What is Zacks Research’s Forecast for Mosaic Q2 Earnings?

The Mosaic Company (NYSE:MOS) – Equities researchers at Zacks Research decreased their Q2 2027 earnings per share (EPS) estimates for shares of Mosaic in a report released on Wednesday, July 22nd. Zacks Research analyst Team now expects that the basic materials company will earn $0.59 per share for the quarter, down from their prior estimate of $0.63. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Mosaic’s current full-year earnings is $0.81 per share.

Mosaic (NYSE:MOS) last announced its quarterly earnings results on Monday, May 11th. The basic materials company reported $0.05 earnings per share for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.15). The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.93 billion. Mosaic had a net margin of 0.36% and a return on equity of 4.66%. The business’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.49 EPS.

Other equities research analysts have also recently issued reports about the stock. Berenberg Bank cut their price objective on shares of Mosaic from $28.00 to $27.00 and set a “hold” rating on the stock in a research report on Tuesday, May 19th. Freedom Capital upgraded Mosaic from a “strong sell” rating to a “strong-buy” rating in a report on Wednesday, June 17th. Mizuho dropped their price target on Mosaic from $27.00 to $24.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th. BNP Paribas Exane cut their price target on Mosaic from $29.00 to $27.00 and set an “outperform” rating on the stock in a report on Wednesday, July 1st. Finally, UBS Group reduced their price objective on Mosaic from $27.00 to $23.00 and set a “neutral” rating for the company in a research report on Tuesday, May 12th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $27.11.

Mosaic Stock Down 2.0%

Shares of MOS stock opened at $22.32 on Friday. Mosaic has a 12-month low of $19.80 and a 12-month high of $37.44. The company has a quick ratio of 0.45, a current ratio of 1.25 and a debt-to-equity ratio of 0.36. The firm has a fifty day moving average of $22.10 and a 200-day moving average of $24.89. The company has a market capitalization of $7.09 billion, a price-to-earnings ratio of 171.74, a P/E/G ratio of 2.78 and a beta of 0.82.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the business. Wedge Capital Management L L P NC grew its position in Mosaic by 24.7% in the second quarter. Wedge Capital Management L L P NC now owns 494,520 shares of the basic materials company’s stock valued at $10,479,000 after purchasing an additional 98,060 shares in the last quarter. Tema ETFs LLC lifted its position in Mosaic by 10.0% during the 2nd quarter. Tema ETFs LLC now owns 6,355 shares of the basic materials company’s stock worth $135,000 after buying an additional 580 shares in the last quarter. Handelsbanken Fonder AB lifted its position in Mosaic by 8.3% during the 2nd quarter. Handelsbanken Fonder AB now owns 92,900 shares of the basic materials company’s stock worth $1,969,000 after buying an additional 7,100 shares in the last quarter. Polianta Ltd lifted its position in Mosaic by 40.1% during the 2nd quarter. Polianta Ltd now owns 78,200 shares of the basic materials company’s stock worth $1,657,000 after buying an additional 22,400 shares in the last quarter. Finally, Czech National Bank boosted its stake in shares of Mosaic by 4.7% during the 2nd quarter. Czech National Bank now owns 90,471 shares of the basic materials company’s stock worth $1,917,000 after buying an additional 4,026 shares during the last quarter. Institutional investors and hedge funds own 77.54% of the company’s stock.

Key Mosaic News

Here are the key news stories impacting Mosaic this week:

• Neutral Sentiment: Zacks Research upgraded Mosaic from “Strong Sell” to “Hold”, which is a slight sentiment improvement but still indicates limited near-term upside. Zacks.com
• Negative Sentiment: Analysts cut Q2 2026 EPS estimates to $0.08 from $0.12, signaling a softer short-term earnings outlook. MarketBeat MOS page
• Negative Sentiment: FY2026, FY2027, and FY2028 earnings estimates were all reduced, reinforcing concerns that Mosaic’s profits may remain under pressure over the next several years. MarketBeat MOS page

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.