MOS

MOSAIC CO

NYSE · Agricultural Chemicals · CIK 0001285785
$21.38 -3.87% $6.8B
High Impact Filing (8/10)3 Institutional Exits
Vol
Market Cap$6.8B
Cap SizeMid Cap
Analyst ConsensusHold (40%)
Inst. Holders9 funds
Inst. Value$2.3B
Inst. Activity2 buys / 3 sells
Reddit Sentiment50° Neutral
SEC Reports3
Congressional1 trades
Exchange NYSE·Sector Agricultural Chemicals·CIK 0001285785·Prev Close $22.24

Recent Activity

May 28, 2026 Insider
Watkins Gretchen H sold 4,873 shares
Director @ $0.00 ($0.00)
May 28, 2026 Insider
Shanahan Kathleen M sold 4,873 shares
Director @ $0.00 ($0.00)
May 28, 2026 Insider
Watkins Gretchen H sold 7,273 shares
Director @ $0.00 ($0.00)
May 18, 2026 dark_pool
Dark Pool: MOS — 8.7M shares, 117,464 trades
Week starting 2026-05-18. Total ATS volume: 8,747,240 shares across 117,464 trades.
May 11, 2026 SEC
Mosaic reported Q1 2026 adjusted EPS of $0.05, missing consensus of $0.22 by 77%, despite revenue of $2.998B beating est
8-K — Impact 8/10
Apr 8, 2026 SEC
The Mosaic Company announced it will idle its Arax and Patrocnio mining facilities in Brazil, resulting in a pre-tax imp
8-K — Impact 7/10
Feb 24, 2026 SEC
The Mosaic Company reported a significant net loss of $519 million in Q4 2025, primarily due to $422 million in pre-tax
8-K, 8-K — Impact 8/10
Inst.
NORGES BANK — NEW
4,280,977 shares ($103.1M)

Price Targets

$26.82 +26.0% upside Strong Buy
Current $21.28 Low $19.00 Median $27.00 High $35.00 19 analysts
$19.00 $35.00

Analyst Ratings

Hold40% buy · 25 analysts
2Strong Buy
8Buy
13Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 BMO Capital MAINTAIN Outperform → Outperform
May 18, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 14, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 13, 2026 RBC Capital UPGRADE Sector Perform → Outperform
May 12, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.18 ▼ -38.4% $0.09 — $0.27 -64% YoY 10
Next Q $0.29 ▼ -35.5% $0.11 — $0.55 -72% YoY 11
Current FY $0.82 ▼ -46.2% $0.21 — $1.24 -64% YoY 14
Next FY $1.83 ▼ -23.9% $0.65 — $2.97 122% YoY 16

Top Institutional Holders

FundValueMove
FMR LLC$965.1MADD
VANGUARD GROUP INC$942.5M
MORGAN STANLEY$119.4M
NORGES BANK$103.1MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$91.4MNEW

