scotiabank reissued an “outperform” rating and set a $30.00 price target on shares of Mosaic in a research report on Tuesday, May 19th. Morgan Stanley dropped their price objective on Mosaic from $28.00 to $26.00 and set an “equal weight” rating for the company in a report on Tuesday, June 30th. Barclays cut their target price on Mosaic from $31.00 to $26.00 and set an “equal weight” rating for the company in a research report on Monday, May 18th. Weiss Ratings lowered Mosaic from a “sell (d+)” rating to a “sell (d)” rating in a report on Tuesday, May 12th. Finally, Royal Bank Of Canada upgraded Mosaic from a “sector perform” rating to an “outperform” rating and decreased their price target for the stock from $28.00 to $27.00 in a research report on Wednesday, May 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $27.11.

Mosaic Stock Performance

NYSE MOS opened at $22.79 on Tuesday. The firm has a 50-day moving average price of $22.10 and a two-hundred day moving average price of $24.91. Mosaic has a 12-month low of $19.80 and a 12-month high of $37.53. The company has a market capitalization of $7.24 billion, a P/E ratio of 175.34, a P/E/G ratio of 2.61 and a beta of 0.82. 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 (NYSE:MOS) last announced its earnings results on Monday, May 11th. The basic materials company reported $0.05 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 the consensus estimate of $2.93 billion. During the same period in the prior year, the business posted $0.49 earnings per share. The firm’s revenue for the quarter was up 14.4% compared to the same quarter last year. Analysts anticipate that Mosaic will post 0.83 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Wedge Capital Management L L P NC increased its holdings in Mosaic by 87.5% in the fourth quarter. Wedge Capital Management L L P NC now owns 376,905 shares of the basic materials company’s stock valued at $9,080,000 after purchasing an additional 175,914 shares during the period. Assenagon Asset Management S.A. acquired a new position in Mosaic during the 4th quarter worth about $1,302,000. Thompson Siegel & Walmsley LLC lifted its holdings in Mosaic by 35.8% during the 4th quarter. Thompson Siegel & Walmsley LLC now owns 2,978,232 shares of the basic materials company’s stock worth $71,746,000 after buying an additional 785,057 shares during the period. Vanguard Group Inc. grew its position in shares of Mosaic by 1.2% in 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 during the last quarter. Finally, SG Americas Securities LLC grew its position in shares of Mosaic by 764.2% in the 4th quarter. SG Americas Securities LLC now owns 734,482 shares of the basic materials company’s stock valued at $17,694,000 after buying an additional 649,490 shares during the last quarter. 77.54% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Mosaic

Here are the key news stories impacting Mosaic this week:

• Negative Sentiment: Zacks Research cut Mosaic’s FY2026 EPS estimate to $0.75 from $0.86, signaling weaker near-term earnings expectations. Mosaic analyst estimate cuts
• Negative Sentiment: The firm also lowered FY2027 EPS to $1.67 from $1.89 and FY2028 EPS to $1.31 from $1.55, pointing to a less optimistic longer-term profit outlook. Mosaic analyst estimate cuts
• Negative Sentiment: Zacks Research maintained a Strong Sell rating, which may add to bearish sentiment around Mosaic shares. Mosaic analyst estimate cuts
• Neutral Sentiment: Separate analyst coverage shows Mosaic with an average Hold rating, suggesting Wall Street remains cautious but not uniformly bearish. Analyst rating update

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.