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The Mosaic Company
MOSBasic MaterialsNYSEUS
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Mosaic Company is navigating a fertilizer cycle trough with high input costs and significant earnings uncertainty, judging by its FQ1 2026 earnings update. MOS reported a 14.4% YoY revenue increase to $3.0B, but EPS dropped ~90% YoY to $0.05. Dividend yield, currently around 3.91%, is near a peak level in at least five years.
Mosaic Company (MOS) is rated a buy as current fertilizer shortages and lower demand create a near-term buying opportunity ahead of expected market normalization. MOS faces several weak quarters potentially, due to reduced potash and phosphate demand, but I anticipate a rebound as fertilizer supplies recover and planting activity resumes. Despite a Q1 net loss of $258 million and ongoing profitability challenges, MOS maintains manageable debt and interest expenses, supporting long-term viability.
Long bonds are doing something they have not done in years: pricing real risk. With the 10-year Treasury at 4.67% and the 20- and 30-year already above 5%, capital is rotating out of duration-sensitive growth and into companies that actually make stuff out of the ground.
The Mosaic Company is positioned to recapture its post-crisis share price as the crisis is likely to end. Fertilizer prices, especially for phosphate and potash, are surging due to supply chain bottlenecks and raw material shortages. MOS management is proactively cutting CapEx by $250M, selling mines, and optimizing capital allocation to weather near-term challenges.
Mosaic Company (NYSE:MOS) on Monday reported mixed first-quarter results.
Mosaic NYSE: MOS executives said the company is cutting costs, curtailing some phosphate production and reducing capital spending as geopolitical disruptions drive raw material shortages and pressure fertilizer industry margins.
The Mosaic Company (MOS) Q1 2026 Earnings Call Transcript
Mosaic misses Q1 earnings estimates as higher raw material costs pressure margins, though sales rise 14% on stronger fertilizer prices.
U.S. stocks traded higher this morning, with the Dow Jones gaining around 0.1% on Monday.
The headline numbers for Mosaic (MOS) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Mosaic (MOS) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.49 per share a year ago.
Mosaic withdrew its phosphate production guidance and said it would limit capital expenditures for the year, as surging sulfuric acid prices weigh on its operations.
Mosaic, the fertilizer producer, reports a loss of $258 million in the first quarter amid rising input costs.
TAMPA, FL / ACCESS Newswire / May 11, 2026 / The Mosaic Company (NYSE:MOS) released its financial results for the first quarter 2026. The company's earnings release and supplemental materials are available at https://investors.mosaicco.com/financials/quarterly-results.
The Mosaic Company (NYSE:MOS) will release earnings for its first quarter before the opening bell on Monday, May 11.
Besides Wall Street's top-and-bottom-line estimates for Mosaic (MOS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
Mosaic gears up for Q1 results with fertilizer demand and pricing strength offset by cost pressures and strategic charges.
Mosaic (MOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TAMPA, FL / ACCESS Newswire / April 29, 2026 / The Mosaic Company (NYSE:MOS) announced global 2030 sustainability targets that reinforce its commitment to shaping a sustainable future reflecting who we are and how we operate. The streamlined targets represent a timely approach to improving efficiency, reducing risk and supporting innovation.
Cwm LLC reduced its holdings in shares of The Mosaic Company (NYSE: MOS) by 64.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 89,129 shares of the basic materials company's stock after selling 159,627 shares during the
TAMPA, FL / ACCESS Newswire / April 20, 2026 / The Mosaic Company (NYSE:MOS) plans to release first quarter 2026 earnings results on Monday, May 11th, prior to opening of trading on the New York Stock Exchange. The company will issue a news wire alert when earnings materials are publicly available on the company's website.
In theory, inflation should self-correct. That is when the price of goods and services get too high; sales drop off to a point where the supply-demand cycle gets back in balance.
CF Industries and Mosaic ride strong fertilizer demand, but diverging earnings trends, costs and returns highlight key differences investors should watch.
The Mosaic Company remains a Buy, with strong fundamentals, good management, and a valuation reflecting significant risk despite near-term upside potential. MOS is positioned to benefit from Iran conflict-driven supply disruptions, with last year's inventory build-up and potential for strategic asset monetization offering additional financial flexibility. Despite negative FCF from high CAPEX and working capital changes, MOS maintains a solid balance sheet, attractive PB of 0.62, and a 3.71% dividend yield.
