Zacks Research Comments on Mosaic’s Q3 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Analysts at Zacks Research decreased their Q3 2026 earnings per share (EPS) estimates for shares of Mosaic in a research report issued on Monday, March 9th. Zacks Research analyst Team now anticipates that the basic materials company will post earnings per share of $0.60 for the quarter, down from their prior estimate of $0.77. Zacks Research currently has a “Hold” 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 Q4 2026 earnings at $0.45 EPS, Q3 2027 earnings at $0.69 EPS and FY2028 earnings at $2.04 EPS.

Several other research analysts have also commented on the stock. BNP Paribas Exane decreased their price objective on shares of Mosaic from $43.00 to $35.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Barclays reaffirmed an “equal weight” rating and set a $31.00 target price on shares of Mosaic in a research note on Tuesday, March 3rd. Royal Bank Of Canada decreased their price target on shares of Mosaic from $29.00 to $28.00 and set a “sector perform” rating for the company in a research note on Thursday, February 26th. UBS Group lowered their price objective on shares of Mosaic from $38.00 to $33.00 and set a “buy” rating for the company in a report on Monday, January 12th. Finally, The Goldman Sachs Group lifted their price objective on Mosaic from $30.00 to $32.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Six research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $30.94.

Mosaic Stock Performance

NYSE:MOS opened at $26.94 on Tuesday. The company has a quick ratio of 0.47, a current ratio of 1.32 and a debt-to-equity ratio of 0.35. The firm’s fifty day simple moving average is $27.50 and its 200 day simple moving average is $28.46. The stock has a market cap of $8.55 billion, a P/E ratio of 15.94, a price-to-earnings-growth ratio of 1.54 and a beta of 0.95. Mosaic has a twelve month low of $22.36 and a twelve month high of $38.23.

Mosaic (NYSE:MOS) last announced its earnings results on Tuesday, February 24th. The basic materials company reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.26). Mosaic had a net margin of 4.49% and a return on equity of 5.80%. The business had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $3.02 billion. During the same quarter in the prior year, the company earned $0.45 EPS. Mosaic’s revenue was up 5.6% compared to the same quarter last year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. First Horizon Advisors Inc. lifted its position in Mosaic by 172.5% during the 2nd quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company’s stock valued at $25,000 after acquiring an additional 433 shares during the period. 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 acquiring an additional 601 shares in the last quarter. Rothschild Investment LLC grew its holdings in Mosaic by 650.0% in the second quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company’s stock worth $27,000 after purchasing an additional 650 shares during the period. Rexford Capital Inc. bought a new position in shares of Mosaic during the second quarter valued at approximately $28,000. Finally, True Wealth Design LLC increased its stake in shares of Mosaic by 1,819.0% during the third quarter. True Wealth Design LLC now owns 806 shares of the basic materials company’s stock valued at $28,000 after purchasing an additional 764 shares in the last quarter. 77.54% of the stock is currently owned by institutional investors.

Mosaic Dividend Announcement

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