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Mosaic Co (MOS)
NYSE:MOS
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Mosaic Co (MOS) Price & Analysis

2,122 Followers

MOS Stock Chart & Stats

$24.27
$0.02(0.09%)
At close: 4:00 PM EDT
$24.27
$0.02(0.09%)

Bulls Say, Bears Say

Bulls Say
Debt Maturity ManagementThe refinancing and retirements reduce near-term maturity concentration and simplify the capital structure. That can improve liquidity planning and financial flexibility through fertilizer cycles, although the company retains sizeable debt.
Structural Raw-material Supply AdvantagesInternal production and contracted domestic sourcing should reduce exposure to international logistics disruptions and extreme spot prices. This supports relative cost visibility and resilience versus producers more dependent on seaborne raw materials.
Potash Market PositionHealthy potash demand and committed Canpotex volumes provide commercial visibility in a major operating segment. Improving production mix and the Hydroflow ramp could also lower costs and support competitiveness over the next several months.
Bears Say
Severe Profitability DeteriorationThe sharp margin decline shows that Mosaic’s earnings are highly exposed to fertilizer pricing, input costs and operating utilization. Persistently low profitability reduces internal funding capacity and weakens returns even if revenue scale remains substantial.
Negative Free Cash FlowDeeply negative free cash flow indicates that capital spending and other cash outflows currently exceed internally generated funds. This can constrain debt reduction, shareholder returns and investment flexibility if weak fertilizer conditions persist.
Input-cost And Production RiskMosaic remains vulnerable to disrupted sulfur and ammonia markets because these inputs directly affect margins and operating rates. Curtailments can reduce volumes, raise unit costs and make production planning less reliable across the phosphate network.

Mosaic Co News

MOS FAQ

What was Mosaic Co’s price range in the past 12 months?
Mosaic Co lowest stock price was $19.80 and its highest was $36.99 in the past 12 months.
    What is Mosaic Co’s market cap?
    Mosaic Co’s market cap is $8.22B.
      When is Mosaic Co’s upcoming earnings report date?
      Mosaic Co’s upcoming earnings report date is Nov 10, 2026 which is in 64 days.
        How were Mosaic Co’s earnings last quarter?
        Mosaic Co released its earnings results on May 11, 2026. The company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.245 by -$0.195.
          Is Mosaic Co overvalued?
          According to Wall Street analysts Mosaic Co’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Mosaic Co pay dividends?
            Mosaic Co pays a Quarterly dividend of $0.22 which represents an annual dividend yield of 3.4%. See more information on Mosaic Co dividends here
              What is Mosaic Co’s EPS estimate?
              Mosaic Co’s EPS estimate is 0.06.
                How many shares outstanding does Mosaic Co have?
                Mosaic Co has 317,895,660 shares outstanding.
                  What happened to Mosaic Co’s price movement after its last earnings report?
                  Mosaic Co reported an EPS of $0.05 in its last earnings report, missing expectations of $0.245. Following the earnings report the stock price went down -1.803%.
                    Which hedge fund is a major shareholder of Mosaic Co?
                    Currently, no hedge funds are holding shares in MOS
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Mosaic Co

                      Operating on a global scale via its various subsidiaries, The Mosaic Company specializes in the creation and distribution of concentrated phosphate and potash crop nutrients. Its business is structured into three distinct segments: Phosphates, Potash, and Mosaic Fertilizantes. The company maintains and operates its own mining facilities to extract raw materials, which are then processed into a diverse array of phosphate-based products. These offerings encompass crucial agricultural fertilizers such as diammonium phosphate (DAP), monoammonium phosphate (MAP), and various ammoniated phosphate compounds. Additionally, Mosaic produces phosphate-derived ingredients for animal feed, primarily marketed under the Biofos and Nexfos brands, along with K-Mag, a unique double sulfate of potash magnesia product. Beyond phosphates, Mosaic is a key producer and vendor of potash. This versatile mineral finds application in compound fertilizer manufacturing, animal feed formulations, industrial processes, de-icing preparations, and as a regenerant for water softeners. The company further broadens its portfolio by providing nitrogen-based crop nutrients, supplemental animal feed ingredients, and a range of supporting services. It also actively engages in the procurement and resale of phosphate, potash, and nitrogen products. Mosaic's products reach a wide array of customers, including major wholesale distributors, extensive retail chains, agricultural cooperatives, individual farmers, independent retailers, and large national accounts. Incorporated in 2004, The Mosaic Company is headquartered in Tampa, Florida.

                      Mosaic Co (MOS) Earnings & Revenues

                      MOS Company Deck

                      MOS Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      Mixed. The call details significant near-term challenges driven primarily by external sulfur supply disruptions and resulting phosphate curtailments, under-application of phosphate (driving agronomic risk) and some near-term cash pressure (approx. $500M expected shortfall). Offsetting these negatives are multiple company actions and strengths: secured sulfur contracts materially below spot for Q3, strong balance sheet and liquidity actions (term loan, refinancings, untapped revolver), meaningful SG&A reductions (-20% YoY), potash stability and growth projects (Esterhazy HydroFloat), resilient Brazil distribution and co-product margins, fast-growing Mosaic Biosciences, lower CapEx guidance ($1.2B) and an expected working capital release (forecast $300–500M) supporting sequential free cash flow improvement in Q3 and Q4. Overall the transcript portrays a company taking decisive defensive actions to manage a severe but (management believes) temporary market disruption, leading to a balanced view of risk and mitigation.View all MOS earnings summaries

                      MOS Net sales Breakdown

                      40.63%40.63%39.76%21.48%
                      40.63% Phosphates
                      39.76% Mosaic Fertilizantes
                      21.48% Potash
                      tipranks

                      MOS Stock 12 Month Forecast

                      Average Price Target

                      $27.55
                      ▲(13.50% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":32.897,"date":1759266000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":26.701,"date":1761948000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n        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