Zacks Research Comments on Mosaic's Q3 Earnings (NYSE:MOS)

Key Points

• Zacks Research has raised its Q3 2025 earnings per share (EPS) estimate for Mosaic to $0.75, previously forecasted at $0.70, maintaining a "Strong-Buy" rating.
• Mosaic's stock has seen price target upgrades from multiple analysts, with Barclays raising it from $40.00 to $46.00, reflecting increasing investor confidence.
• The company reported Q2 earnings of $0.51 per share, which fell short of the consensus estimate of $0.71, although revenue increased 6.7% year-over-year to $3.01 billion.

The Mosaic Company (NYSE:MOS - Free Report) - Investment analysts at Zacks Research upped their Q3 2025 EPS estimates for Mosaic in a research report issued to clients and investors on Monday, August 18th. Zacks Research analyst Team now forecasts that the basic materials company will earn $0.75 per share for the quarter, up from their previous forecast of $0.70. Zacks Research currently has a "Strong-Buy" rating on the stock. The consensus estimate for Mosaic's current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic's Q4 2025 earnings at $0.63 EPS, FY2025 earnings at $2.38 EPS, Q1 2026 earnings at $0.54 EPS, Q4 2026 earnings at $0.31 EPS, FY2026 earnings at $2.06 EPS and Q2 2027 earnings at $0.43 EPS.

Several other analysts also recently issued reports on MOS. Barclays upped their price target on shares of Mosaic from $40.00 to $46.00 and gave the company an "overweight" rating in a report on Monday, July 7th. Oppenheimer reissued an "outperform" rating and issued a $43.00 price objective (up previously from $39.00) on shares of Mosaic in a research report on Tuesday, July 15th. Wall Street Zen raised shares of Mosaic from a "hold" rating to a "buy" rating in a research report on Saturday, July 5th. UBS Group boosted their price objective on shares of Mosaic from $45.00 to $46.00 and gave the company a "buy" rating in a research report on Wednesday, August 6th. Finally, CIBC boosted their price objective on shares of Mosaic from $32.00 to $33.00 and gave the company a "neutral" rating in a research report on Friday, May 9th. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $36.42.

Mosaic Stock Down 0.2%

Shares of NYSE MOS opened at $32.2240 on Wednesday. Mosaic has a 12-month low of $22.36 and a 12-month high of $38.23. The company has a market capitalization of $10.23 billion, a PE ratio of 10.92, a price-to-earnings-growth ratio of 1.50 and a beta of 1.12. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.14 and a quick ratio of 0.44. The firm's 50-day moving average is $35.35 and its two-hundred day moving average is $31.08.

Mosaic (NYSE:MOS - Get Free Report) last announced its quarterly earnings results on Tuesday, August 5th. The basic materials company reported $0.51 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.71 by ($0.20). Mosaic had a net margin of 8.35% and a return on equity of 4.74%. The business had revenue of $3.01 billion during the quarter, compared to analysts' expectations of $3.11 billion. During the same period last year, the company earned $0.54 EPS. The firm's revenue for the quarter was up 6.7% on a year-over-year basis.

Insider Buying and Selling

In related news, SVP Walter F. Precourt III sold 18,000 shares of the company's stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $35.73, for a total transaction of $643,140.00. Following the completion of the transaction, the senior vice president owned 128,546 shares of the company's stock, valued at approximately $4,592,948.58. This represents a 12.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.86% of the company's stock.

Institutional Investors Weigh In On Mosaic

Large investors have recently made changes to their positions in the business. First Horizon Advisors Inc. increased its position in shares of Mosaic by 172.5% in the second quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company's stock worth $25,000 after acquiring an additional 433 shares in the last quarter. Bangor Savings Bank acquired a new stake in shares of Mosaic in the second quarter worth $26,000. Rothschild Investment LLC increased its position in shares of Mosaic by 650.0% in the second quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company's stock worth $27,000 after acquiring an additional 650 shares in the last quarter. Rexford Capital Inc. acquired a new stake in shares of Mosaic in the second quarter worth $28,000. Finally, Reyes Financial Architecture Inc. acquired a new stake in shares of Mosaic in the second quarter worth $31,000. Institutional investors and hedge funds own 77.54% of the company's stock.

About Mosaic

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products; and phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names, as well as produces a double sulfate of potash magnesia product under K-Mag brand name.

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