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Mosaic Co (MOS)
NYSE:MOS
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Mosaic Co (MOS) Price & Analysis

2,105 Followers

MOS Stock Chart & Stats

$24.57
-$0.46(-1.82%)
At close: 4:00 PM EST
$24.57
-$0.46(-1.82%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthMosaic’s conservative leverage and large equity base provide durable financial flexibility across fertilizer cycles. This balance-sheet strength supports continued investment in maintenance, capacity adjustments, and dividend or restructuring actions without forcing distressed asset sales, improving resilience over the next several quarters.
High Phosphate Sales VolumesSustained, elevated phosphate sales and the drawdown of finished-goods inventory show commercial reach and channel execution. Consistently strong shipment capability and customer placement improve revenue visibility and reduce inventory carrying risk, supporting durable top-line stability even in cyclical pricing environments.
Mosaic Biosciences Growth And Product DiversificationRapidly scaling biological crop solutions diversifies Mosaic’s revenue away from purely commodity fertilizers. Multiple product launches and a target to double biosciences revenue indicate a structurally higher-growth, potentially higher-margin adjunct business that can reduce earnings cyclicality and increase long-term organic growth.
Bears Say
Weak Cash Generation / Negative FCFPersistent negative free cash flow and low operating cash relative to reported earnings constrain Mosaic’s ability to finance capex, dividends, and strategic actions internally. Over months, poor cash conversion increases reliance on asset sales, capital cuts or external financing, reducing strategic optionality and resilience to further shocks.
Severe Raw-material Disruption And Price VolatilityStructural supply shocks for sulfur and ammonia driven by geopolitics raise marginal input costs and force production tradeoffs. If these elevated costs persist, per-ton conversion costs and working-capital needs will remain higher, compressing margins and prompting repeated curtailments until supply dynamics normalize.
Idling Brazilian Phosphate Assets And Capacity LossIdling and pursuing sales of significant Brazilian phosphate assets reduces long-term production scale and generates large non‑cash charges. The move trims future revenue capacity, raises execution risk around asset dispositions, and may permanently shift geographic mix and cost structure, weakening structural earnings potential.

Mosaic Co News

MOS FAQ

What was Mosaic Co’s price range in the past 12 months?
Mosaic Co lowest stock price was $19.80 and its highest was $38.23 in the past 12 months.
    What is Mosaic Co’s market cap?
    Mosaic Co’s market cap is $7.21B.
      When is Mosaic Co’s upcoming earnings report date?
      Mosaic Co’s upcoming earnings report date is Aug 03, 2026 which is in 49 days.
        How were Mosaic Co’s earnings last quarter?
        Mosaic Co released its earnings results on May 11, 2026. The company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.245 by -$0.195.
          Is Mosaic Co overvalued?
          According to Wall Street analysts Mosaic Co’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Mosaic Co pay dividends?
            Mosaic Co pays a Quarterly dividend of $0.22 which represents an annual dividend yield of 3.7%. See more information on Mosaic Co dividends here
              What is Mosaic Co’s EPS estimate?
              Mosaic Co’s EPS estimate is 0.16.
                How many shares outstanding does Mosaic Co have?
                Mosaic Co has 317,846,650 shares outstanding.
                  What happened to Mosaic Co’s price movement after its last earnings report?
                  Mosaic Co reported an EPS of $0.05 in its last earnings report, missing expectations of $0.245. Following the earnings report the stock price went down -1.803%.
                    Which hedge fund is a major shareholder of Mosaic Co?
                    Currently, no hedge funds are holding shares in MOS
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Mosaic Co

                      Operating on a global scale via its various subsidiaries, The Mosaic Company specializes in the creation and distribution of concentrated phosphate and potash crop nutrients. Its business is structured into three distinct segments: Phosphates, Potash, and Mosaic Fertilizantes. The company maintains and operates its own mining facilities to extract raw materials, which are then processed into a diverse array of phosphate-based products. These offerings encompass crucial agricultural fertilizers such as diammonium phosphate (DAP), monoammonium phosphate (MAP), and various ammoniated phosphate compounds. Additionally, Mosaic produces phosphate-derived ingredients for animal feed, primarily marketed under the Biofos and Nexfos brands, along with K-Mag, a unique double sulfate of potash magnesia product. Beyond phosphates, Mosaic is a key producer and vendor of potash. This versatile mineral finds application in compound fertilizer manufacturing, animal feed formulations, industrial processes, de-icing preparations, and as a regenerant for water softeners. The company further broadens its portfolio by providing nitrogen-based crop nutrients, supplemental animal feed ingredients, and a range of supporting services. It also actively engages in the procurement and resale of phosphate, potash, and nitrogen products. Mosaic's products reach a wide array of customers, including major wholesale distributors, extensive retail chains, agricultural cooperatives, individual farmers, independent retailers, and large national accounts. Incorporated in 2004, The Mosaic Company is headquartered in Tampa, Florida.

                      Mosaic Co (MOS) Earnings & Revenues

                      MOS Company Deck

                      MOS Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presents a mixed but pragmatic picture: the company reported notable operational and commercial achievements (1.9M tons sold, improved acid operating rates, potash strength, biosciences growth, and concrete cost/capital actions) while simultaneously describing severe near-term headwinds from raw-material (especially sulfur and ammonia) supply disruptions and price volatility that have forced temporary curtailments, sizable charges, and reduced visibility. Management emphasized resilience, portfolio optimization, and readiness to scale production back up when input markets normalize.View all MOS earnings summaries

                      MOS Net sales Breakdown

                      40.63%40.63%39.76%21.48%
                      40.63% Phosphates
                      39.76% Mosaic Fertilizantes
                      21.48% Potash
                      tipranks

                      MOS Stock 12 Month Forecast

                      Average Price Target

                      $25.77
                      ▲(4.88% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":35.534,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":34.124,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":27.005,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":26.272,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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