The Mosaic Company
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 Mosaic Fertilizantes business, which the company acquired from Vale in 2018.
Employees: 14,049
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]
1.38% less ownership
Funds ownership: 84.41% [Q2] → 83.03% (-1.38%) [Q3]
2% less funds holding
Funds holding: 632 [Q2] → 619 (-13) [Q3]
10% less capital invested
Capital invested by funds: $7.84B [Q2] → $7.09B (-$749M) [Q3]
11% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 243
14% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 90
21% less call options, than puts
Call options by funds: $188M | Put options by funds: $240M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$29
20%
upside
Avg. target
$30
24%
upside
High target
$30
25%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
CIBC Hamir Patel 33% 1-year accuracy 1 / 3 met price target | 25%upside $30 | Neutral Assumed | 10 Dec 2024 |
RBC Capital Andrew Wong 36% 1-year accuracy 4 / 11 met price target | 25%upside $30 | Sector Perform Reiterated | 14 Nov 2024 |
Mizuho Christopher Parkinson 80% 1-year accuracy 4 / 5 met price target | 20%upside $29 | Neutral Maintained | 13 Nov 2024 |
Barclays Benjamin Theurer 17% 1-year accuracy 4 / 23 met price target | 25%upside $30 | Overweight Maintained | 11 Oct 2024 |
Financial journalist opinion
Based on 8 articles about MOS published over the past 30 days
Positive
Seeking Alpha
2 days ago
Mosaic: Bullish Case Remains Strong Despite Q3 Miss, Tariff Concerns
Mosaic: Bullish Case Remains Strong Despite Q3 Miss, Tariff Concerns
Neutral
Accesswire
3 days ago
Mosaic Announces October and November 2024 Revenues and Sales Volumes
TAMPA, FL / ACCESSWIRE / December 23, 2024 / The Mosaic Company (NYSE:MOS) today announced its combined October and November 2024 sales volumes and revenue by business segment. Potash Oct./Nov. 2024 Oct./Nov. 2023 Sales volumes (000 tonnes (1) ) 1,228 1,638 Sales revenues (million USD) $299 $506 Phosphates Oct./Nov. 2024 Oct./Nov. 2023 Sales volumes (000 tonnes (1) ) 946 1,019 Sales revenues (million USD) $680 $677 Mosaic Fertilizantes Oct./Nov. 2024 Oct./Nov. 2023 Sales Volumes (000 tonnes (1) ) 1,640 1,472 Sales Revenues (million USD) $823 $811 (1)Tonnes = finished product tonnes Phosphate sales volumes in the first two months of the fourth quarter of 2024 reflect the impact of lost production and shipments related to hurricanes Helene and Milton.
Positive
Seeking Alpha
3 days ago
The Mosaic Company: Are We Close To The Bottom Of The Cycle? I Think So
Mosaic Company shows strong growth potential despite recent declines in agrochemical prices due to China's economic slowdown, with a significant market presence in the US, Brazil, China, and India. The company has expanded its acres covered significantly, from 2 million in 2022 to 9 million in 2024, indicating robust market penetration. Despite revenue drops, MOS's gross margin improved, and share buybacks reduced outstanding shares, suggesting a solid margin of safety and upside potential.
Positive
Seeking Alpha
4 days ago
Mosaic's Moment: Why This Inflation-Linked Stock Is Ready To Bloom
The Federal Reserve's "higher for longer" stance on inflation and rates presents challenges but also opportunities in high-quality cyclical dividend growth stocks with strong balance sheets and pricing power. Energy and agriculture sectors, particularly companies like The Mosaic Company, tend to outperform during inflationary periods due to their critical roles in biofuel production and fertilizer supply. Mosaic's stock price closely tracks inflation, making it a valuable, albeit volatile, trading opportunity rather than a dividend portfolio staple.
Neutral
Accesswire
6 days ago
Mosaic Announces Quarterly Dividend of $0.22 Per Share
TAMPA, FL / ACCESSWIRE / December 20, 2024 / The Mosaic Company (NYSE:MOS) announced today that its Board of Directors declared a quarterly dividend of $0.22 per share on the Company's common stock. The dividend will be paid on March 20, 2025, to stockholders of record at the close of business on March 6, 2025.
Positive
Zacks Investment Research
2 weeks ago
Why Is Mosaic (MOS) Up 2.5% Since Last Earnings Report?
Mosaic (MOS) reported earnings 30 days ago. What's next for the stock?
Positive
Zacks Investment Research
3 weeks ago
Here's Why You Should Retain Mosaic Stock in Your Portfolio
MOS benefits from healthy demand for phosphate and potash on the back of favorable agricultural market fundamentals amid pricing pressure.
Positive
MarketBeat
3 weeks ago
FMC, Mosaic, Nutrien: Top Agricultural Stocks With Big Potential
Some investors will try to create the perfect mix of indicators on a chart to lead them to the right moment to buy or sell a stock or a financial product. The problem is that if everyone is watching the same indicators and looking for the same patterns and setups, wouldn't that render the validity of a strategy worthless?
Positive
Seeking Alpha
1 month ago
Mosaic: Take The Cyclical Opportunity
The Mosaic Company is a leading global provider of crop inputs and services, operating through its Mosaic Fertilizantes, Potash, and Phosphate segments. The stock has come down along with its underlying commodity prices, offering an entry at an attractive phase in the fertilizer cycle. Mosaic is poised to benefit from the strong growth in the Brazilian fertilizer market.
Neutral
Accesswire
1 month ago
Mosaic Announces Quarterly Dividend of $0.21 Per Share
TAMPA, FL / ACCESSWIRE / November 13, 2024 / The Mosaic Company (NYSE:MOS) announced today that its Board of Directors declared a quarterly dividend of $0.21 per share on the Company's common stock. The dividend will be paid on December 19, 2024, to stockholders of record at the close of business on December 5, 2024.
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