Wealthfront Advisers LLC purchased a new position in shares of The Mosaic Company (NYSE:MOS – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 61,854 shares of the basic materials company’s stock, valued at approximately $1,311,000.
A number of other hedge funds also recently made changes to their positions in MOS. Thompson Siegel & Walmsley LLC increased its holdings in shares of Mosaic by 35.8% during the 4th quarter. Thompson Siegel & Walmsley LLC now owns 2,978,232 shares of the basic materials company’s stock worth $71,746,000 after buying an additional 785,057 shares during the last quarter. California State Teachers Retirement System boosted its holdings in Mosaic by 22.2% in the first quarter. California State Teachers Retirement System now owns 366,466 shares of the basic materials company’s stock valued at $9,345,000 after acquiring an additional 66,608 shares during the last quarter. Vanguard Group Inc. boosted its holdings in Mosaic by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 39,123,171 shares of the basic materials company’s stock valued at $942,477,000 after acquiring an additional 461,524 shares during the last quarter. Bank of America Corp DE grew its position in Mosaic by 7.4% during the first quarter. Bank of America Corp DE now owns 2,486,973 shares of the basic materials company’s stock valued at $63,418,000 after acquiring an additional 170,724 shares during the period. Finally, Royal Bank of Canada increased its stake in Mosaic by 18.6% during the first quarter. Royal Bank of Canada now owns 401,445 shares of the basic materials company’s stock worth $10,237,000 after acquiring an additional 62,883 shares during the last quarter. Institutional investors and hedge funds own 77.54% of the company’s stock.
Key Stories Impacting Mosaic
Here are the key news stories impacting Mosaic this week:
- Positive Sentiment: Mosaic launched Enzara, an enzyme-based residue-management product designed to function at temperatures as low as 32°F. The company says it can accelerate residue decomposition and help fields reach plant-ready conditions sooner, potentially supporting future agricultural-product growth. MOS Launches Enzyme-Based Residue Management Product
- Neutral Sentiment: Zacks Research increased its FY2028 EPS forecast for MOS to $1.41 from $1.31, indicating somewhat better long-term earnings expectations. However, the firm maintained a “Hold” rating.
- Negative Sentiment: Zacks Research reduced its Q4 2026 EPS estimate to $0.20 from $0.34, Q2 2027 to $0.31 from $0.59, and Q3 2027 to $0.23 from $0.51. Its FY2027 forecast was also cut sharply to $1.06 from $1.67, signaling weaker near- and medium-term profit expectations. The revisions remain below the longer-term FY2028 outlook. What is Zacks Research’s Estimate for Mosaic Q3 Earnings?
- Negative Sentiment: Mosaic Senior Vice President Walter F. Precourt III sold 23,000 shares for approximately $508,760, reducing his direct stake by 16.52%. While an insider sale does not necessarily indicate deteriorating fundamentals, it can weigh modestly on sentiment.
Insiders Place Their Bets
Mosaic Trading Up 5.1%
Shares of MOS opened at $24.53 on Friday. The Mosaic Company has a 12 month low of $19.80 and a 12 month high of $36.99. The stock’s 50-day moving average is $22.21 and its two-hundred day moving average is $24.26. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.34 and a quick ratio of 0.43. The stock has a market cap of $7.80 billion, a PE ratio of -12.14, a P/E/G ratio of 4.22 and a beta of 0.82.
Mosaic (NYSE:MOS – Get Free Report) last posted its earnings results on Tuesday, August 4th. The basic materials company reported $0.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. The business had revenue of $2.82 billion during the quarter, compared to analyst estimates of $3.10 billion. Mosaic had a positive return on equity of 3.77% and a negative net margin of 5.21%.The company’s revenue for the quarter was down 6.0% compared to the same quarter last year. During the same quarter last year, the firm earned $0.51 earnings per share. Equities analysts forecast that The Mosaic Company will post 0.54 earnings per share for the current fiscal year.
Analysts Set New Price Targets
MOS has been the topic of a number of research reports. Scotiabank restated an “outperform” rating and issued a $30.00 price objective on shares of Mosaic in a report on Tuesday, May 19th. JPMorgan Chase & Co. decreased their target price on Mosaic from $24.00 to $19.00 and set an “underweight” rating for the company in a report on Tuesday, May 12th. Wells Fargo & Company dropped their target price on shares of Mosaic from $25.00 to $22.00 and set an “equal weight” rating for the company in a research report on Thursday, May 14th. Royal Bank Of Canada upgraded shares of Mosaic from a “sector perform” rating to an “outperform” rating and cut their price target for the company from $28.00 to $27.00 in a report on Wednesday, May 13th. Finally, UBS Group reduced their price target on shares of Mosaic from $27.00 to $23.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Seven investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Mosaic presently has an average rating of “Hold” and a consensus price target of $27.17.
Get Our Latest Research Report on MOS
About Mosaic
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.
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