Ieq Capital LLC Acquires New Stake in The Mosaic Company $MOS

Key Points

• Ieq Capital acquired 868,548 Mosaic shares worth approximately $18.4 million, giving it a 0.27% stake. Institutional investors and hedge funds collectively own 77.54% of MOS.
• Mosaic shares recently traded at $24.53, up 5.1%, while the company reported quarterly EPS of $0.13, slightly above estimates, but revenue fell 6% year over year to $2.82 billion.
• Analysts maintain a consensus “Hold” rating with an average price target of $27.17. Recent target reductions and lower near- to medium-term earnings forecasts signal cautious expectations, while an insider sold 23,000 shares for about $508,760.

Ieq Capital LLC acquired a new stake in The Mosaic Company (NYSE:MOS - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 868,548 shares of the basic materials company's stock, valued at approximately $18,405,000. Ieq Capital LLC owned 0.27% of Mosaic as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. NewEdge Advisors LLC boosted its holdings in shares of Mosaic by 27.8% in the first quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company's stock valued at $47,000 after acquiring an additional 380 shares in the last quarter. United Services Automobile Association purchased a new position in Mosaic during the first quarter worth about $201,000. Empowered Funds LLC raised its holdings in Mosaic by 170.5% during the first quarter. Empowered Funds LLC now owns 54,176 shares of the basic materials company's stock worth $1,463,000 after purchasing an additional 34,151 shares in the last quarter. Woodline Partners LP lifted its position in Mosaic by 40.7% in the first quarter. Woodline Partners LP now owns 26,836 shares of the basic materials company's stock valued at $725,000 after purchasing an additional 7,760 shares during the period. Finally, Geneos Wealth Management Inc. lifted its position in Mosaic by 169.3% in the first 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 during the period. 77.54% of the stock is owned by institutional investors and hedge funds.

Mosaic Trading Up 5.1%

Shares of MOS opened at $24.53 on Friday. The Mosaic Company has a twelve month low of $19.80 and a twelve month high of $36.99. The company has a current ratio of 1.34, a quick ratio of 0.43 and a debt-to-equity ratio of 0.41. The firm has a market capitalization of $7.80 billion, a P/E ratio of -12.14, a PEG ratio of 4.42 and a beta of 0.82. The firm's 50-day moving average is $22.21 and its two-hundred day moving average is $24.26.

Mosaic (NYSE:MOS - Get Free Report) last posted its quarterly 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 company had revenue of $2.82 billion during the quarter, compared to the consensus estimate of $3.10 billion. Mosaic had a negative net margin of 5.21% and a positive return on equity of 3.77%. The company's revenue for the quarter was down 6.0% on a year-over-year basis. During the same period last year, the firm earned $0.51 EPS. On average, research analysts predict that The Mosaic Company will post 0.54 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Berenberg Bank dropped their target price on Mosaic from $28.00 to $27.00 and set a "hold" rating on the stock in a research report on Tuesday, May 19th. Barclays reduced their price target on Mosaic from $31.00 to $26.00 and set an "equal weight" rating for the company in a report on Monday, May 18th. HSBC decreased their price target on Mosaic from $26.00 to $23.00 and set a "hold" rating on the stock in a research note on Thursday, June 18th. Canadian Imperial Bank of Commerce set a $25.00 price objective on Mosaic in a research report on Tuesday, May 12th. Finally, Morgan Stanley cut their price objective on Mosaic from $28.00 to $26.00 and set an "equal weight" rating for the company in a research report on Tuesday, June 30th. Seven investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $27.17.

Insider Buying and Selling at Mosaic

In related news, SVP Walter F. Precourt III sold 23,000 shares of the firm's stock in a transaction that occurred 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 transaction, the senior vice president directly owned 116,198 shares of the company's stock, valued at $2,570,299.76. This trade represents a 16.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.31% of the stock is currently owned by corporate insiders.

Key Mosaic News

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 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.

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