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Watkins GretchenM$0.00
May 28, 2026Shanahan KathleenM$0.00
May 28, 2026Watkins GretchenA$0.00
May 28, 2026Shanahan KathleenA$0.00
May 28, 2026Watkins GretchenM$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
16 mentions 4 bullish 4 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
9 institutional holders with $2.3B total value (95,303,155 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC40,061,882$965.1M42.0%ADD +76.5%
2VANGUARD GROUP INC39,123,171$942.5M41.1%
3MORGAN STANLEY4,955,715$119.4M5.2%
4NORGES BANK4,280,977$103.1M4.5%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,795,475$91.4M4.0%NEW
6BANK OF AMERICA CORP /DE/2,316,249$55.8M2.4%TRIM -52.5%
7WELLS FARGO & COMPANY/MN396,703$9.6M0.4%ADD +38.2%
8TWO SIGMA INVESTMENTS, LP225,946$5.4M0.2%NEAR_EXIT -90.3%
9ARIEL INVESTMENTS, LLC147,037$3.5M0.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,280,977$103.1M2025-Q4
BANK OF AMERICA CORP /DE/TRIM4,880,4632,316,249-52.5%$55.8M2025-Q4
WELLS FARGO & COMPANY/MNADD287,140396,703+38.2%$9.6M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT2,317,988225,946-90.3%$5.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT714,9800-100.0%$0.002025-Q4
FMR LLCADD20,970,79937,005,851+76.5%$1.3B2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM1,677,000714,980-57.4%$24.8M2025-Q3
NORGES BANKEXIT4,333,4730-100.0%$0.002025-Q3
FMR LLCDOUBLED4,549,24320,970,799+361.0%$765.0M2025-Q2
NORGES BANKNEW4,333,473$158.1M2025-Q2
BANK OF AMERICA CORP /DE/ADD3,030,1714,329,093+42.9%$157.9M2025-Q2
UBS Group AGADD2,658,3454,142,941+55.8%$151.1M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED426,6001,677,000+293.1%$61.2M2025-Q2
FMR LLCDOUBLED191,0634,549,243+2281.0%$122.9M2025-Q1
TWO SIGMA INVESTMENTS, LPADD2,579,8463,568,663+38.3%$96.4M2025-Q1
UBS Group AGTRIM3,807,6272,658,345-30.2%$71.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW426,600$11.5M2025-Q1
NORGES BANKEXIT3,961,0810-100.0%$0.002025-Q1
UBS Group AGDOUBLED1,299,0193,807,627+193.1%$93.6M2024-Q4
WELLS FARGO & COMPANY/MNTRIM601,295310,912-48.3%$7.6M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW3,218,410$86.2M2024-Q3
17 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Watkins Gretchen HDirectorM4,873$0.00$0.00
May 28, 2026Shanahan Kathleen MDirectorM4,873$0.00$0.00
May 28, 2026Watkins Gretchen HDirectorA7,273$0.00$0.00
May 28, 2026Shanahan Kathleen MDirectorA7,273$0.00$0.00
May 28, 2026Watkins Gretchen HDirectorM4,873$0.00$0.00
May 28, 2026Koenig Emery N.DirectorM4,873$0.00$0.00
May 28, 2026Koenig Emery N.DirectorA7,273$0.00$0.00
May 28, 2026Kuzenko Jody LynneDirectorA7,273$0.00$0.00
May 28, 2026Koenig Emery N.DirectorM4,873$0.00$0.00
May 28, 2026Shanahan Kathleen MDirectorM4,873$0.00$0.00
May 28, 2026Gitzel Timothy S.DirectorM4,873$0.00$0.00
May 28, 2026Kuzenko Jody LynneDirectorM4,873$0.00$0.00
May 28, 2026Gitzel Timothy S.DirectorA7,273$0.00$0.00
May 28, 2026Gitzel Timothy S.DirectorM4,873$0.00$0.00
May 28, 2026Kuzenko Jody LynneDirectorM4,873$0.00$0.00
May 28, 2026WESTBROOK KELVIN RDirectorM2,437$0.00$0.00
May 28, 2026WESTBROOK KELVIN RDirectorA7,273$0.00$0.00
May 28, 2026WESTBROOK KELVIN RDirectorM4,873$0.00$0.00
May 28, 2026Little Sonya CDirectorM4,873$0.00$0.00
May 28, 2026Little Sonya CDirectorA7,273$0.00$0.00
May 28, 2026Little Sonya CDirectorM4,873$0.00$0.00
May 28, 2026EBEL GREGORY LDirectorM7,310$0.00$0.00
May 28, 2026EBEL GREGORY LDirectorA10,910$0.00$0.00
May 28, 2026EBEL GREGORY LDirectorM7,310$0.00$0.00
May 28, 2026Seaton David ThomasDirectorM3,167$0.00$0.00
May 28, 2026Seaton David ThomasDirectorA7,273$0.00$0.00
May 28, 2026Seaton David ThomasDirectorM4,873$0.00$0.00
