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

The Mosaic Company (NYSE:MOS) – Investment analysts at Zacks Research dropped their Q4 2026 earnings per share estimates for Mosaic in a research report issued to clients and investors on Tuesday, August 18th. Zacks Research analyst Team now forecasts that the basic materials company will earn $0.20 per share for the quarter, down from their prior forecast of $0.34. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Mosaic’s current full-year earnings is $0.54 per share. Zacks Research also issued estimates for Mosaic’s Q2 2027 earnings at $0.31 EPS, Q3 2027 earnings at $0.23 EPS, FY2027 earnings at $1.06 EPS and FY2028 earnings at $1.41 EPS.

A number of other equities analysts have also commented on the stock. The Goldman Sachs Group reduced their target price on shares of Mosaic from $31.00 to $28.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. Barclays lowered their target price on shares of Mosaic from $31.00 to $26.00 and set an “equal weight” rating for the company in a research note on Monday, May 18th. Royal Bank Of Canada upgraded shares of Mosaic from a “sector perform” rating to an “outperform” rating and cut their price objective for the company from $28.00 to $27.00 in a report on Wednesday, May 13th. Berenberg Bank reduced their target price on Mosaic from $28.00 to $27.00 and set a “hold” rating for the company in a research note on Tuesday, May 19th. Finally, Morgan Stanley dropped their target price on Mosaic from $28.00 to $26.00 and set an “equal weight” rating on the stock in a report on Tuesday, June 30th. Seven research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, Mosaic currently has a consensus rating of “Hold” and an average target price of $27.17.

Mosaic Trading Up 5.1%

MOS stock opened at $22.23 on Thursday. The company has a quick ratio of 0.43, a current ratio of 1.34 and a debt-to-equity ratio of 0.41. Mosaic has a twelve month low of $19.80 and a twelve month high of $36.99. The stock has a market capitalization of $7.07 billion, a price-to-earnings ratio of -11.00, a price-to-earnings-growth ratio of 3.82 and a beta of 0.82. The firm’s fifty day simple moving average is $22.13 and its two-hundred day simple moving average is $24.29.

Mosaic (NYSE:MOS) last released its earnings results on Tuesday, August 4th. The basic materials company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.01. Mosaic had a positive return on equity of 3.77% and a negative net margin of 5.21%.The firm had revenue of $2.82 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the previous year, the company posted $0.51 EPS. The company’s revenue for the quarter was down 6.0% compared to the same quarter last year.

Institutional Trading of Mosaic

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Geneos Wealth Management Inc. boosted its stake in Mosaic by 169.3% during the first quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock worth $26,000 after buying an additional 601 shares during the period. CYBER HORNET ETFs LLC acquired a new position in shares of Mosaic in the 2nd quarter worth approximately $31,000. SJS Investment Consulting Inc. lifted its holdings in shares of Mosaic by 72.9% in the 1st quarter. SJS Investment Consulting Inc. now owns 1,245 shares of the basic materials company’s stock worth $32,000 after acquiring an additional 525 shares during the last quarter. Gen Wealth Partners Inc purchased a new position in shares of Mosaic during the 4th quarter worth approximately $32,000. Finally, MUFG Securities EMEA plc purchased a new position in shares of Mosaic during the 2nd quarter worth approximately $34,000. 77.54% of the stock is owned by institutional investors and hedge funds.

More Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Zacks Research raised its FY2028 EPS forecast to $1.41 from $1.31, suggesting analysts still see potential for longer-term earnings improvement.
• Neutral Sentiment: Zacks Research maintained a “Hold” rating on MOS. The stock remains near its 50-day moving average of $22.13 but below its 200-day average of $24.29, indicating limited near-term momentum.
• Negative Sentiment: The analyst cut several earnings forecasts: Q4 2026 EPS to $0.20 from $0.34, Q2 2027 EPS to $0.31 from $0.59, Q3 2027 EPS to $0.23 from $0.51, and FY2027 EPS to $1.06 from $1.67. FY2026 EPS was also reduced to $0.64 from $0.75, while select 2027–2028 quarterly estimates were lowered modestly.
• Negative Sentiment: The revisions point to weaker expected profitability for Mosaic’s fertilizer and agricultural-input businesses. This follows the company’s latest quarterly results, which showed revenue down 6% year over year and earnings well below the prior-year period, despite a small EPS beat versus estimates.

About Mosaic

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.