Mosaic Company (MOS) is rated a Buy after a sharp selloff, with bullish catalysts expected to drive a rebound. Rising sulfur costs and weak Q4 demand pressured MOS earnings, but fixed-cost absorption and Chinese export restrictions could offset margin risks. Management targets over 7 million tonnes phosphate production in FY2026, aiming to lower conversion costs below $100/tonne and buffer EBITDA headwinds.
The Mosaic Company (NYSE: MOS - Get Free Report) has earned a consensus recommendation of "Hold" from the eighteen ratings firms that are currently covering the stock, Marketbeat Ratings reports. Three research analysts have rated the stock with a sell recommendation, eleven have issued a hold recommendation and four have issued a buy recommendation on the
MOS to idle Brazil sites, cut output by 1M tons and book up to $400M charge as it targets cost savings and portfolio optimization.
TAMPA, FL / ACCESS Newswire / April 8, 2026 / As part of its efforts to reduce costs and redeploy capital, the Mosaic company today announced it will begin the process of idling and demobilizing its Araxá Mining and Chemical Complex and idling related mining activities at the Patrocínio Complex in Brazil. These actions will result in workforce reductions at both sites.
Mosaic Company (MOS) is an inflation-sensitive, commodity-driven fertilizer producer, best viewed as a trading vehicle rather than a long-term compounder. MOS is attractively valued at 12x earnings, with a 3.4% yield and potential EPS upside if inflation and cyclical growth accelerate. Kinsale Capital Group (KNSL) is a specialized E&S insurer with industry-leading efficiency, AI adoption, and a disciplined underwriting approach.
Mosaic rides strong fertilizer demand and cost cuts, but input cost inflation threatens margins in 2026.
Mosaic (MOS) reported earnings 30 days ago. What's next for the stock?
The Mosaic Company (NYSE:MOS) received a downgrade from UBS on Thursday, as analyst Lucas Beaumont cut his rating to Neutral from Buy and slashed his price target to $27 from $33.
Pre-Market Stock Futures: Futures are trading lower as we head into Thursday, and depending on today's narrative about how the war in Iran is progressing, whatever is revealed could chart the stock market's course once again. Stocks were up across the board on Wednesday after the United States announced a 15-point peace plan for Iran,... Here Are Thursday's Top Wall Street Analyst Research Calls: Adobe, Airbnb, ARM Holdings, Bank of America, CAVA Group, Robinhood Markets, Spotify, and More.
Mosaic (NYSE:MOS) is trading near its 52-week low after shares fell about 14% over the past week and about 13% over the past month.
LONDON & MONTREAL--(BUSINESS WIRE)--Behavox, the AI company that helps organizations safeguard and enhance their businesses through a unified controls framework, today announced the renewal of its multi-year agreement with Lloyds Banking Group for continued use of Behavox Mosaic, the company's front-office intelligence platform, powered by a control-grade data foundation. This renewal extends a successful partnership that began in 2021, reflecting Lloyds' long-term commitment to using advanced.
Retail investors talked up five hot stocks this week (March 9 to March 13) on X and Reddit's r/WallStreetBets: SMCI, MU, ULTA, CF, NVDA.
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The Mosaic Company (NYSE: MOS - Get Free Report) was the target of unusually large options trading activity on Friday. Traders acquired 46,424 call options on the company. This is an increase of 189% compared to the typical daily volume of 16,057 call options. Institutional Trading of Mosaic A number of hedge funds and other institutional
Bank of America has downgraded shares of Mosaic Co (NYSE:MOS) to ‘Neutral' from ‘Buy,' citing a more challenging backdrop for margin expansion in the phosphate fertilizer market. The firm also lowered its price target by $3 to $30.
Bank of America has downgraded shares of Mosaic Co (NYSE:MOS) to ‘Neutral’ from ‘Buy,’ citing a more challenging backdrop for margin expansion in the...
Soaring gas prices are the most blunt and visual reminder of the war in Iran, but crude oil isn't the only commodity shipped out of the world's crucial waterway. Fertilizer inputs such as urea, potash, ammonia, and sulfur are produced all over the Persian Gulf, and an estimated 30-35% of all plant nutrients rely on the contested Strait of Hormuz for transit.
