Zacks Research Analysts Lift Earnings Estimates for Mosaic

The Mosaic Company (NYSE:MOS) – Equities researchers at Zacks Research increased their FY2025 EPS estimates for Mosaic in a research report issued to clients and investors on Wednesday, March 12th. Zacks Research analyst R. Department now anticipates that the basic materials company will post earnings per share of $1.73 for the year, up from their prior estimate of $1.71. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic’s Q4 2025 earnings at $0.50 EPS, Q2 2026 earnings at $0.58 EPS, Q3 2026 earnings at $0.71 EPS, Q4 2026 earnings at $0.10 EPS and FY2026 earnings at $1.79 EPS.

A number of other equities research analysts also recently issued reports on the company. The Goldman Sachs Group began coverage on Mosaic in a research report on Thursday. They issued a “buy” rating and a $31.00 price objective on the stock. CIBC began coverage on Mosaic in a report on Tuesday, December 10th. They issued a “neutral” rating and a $55.00 price target on the stock. JPMorgan Chase & Co. raised Mosaic from a “neutral” rating to an “overweight” rating and boosted their price objective for the stock from $26.00 to $29.00 in a report on Monday, March 3rd. Oppenheimer initiated coverage on shares of Mosaic in a research note on Thursday, December 12th. They issued a “market perform” rating on the stock. Finally, Royal Bank of Canada boosted their price target on shares of Mosaic from $27.00 to $28.00 and gave the stock a “sector perform” rating in a research note on Tuesday, March 4th. Nine investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $31.64.

Mosaic Stock Performance

Mosaic stock opened at $25.91 on Monday. The firm’s 50 day simple moving average is $26.28 and its 200 day simple moving average is $26.17. The company has a current ratio of 1.19, a quick ratio of 0.49 and a debt-to-equity ratio of 0.27. Mosaic has a 1-year low of $22.48 and a 1-year high of $33.44. The firm has a market capitalization of $8.21 billion, a PE ratio of 22.93, a price-to-earnings-growth ratio of 1.42 and a beta of 1.34.

Mosaic Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 20th. Investors of record on Thursday, March 6th will be issued a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.40%. The ex-dividend date of this dividend is Thursday, March 6th. This is an increase from Mosaic’s previous quarterly dividend of $0.21. Mosaic’s dividend payout ratio is currently 160.00%.

Institutional Trading of Mosaic

Large investors have recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in Mosaic in the fourth quarter worth about $97,363,000. Invesco Ltd. boosted its stake in Mosaic by 29.3% during the fourth quarter. Invesco Ltd. now owns 13,507,131 shares of the basic materials company’s stock worth $332,005,000 after acquiring an additional 3,058,243 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of Mosaic by 24.2% during the fourth quarter. Dimensional Fund Advisors LP now owns 11,041,218 shares of the basic materials company’s stock valued at $271,382,000 after purchasing an additional 2,151,426 shares during the last quarter. Criteria Caixa S.A.U. bought a new stake in shares of Mosaic in the 4th quarter worth approximately $36,231,000. Finally, Covalis Capital LLP purchased a new stake in shares of Mosaic in the 4th quarter worth approximately $27,031,000. Institutional investors own 77.54% of the company’s stock.

About Mosaic

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.