What is Zacks Research’s Forecast for Mosaic Q2 Earnings?

The Mosaic Company (NYSE:MOS) – Stock analysts at Zacks Research dropped their Q2 2026 earnings per share (EPS) estimates for Mosaic in a research report issued to clients and investors on Wednesday, July 22nd. Zacks Research analyst Team now forecasts that the basic materials company will earn $0.08 per share for the quarter, down from their prior forecast of $0.12. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Mosaic’s current full-year earnings is $0.81 per share. Zacks Research also issued estimates for Mosaic’s Q3 2026 earnings at $0.28 EPS, Q4 2026 earnings at $0.34 EPS, FY2026 earnings at $0.75 EPS, Q1 2027 earnings at $0.18 EPS, Q3 2027 earnings at $0.51 EPS, Q4 2027 earnings at $0.40 EPS, FY2027 earnings at $1.67 EPS, Q1 2028 earnings at $0.25 EPS, Q2 2028 earnings at $0.67 EPS and FY2028 earnings at $1.31 EPS.

Mosaic (NYSE:MOS) last released its quarterly earnings results on Monday, May 11th. The basic materials company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.20 by ($0.15). The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.93 billion. Mosaic had a net margin of 0.36% and a return on equity of 4.66%. The business’s revenue was up 14.4% on a year-over-year basis. During the same quarter last year, the firm earned $0.49 EPS.

MOS has been the topic of several other research reports. Morgan Stanley reduced their price target on shares of Mosaic from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research report on Tuesday, June 30th. Scotiabank restated an “outperform” rating and issued a $30.00 price objective on shares of Mosaic in a report on Tuesday, May 19th. UBS Group cut their price objective on Mosaic from $27.00 to $23.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Berenberg Bank reduced their target price on Mosaic from $28.00 to $27.00 and set a “hold” rating on the stock in a report on Tuesday, May 19th. Finally, Freedom Capital raised Mosaic from a “strong sell” rating to a “strong-buy” rating in a research report on Wednesday, June 17th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $27.11.

Mosaic Trading Up 0.3%

NYSE:MOS opened at $22.36 on Thursday. The company has a 50-day moving average price of $22.11 and a 200-day moving average price of $24.87. Mosaic has a 12 month low of $19.80 and a 12 month high of $37.35. The company has a current ratio of 1.25, a quick ratio of 0.45 and a debt-to-equity ratio of 0.36. The stock has a market cap of $7.10 billion, a price-to-earnings ratio of 171.97, a P/E/G ratio of 2.72 and a beta of 0.82.

Institutional Investors Weigh In On Mosaic

Hedge funds have recently added to or reduced their stakes in the stock. NewEdge Advisors LLC grew its stake in shares of Mosaic by 27.8% in the first quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock worth $47,000 after acquiring an additional 380 shares during the last quarter. United Services Automobile Association purchased a new position in shares of Mosaic in the 1st quarter worth about $201,000. Empowered Funds LLC raised its position in shares of Mosaic by 170.5% in the 1st quarter. Empowered Funds LLC now owns 54,176 shares of the basic materials company’s stock worth $1,463,000 after purchasing an additional 34,151 shares during the last quarter. Woodline Partners LP boosted its stake in Mosaic by 40.7% in the 1st quarter. Woodline Partners LP now owns 26,836 shares of the basic materials company’s stock worth $725,000 after purchasing an additional 7,760 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in Mosaic by 169.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock worth $26,000 after purchasing an additional 601 shares in the last quarter. 77.54% of the stock is owned by institutional investors.

Trending Headlines about Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Zacks Research upgraded Mosaic from “strong sell” to “hold,” suggesting the recent outlook is less bearish than before. Zacks.com
• Neutral Sentiment: Analysts’ overall rating picture is now averaging to “Hold,” indicating Wall Street remains cautious but not uniformly negative. American Banking News article
• Negative Sentiment: Zacks Research lowered Mosaic’s FY2026 EPS estimate to $0.75 from $0.86, signaling weaker expected near-term profitability. Zacks.com
• Negative Sentiment: FY2027 and FY2028 estimates were also cut, along with multiple quarterly forecasts for 2026–2028, reinforcing concerns about earnings momentum. Zacks.com

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.