Mosaic (NYSE: MOS) has spent most of its public life trading on fertilizer cycles.
Caerus Investment Advisors LLC purchased a new stake in shares of The Mosaic Company (NYSE: MOS) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 20,542 shares of the basic materials company's stock, valued at approximately $712,000. A number of other
We believe the operational turnaround in Ero Copper is underway and that the company is well-positioned to generate significant free cash flow growth in 2026. With steady operations in its south American business, an operational turnaround at its Canadian copper operation, and several significant growth opportunities, we believe Hudbay is uniquely positioned in the current copper/gold cycle. Given the growing concern over a supply glut in LNG markets and increased competition from new less disciplined, Cheniere's equity performance has struggled. We closed out the position in the stock.
Bank of Nova Scotia lessened its holdings in shares of The Mosaic Company (NYSE: MOS) by 51.6% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 502,962 shares of the basic materials company's stock after selling 537,000 shares during the quarter. Bank of
Major stock indexes surged Monday after three weeks of declines as U.S. oil futures pulled back below $100 a barrel.
Tom Yeung here with your Sunday Digest.
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Major stock indexes declined as oil prices turned higher Friday, and were poised to close lower for a third straight week.
Mosaic (MOS) benefits from disrupted Persian Gulf fertilizer shipments, driving higher prices and improved margins for its Western hemisphere operations. MOS trades at a compelling 0.81 price/book ratio versus the sector median of 2.49, suggesting undervaluation despite recent gains. The new partnership with Rainbow Rare Earths in Brazil could unlock a significant alternative revenue stream from phosphogypsum waste, with production targeted for 2030.
U.S. stock futures fell on Friday following Thursday's lower close. Futures of the major benchmark indices were down.
Crude near $100 as Iran's leader demands prolonged Hormuz closure and traders abandon bets on 2026 Fed rate cuts.
Mosaic advances Brazil's Uberaba rare earths project after a favorable assessment, launching a prefeasibility study and targeting a processing facility start in 2027.
Mosaic and CF Industries were gaining on the prospect of rising fertilizer prices while UiPath dropped following its earnings report.
The Uberaba project positions Mosaic as a key rare earth player in the Americas, producing 1,900 tonnes of separated REE oxides annually.
Investors have piled into fertilizer stocks since U.S.-Israeli strikes on Iran. The Strait of Hormuz - through which a third of global fertilizer trade flows - tells you why.
Rainbow Rare Earths Ltd (LSE:RBW, OTC:RBWRF, FRA:RR1), the LSE-listed critical minerals company, rose 8% to 28p after unveiling a $916 million net present value economic assessment for its Uberaba rare earths project in Brazil and signing a joint development agreement with Mosaic, the New York-listed fertiliser giant. The Uberaba project, located in the Minas Gerais state of Brazil, would extract rare earth elements from phosphogypsum, a waste product generated during phosphoric acid production at Mosaic's existing operations on site, using proprietary processing technology developed by Rainbow.
TAMPA, FL / ACCESS Newswire / March 11, 2026 / Mosaic Fertilizantes P&K Limitada, a subsidiary of the Mosaic Company ("Mosaic") and Rainbow Rare Earths Limited ("Rainbow") have completed a favorable preliminary economic assessment and entered into a joint project development agreement to advance the Uberaba rare earths project in Minas Gerais, Brazil. Under the agreement, the parties will jointly pursue a prefeasibility study ("PFS"), with the intention, subject to favorable results, to progress to a definitive feasibility study ("DFS") targeted later in 2026.
Rainbow Rare Earths Ltd (LSE:RBW, OTC:RBWRF, FRA:RR1) told investors that its Uberaba project in Brazil could become a second major rare earths development after signing a project agreement with Mosaic and publishing an economic assessment that valued the project at up to US$916 million on a post-tax NPV10 basis. "The results of the EA confirm that Uberaba represents a major opportunity to replicate Phalaborwa as an additional high-margin and near-term REE development project, situated in the lowest-cost quartile for the industry," said chief executive George Bennett.
War in Iran has turned the Strait of Hormuz into a global flashpoint — and with it, roughly 20% of the world's oil supply is now at risk. Most investors are playing it the obvious way.
