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 Q4 regulatory filings by fund managers ($100M+ AUM)
67% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]
22% more call options, than puts
Call options by funds: $267M | Put options by funds: $219M
2.07% more ownership
Funds ownership: 83.63% [Q3] → 85.69% (+2.07%) [Q4]
0% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 94
4% less funds holding
Funds holding: 622 [Q3] → 595 (-27) [Q4]
6% less capital invested
Capital invested by funds: $7.14B [Q3] → $6.7B (-$441M) [Q4]
24% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 241
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Piper Sandler Charles Neivert 39% 1-year accuracy 17 / 44 met price target | 28%upside $33 | Neutral Maintained | 27 Jan 2025 |
Barclays Benjamin Theurer 42% 1-year accuracy 14 / 33 met price target | 5%upside $27 | Underweight Downgraded | 21 Jan 2025 |
Morgan Stanley Nigel Dally 100% 1-year accuracy 9 / 9 met price target | 16%upside $30 | Equal-Weight Maintained | 13 Jan 2025 |
CIBC Hamir Patel 25% 1-year accuracy 1 / 4 met price target | 16%upside $30 | Neutral Assumed | 10 Dec 2024 |
Financial journalist opinion
Based on 6 articles about MOS published over the past 30 days
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
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