Zacks Research Analysts Cut Earnings Estimates for Mosaic

The Mosaic Company (NYSE:MOS) – Equities research analysts at Zacks Research cut their Q2 2026 earnings per share estimates for Mosaic in a research report issued to clients and investors on Friday, May 22nd. Zacks Research analyst Team now expects that the basic materials company will post earnings of $0.12 per share for the quarter, down from their prior forecast of $0.26. The consensus estimate for Mosaic’s current full-year earnings is $0.97 per share. Zacks Research also issued estimates for Mosaic’s Q3 2026 earnings at $0.29 EPS, FY2026 earnings at $0.86 EPS, Q1 2027 earnings at $0.22 EPS, Q4 2027 earnings at $0.46 EPS, FY2027 earnings at $1.89 EPS, Q1 2028 earnings at $0.29 EPS and FY2028 earnings at $1.55 EPS.

MOS has been the subject of a number of other research reports. JPMorgan Chase & Co. dropped their target price on Mosaic from $24.00 to $19.00 and set an “underweight” rating for the company in a research report on Tuesday, May 12th. Bank of America cut Mosaic from a “buy” rating to a “neutral” rating and dropped their price objective for the stock from $33.00 to $30.00 in a report on Friday, March 20th. Canadian Imperial Bank of Commerce set a $25.00 target price on shares of Mosaic in a research note on Tuesday, May 12th. BMO Capital Markets lowered their price target on shares of Mosaic from $35.00 to $31.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. Finally, Morgan Stanley cut their price objective on shares of Mosaic from $35.00 to $28.00 and set an “equal weight” rating on the stock in a report on Thursday, February 26th. Six research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Mosaic currently has a consensus rating of “Hold” and an average target price of $27.65.

Mosaic Price Performance

MOS opened at $22.65 on Wednesday. The stock has a market capitalization of $7.19 billion, a P/E ratio of 174.24, a price-to-earnings-growth ratio of 2.29 and a beta of 0.79. 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 company’s 50 day simple moving average is $24.23 and its 200-day simple moving average is $25.59. Mosaic has a one year low of $20.89 and a one year high of $38.23.

Mosaic (NYSE:MOS) last issued its quarterly earnings data on Monday, May 11th. The basic materials company reported $0.05 EPS for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.15). Mosaic had a return on equity of 4.66% and a net margin of 0.36%.The company 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 company earned $0.49 EPS. The firm’s revenue was up 14.4% compared to the same quarter last year.

Mosaic Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Thursday, May 21st will be issued a $0.22 dividend. The ex-dividend date is Thursday, May 21st. This represents a $0.88 annualized dividend and a yield of 3.9%. Mosaic’s dividend payout ratio (DPR) is 676.92%.

Hedge Funds Weigh In On Mosaic

Institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Mosaic by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 39,123,171 shares of the basic materials company’s stock worth $942,477,000 after buying an additional 461,524 shares during the period. Dimensional Fund Advisors LP increased its holdings in shares of Mosaic by 6.2% in the first quarter. Dimensional Fund Advisors LP now owns 14,240,050 shares of the basic materials company’s stock worth $363,110,000 after acquiring an additional 832,914 shares in the last quarter. State Street Corp raised its position in shares of Mosaic by 1.9% during the fourth quarter. State Street Corp now owns 13,174,708 shares of the basic materials company’s stock worth $317,379,000 after purchasing an additional 240,146 shares during the period. Invesco Ltd. raised its position in shares of Mosaic by 28.9% during the fourth quarter. Invesco Ltd. now owns 11,840,398 shares of the basic materials company’s stock worth $285,235,000 after purchasing an additional 2,653,969 shares during the period. Finally, Geode Capital Management LLC lifted its holdings in shares of Mosaic by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 8,479,395 shares of the basic materials company’s stock valued at $203,916,000 after purchasing an additional 63,822 shares in the last quarter. Institutional investors and hedge funds own 77.54% of the company’s stock.

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.