The Mosaic Company · NYSE (us_market)
Basic Materials · Agricultural Inputs · United States
The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients. It operates in three segments: Phosphates, Potash, and Mosaic Fertilizantes. The company owns and operates mines and production facilities, which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, as well as concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and MicroEssentials, a value-added ammoniated phosphate product. It also mines, processes, and sells potash to crop nutrient manufacturers, distributors, retailers, and to customers for industrial use; and owns and operates mines, chemical plants, crop nutrient blending and bagging facilities, port terminals and warehouses, which produce and sell concentrated phosphate and potash-based crop nutrients, and phosphate-based animal feed ingredients. In addition, the company produces a double sulfate of potash magnesia product under the K-Mag brand; and purchases phosphate, potash, and nitrogen products to produce blended crop nutrients. Further, it offers triple superphosphate, single superphosphate, and dicalcium phosphate; feed phosphate under the Biofos and Nexfos brands; potash for de-icing and as a water softener regenerant; and phosphogypsum. The company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, and national accounts through its sales force. It also exports its products. The company operates in the United States, Brazil, China, Canada, Paraguay, Argentina, Japan, Colombia, India, Australia, Peru, Mexico, Honduras, the Dominican Republic, Indonesia, and internationally. The Mosaic Company was incorporated in 1987 and is headquartered in Tampa, Florida.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-09-24$35.93 RISE2025-12-16$23.46 PEAK2026-03-12$31.36 169d | -34.7% 83d | Missed | Missed | — | — | +33.7% 86d | Missed |
DROP2025-07-02$37.81 RISE2025-08-06$30.93 PEAK2025-09-24$35.93 84d | -18.2% 35d | Missed | Missed | — | — | +16.2% 49d | Missed |
DROP2025-01-23$28.80 RISE2025-04-08$22.76 PEAK2025-07-02$37.81 160d | -21.0% 75d | Missed | Missed | — | — | +66.1% 85d | Missed |
DROP2025-01-23$28.80 RISE2025-03-04$23.08 PEAK2025-05-27$36.05 124d | -19.9% 40d | Missed | Missed | — | — | +56.2% 84d | Missed |
DROP2024-08-27$28.89 RISE2024-12-27$23.87 PEAK2025-01-23$28.80 149d | -17.4% 122d | Missed | Missed | — | — | +20.7% 27d | Missed |
DROP2024-05-22$31.75 RISE2024-09-10$24.54 PEAK2024-11-07$28.34 169d | -22.7% 111d | Missed | Missed | — | — | +15.5% 58d | Missed |
DROP2023-08-09$42.41 RISE2023-11-07$31.93 PEAK2023-12-19$38.15 132d | -24.7% 90d | 2023-08-30 $38.83 | 2023-12-19 $38.15 | 81Deep Value | 64Value Trap Risk | +19.5% 42d | -1.8% Held 111d |
DROP2023-03-03$57.14 RISE2023-06-01$31.71 PEAK2023-08-09$42.41 159d | -44.5% 90d | 2023-03-24 $42.39 | 2023-08-09 $42.41 | 87Quality on Sale | 80Deep Value | +33.7% 69d | +0.0% Held 138d |
DROP2022-08-25$61.94 RISE2023-01-03$42.63 PEAK2023-03-03$57.14 190d | -31.2% 131d | 2023-02-27 $53.01 | 2023-03-03 $57.14 | 81Deep Value | 78Deep Value | +34.0% 59d | +7.8% Held 4d |
DROP2022-05-17$65.64 RISE2022-09-26$46.51 PEAK2022-11-01$54.45 168d | -29.1% 132d | Missed | Missed | — | — | +17.1% 36d | Missed |
DROP2022-04-18$78.15 RISE2022-07-14$43.67 PEAK2022-08-25$61.94 129d | -44.1% 87d | Missed | Missed | — | — | +41.8% 42d | Missed |
DROP2022-04-18$78.15 RISE2022-05-09$55.86 PEAK2022-05-17$65.64 29d | -28.5% 21d | Missed | Missed | — | — | +17.5% 8d | Missed |
DROP2021-10-20$42.47 RISE2021-12-01$33.62 PEAK2022-02-28$52.43 131d | -20.8% 42d | Missed | Missed | — | — | +55.9% 89d | Missed |
DROP2021-06-01$37.55 RISE2021-08-19$29.57 PEAK2021-10-20$42.47 141d | -21.3% 79d | Missed | Missed | — | — | +43.6% 62d | Missed |
DROP2021-06-01$37.55 RISE2021-07-19$28.79 PEAK2021-10-11$41.92 132d | -23.3% 48d | Missed | Missed | — | — | +45.6% 84d | Missed |
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Earlier this month, The Mosaic Company reported first-quarter 2026 results showing sales of US$2,998 million but a net loss of US$257.6 million, reversing a profit a year earlier, and issued updated production and pricing guidance for its key potash and phosphate segments. A particularly important development was Mosaic’s decision to withdraw full-year 2026 phosphate production guidance as it reassesses operating rates amid shifting raw material markets, highlighting increased uncertainty...
