Mosaic Company (MOS)

The Mosaic Co.'s stock has experienced fluctuations, with a 6.52% change over the last year and a 52-week range between $22.36 and $38.23. In early February 2026, the stock was up 14.2% year-to-date. Key events include exceeding Q3 2025 EPS forecasts, which led to a stock rise, and facing market challenges in Q4 2025 due to declining fertilizer demand and credit constraints. As of early February 2026, Mosaic held an average "Hold" rating from analysts, with a consensus target price of $31.50.

Demand for The Mosaic Co.'s products is seasonal and cyclical, influenced by crop prices, planting seasons, and global agricultural supply and demand factors. North American fertilizer demand typically experiences seasonal softness, which was exacerbated in Q4 2025. The outlook for 2026 is more constructive, with expectations for growers to replenish nutrients. Historically, February has been Mosaic's best-performing month.

The Mosaic Co. is a major global producer of concentrated phosphate and potash crop nutrients. Its products include diammonium phosphate (DAP), monoammonium phosphate (MAP), and MicroEssentials. The company also produces phosphate-based animal feed ingredients and a double sulfate of potash magnesia product called K-Mag, as well as blended crop nutrients and other related products. Mosaic is the largest U.S. producer of both potash and phosphate fertilizer.

The Mosaic Co. has a significant international presence with operations in the United States, Brazil, China, Canada, and several other countries. It owns and operates phosphate rock mines in Central Florida and Peru, and potash mines in Saskatchewan, Canada, and New Mexico, United States. Processing facilities are located in Florida, Louisiana, and Brazil. Mosaic also has a large fertilizer distribution network in Brazil.

The Mosaic Co.'s brand reputation has been influenced by environmental concerns, including a possible tear in a phosphogypsum stack liner in October 2023 and groundwater contamination from potash mining operations in New Mexico in November 2022. The company engages in sustainability reporting and has an ESG strategy. In 2024, Mosaic reported a 47% year-over-year improvement in its environmental incident frequency rate.

The ownership of The Mosaic Co. is predominantly institutional, with major shareholders including Vanguard Group Inc., Fmr Llc, and BlackRock, Inc. Individual investors and company insiders also hold stakes, with Cargill Inc. and Sa Vale being notable insider owners.