Analysts Issue Forecasts for Mosaic’s Q2 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Zacks Research dropped their Q2 2026 earnings per share (EPS) estimates for Mosaic in a note issued to investors on Friday, May 22nd. Zacks Research analyst Team now forecasts that the basic materials company will post earnings per share of $0.12 for the quarter, down from their previous 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.

Several other equities analysts have also recently weighed in on MOS. JPMorgan Chase & Co. cut their price objective on Mosaic from $24.00 to $19.00 and set an “underweight” rating for the company in a research report on Tuesday, May 12th. BMO Capital Markets reduced their price objective on Mosaic from $35.00 to $31.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. Wells Fargo & Company dropped their target price on shares of Mosaic from $25.00 to $22.00 and set an “equal weight” rating on the stock in a research report on Thursday, May 14th. Freedom Capital lowered shares of Mosaic from a “hold” rating to a “strong sell” rating in a research report on Thursday, March 19th. Finally, Canadian Imperial Bank of Commerce set a $25.00 price objective on shares of Mosaic in a research report on Tuesday, May 12th. Six investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $27.65.

Mosaic Stock Up 0.6%

MOS stock opened at $22.65 on Wednesday. The stock has a market capitalization of $7.19 billion, a price-to-earnings ratio of 174.24, a price-to-earnings-growth ratio of 2.29 and a beta of 0.79. The company has a 50-day moving average of $24.23 and a two-hundred day moving average of $25.59. Mosaic has a 52-week low of $20.89 and a 52-week high of $38.23. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.25 and a quick ratio of 0.45.

Mosaic (NYSE:MOS) last issued its quarterly earnings data on Monday, May 11th. The basic materials company reported $0.05 earnings per share for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.15). The firm had revenue of $3 billion during the quarter, compared to analyst estimates of $2.93 billion. Mosaic had a return on equity of 4.66% and a net margin of 0.36%.Mosaic’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.49 earnings per share.

Mosaic Dividend Announcement

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

Institutional Investors Weigh In On Mosaic

Several institutional investors and hedge funds have recently made changes to their positions in MOS. Verus Capital Partners LLC acquired a new stake in shares of Mosaic during the 1st quarter worth about $218,000. Essential Partners LLC boosted its position in Mosaic by 81.0% in the first quarter. Essential Partners LLC now owns 3,569 shares of the basic materials company’s stock valued at $91,000 after buying an additional 1,597 shares in the last quarter. NewEdge Advisors LLC grew its stake in Mosaic by 653.1% during the first quarter. NewEdge Advisors LLC now owns 9,986 shares of the basic materials company’s stock worth $255,000 after buying an additional 8,660 shares during the last quarter. Bank of America Corp DE grew its stake in Mosaic by 7.4% during the first quarter. Bank of America Corp DE now owns 2,486,973 shares of the basic materials company’s stock worth $63,418,000 after buying an additional 170,724 shares during the last quarter. Finally, Edgestream Partners L.P. acquired a new stake in shares of Mosaic during the first quarter worth approximately $1,172,000. 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.