The Mosaic Company $MOS Shares Sold by South Dakota Investment Council

South Dakota Investment Council decreased its stake in shares of The Mosaic Company (NYSE:MOS) by 83.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 16,748 shares of the basic materials company’s stock after selling 87,522 shares during the quarter. South Dakota Investment Council’s holdings in Mosaic were worth $581,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of MOS. Fiduciary Alliance LLC acquired a new stake in shares of Mosaic during the 3rd quarter valued at approximately $1,969,000. Hussman Strategic Advisors Inc. bought a new position in Mosaic during the third quarter worth $2,913,000. Scotia Capital Inc. boosted its holdings in Mosaic by 395.1% in the second quarter. Scotia Capital Inc. now owns 87,556 shares of the basic materials company’s stock worth $3,194,000 after purchasing an additional 69,873 shares during the period. Banco Bilbao Vizcaya Argentaria S.A. increased its stake in Mosaic by 65.7% during the second quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 157,267 shares of the basic materials company’s stock valued at $5,682,000 after purchasing an additional 62,338 shares during the last quarter. Finally, Gradient Investments LLC bought a new stake in Mosaic during the third quarter valued at $12,678,000. 77.54% of the stock is currently owned by institutional investors and hedge funds.

Mosaic Stock Performance

Shares of MOS opened at $26.30 on Friday. The firm has a fifty day moving average of $27.45 and a 200-day moving average of $28.55. The company has a market cap of $8.35 billion, a price-to-earnings ratio of 15.56, a price-to-earnings-growth ratio of 1.54 and a beta of 0.95. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.47 and a current ratio of 1.32. The Mosaic Company has a 1 year low of $22.36 and a 1 year high of $38.23.

Mosaic (NYSE:MOS) last released its quarterly earnings data on Tuesday, February 24th. The basic materials company reported $0.22 earnings per share for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.26). The firm had revenue of $2.97 billion during the quarter, compared to analyst estimates of $3.02 billion. Mosaic had a return on equity of 5.80% and a net margin of 4.49%.The firm’s revenue was up 5.6% on a year-over-year basis. During the same period last year, the business earned $0.45 EPS. As a group, equities analysts anticipate that The Mosaic Company will post 2.04 earnings per share for the current year.

Mosaic Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Thursday, May 21st 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 3.3%. The ex-dividend date of this dividend is Thursday, May 21st. Mosaic’s payout ratio is 52.07%.

Wall Street Analysts Forecast Growth

MOS has been the topic of a number of recent research reports. HSBC reduced their price target on shares of Mosaic from $35.00 to $26.00 and set a “hold” rating on the stock in a research report on Monday, November 24th. Weiss Ratings lowered shares of Mosaic from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. Oppenheimer set a $35.00 target price on shares of Mosaic in a report on Friday, January 16th. JPMorgan Chase & Co. downgraded Mosaic from a “neutral” rating to an “underweight” rating and set a $24.00 target price for the company. in a research note on Thursday, February 26th. Finally, Mizuho upped their target price on Mosaic from $28.00 to $30.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. Six equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Mosaic currently has a consensus rating of “Hold” and an average target price of $30.94.

Trending Headlines about Mosaic

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.22 per share (annualized yield ~3.3%); record date May 21 and payable June 2 — supports the stock’s income profile and can attract yield-focused investors. Mosaic Announces Quarterly Dividend of $0.22 Per Share
• Positive Sentiment: Unusually large call-option buying (26,164 calls, ~136% above normal) was reported — suggests elevated bullish positioning by traders which can lift near-term volatility and signal positive sentiment or speculative interest. (No direct article link provided)
• Neutral Sentiment: Scotiabank trimmed FY2026 and FY2027 EPS forecasts (FY26: down to $1.79; FY27: to $2.71) but retained a Sector Outperform stance and a $35 price target — lowers forward earnings expectations (pressure) but the analyst still views upside vs. consensus. (Market research note)
• Negative Sentiment: Shareholder litigation risk: Johnson Fistel announced an investigation into Mosaic’s officers and directors for potential breaches of fiduciary duty — raises the possibility of governance scrutiny, shareholder claims or distractions that could weigh on sentiment and add legal costs. Johnson Fistel Investigates The Mosaic Company (NYSE: MOS) Directors and Officers for Potential Breaches of Fiduciary Duty
• Negative Sentiment: Barclays downgraded MOS to Equal Weight from Overweight, citing geopolitical tensions (U.S./Israel strikes on Iran) that could raise ammonia and other input costs — a catalyst for higher operating costs and margin pressure despite an unchanged $31 price target. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks

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.