Earlier this month, The Mosaic Company reported first-quarter 2026 results showing sales of US$2,998 million but a net loss of US$257.6 million, reversing a profit a year earlier, and issued updated production and pricing guidance for its key potash and phosphate segments. A particularly important development was Mosaic’s decision to withdraw full-year 2026 phosphate production guidance as it reassesses operating rates amid shifting raw material markets, highlighting increased uncertainty...
Global markets rally as investors continue to price in Middle East de-escalation.
BMO Capital analyst Joel Jackson maintains Mosaic (NYSE:MOS) with a Outperform and lowers the price target from $35 to $31.
Stocks rally back with the Dow jumping more than 600 points as rate and oil fears ease.
Long bonds are doing something they have not done in years: pricing real risk. With the 10-year Treasury at 4.67% and the 20- and 30-year already above 5%, capital is rotating out of duration-sensitive growth and into companies that actually make stuff out of the ground. That backdrop favors value cyclicals: energy producers, miners, and ... The 30-Year Treasury Just Crossed 5%. Here Are 2 Hard Asset Stocks Under $40 Built for What Comes Next
Long bonds are doing something they have not done in years: pricing real risk. With the 10-year Treasury at 4.67% and the 20- and 30-year already above 5%, capital is rotating out of duration-sensitive growth and into companies that actually make stuff out of the ground. That backdrop favors value cyclicals: energy producers, miners, and ... The 30-Year Treasury Just Crossed 5%. Here Are 2 Hard Asset Stocks Under $40 Built for What Comes Next
The Mosaic Company is positioned to recapture its post-crisis share price as the crisis is likely to end. Read why I rate MOS stock a Buy.
Asia markets were mixed ahead of the highly anticipated Trump-Xi talks.
Barclays analyst Benjamin Theurer maintains Mosaic (NYSE:MOS) with a Equal-Weight and lowers the price target from $31 to $26.
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Read the full analysis here.
Investors are monitoring Day 2 of a high-stakes Xi-Trump summit in Beijing after the first day signaled an easing of trade tensions and some deals.
Download the Complete Report Here Brazil Potash Corp. (GRO) FEED Award and Equity Raise Improve Autazes Financing Visibility; 1Q26 Execution Supports Continued Project De-Risking. Valuation Remains Attractive. Key Takeaways: FEED award moves Autazes toward lender-ready execution planning, with Wood and Promon strengthening technical credibility and Brazilian delivery capability. The $63.3 million equity raise materially improves […]
Download the Complete Report Here Brazil Potash Corp. (GRO) FEED Award and Equity Raise Improve Autazes Financing Visibility; 1Q26 Execution Supports Continued Project De-Risking. Valuation Remains Attractive. Key Takeaways: FEED award moves Autazes toward lender-ready execution planning, with Wood and Promon strengthening technical credibility and Brazilian delivery capability. The $63.3 million equity raise materially improves […]
Wells Fargo analyst Michael Sison maintains Mosaic (NYSE:MOS) with a Equal-Weight and lowers the price target from $25 to $22.
Asia markets were mixed ahead of the highly anticipated Trump-Xi talks.
Get insights into the S&P500 index performance on Wednesday. Explore the top gainers and losers within the S&P500 index in today's session.
