What is KeyCorp's Forecast for Mosaic Q3 Earnings?

Key Points

• KeyCorp expects Mosaic to earn $0.05 per share in Q3 2026 and $0.11 in Q4, with forecasts of $0.45 for fiscal 2026, $1.00 for 2027, and $2.80 for 2028. The firm maintains a “Sector Weight” rating.
• Mosaic’s latest quarter modestly exceeded earnings expectations, reporting $0.13 EPS versus $0.12 expected, but revenue fell short at $2.82 billion and declined 6% year over year.
• Analyst sentiment remains mixed, with the stock carrying a consensus “Hold” rating and a $27.17 target price. Mosaic also declared a quarterly dividend of $0.22 per share, implying a 3.5% annualized yield.

The Mosaic Company (NYSE:MOS - Free Report) - Stock analysts at KeyCorp issued their Q3 2026 EPS estimates for Mosaic in a research report issued to clients and investors on Thursday, September 10th. KeyCorp analyst S. Tiano anticipates that the basic materials company will earn $0.05 per share for the quarter. KeyCorp has a "Sector Weight" rating on the stock. The consensus estimate for Mosaic's current full-year earnings is $0.54 per share. KeyCorp also issued estimates for Mosaic's Q4 2026 earnings at $0.11 EPS, FY2026 earnings at $0.45 EPS, FY2027 earnings at $1.00 EPS and FY2028 earnings at $2.80 EPS.

Mosaic (NYSE:MOS - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The basic materials company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.01. The firm had revenue of $2.82 billion during the quarter, compared to the consensus estimate of $3.10 billion. Mosaic had a positive return on equity of 3.77% and a negative net margin of 5.21%.Mosaic's quarterly revenue was down 6.0% on a year-over-year basis. During the same period last year, the business posted $0.51 EPS.

Several other analysts also recently issued reports on the stock. Wall Street Zen downgraded shares of Mosaic from a "sell" rating to a "strong sell" rating in a report on Sunday, July 12th. Weiss Ratings reissued a "sell (d)" rating on shares of Mosaic in a research note on Friday, August 7th. HSBC reduced their target price on Mosaic from $26.00 to $23.00 and set a "hold" rating on the stock in a research note on Thursday, June 18th. Rothschild & Co Redburn began coverage on Mosaic in a report on Friday, June 26th. They set a "buy" rating and a $30.00 target price on the stock. Finally, Zacks Research raised Mosaic from a "strong sell" rating to a "hold" rating in a research report on Tuesday, July 21st. Seven investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $27.17.

Mosaic Trading Down 0.6%

NYSE:MOS opened at $25.04 on Tuesday. The company has a market capitalization of $7.96 billion, a PE ratio of -12.39, a price-to-earnings-growth ratio of 4.56 and a beta of 0.83. Mosaic has a 52-week low of $19.80 and a 52-week high of $36.99. The stock has a fifty day simple moving average of $23.24 and a 200-day simple moving average of $23.76. The company has a quick ratio of 0.43, a current ratio of 1.34 and a debt-to-equity ratio of 0.41.

Mosaic Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 10th will be paid a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend is Thursday, September 10th. Mosaic's dividend payout ratio is currently -43.56%.

Insider Activity

In other news, SVP Walter Precourt, III sold 23,000 shares of Mosaic stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $22.12, for a total value of $508,760.00. Following the completion of the sale, the senior vice president owned 116,198 shares of the company's stock, valued at $2,570,299.76. The trade was a 16.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.31% of the stock is owned by company insiders.

Institutional Trading of Mosaic

A number of hedge funds have recently added to or reduced their stakes in the business. Core Capital Management & Research inc. purchased a new position in shares of Mosaic during the 2nd quarter worth about $2,741,000. Sequoia Financial Advisors LLC raised its stake in Mosaic by 56.3% during the second quarter. Sequoia Financial Advisors LLC now owns 34,042 shares of the basic materials company's stock worth $721,000 after purchasing an additional 12,259 shares during the period. SailingStone Capital Partners LLC purchased a new position in Mosaic during the second quarter worth approximately $25,160,000. WINTON GROUP Ltd boosted its holdings in shares of Mosaic by 154.6% in the 2nd quarter. WINTON GROUP Ltd now owns 22,793 shares of the basic materials company's stock valued at $483,000 after purchasing an additional 13,841 shares during the last quarter. Finally, Cidel Asset Management Inc. boosted its holdings in shares of Mosaic by 19.2% in the 2nd quarter. Cidel Asset Management Inc. now owns 12,885 shares of the basic materials company's stock valued at $273,000 after purchasing an additional 2,072 shares during the last quarter. 77.54% of the stock is owned by institutional investors and hedge funds.

Mosaic Company Profile

The Mosaic Company NYSE: MOS is a global producer and marketer of concentrated phosphate and potash crop nutrients. Its products are used by farmers to replenish essential nutrients in soil and support agricultural yields. The company also produces animal feed ingredients and other phosphorus-based products derived from its phosphate operations.

Mosaic's operations span the production, processing, distribution and marketing of crop nutrients. Its phosphate business is supported by phosphate rock mining and processing operations, while its potash business includes mining and processing facilities in Canada and the United States.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.