Victory Capital Management Inc. Grows Position in The Mosaic Company $MOS

Victory Capital Management Inc. increased its holdings in The Mosaic Company (NYSE:MOS) by 7.0% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 1,651,503 shares of the basic materials company’s stock after buying an additional 107,981 shares during the quarter. Victory Capital Management Inc.’s holdings in Mosaic were worth $57,274,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of MOS. Norges Bank bought a new position in Mosaic during the 2nd quarter valued at about $158,085,000. Bank of New York Mellon Corp boosted its holdings in shares of Mosaic by 102.3% during the 3rd quarter. Bank of New York Mellon Corp now owns 7,701,610 shares of the basic materials company’s stock valued at $267,092,000 after acquiring an additional 3,894,947 shares during the last quarter. Merewether Investment Management LP bought a new stake in shares of Mosaic in the second quarter worth approximately $72,380,000. Truist Financial Corp raised its holdings in shares of Mosaic by 60.1% during the third quarter. Truist Financial Corp now owns 3,237,903 shares of the basic materials company’s stock valued at $112,290,000 after purchasing an additional 1,215,063 shares during the last quarter. Finally, Jupiter Asset Management Ltd. purchased a new position in shares of Mosaic during the third quarter valued at approximately $38,594,000. Hedge funds and other institutional investors own 77.54% of the company’s stock.

Key Stories Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.22 per share (annualized yield ~3.3%); record date May 21 and payable June 2 — supports the stock’s income profile and can attract yield-focused investors. Mosaic Announces Quarterly Dividend of $0.22 Per Share
• Positive Sentiment: Unusually large call-option buying (26,164 calls, ~136% above normal) was reported — suggests elevated bullish positioning by traders which can lift near-term volatility and signal positive sentiment or speculative interest. (No direct article link provided)
• Neutral Sentiment: Scotiabank trimmed FY2026 and FY2027 EPS forecasts (FY26: down to $1.79; FY27: to $2.71) but retained a Sector Outperform stance and a $35 price target — lowers forward earnings expectations (pressure) but the analyst still views upside vs. consensus. (Market research note)
• Negative Sentiment: Shareholder litigation risk: Johnson Fistel announced an investigation into Mosaic’s officers and directors for potential breaches of fiduciary duty — raises the possibility of governance scrutiny, shareholder claims or distractions that could weigh on sentiment and add legal costs. Johnson Fistel Investigates The Mosaic Company (NYSE: MOS) Directors and Officers for Potential Breaches of Fiduciary Duty
• Negative Sentiment: Barclays downgraded MOS to Equal Weight from Overweight, citing geopolitical tensions (U.S./Israel strikes on Iran) that could raise ammonia and other input costs — a catalyst for higher operating costs and margin pressure despite an unchanged $31 price target. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks

Wall Street Analysts Forecast Growth

MOS has been the topic of several research reports. JPMorgan Chase & Co. cut shares of Mosaic from a “neutral” rating to an “underweight” rating and set a $24.00 target price on the stock. in a report on Thursday, February 26th. BNP Paribas Exane decreased their target price on shares of Mosaic from $43.00 to $35.00 and set an “outperform” rating for the company in a research note on Monday, November 24th. Zacks Research upgraded Mosaic from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 9th. Wells Fargo & Company cut their price objective on Mosaic from $28.00 to $27.00 and set an “equal weight” rating for the company in a report on Friday, January 23rd. Finally, Mizuho upped their price objective on Mosaic from $28.00 to $30.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Six research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $30.94.

Mosaic Stock Up 0.1%

Shares of MOS stock opened at $26.30 on Friday. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.32 and a quick ratio of 0.47. The Mosaic Company has a one year low of $22.36 and a one year high of $38.23. The company’s fifty day moving average price is $27.45 and its 200-day moving average price is $28.55. The company has a market capitalization of $8.35 billion, a price-to-earnings ratio of 15.56, a PEG ratio of 1.54 and a beta of 0.95.

Mosaic (NYSE:MOS) last issued its earnings results on Tuesday, February 24th. The basic materials company reported $0.22 earnings per share for the quarter, missing the consensus estimate of $0.48 by ($0.26). Mosaic had a return on equity of 5.80% and a net margin of 4.49%.The firm had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $3.02 billion. During the same period in the prior year, the company posted $0.45 EPS. The company’s quarterly revenue was up 5.6% on a year-over-year basis. Sell-side analysts expect that The Mosaic Company will post 2.04 EPS for the current fiscal year.

Mosaic Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Thursday, May 21st will be paid a $0.22 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.3%. Mosaic’s dividend payout ratio is 52.07%.

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.