Mosaic Company (MOS)

The Mosaic Co. (MOS) stock has experienced several notable events in the past six months. The company released its First Quarter 2025 earnings on May 7, 2025, followed by a conference call. On August 5, 2025, Mosaic announced its Second Quarter 2025 results, reporting diluted earnings per share (EPS) of $1.29 and adjusted EPS of $0.51, missing analyst estimates of $0.71, with revenue for the quarter at $3.01 billion, also missing analyst expectations of $3.11 billion. A quarterly dividend of $0.22 per share was paid on June 4, 2025, and another was announced on August 28, 2025. Mosaic announced an agreement for the sale of its potash mining operations in Brazil to VL Mineração on August 13, 2025, and opened a new blending and distribution facility in Palmeirante, Brazil, on July 16, 2025. Several analyst firms updated their ratings and price targets for MOS, with Barclays raising its target price to $46.00 and maintaining an "overweight" rating on July 7, 2025, and Zacks Research upgrading Mosaic to a "strong-buy" rating on August 14, 2025; conversely, Wall Street Zen cut its rating to a "hold" on September 13, 2025. As of October 5, 2025, Mosaic's stock had advanced 44% year-to-date. In June 2025, Mosaic revised downward its expected phosphates production in Q2 due to further repairs needed at its Louisiana site, and new concerns about a trade war with Canada reemerged.

Demand for The Mosaic Company's products is influenced by agricultural cycles and seasonal patterns, with fertilizer demand tending to increase in the third quarter. Strong demand for fertilizers is aided by favorable agricultural conditions, attractive farm economics, and low inventories. Mosaic anticipates favorable fertilizer markets through 2025, supported by strong demand and tight supply. Demand recovery for phosphates and potash was slowed by seasonality in late 2022, but 2023 was expected to be a strong year due to strong crop prices and constructive grower economics. Demand in North America remains robust, and Brazil's in-season demand is solid due to concerns over low stocks. Low inventory levels and increased government support are also expected to drive demand in India.

The Mosaic Company is an American chemical company based in Tampa, Florida, operating in the agriculture sector, specifically the fertilizer industry. The company mines phosphate and potash and collects urea for fertilizer production. Its major products include concentrated phosphate crop nutrients, phosphate-based animal feed ingredients, and potash for various applications, along with blended crop nutrients and industrial products.

The Mosaic Company has a significant global presence with operations and distribution networks in numerous countries. Its mining and production facilities are located in the U.S., Canada, Brazil, and Peru. North American operations include facilities in the U.S. (Florida, Louisiana) and Canada (Saskatchewan). In South America, Mosaic has facilities across Brazil and in Paraguay, with head offices in São Paulo, Brazil. The company also has interests in a phosphate rock mine in Bayovar, Peru, and a joint venture in Saudi Arabia. Its customer base extends to China, India, Argentina, Japan, Colombia, Australia, Mexico, Honduras, the Dominican Republic, Thailand, and Indonesia.

The Mosaic Company focuses on environmental, social, and governance (ESG) initiatives, promoting good stewardship of resources. The company emphasizes transparency in its ESG strategy and publishes annual sustainability disclosures. Mosaic also has an EHS Risk Reduction program and has pledged to increase its Indigenous hiring rate, community investment, and procurement spend, aiming for 15% in each area by 2025. Specific events that significantly impacted Mosaic's reputation within the past year were not prominently detailed, but past environmental controversies have been reported.

Approximately 89% of The Mosaic Company's shares are held by institutions, while the general public holds about 10%, and insiders own around 0.28% of the stock. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Fmr Llc, State Street Corp, Dimensional Fund Advisors Lp, Invesco Ltd., Geode Capital Management, Llc, T. Rowe Price Group, Inc., Boston Partners Global Investors, Inc., and D. E. Shaw & Co., L.P. As of September 26, 2025, 1398 institutional owners and shareholders held a total of 336,925,840 shares.