Rep. Gilbert Ray Cisneros, Jr. Sells The Mosaic Company (NYSE:MOS) Shares

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of The Mosaic Company (NYSE:MOS). In a filing disclosed on May 08th, the Representative disclosed that they had sold between $1,001 and $15,000 in Mosaic stock on April 14th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of SS&C Technologies (NASDAQ:SSNC) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Wayfair (NYSE:W) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Sensata Technologies (NYSE:ST) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 5/1/2026.

Mosaic Stock Performance

NYSE MOS traded up $0.60 during trading hours on Tuesday, hitting $22.39. The company’s stock had a trading volume of 11,104,687 shares, compared to its average volume of 8,757,041. The Mosaic Company has a 12 month low of $21.17 and a 12 month high of $38.23. The company’s 50 day simple moving average is $25.32 and its two-hundred day simple moving average is $26.02. The company has a market cap of $7.11 billion, a P/E ratio of 172.22, a price-to-earnings-growth ratio of 1.31 and a beta of 0.79. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.25 and a quick ratio of 0.47.

Mosaic (NYSE:MOS) last released its quarterly earnings data on Monday, May 11th. The basic materials company reported $0.05 EPS for the quarter, missing the consensus estimate of $0.20 by ($0.15). Mosaic had a return on equity of 4.66% and a net margin of 0.36%.The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the previous year, the business posted $0.49 earnings per share. Mosaic’s quarterly revenue was up 14.4% compared to the same quarter last year. As a group, sell-side analysts expect that The Mosaic Company will post 1.56 EPS for the current fiscal year.

Mosaic Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Thursday, May 21st will be issued a $0.22 dividend. 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 (DPR) is presently 52.07%.

Key Stories Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Revenue beat expectations and grew strongly year over year, suggesting fertilizer pricing and sales volume trends remain supportive despite cost pressure. The Mosaic Company: Mosaic Announces First Quarter 2026 Results
• Positive Sentiment: Goldman Sachs lowered its price target but kept a buy rating, signaling some analysts still see upside from current levels. Goldman Sachs adjusts price target on Mosaic
• Neutral Sentiment: Several analysts revised targets after earnings, with mixed views ranging from cautious to constructive, reflecting uncertainty after the quarter. Mosaic Analysts Slash Their Forecasts After Q1 Earnings
• Negative Sentiment: Mosaic missed EPS estimates by a wide margin, which is pressuring sentiment and raising questions about earnings power. Mosaic Q1 Earnings Miss Estimates
• Negative Sentiment: JPMorgan cut its price target to $19 and maintained an underweight rating, underscoring concerns about downside risk. JPMorgan adjusts price target on Mosaic
• Negative Sentiment: Mosaic said surging sulfuric acid and other input costs hurt operations, prompting it to withdraw phosphate production guidance and limit capital spending. Mosaic Swings to Loss on Surging Sulfuric Acid Prices

Wall Street Analyst Weigh In

MOS has been the subject of several research analyst reports. Bank of America downgraded Mosaic from a “buy” rating to a “neutral” rating and reduced their price objective for the stock from $33.00 to $30.00 in a report on Friday, March 20th. UBS Group reduced their price objective on Mosaic from $27.00 to $23.00 and set a “neutral” rating for the company in a report on Tuesday. Royal Bank Of Canada set a $28.00 price objective on Mosaic and gave the stock a “sector perform” rating in a report on Tuesday, April 7th. Oppenheimer set a $35.00 price objective on Mosaic in a report on Friday, January 16th. Finally, Scotiabank reduced their price objective on Mosaic from $35.00 to $33.00 and set an “outperform” rating for the company in a report on Monday, April 20th. Four research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Mosaic currently has a consensus rating of “Hold” and an average price target of $28.25.

Institutional Investors Weigh In On Mosaic

A number of large investors have recently made changes to their positions in MOS. NewEdge Advisors LLC grew its stake in shares of Mosaic by 27.8% during the 1st quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock valued at $47,000 after purchasing an additional 380 shares during the period. United Services Automobile Association bought a new stake in shares of Mosaic during the 1st quarter valued at about $201,000. Empowered Funds LLC grew its stake in shares of Mosaic by 170.5% during the 1st quarter. Empowered Funds LLC now owns 54,176 shares of the basic materials company’s stock valued at $1,463,000 after purchasing an additional 34,151 shares during the period. Woodline Partners LP grew its stake in shares of Mosaic by 40.7% during the 1st quarter. Woodline Partners LP now owns 26,836 shares of the basic materials company’s stock valued at $725,000 after purchasing an additional 7,760 shares during the period. Finally, Geneos Wealth Management Inc. grew its stake in shares of Mosaic by 169.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock valued at $26,000 after purchasing an additional 601 shares during the period. 77.54% of the stock is currently owned by institutional investors.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.