Mosaic (NYSE:MOS) Upgraded to “Hold” at Zacks Research

Zacks Research upgraded shares of Mosaic (NYSE:MOS) from a strong sell rating to a hold rating in a research report released on Tuesday morning,Zacks.com reports. Zacks Research also issued estimates for Mosaic’s Q2 2026 earnings at $0.08 EPS, 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.

MOS has been the subject of several other reports. Mizuho decreased their price objective on shares of Mosaic from $27.00 to $24.00 and set a “neutral” rating for the company in a report on Monday, May 11th. Rothschild & Co Redburn initiated coverage on shares of Mosaic in a research note on Friday, June 26th. They set a “buy” rating and a $30.00 target price on the stock. Freedom Capital raised shares of Mosaic from a “strong sell” rating to a “strong-buy” rating in a research note on Wednesday, June 17th. Canadian Imperial Bank of Commerce set a $25.00 price target on shares of Mosaic in a research note on Tuesday, May 12th. Finally, Barclays decreased their price target on shares of Mosaic from $31.00 to $26.00 and set an “equal weight” rating for the company in a research note on Monday, May 18th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $27.11.

Mosaic Price Performance

MOS opened at $22.79 on Tuesday. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.45 and a current ratio of 1.25. The stock has a market capitalization of $7.24 billion, a PE ratio of 175.34, a price-to-earnings-growth ratio of 2.61 and a beta of 0.82. The stock’s 50 day moving average price is $22.10 and its 200-day moving average price is $24.91. Mosaic has a 52-week low of $19.80 and a 52-week high of $37.53.

Mosaic (NYSE:MOS) last announced its quarterly earnings results on Monday, May 11th. The basic materials company reported $0.05 EPS for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.15). The business had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Mosaic had a return on equity of 4.66% and a net margin of 0.36%.The business’s revenue was up 14.4% compared to the same quarter last year. During the same period in the previous year, the business earned $0.49 EPS. On average, equities research analysts predict that Mosaic will post 0.83 EPS for the current year.

Hedge Funds Weigh In On Mosaic

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Wedge Capital Management L L P NC boosted its holdings in shares of Mosaic by 24.7% during the 2nd quarter. Wedge Capital Management L L P NC now owns 494,520 shares of the basic materials company’s stock valued at $10,479,000 after buying an additional 98,060 shares in the last quarter. Tema ETFs LLC increased its stake in shares of Mosaic by 10.0% in the 2nd quarter. Tema ETFs LLC now owns 6,355 shares of the basic materials company’s stock worth $135,000 after acquiring an additional 580 shares in the last quarter. Handelsbanken Fonder AB lifted its position in Mosaic by 8.3% during the 2nd quarter. Handelsbanken Fonder AB now owns 92,900 shares of the basic materials company’s stock valued at $1,969,000 after acquiring an additional 7,100 shares during the period. Polianta Ltd lifted its position in Mosaic by 40.1% during the 2nd quarter. Polianta Ltd now owns 78,200 shares of the basic materials company’s stock valued at $1,657,000 after acquiring an additional 22,400 shares during the period. Finally, Czech National Bank lifted its position in Mosaic by 4.7% during the 2nd quarter. Czech National Bank now owns 90,471 shares of the basic materials company’s stock valued at $1,917,000 after acquiring an additional 4,026 shares during the period. Hedge funds and other institutional investors own 77.54% of the company’s stock.

Key Stories Impacting Mosaic

Here are the key news stories impacting Mosaic this week:

• Negative Sentiment: Zacks Research cut Mosaic’s FY2026 EPS estimate to $0.75 from $0.86, signaling weaker near-term earnings expectations. Mosaic analyst estimate cuts
• Negative Sentiment: The firm also lowered FY2027 EPS to $1.67 from $1.89 and FY2028 EPS to $1.31 from $1.55, pointing to a less optimistic longer-term profit outlook. Mosaic analyst estimate cuts
• Negative Sentiment: Zacks Research maintained a Strong Sell rating, which may add to bearish sentiment around Mosaic shares. Mosaic analyst estimate cuts
• Neutral Sentiment: Separate analyst coverage shows Mosaic with an average Hold rating, suggesting Wall Street remains cautious but not uniformly bearish. Analyst rating update

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.