May 28, 2026BEEBE CHERYL KDirectorM2,437$0.00$0.00
May 28, 2026BEEBE CHERYL KDirectorA7,273$0.00$0.00
May 28, 2026BEEBE CHERYL KDirectorM4,873$0.00$0.00
May 28, 2026Teixeira Joao Roberto GoncalvesDirectorM4,873$0.00$0.00
May 28, 2026Teixeira Joao Roberto GoncalvesDirectorA7,273$0.00$0.00
May 28, 2026Teixeira Joao Roberto GoncalvesDirectorM4,873$0.00$0.00
Mar 9, 2026Flugel Russell APrincipal Accounting OfficerM4,437$0.00$0.00
Mar 9, 2026Flugel Russell APrincipal Accounting OfficerF2,384$26.92$64.2K
Mar 9, 2026Flugel Russell APrincipal Accounting OfficerM4,437$0.00$0.00
Mar 9, 2026Swager Karen AEVP - OperationsM12,181$0.00$0.00
Mar 9, 2026Swager Karen AEVP - OperationsF6,087$26.92$163.9K
Mar 9, 2026Swager Karen AEVP - OperationsM12,181$0.00$0.00
Mar 9, 2026Wang YijunEVP-CommercialM7,613$0.00$0.00
Mar 9, 2026Wang YijunEVP-CommercialF4,406$26.92$118.6K
Mar 9, 2026Precourt Walter F. IIISVP - Chief Admin OfficerM12,181$0.00$0.00
Mar 9, 2026Precourt Walter F. IIISVP - Chief Admin OfficerF6,667$26.92$179.5K
Mar 9, 2026Precourt Walter F. IIISVP - Chief Admin OfficerM12,181$0.00$0.00
Mar 9, 2026Bodine Bruce M.President and CEOM13,704$0.00$0.00
Mar 9, 2026Bodine Bruce M.President and CEOF7,668$26.92$206.4K
Mar 9, 2026Bodine Bruce M.President and CEOM13,704$0.00$0.00
Mar 9, 2026Wang YijunEVP-CommercialM7,613$0.00$0.00
Mar 9, 2026Bauer Philip EugeneSr. VP, Gen Counsel & Corp SecM7,613$0.00$0.00
Mar 9, 2026Bauer Philip EugeneSr. VP, Gen Counsel & Corp SecF4,260$26.92$114.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (40% buy). Based on 25 analysts: 2 strong buy, 8 buy, 13 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$26.82 mean target +26.0% upside Strong Buy (2.55)
$19.00 Low $35.00 High
MetricValue
Current Price$21.28
Target Low$19.00
Target Mean$26.82
Target Median$27.00
Target High$35.00
# Analysts19
RecommendationStrong Buy (2.55)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.18 $0.09 $0.27 -64.3% -38.4% 0↑ 8↓ $3.1B 1.9% 10
Next Q
2026-09-30
$0.29 $0.11 $0.55 -72.4% -35.5% 1↑ 8↓ $3.4B -2.3% 11
Current FY
2026-12-31
$0.82 $0.21 $1.24 -63.7% -46.2% 0↑ 10↓ $12.8B 6.0% 14
Next FY
2027-12-31
$1.83 $0.65 $2.97 122.2% -23.9% 3↑ 9↓ $12.8B 0.3% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.182
7d ago$0.180+0.002
30d ago$0.296-0.114
60d ago$0.326-0.144
90d ago$0.517-0.335
12 analyst firms have rated this stock: 2 upgrades, 4 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 BMO Capital MAINTAIN Outperform Outperform
May 18, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 14, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 13, 2026 RBC Capital UPGRADE Sector Perform Outperform
May 12, 2026 UBS MAINTAIN Neutral Neutral
May 12, 2026 JP Morgan MAINTAIN Underweight Underweight
May 12, 2026 Mizuho MAINTAIN Neutral Neutral
Apr 30, 2026 CIBC MAINTAIN Neutral Neutral
Apr 21, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 20, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Mar 26, 2026 UBS DOWNGRADE Buy Neutral
Mar 20, 2026 B of A Securities DOWNGRADE Buy Neutral
Mar 17, 2026 CIBC MAINTAIN Neutral Neutral
Mar 3, 2026 Barclays DOWNGRADE Overweight Equal-Weight
Mar 2, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 26, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 26, 2026 JP Morgan DOWNGRADE Neutral Underweight
Feb 2, 2026 Scotiabank UPGRADE Sector Perform Sector Outperform
Jan 30, 2026 Freedom Broker MAINTAIN Hold Hold
Jan 23, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 20, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 14, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 12, 2026 UBS MAINTAIN Buy Buy
Dec 18, 2025 Mizuho MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202628132040%
