MOS · NYSE · Agricultural Inputs

Mosaic (MOS)

Mines, processes, and distributes phosphate and potash crop nutrients across major farming markets.

$24.11
vs last close+0.04 (+0.17%)
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The Mosaic CompanyMOS
Materials

Mines and processes phosphate rock, produces potash, and sells crop nutrients and animal-feed ingredients through Phosphate, Potash, and Mosaic Fertilizantes. Integrated mines, plants, and distribution networks span North America and Brazil, while export potash moves through Canpotex.

Mines and processes phosphate rock into DAP, MAP, MicroEssentials, and animal-feed ingredients, while producing potash fertilizers from Saskatchewan. The Phosphate segment operates in Florida, Louisiana, and Peru; Potash serves North American and export customers; and Mosaic Fertilizantes mines, manufactures, blends, and distributes crop nutrients across Brazil and Paraguay.

Integrates mines with chemical plants, ports, warehouses, and blending facilities, supporting delivery across North America, Brazil, and other agricultural markets. Mosaic Biosciences adds biological fertilizer complements intended to improve nutrient use efficiency and crop performance.

Earnings remain tied to fertilizer prices, planting demand, sulfur and ammonia costs, and operating permits. Canadian potash sold outside the United States and Canada moves exclusively through Canpotex, while phosphate processing creates phosphogypsum requiring regulated storage, reclamation, and long-term closure management.

Company facts

CEOBruce M. Bodine Jr.
ListedOct 25, 2004
ExchangeNYSE
HeadquartersTampa, FL
CountryUnited States
Employees13,249
CIK0001285785
ISINUS61945C1036

Market cap$7.65B
EPS (ttm)$0.1900
P/E (ttm)126.68
ROE0.4%
P/B0.6672
P/S0.6440
Dividend yieldDiv yield3.66%
Beta0.74vs XLB 1.34

Price target$26.00+8.0%Average of 49 analysts
ConsensusHold26 of 49 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 10, 2026KeyBancInitiate
Rating:
Rating: Sector Weight
Aug 13, 2026Freedom BrokerDowngrade
Rating: Buy
Rating: Sell
Aug 5, 2026Mizuho SecuritiesTarget
Target: $24
Target: $25
Jun 30, 2026Morgan StanleyReiterate
Rating: Target: $35
Rating: Equal WeightTarget: $26
Jun 26, 2026Redburn PartnersTarget
Target:
Target: $30

Next report
Nov 3, 26
in 42 days
EPS estimate
$0.09
Revenue estimate
$3.08B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.45$0.49$0.51$1.04$0.22$0.05$0.13Pending
Estimate$0.53$0.45$0.67$0.97$0.48$0.24$0.12$0.09
Surprise−15.1%+9.0%−23.9%+7.4%−54.2%−79.6%+7.7%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$2.82B$2.62B$3.01B$3.45B$2.97B$3.00B$2.82BPending
Estimate$2.92B$2.69B$3.89B$3.53B$2.93B$2.93B$3.10B$3.08B
Surprise−3.5%−2.4%−22.7%−2.2%+1.4%+2.4%−8.9%
Estimate$0.09
ReportedDue Nov 3, 2026
Estimate$3.08B
ReportedDue Nov 3, 2026
View details

Debt to equity51.10%
Current ratio133.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$2.81B$2.82B$2.62B$3.01B$3.45B$2.60B$3.00B$2.82B
Net income$122.2M$169.0M$238.1M$410.7M$411.4M$162.2M−$257.6M−$272.8M
Net margin4.3%6.0%9.1%13.7%11.9%6.2%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$115.4M$99.9M$338.5M$244.4M$339.8M$235.6M−$372.9M−$35.5M
YoY growth−20.9%−64.1%+95.8%+4.8%+194.5%+135.8%Turned lossTurned loss

Balance sheet, Jun 30, 2026Cash & short-term investments $294.0M · Total debt $5.86B · Total assets $24.64B · Shareholders' equity $11.46B

Revenue
$2.82B
Operating income
−$35.5M
Net income
−$272.8M
View details

Dividend yield
3.66%
Next ex-date
Dec 10, 26
estimated · in 79 days
Annual dividend
$0.88
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26May '26Sep '26
Dividend$0.21$0.22$0.22$0.22$0.22$0.22$0.22$0.22
Annual yield3.28%3.44%2.36%2.67%3.65%3.27%4.01%3.46%
Ex-dateDec 5Mar 6Jun 5Sep 8Dec 4Mar 9May 21Sep 10
Payment dateDec 19Mar 20Jun 19Sep 18Dec 18Mar 19Jun 2Sep 24
View details

Institutions96.25%305.93M shares
725 holders · as of Jun 30, 2026
Insiders0.24%776.3K shares
18 holders · as of Aug 21, 2026
Other3.51%11.14M shares
remainder

317.85M company shares as of Sep 11, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.79%24.75Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.53%20.74Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
5.76%18.29Mas of Jun 30, 2026
State Street CorpInstitution
4.73%15.04Mas of Jun 30, 2026
Invesco Ltd.Institution
4.69%14.90Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 19, 2026Walter F. III Precourtofficer: SVP - Chief Admin Officer−23,000$22.12
Nov 11, 2025Jody Lynne Kuzenkodirector+685$25.53
View details

  • Nutrien

    Largest potash + phosphate producer; direct rival in North America and Brazil.

  • ICL

    Dead Sea potash and specialty phosphate; direct potash and DAP/MAP rival.

Compare

CompanyPriceChange
Mosaic$24.11+0.17%$7.65B126.726.50.6−6.0%
Nutrien$74.50−0.05%$35.78B15.114.21.3+0.3%
ICL$5.36+0.28%$6.89B22.212.20.9+16.5%
Median18.713.21.1+8.4%