MOS

MOSAIC CO

NYSE · Agricultural Chemicals · CIK 0001285785
$22.69 +7.59% $7.2B
High Impact Filing (8/10)33 New Institutional Positions17 Institutional Exits
Vol
Market Cap$7.2B
Cap SizeMid Cap
Analyst ConsensusHold (40%)
Inst. Holders50 funds
Inst. Value$5.0B
Inst. Activity33 buys / 17 sells
Reddit Sentiment42° Neutral
SEC Reports4
Congressional1 trades
Exchange NYSE·Sector Agricultural Chemicals·CIK 0001285785·Prev Close $21.09

Recent Activity

Jun 12, 2026 SEC
An institutional cluster in MOS (Mosaic Co) for 2024-Q3 shows net buying of $60.7 million, led by Dimensional Fund Advis
INST-CLUSTER — Impact 5/10
May 28, 2026 Insider
Watkins Gretchen H acquired via exercise 4,873 shares
Director
May 28, 2026 Insider
Shanahan Kathleen M acquired via exercise 4,873 shares
Director
May 28, 2026 Insider
Watkins Gretchen H was granted 7,273 shares
Director
May 25, 2026 dark_pool
Dark Pool: MOS — 7.8M shares, 103,322 trades
Week starting 2026-05-25. Total ATS volume: 7,845,578 shares across 103,322 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
Inst.
FMR LLC — TRIM
29,079,010 shares ($741.5M)

Price Targets

$26.82 +18.2% upside Buy
Current $22.69 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 ▼ -10.3% $0.21 — $1.24 -64% YoY 14
Next FY $1.83 ▼ -8.2% $0.65 — $2.97 122% YoY 16

Top Institutional Holders

FundValueMove
FMR LLC$741.5MTRIM
BlackRock, Inc.$603.0M
VANGUARD CAPITAL MANAGEMENT LLC$526.2M
VANGUARD PORTFOLIO MANAGEMENT LLC$390.3M
DIMENSIONAL FUND ADVISORS LP$363.1M

