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
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
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
CIBC Hamir Patel 33% 1-year accuracy 1 / 3 met price target | 25%upside $30 | Neutral Assumed | 10 Dec 2024 |
RBC Capital Andrew Wong 45% 1-year accuracy 5 / 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 32% 1-year accuracy 10 / 31 met price target | 25%upside $30 | Overweight Maintained | 11 Oct 2024 |
Wells Fargo Richard Garchitorena 60% 1-year accuracy 6 / 10 met price target | 12%upside $27 | Equal-Weight Maintained | 24 Sept 2024 |
Financial journalist opinion
Based on 4 articles about MOS published over the past 30 days