Equities Analysts Set Expectations for Mosaic Q3 Earnings

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) - Research analysts at Zacks Research raised their Q3 2025 earnings estimates for Mosaic in a research note issued to investors on Monday, August 18th. Zacks Research analyst Team now forecasts that the basic materials company will post earnings per share of $0.75 for the quarter, up from their prior forecast of $0.70. Zacks Research 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.

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

A number of other research firms have also weighed in on MOS. Oppenheimer reaffirmed an "outperform" rating and set a $43.00 target price (up previously from $39.00) on shares of Mosaic in a report on Tuesday, July 15th. JPMorgan Chase & Co. lifted their target price on Mosaic from $35.00 to $37.00 and gave the company an "overweight" rating in a report on Monday, August 11th. CIBC lifted their target price on Mosaic from $32.00 to $33.00 and gave the company a "neutral" rating in a report on Friday, May 9th. Barclays lifted their target price on Mosaic from $40.00 to $46.00 and gave the company an "overweight" rating in a report on Monday, July 7th. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating on shares of Mosaic in a report on Monday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $36.42.

Mosaic Stock Performance

NYSE:MOS traded up $0.6240 on Wednesday, reaching $33.1740. 3,988,167 shares of the company's stock were exchanged, compared to its average volume of 5,532,792. 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 has a market cap of $10.53 billion, a price-to-earnings ratio of 11.23, a P/E/G ratio of 1.51 and a beta of 1.12. Mosaic has a 52 week low of $22.36 and a 52 week high of $38.23. The stock has a fifty day simple moving average of $35.20 and a 200-day simple moving average of $31.21.

Insiders Place Their Bets

In related news, SVP Walter F. Precourt III sold 18,000 shares of the firm'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 value of $643,140.00. Following the sale, the senior vice president directly owned 128,546 shares of the company's stock, valued at $4,592,948.58. This trade represents a 12.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.50% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Mosaic

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Cambridge Investment Research Advisors Inc. boosted its stake in Mosaic by 36.1% in the first quarter. Cambridge Investment Research Advisors Inc. now owns 56,284 shares of the basic materials company's stock worth $1,520,000 after buying an additional 14,943 shares in the last quarter. Yousif Capital Management LLC boosted its stake in Mosaic by 1.3% in the first quarter. Yousif Capital Management LLC now owns 53,172 shares of the basic materials company's stock worth $1,436,000 after buying an additional 685 shares in the last quarter. Oppenheimer & Co. Inc. purchased a new stake in Mosaic in the first quarter worth approximately $1,119,000. Wealth Enhancement Advisory Services LLC boosted its stake in Mosaic by 19.9% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 47,186 shares of the basic materials company's stock worth $1,275,000 after buying an additional 7,828 shares in the last quarter. Finally, Vontobel Holding Ltd. boosted its stake in Mosaic by 12.8% in the first quarter. Vontobel Holding Ltd. now owns 23,543 shares of the basic materials company's stock worth $636,000 after buying an additional 2,663 shares in the last quarter. 77.54% of the stock is owned by hedge funds and other institutional investors.

Mosaic Company Profile

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.