Zacks Research Analysts Boost Earnings Estimates for Mosaic

The Mosaic Company (NYSE:MOS) – Analysts at Zacks Research upped their Q2 2025 earnings estimates for shares of Mosaic in a note issued to investors on Monday, June 23rd. Zacks Research analyst R. Department now expects that the basic materials company will earn $0.55 per share for the quarter, up from their previous estimate of $0.52. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic’s Q3 2025 earnings at $0.70 EPS, Q4 2025 earnings at $0.62 EPS, FY2025 earnings at $2.36 EPS, Q2 2026 earnings at $0.67 EPS, Q4 2026 earnings at $0.43 EPS, FY2026 earnings at $2.05 EPS and FY2027 earnings at $1.85 EPS.

Other equities analysts have also issued reports about the company. Mizuho cut their target price on Mosaic from $29.00 to $28.00 and set a “neutral” rating on the stock in a report on Monday, March 3rd. Wells Fargo & Company raised their price objective on Mosaic from $28.00 to $35.00 and gave the company an “equal weight” rating in a research note on Monday, May 12th. JPMorgan Chase & Co. boosted their target price on Mosaic from $29.00 to $35.00 and gave the stock an “overweight” rating in a report on Friday, May 9th. UBS Group lifted their price target on shares of Mosaic from $28.00 to $31.00 and gave the company a “neutral” rating in a research report on Wednesday, May 7th. Finally, The Goldman Sachs Group began coverage on shares of Mosaic in a research note on Thursday, March 13th. They issued a “buy” rating and a $31.00 price objective for the company. Seven research analysts have rated the stock with a hold rating, six have issued a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $34.58.

Mosaic Price Performance

NYSE MOS opened at $35.47 on Wednesday. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.12 and a quick ratio of 0.44. Mosaic has a 52-week low of $22.36 and a 52-week high of $37.69. The company has a 50 day simple moving average of $33.49 and a 200-day simple moving average of $28.55. The firm has a market capitalization of $11.25 billion, a price-to-earnings ratio of 30.58, a price-to-earnings-growth ratio of 2.07 and a beta of 1.14.

Mosaic (NYSE:MOS) last released its earnings results on Tuesday, May 6th. The basic materials company reported $0.49 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.04. Mosaic had a net margin of 3.32% and a return on equity of 4.91%. The business had revenue of $2.62 billion for the quarter, compared to the consensus estimate of $2.70 billion. During the same period in the previous year, the firm earned $0.65 EPS. The business’s revenue for the quarter was down 2.2% on a year-over-year basis.

Insider Activity at Mosaic

In other news, SVP Walter F. Precourt III sold 18,000 shares of the company’s stock in a transaction that occurred on Thursday, May 29th. The stock was sold at an average price of $35.73, for a total transaction of $643,140.00. Following the completion of the transaction, the senior vice president now directly owns 128,546 shares in the company, valued at $4,592,948.58. The trade was a 12.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.50% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Mosaic

Several institutional investors have recently made changes to their positions in MOS. Charles Schwab Investment Management Inc. lifted its holdings in shares of Mosaic by 4.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 3,368,596 shares of the basic materials company’s stock worth $82,800,000 after purchasing an additional 150,186 shares in the last quarter. Yousif Capital Management LLC raised its holdings in Mosaic by 1.3% during the 1st quarter. Yousif Capital Management LLC now owns 53,172 shares of the basic materials company’s stock valued at $1,436,000 after buying an additional 685 shares during the last quarter. Proficio Capital Partners LLC bought a new stake in Mosaic in the 4th quarter worth $1,054,000. Jones Financial Companies Lllp increased its position in shares of Mosaic by 59.5% in the fourth quarter. Jones Financial Companies Lllp now owns 7,682 shares of the basic materials company’s stock valued at $189,000 after acquiring an additional 2,867 shares during the period. Finally, Envestnet Portfolio Solutions Inc. increased its holdings in Mosaic by 0.8% during the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 116,101 shares of the basic materials company’s stock valued at $3,136,000 after purchasing an additional 868 shares during the period. 77.54% of the stock is currently owned by institutional investors.

Mosaic Company Profile

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products; and phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names, as well as produces a double sulfate of potash magnesia product under K-Mag brand name.