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]
7% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 84
1.22% less ownership
Funds ownership: 84.84% [Q2] → 83.62% (-1.22%) [Q3]
2% less funds holding
Funds holding: 632 [Q2] → 620 (-12) [Q3]
9% less capital invested
Capital invested by funds: $7.88B [Q2] → $7.14B (-$739M) [Q3]
11% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 243
21% less call options, than puts
Call options by funds: $194M | Put options by funds: $247M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Morgan Stanley Nigel Dally 80% 1-year accuracy 8 / 10 met price target | 11%upside $30 | Equal-Weight Maintained | 13 Jan 2025 |
Piper Sandler Charles Neivert 40% 1-year accuracy 17 / 42 met price target | 11%upside $30 | Neutral Upgraded | 13 Jan 2025 |
CIBC Hamir Patel 50% 1-year accuracy 2 / 4 met price target | 11%upside $30 | Neutral Assumed | 10 Dec 2024 |
RBC Capital Andrew Wong 91% 1-year accuracy 10 / 11 met price target | 11%upside $30 | Sector Perform Reiterated | 14 Nov 2024 |
Mizuho Christopher Parkinson 80% 1-year accuracy 4 / 5 met price target | 7%upside $29 | Neutral Maintained | 13 Nov 2024 |
Financial journalist opinion
Based on 14 articles about MOS published over the past 30 days