Zacks Research Issues Negative Estimate for Mosaic Earnings

Key Points

• Zacks Research has lowered its Q2 2026 earnings estimate for Mosaic from $0.67 to $0.46 per share, while still maintaining a "Strong-Buy" rating on the stock.
• Mosaic reported a Q2 earnings miss, with earnings per share (EPS) of $0.51 compared to the consensus estimate of $0.71.
• Recent price target adjustments by analysts include CIBC raising it to $33 and Scotiabank lowering it to $39, reflecting mixed sentiments on the stock's performance.

The Mosaic Company (NYSE:MOS - Free Report) - Investment analysts at Zacks Research dropped their Q2 2026 earnings per share (EPS) estimates for shares of Mosaic in a research report issued to clients and investors on Monday, August 18th. Zacks Research analyst Team now expects that the basic materials company will post earnings per share of $0.46 for the quarter, down from their previous estimate of $0.67. 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 Q3 2026 earnings at $0.75 EPS, Q1 2027 earnings at $0.06 EPS and FY2027 earnings at $1.52 EPS.

Other equities research analysts have also issued reports about the stock. CIBC lifted their price target on shares of Mosaic from $32.00 to $33.00 and gave the company a "neutral" rating in a report on Friday, May 9th. Scotiabank lowered their target price on Mosaic from $42.00 to $39.00 and set a "sector outperform" rating for the company in a research report on Monday, August 11th. Wells Fargo & Company lowered their price objective on Mosaic from $38.00 to $34.00 and set an "equal weight" rating for the company in a research report on Thursday, August 7th. Oppenheimer restated an "outperform" rating and issued a $43.00 price target (up previously from $39.00) on shares of Mosaic in a research report on Tuesday, July 15th. Finally, Wall Street Zen raised Mosaic from a "hold" rating to a "buy" rating in a research note on Saturday, July 5th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $36.42.

Mosaic Stock Up 0.6%

Shares of NYSE MOS opened at $32.4180 on Thursday. The company has a market cap of $10.29 billion, a price-to-earnings ratio of 10.99, a PEG ratio of 1.50 and a beta of 1.12. The company has a current ratio of 1.14, a quick ratio of 0.44 and a debt-to-equity ratio of 0.26. Mosaic has a 12 month low of $22.36 and a 12 month high of $38.23. The stock has a 50-day moving average price of $35.31 and a two-hundred day moving average price of $31.09.

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

Insider Transactions at Mosaic

In related news, SVP Walter F. Precourt III sold 18,000 shares of the stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $35.73, for a total value of $643,140.00. Following the completion of the sale, the senior vice president directly owned 128,546 shares of the company's stock, valued at approximately $4,592,948.58. This represents a 12.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 0.50% of the company's stock.

Institutional Investors Weigh In On Mosaic

A number of institutional investors have recently added to or reduced their stakes in MOS. First Horizon Advisors Inc. grew its stake in Mosaic by 172.5% in the 2nd quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company's stock valued at $25,000 after purchasing an additional 433 shares during the period. Bangor Savings Bank bought a new stake in shares of Mosaic during the second quarter valued at about $26,000. Rothschild Investment LLC increased its holdings in Mosaic by 650.0% during the 2nd quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company's stock worth $27,000 after acquiring an additional 650 shares during the period. Rexford Capital Inc. purchased a new stake in shares of Mosaic in the second quarter worth $28,000. Finally, Reyes Financial Architecture Inc. purchased a new stake in shares of Mosaic in the 2nd quarter valued at about $31,000. 77.54% of the stock is owned by 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.

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