Brokers Issue Forecasts for Mosaic’s Q4 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Analysts at Zacks Research increased their Q4 2025 EPS estimates for shares of Mosaic in a research report issued on Monday, May 19th. Zacks Research analyst R. Department now forecasts that the basic materials company will post earnings per share of $0.59 for the quarter, up from their previous forecast of $0.50. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic’s Q1 2026 earnings at $0.43 EPS, Q2 2026 earnings at $0.61 EPS, FY2026 earnings at $1.99 EPS, Q1 2027 earnings at $0.38 EPS and FY2027 earnings at $1.80 EPS.

Mosaic (NYSE:MOS) last released its quarterly earnings data on Tuesday, May 6th. The basic materials company reported $0.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.45 by $0.04. The firm had revenue of $2.62 billion for the quarter, compared to the consensus estimate of $2.70 billion. Mosaic had a net margin of 3.24% and a return on equity of 6.00%. The company’s quarterly revenue was down 2.2% on a year-over-year basis. During the same period last year, the firm earned $0.65 earnings per share.

A number of other brokerages have also issued reports on MOS. Piper Sandler restated a “neutral” rating and set a $30.00 price target on shares of Mosaic in a research note on Thursday, March 27th. Wells Fargo & Company boosted their price objective on shares of Mosaic from $28.00 to $35.00 and gave the company an “equal weight” rating in a report on Monday, May 12th. BNP Paribas raised Mosaic to a “strong-buy” rating in a research report on Wednesday, April 9th. Mizuho dropped their price target on Mosaic from $29.00 to $28.00 and set a “neutral” rating on the stock in a research note on Monday, March 3rd. Finally, Royal Bank of Canada upgraded Mosaic from a “sector perform” rating to an “outperform” rating and raised their price objective for the stock from $30.00 to $40.00 in a research note on Thursday, May 8th. Six analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $34.58.

Mosaic Stock Up 0.4%

Shares of MOS stock opened at $35.50 on Wednesday. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.19 and a quick ratio of 0.49. The company has a market cap of $11.26 billion, a price-to-earnings ratio of 31.42, a price-to-earnings-growth ratio of 1.42 and a beta of 1.09. The stock’s fifty day moving average price is $28.48 and its 200 day moving average price is $26.91. Mosaic has a 1-year low of $22.36 and a 1-year high of $35.96.

Hedge Funds Weigh In On Mosaic

A number of institutional investors and hedge funds have recently bought and sold shares of MOS. NBC Securities Inc. purchased a new position in Mosaic in the first quarter worth approximately $26,000. Brooklyn Investment Group increased its position in shares of Mosaic by 110.8% during the 4th quarter. Brooklyn Investment Group now owns 1,117 shares of the basic materials company’s stock worth $27,000 after purchasing an additional 587 shares during the last quarter. Compagnie Lombard Odier SCmA purchased a new stake in Mosaic in the 1st quarter valued at about $27,000. Allworth Financial LP lifted its position in Mosaic by 102.3% in the first quarter. Allworth Financial LP now owns 1,062 shares of the basic materials company’s stock valued at $31,000 after buying an additional 537 shares during the last quarter. Finally, R Squared Ltd purchased a new position in Mosaic during the fourth quarter worth about $33,000. 77.54% of the stock is currently owned by institutional investors and hedge funds.

Mosaic Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 19th. Stockholders of record on Thursday, June 5th will be given a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 2.48%. The ex-dividend date of this dividend is Thursday, June 5th. Mosaic’s dividend payout ratio (DPR) is 75.86%.

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.