May 1, 202628132040%
Apr 1, 202628132040%
Mar 1, 2026310111052%
Feb 1, 202639120050%
Jan 1, 202649110054%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000The Mosaic CompanyFeb 16, 2026 (39d)
50°
Neutral
Bearish Neutral Bullish
16 mentions 4 bullish 4 bearish 16 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 27, 2026160° Warm101
May 27, 2026160° Warm101
May 17, 2026160° Warm101
May 17, 2026160° Warm101
May 9, 2026144° Neutral001
May 9, 2026144° Neutral001
Apr 14, 2026140° Cool011
Apr 14, 2026140° Cool011
Apr 2, 2026150° Neutral001
Apr 2, 2026150° Neutral001
Mar 27, 2026140° Cool011
Mar 27, 2026140° Cool011
Mar 24, 2026150° Neutral001
Mar 24, 2026150° Neutral001
Mar 24, 2026150° Neutral001
Mar 24, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bullish 13d 12h ago
$MOS DD - Fertilizer Super Cycle
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Back to picks?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
2026 - The Year of $MOS
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
Iran War Live: Trump Says U.S. Campaign to Wind Down and Plans National Address
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
$MOS or MOAB - $60K Calls
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
YOLO MOS !!
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
MOS yolo
▲ 1 💬 1 ⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: MOS — 8.7M shares, 117,464 trades
Week starting 2026-05-18. Total ATS volume: 8,747,240 shares across 117,464 trades.
May 12, 2026
short_interest
FTD: MOS — 43,384 shares ($0.9M) failed to deliver
Settlement: 20260512, Price: $21.79, FTD Value: $945,337.36, MOSAIC COMPANY (HLDG COM) NEW
May 11, 2026
earnings_calendar
MOS Q1 2026 Earnings After Market Close — 2026-05-11
May 11, 2026
dark_pool
Dark Pool: MOS — 12.8M shares, 150,157 trades
Week starting 2026-05-11. Total ATS volume: 12,802,271 shares across 150,157 trades.
May 8, 2026
short_volume
Short Volume: MOS — 63.8% short (2.4M / 3.7M)
Short: 2,356,994 | Exempt: 3,705 | TRF Vol: 3,693,504 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_interest
FTD: MOS — 40,169 shares ($0.9M) failed to deliver
Settlement: 20260506, Price: $23.26, FTD Value: $934,330.94, MOSAIC COMPANY (HLDG COM) NEW
May 4, 2026
dark_pool
Dark Pool: MOS — 8.2M shares, 113,325 trades
Week starting 2026-05-04. Total ATS volume: 8,202,036 shares across 113,325 trades.
Apr 27, 2026
dark_pool
Dark Pool: MOS — 8.8M shares, 105,001 trades
Week starting 2026-04-27. Total ATS volume: 8,810,908 shares across 105,001 trades.
Apr 20, 2026
dark_pool
Dark Pool: MOS — 7.9M shares, 100,035 trades
Week starting 2026-04-20. Total ATS volume: 7,887,262 shares across 100,035 trades.
Apr 13, 2026
dark_pool
Dark Pool: MOS — 10.0M shares, 116,019 trades
Week starting 2026-04-13. Total ATS volume: 9,988,115 shares across 116,019 trades.
Apr 6, 2026
dark_pool
Dark Pool: MOS — 7.6M shares, 96,399 trades
Week starting 2026-04-06. Total ATS volume: 7,597,754 shares across 96,399 trades.
Mar 30, 2026
dark_pool
Dark Pool: MOS — 9.0M shares, 97,600 trades
Week starting 2026-03-30. Total ATS volume: 9,013,192 shares across 97,600 trades.
Mar 26, 2026
short_interest
FTD: MOS — 338,568 shares ($8.9M) failed to deliver
Settlement: 20260326, Price: $26.19, FTD Value: $8,867,095.92, MOSAIC COMPANY (HLDG COM) NEW
Mar 23, 2026
dark_pool
Dark Pool: MOS — 11.7M shares, 132,225 trades
Week starting 2026-03-23. Total ATS volume: 11,733,898 shares across 132,225 trades.
Mar 18, 2026
short_interest
FTD: MOS — 216,416 shares ($6.2M) failed to deliver
Settlement: 20260318, Price: $28.83, FTD Value: $6,239,273.28, MOSAIC COMPANY (HLDG COM) NEW