Zacks Research Comments on Mosaic’s Q1 Earnings (NYSE:MOS)

The Mosaic Company (NYSE:MOS) – Investment analysts at Zacks Research upped their Q1 2025 earnings per share estimates for shares of Mosaic in a research report issued to clients and investors on Wednesday, March 12th. Zacks Research analyst R. Department now expects that the basic materials company will post earnings of $0.32 per share for the quarter, up from their prior forecast of $0.31. The consensus estimate for Mosaic’s current full-year earnings is $2.04 per share. Zacks Research also issued estimates for Mosaic’s Q2 2025 earnings at $0.52 EPS, Q3 2025 earnings at $0.39 EPS, Q1 2026 earnings at $0.40 EPS and FY2027 earnings at $1.77 EPS.

Other analysts have also recently issued research reports about the company. Scotiabank decreased their target price on Mosaic from $34.00 to $31.00 and set a “sector outperform” rating for the company in a research report on Monday, March 3rd. Barclays raised Mosaic from an “underweight” rating to an “equal weight” rating and set a $27.00 price objective for the company in a research report on Wednesday, March 5th. JPMorgan Chase & Co. raised Mosaic from a “neutral” rating to an “overweight” rating and lifted their price objective for the company from $26.00 to $29.00 in a research report on Monday, March 3rd. The Goldman Sachs Group initiated coverage on Mosaic in a research report on Thursday. They set a “buy” rating and a $31.00 price objective for the company. Finally, CIBC initiated coverage on Mosaic in a research report on Tuesday, December 10th. They issued a “neutral” rating and a $55.00 price target for the company. Nine equities research analysts have rated the stock with a hold rating and three have issued a buy rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $31.64.

Mosaic Stock Performance

Shares of Mosaic stock opened at $25.12 on Friday. The stock has a market cap of $7.96 billion, a PE ratio of 22.23, a price-to-earnings-growth ratio of 1.42 and a beta of 1.34. The business has a fifty day simple moving average of $26.26 and a 200-day simple moving average of $26.23. The company has a quick ratio of 0.49, a current ratio of 1.19 and a debt-to-equity ratio of 0.27. Mosaic has a 12 month low of $22.48 and a 12 month high of $33.44.

Mosaic Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 20th. Stockholders of record on Thursday, March 6th will be paid a $0.22 dividend. The ex-dividend date of this dividend is Thursday, March 6th. This is a positive change from Mosaic’s previous quarterly dividend of $0.21. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.50%. Mosaic’s payout ratio is presently 160.00%.

Hedge Funds Weigh In On Mosaic

Institutional investors have recently made changes to their positions in the business. Norges Bank bought a new position in Mosaic during the fourth quarter valued at about $97,363,000. Invesco Ltd. boosted its holdings in shares of Mosaic by 29.3% in the 4th quarter. Invesco Ltd. now owns 13,507,131 shares of the basic materials company’s stock worth $332,005,000 after acquiring an additional 3,058,243 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Mosaic by 24.2% in the 4th quarter. Dimensional Fund Advisors LP now owns 11,041,218 shares of the basic materials company’s stock worth $271,382,000 after acquiring an additional 2,151,426 shares in the last quarter. Criteria Caixa S.A.U. acquired a new position in shares of Mosaic in the 4th quarter worth approximately $36,231,000. Finally, Covalis Capital LLP acquired a new position in Mosaic during the 4th quarter worth $27,031,000. 77.54% of the stock is currently owned by institutional investors.

About Mosaic

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products; and phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names, as well as produces a double sulfate of potash magnesia product under K-Mag brand name.