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

2,118 Followers

MOS Stock Chart & Stats

$22.30
$0.02(0.09%)
At close: 4:00 PM EDT
$22.30
$0.02(0.09%)

Bulls Say, Bears Say

Bulls Say
Structural Supply AdvantagesIntegrated and contracted access to key inputs can reduce exposure to global supply disruptions and volatile procurement costs. This supports Mosaic’s competitive position and may help preserve margins versus less-secure fertilizer producers over multiple quarters.
Potash Market PositionStrong potash demand and committed Canpotex sales provide volume visibility in a major business segment. Improved production mix and the Hydroflow ramp may also lower costs, supporting operating resilience as fertilizer markets normalize.
Balance Sheet FlexibilityA comparatively solid balance sheet gives Mosaic greater capacity to manage fertilizer cyclicality, fund essential operations, and refinance maturities. Recent debt-management actions further enhance liquidity flexibility, despite currently weak profitability.
Bears Say
Weak Profitability And Cash GenerationVery thin profitability and negative free cash flow reduce Mosaic’s ability to self-fund capital needs, support shareholder returns, or absorb operational setbacks. The deterioration from prior years indicates earnings quality remains a material fundamental weakness.
Input-Cost And Production RiskMosaic’s phosphate economics remain exposed to disrupted sulfur and ammonia markets. Curtailments reduce utilization and raise unit costs, while prolonged shortages could constrain volumes, pressure margins, and make earnings recovery dependent on external supply normalization.
Demand And Earnings VisibilityWeak farmer economics and Brazilian credit pressure can suppress fertilizer applications across important markets. Withdrawal of segment guidance highlights limited visibility, making sustained revenue growth and capacity planning more difficult over the next several quarters.

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 $36.99 in the past 12 months.
    What is Mosaic Co’s market cap?
    Mosaic Co’s market cap is $6.87B.
      When is Mosaic Co’s upcoming earnings report date?
      Mosaic Co’s upcoming earnings report date is Nov 10, 2026 which is in 85 days.
        How were Mosaic Co’s earnings last quarter?
        Mosaic Co released its earnings results on May 11, 2026. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.121 by $0.009.
          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 4.07%. See more information on Mosaic Co dividends here
              What is Mosaic Co’s EPS estimate?
              Mosaic Co’s EPS estimate is 0.06.
                How many shares outstanding does Mosaic Co have?
                Mosaic Co has 317,895,660 shares outstanding.
                  What happened to Mosaic Co’s price movement after its last earnings report?
                  Mosaic Co reported an EPS of $0.13 in its last earnings report, beating expectations of $0.121. 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
                      Mixed. The call details significant near-term challenges driven primarily by external sulfur supply disruptions and resulting phosphate curtailments, under-application of phosphate (driving agronomic risk) and some near-term cash pressure (approx. $500M expected shortfall). Offsetting these negatives are multiple company actions and strengths: secured sulfur contracts materially below spot for Q3, strong balance sheet and liquidity actions (term loan, refinancings, untapped revolver), meaningful SG&A reductions (-20% YoY), potash stability and growth projects (Esterhazy HydroFloat), resilient Brazil distribution and co-product margins, fast-growing Mosaic Biosciences, lower CapEx guidance ($1.2B) and an expected working capital release (forecast $300–500M) supporting sequential free cash flow improvement in Q3 and Q4. Overall the transcript portrays a company taking decisive defensive actions to manage a severe but (management believes) temporary market disruption, leading to a balanced view of risk and mitigation.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

                      $27.08
                      ▲(21.42% Upside)
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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":22.917,"date":1777593600000,"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 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 24, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":23.33,"date":1780272000000,"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 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 20, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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