The Mosaic CompanyMOS
Market Cap: $8.15B
About: Formed in 2004 by the combination of IMC Global and Cargill's fertilizer business, Mosaic is one of the largest phosphate and potash producers in the world. The company's assets include phosphate rock mines in Florida, Brazil, and Peru and potash mines in Saskatchewan, New Mexico, and Brazil. Mosaic also runs a large fertilizer distribution operation in Brazil through its Mosiac Fertilizantes business, which the company acquired from Vale in 2018.
Employees: 14,049
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
0.72% less ownership
Funds ownership: 83.7% [Q1] → 82.98% (-0.72%) [Q2]
7% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 243
2% less funds holding
Funds holding: 639 [Q1] → 629 (-10) [Q2]
11% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 87
12% less capital invested
Capital invested by funds: $8.74B [Q1] → $7.7B (-$1.03B) [Q2]
27% less call options, than puts
Call options by funds: $178M | Put options by funds: $243M
57% less funds holding in top 10
Funds holding in top 10: 7 [Q1] → 3 (-4) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Barclays Benjamin Theurer 44% 1-year accuracy 12 / 27 met price target | 25%upside $32 | Overweight Maintained | 16 Aug 2024 |
RBC Capital Andrew Wong 33% 1-year accuracy 3 / 9 met price target | 17%upside $30 | Sector Perform Reiterated | 12 Aug 2024 |
Wells Fargo Richard Garchitorena 50% 1-year accuracy 5 / 10 met price target | 13%upside $29 | Equal-Weight Maintained | 9 Aug 2024 |
RBC Capital Andrew Wong 33% 1-year accuracy 3 / 9 met price target | 17%upside $30 | Sector Perform Maintained | 15 Jul 2024 |
UBS Joshua Spector 46% 1-year accuracy 17 / 37 met price target | 17%upside $30 | Neutral Maintained | 9 Jul 2024 |
Financial journalist opinion
Based on 3 articles about MOS published over the past 30 days