What is Zacks Research’s Estimate for Mosaic Q4 Earnings?

The Mosaic Company (NYSE:MOS) – Equities research analysts at Zacks Research dropped their Q4 2025 earnings per share estimates for Mosaic in a research report issued on Monday, November 17th. Zacks Research analyst Team now anticipates that the basic materials company will earn $0.62 per share for the quarter, down from their prior forecast of $0.63. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic’s Q1 2026 earnings at $0.75 EPS, Q4 2026 earnings at $0.50 EPS, FY2026 earnings at $2.46 EPS, Q1 2027 earnings at $0.59 EPS, Q2 2027 earnings at $0.39 EPS, Q3 2027 earnings at $0.67 EPS and FY2027 earnings at $1.89 EPS.

Mosaic (NYSE:MOS) last released its quarterly earnings data on Tuesday, November 4th. The basic materials company reported $1.04 EPS for the quarter, topping the consensus estimate of $1.03 by $0.01. The company had revenue of $3.45 billion during the quarter, compared to the consensus estimate of $3.87 billion. Mosaic had a return on equity of 4.74% and a net margin of 8.35%.Mosaic’s revenue for the quarter was up 22.8% on a year-over-year basis. During the same period last year, the company earned $0.34 EPS.

A number of other brokerages also recently weighed in on MOS. Wall Street Zen downgraded shares of Mosaic from a “buy” rating to a “hold” rating in a research report on Saturday, September 13th. Mizuho set a $34.00 price target on Mosaic in a report on Monday, October 20th. Wells Fargo & Company began coverage on Mosaic in a report on Tuesday, November 11th. They issued an “equal weight” rating and a $28.00 price objective for the company. The Goldman Sachs Group reduced their price objective on Mosaic from $37.00 to $33.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. Finally, UBS Group dropped their target price on Mosaic from $40.00 to $38.00 and set a “buy” rating on the stock in a research report on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $33.08.

Mosaic Stock Performance

Shares of NYSE MOS opened at $24.67 on Wednesday. The firm’s 50-day moving average price is $30.69 and its 200-day moving average price is $33.31. Mosaic has a 52-week low of $22.36 and a 52-week high of $38.23. The company has a market cap of $7.83 billion, a PE ratio of 8.36, a PEG ratio of 0.94 and a beta of 1.00. The company has a quick ratio of 0.44, a current ratio of 1.14 and a debt-to-equity ratio of 0.26.

Institutional Trading of Mosaic

Hedge funds and other institutional investors have recently bought and sold shares of the stock. TD Waterhouse Canada Inc. increased its stake in Mosaic by 2.8% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 12,149 shares of the basic materials company’s stock worth $447,000 after buying an additional 333 shares during the period. Ancora Advisors LLC increased its position in shares of Mosaic by 0.9% during the first quarter. Ancora Advisors LLC now owns 40,256 shares of the basic materials company’s stock worth $1,087,000 after acquiring an additional 350 shares during the period. NewEdge Advisors LLC raised its stake in shares of Mosaic by 27.8% during the first quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock valued at $47,000 after acquiring an additional 380 shares in the last quarter. UMB Bank n.a. boosted its holdings in shares of Mosaic by 25.7% in the second quarter. UMB Bank n.a. now owns 1,893 shares of the basic materials company’s stock valued at $69,000 after purchasing an additional 387 shares during the period. Finally, Foster Dykema Cabot & Partners LLC grew its stake in Mosaic by 54.3% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 1,157 shares of the basic materials company’s stock worth $40,000 after purchasing an additional 407 shares in the last quarter. Hedge funds and other institutional investors own 77.54% of the company’s stock.

Mosaic Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 18th. Investors of record on Thursday, December 4th will be given a dividend of $0.22 per share. The ex-dividend date is Thursday, December 4th. This represents a $0.88 annualized dividend and a yield of 3.6%. Mosaic’s payout ratio is 22.80%.

About Mosaic

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products; and phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names, as well as produces a double sulfate of potash magnesia product under K-Mag brand name.