De Lisle Partners LLP Invests $2.78 Million in The Mosaic Company $MOS

De Lisle Partners LLP acquired a new stake in The Mosaic Company (NYSE:MOS) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 130,989 shares of the basic materials company’s stock, valued at approximately $2,776,000.

Other hedge funds also recently bought and sold shares of the company. CYBER HORNET ETFs LLC purchased a new stake in Mosaic in the 2nd quarter worth approximately $31,000. MUFG Securities EMEA plc purchased a new position in shares of Mosaic during the 2nd quarter valued at $34,000. Geneos Wealth Management Inc. grew its position in shares of Mosaic by 169.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock valued at $26,000 after purchasing an additional 601 shares in the last quarter. SJS Investment Consulting Inc. grew its position in shares of Mosaic by 72.9% during the 1st quarter. SJS Investment Consulting Inc. now owns 1,245 shares of the basic materials company’s stock valued at $32,000 after purchasing an additional 525 shares in the last quarter. Finally, Gen Wealth Partners Inc bought a new position in shares of Mosaic in the fourth quarter worth $32,000. Hedge funds and other institutional investors own 77.54% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on MOS. Berenberg Bank dropped their price objective on Mosaic from $28.00 to $27.00 and set a “hold” rating for the company in a research note on Tuesday, May 19th. Rothschild & Co Redburn assumed coverage on Mosaic in a research note on Friday, June 26th. They issued a “buy” rating and a $30.00 target price on the stock. JPMorgan Chase & Co. lowered their price target on Mosaic from $24.00 to $19.00 and set an “underweight” rating on the stock in a report on Tuesday, May 12th. The Goldman Sachs Group dropped their price target on Mosaic from $31.00 to $28.00 and set a “buy” rating for the company in a research report on Tuesday, May 12th. Finally, BNP Paribas Exane cut their price objective on Mosaic from $29.00 to $27.00 and set an “outperform” rating for the company in a report on Wednesday, July 1st. Seven research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $27.17.

Insider Activity

In other news, SVP Walter F. Precourt III sold 23,000 shares of the stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $22.12, for a total transaction of $508,760.00. Following the transaction, the senior vice president directly owned 116,198 shares in the company, valued at approximately $2,570,299.76. This represents a 16.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.31% of the company’s stock.

Mosaic News Roundup

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.

Mosaic Stock Performance

NYSE MOS opened at $24.53 on Friday. The Mosaic Company has a 52-week low of $19.80 and a 52-week high of $36.99. The company has a fifty day moving average of $22.21 and a 200-day moving average of $24.26. The company has a market capitalization of $7.80 billion, a P/E ratio of -12.14, a P/E/G ratio of 4.42 and a beta of 0.82. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.43 and a current ratio of 1.34.

Mosaic (NYSE:MOS) last released its earnings results on Tuesday, August 4th. The basic materials company reported $0.13 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. Mosaic had a positive return on equity of 3.77% and a negative net margin of 5.21%.The business had revenue of $2.82 billion for the quarter, compared to analysts’ expectations of $3.10 billion. During the same quarter in the prior year, the firm earned $0.51 earnings per share. The firm’s revenue was down 6.0% on a year-over-year basis. As a group, equities research analysts predict that The Mosaic Company will post 0.54 EPS for the current fiscal year.

Mosaic Company Profile

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.