FY2025 Earnings Forecast for Mosaic Issued By Zacks Research

The Mosaic Company (NYSE:MOS) – Zacks Research increased their FY2025 earnings per share estimates for Mosaic in a research note issued to investors on Wednesday, March 12th. Zacks Research analyst R. Department now anticipates that the basic materials company will post earnings per share of $1.73 for the year, up from their prior forecast of $1.71. 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 $0.50 EPS, Q2 2026 earnings at $0.58 EPS, Q3 2026 earnings at $0.71 EPS, Q4 2026 earnings at $0.10 EPS and FY2026 earnings at $1.79 EPS.

A number of other equities research analysts also recently weighed in on MOS. CIBC assumed coverage on Mosaic in a research report on Tuesday, December 10th. They set a “neutral” rating and a $55.00 price objective on the stock. Morgan Stanley dropped their price objective on Mosaic from $40.00 to $30.00 and set an “equal weight” rating on the stock in a research report on Monday, January 13th. JPMorgan Chase & Co. raised Mosaic from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $26.00 to $29.00 in a research report on Monday, March 3rd. Mizuho decreased their price target on Mosaic from $29.00 to $28.00 and set a “neutral” rating for the company in a research note on Monday, March 3rd. Finally, Scotiabank decreased their price target on Mosaic from $34.00 to $31.00 and set a “sector outperform” rating for the company in a research note on Monday, March 3rd. Nine investment analysts have rated the stock with a hold rating and three have assigned a buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $31.64.

Mosaic Price Performance

Shares of MOS stock opened at $26.52 on Monday. Mosaic has a 1-year low of $22.48 and a 1-year high of $33.44. The stock’s 50-day moving average is $26.30 and its 200 day moving average is $26.16. The company has a market cap of $8.41 billion, a P/E ratio of 23.47, a PEG ratio of 1.42 and a beta of 1.34. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.19 and a quick ratio of 0.49.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Invesco Ltd. raised its stake in shares of Mosaic by 29.3% in the fourth quarter. Invesco Ltd. now owns 13,507,131 shares of the basic materials company’s stock worth $332,005,000 after purchasing an additional 3,058,243 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Mosaic by 24.2% in the fourth quarter. Dimensional Fund Advisors LP now owns 11,041,218 shares of the basic materials company’s stock worth $271,382,000 after purchasing an additional 2,151,426 shares during the last quarter. Geode Capital Management LLC grew its holdings in Mosaic by 3.2% during the fourth quarter. Geode Capital Management LLC now owns 8,621,001 shares of the basic materials company’s stock worth $218,751,000 after acquiring an additional 269,650 shares during the period. Northern Trust Corp grew its holdings in Mosaic by 5.9% during the fourth quarter. Northern Trust Corp now owns 5,171,642 shares of the basic materials company’s stock worth $127,119,000 after acquiring an additional 287,493 shares during the period. Finally, Two Sigma Advisers LP grew its holdings in Mosaic by 21.7% during the fourth quarter. Two Sigma Advisers LP now owns 3,990,500 shares of the basic materials company’s stock worth $98,086,000 after acquiring an additional 711,300 shares during the period. 77.54% of the stock is currently owned by hedge funds and other institutional investors.

Mosaic Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 20th. Stockholders of record on Thursday, March 6th will be paid a $0.22 dividend. This represents a $0.88 annualized dividend and a dividend yield of 3.32%. This is a boost from Mosaic’s previous quarterly dividend of $0.21. The ex-dividend date is Thursday, March 6th. Mosaic’s dividend payout ratio (DPR) is presently 160.00%.

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.