Mosaic (MOS) will likely generate higher free cash flow in 2027 as phosphate margins and operations
Mosaic (MOS) will likely generate higher free cash flow in 2027 as phosphate margins and operations
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| MOS | +3.24% | -13.12% | -0.79% | -33.87% |
| XLB | -0.39% | -3.94% | +12.79% | +18.49% |
| Alpha (stock − sector) | +3.63% | -9.18% | -13.58% | -52.35% |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-03-11 | Flugel Russell A | Principal Accounting Officer | M Option exercise(deriv) | 4,437 | — | +$0 |
| 2026-03-11 | Flugel Russell A | Principal Accounting Officer | F Tax withholding | 2,384 | $26.92 | −$64.2K |
| 2026-03-11 | Flugel Russell A | Principal Accounting Officer | M Option exercise | 1,108 | — | +$0 |
| 2026-03-11 | Flugel Russell A | Principal Accounting Officer | M Option exercise | 4,437 | — | +$0 |
| 2026-03-11 | Swager Karen A | EVP - Operations | M Option exercise(deriv) | 12,181 | — | +$0 |
| 2026-03-11 | Swager Karen A | EVP - Operations | F Tax withholding | 6,087 | $26.92 | −$163.9K |
| 2026-03-11 | Swager Karen A | EVP - Operations | M Option exercise | 5,138 | — | +$0 |
| 2026-03-11 | Swager Karen A | EVP - Operations | M Option exercise | 12,181 | — | +$0 |
| 2026-03-11 | Wang Yijun | EVP-Commercial | M Option exercise(deriv) | 7,613 | — | +$0 |
| 2026-03-11 | Wang Yijun | EVP-Commercial | F Tax withholding | 4,406 | $26.92 | −$118.6K |
| 2026-03-11 | Wang Yijun | EVP-Commercial | M Option exercise | 3,211 | — | +$0 |
| 2026-03-11 | Wang Yijun | EVP-Commercial | M Option exercise | 7,613 | — | +$0 |
| 2026-03-11 | Bauer Philip Eugene | Sr. VP, Gen Counsel & Corp Sec | M Option exercise(deriv) | 7,613 | — | +$0 |
| 2026-03-11 | Bauer Philip Eugene | Sr. VP, Gen Counsel & Corp Sec | F Tax withholding | 4,260 | $26.92 | −$114.7K |
| 2026-03-11 | Bauer Philip Eugene | Sr. VP, Gen Counsel & Corp Sec | M Option exercise | 3,211 | — | +$0 |
| 2026-03-11 | Bauer Philip Eugene | Sr. VP, Gen Counsel & Corp Sec | M Option exercise | 7,613 | — | +$0 |
| 2026-03-11 | Precourt Walter F. III | SVP - Chief Admin Officer | M Option exercise(deriv) | 12,181 | — | +$0 |
| 2026-03-11 | Precourt Walter F. III | SVP - Chief Admin Officer | F Tax withholding | 6,667 | $26.92 | −$179.5K |
| 2026-03-11 | Precourt Walter F. III | SVP - Chief Admin Officer | M Option exercise | 5,138 | $26.92 | +$138.3K |
| 2026-03-11 | Precourt Walter F. III | SVP - Chief Admin Officer | M Option exercise | 12,181 | — | +$0 |
| 2026-03-11 | Bodine Bruce M. | President and CEO | M Option exercise(deriv) | 13,704 | — | +$0 |
| 2026-03-11 | Bodine Bruce M. | President and CEO | F Tax withholding | 7,668 | $26.92 | −$206.4K |
| 2026-03-11 | Bodine Bruce M. | President and CEO | M Option exercise | 5,780 | — | +$0 |
| 2026-03-11 | Bodine Bruce M. | President and CEO | M Option exercise | 13,704 | — | +$0 |
| 2026-03-06 | Bodine Bruce M. | President and CEO | A Grant / award(deriv) | 132,257 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-04upcoming | 0.18 | — | — |
| 2026-05-11 | 0.23 | 0.05 | -78.41% |
| 2026-02-24 | 0.44 | 0.22 | -50.50% |
| 2025-11-04 | 0.95 | 1.04 | +9.40% |
| 2025-08-05 | 0.72 | 0.51 | -28.86% |
| 2025-05-06 | 0.45 | 0.49 | +10.06% |
| 2025-02-27 | 0.57 | 0.45 | -21.07% |
| 2024-11-12 | 0.52 | 0.34 | -34.49% |
| 2024-08-06 | 0.66 | 0.54 | -18.42% |
| 2024-05-01 | 0.66 | 0.65 | -2.11% |
| 2024-02-21 | 0.86 | 0.71 | -17.11% |
| 2023-11-07 | 0.75 | 0.68 | -9.92% |
| 2023-08-01 | 1.10 | 1.04 | -5.79% |
| 2023-05-03 | 1.25 | 1.14 | -9.03% |
| 2023-02-22 | 2.20 | 1.74 | -20.97% |
| 2022-11-07 | 3.40 | 3.22 | -5.24% |