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, 2026Koenig EmeryM$0.00

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
20 mentions 4 bullish 8 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
50 institutional holders with $5.0B total value (197,523,359 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC29,079,010$741.5M14.7%TRIM -27.4%
2BlackRock, Inc.23,646,970$603.0M12.0%
3VANGUARD CAPITAL MANAGEMENT LLC20,635,339$526.2M10.4%
4VANGUARD PORTFOLIO MANAGEMENT LLC15,305,353$390.3M7.7%
5DIMENSIONAL FUND ADVISORS LP14,240,050$363.1M7.2%
6STATE STREET CORP13,407,647$341.9M6.8%
7Invesco Ltd.11,237,121$286.5M5.7%
8GOLDMAN SACHS GROUP INC6,787,328$173.1M3.4%
9MORGAN STANLEY4,908,563$125.2M2.5%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,900,268$99.5M2.0%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,240,652$82.6M1.6%DOUBLED +252.2%
12CITADEL ADVISORS LLC3,068,066$78.2M1.6%
13CITADEL ADVISORS LLC2,988,900$76.2M1.5%
14DEUTSCHE BANK AG\2,861,883$73.0M1.4%
15WELLINGTON MANAGEMENT GROUP LLP2,533,488$64.6M1.3%ADD +75.5%
16BANK OF AMERICA CORP /DE/2,486,973$63.4M1.3%
17DnB Asset Management AS2,253,961$57.5M1.1%NEW
18Allianz Asset Management GmbH2,227,142$56.8M1.1%
19SUSQUEHANNA INTERNATIONAL GROUP, LLP2,211,100$56.4M1.1%
20VICTORY CAPITAL MANAGEMENT INC2,111,310$53.8M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM40,061,88229,079,010-27.4%$741.5M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED920,0473,240,652+252.2%$82.6M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD1,443,2982,533,488+75.5%$64.6M2026-Q1
DnB Asset Management ASNEW2,253,961$57.5M2026-Q1
MARSHALL WACE, LLPNEW2,086,169$53.2M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECTRIM2,021,4541,198,464-40.7%$30.6M2026-Q1
FIRST TRUST ADVISORS LPADD535,637949,167+77.2%$24.2M2026-Q1
Russell Investments Group, Ltd.TRIM1,022,877744,054-27.3%$19.0M2026-Q1
Alyeska Investment Group, L.P.NEW644,400$16.4M2026-Q1
Cerity Partners LLCDOUBLED64,933602,901+828.5%$15.4M2026-Q1
HSBC HOLDINGS PLCTRIM1,014,987424,088-58.2%$10.8M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM592,043393,720-33.5%$10.0M2026-Q1
Swedbank ABTRIM510,983373,083-27.0%$9.5M2026-Q1
GROUP ONE TRADING LLCDOUBLED155,335363,052+133.7%$9.3M2026-Q1
JANUS HENDERSON GROUP PLCTRIM509,460362,094-28.9%$9.2M2026-Q1
AMERIPRISE FINANCIAL INCADD262,271328,418+25.2%$8.4M2026-Q1
Mariner, LLCDOUBLED108,283316,228+192.0%$8.1M2026-Q1
CIBC WORLD MARKET INC.DOUBLED34,135276,666+710.5%$7.1M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM300,940222,849-25.9%$5.7M2026-Q1
CWM, LLCDOUBLED89,129204,921+129.9%$5.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD101,317199,660+97.1%$5.1M2026-Q1
ALLIANZ SEDOUBLED56,800150,650+165.2%$3.8M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD86,526147,761+70.8%$3.5M2026-Q1
ExodusPoint Capital Management, LPDOUBLED38,721128,102+230.8%$3.3M2026-Q1
FIFTH THIRD BANCORPDOUBLED23,746126,414+432.4%$3.2M2026-Q1
18 unique insiders with 45 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Watkins Gretchen HDirectorEXERCISE4,873
May 28, 2026Shanahan Kathleen MDirectorEXERCISE4,873
May 28, 2026Watkins Gretchen HDirectorAWARD7,273
May 28, 2026Shanahan Kathleen MDirectorAWARD7,273
May 28, 2026Koenig Emery N.DirectorEXERCISE4,873
May 28, 2026Koenig Emery N.DirectorAWARD7,273
May 28, 2026Kuzenko Jody LynneDirectorAWARD7,273
May 28, 2026Gitzel Timothy S.DirectorEXERCISE4,873
May 28, 2026Gitzel Timothy S.DirectorAWARD7,273
May 28, 2026Kuzenko Jody LynneDirectorEXERCISE4,873
May 28, 2026WESTBROOK KELVIN RDirectorEXERCISE2,437
May 28, 2026WESTBROOK KELVIN RDirectorAWARD7,273
May 28, 2026WESTBROOK KELVIN RDirectorEXERCISE4,873
May 28, 2026Little Sonya CDirectorEXERCISE4,873
May 28, 2026Little Sonya CDirectorAWARD7,273
May 28, 2026EBEL GREGORY LDirectorEXERCISE7,310
May 28, 2026EBEL GREGORY LDirectorAWARD10,910
May 28, 2026Seaton David ThomasDirectorEXERCISE3,167
May 28, 2026Seaton David ThomasDirectorAWARD7,273
May 28, 2026Seaton David ThomasDirectorEXERCISE4,873
May 28, 2026BEEBE CHERYL KDirectorEXERCISE2,437
May 28, 2026BEEBE CHERYL KDirectorAWARD7,273
May 28, 2026BEEBE CHERYL KDirectorEXERCISE4,873
May 28, 2026Teixeira Joao Roberto GoncalvesDirectorEXERCISE4,873
May 28, 2026Teixeira Joao Roberto GoncalvesDirectorAWARD7,273
Mar 9, 2026Flugel Russell APrincipal Accounting OfficerTAX W/H2,384$26.92$64.2K
Mar 9, 2026Flugel Russell APrincipal Accounting OfficerEXERCISE4,437
Mar 9, 2026Swager Karen AEVP - OperationsTAX W/H6,087$26.92$163.9K
Mar 9, 2026Swager Karen AEVP - OperationsEXERCISE12,181
Mar 9, 2026Wang YijunEVP-CommercialTAX W/H4,406$26.92$118.6K
Mar 9, 2026Precourt Walter F. IIISVP - Chief Admin OfficerTAX W/H6,667$26.92$179.5K
Mar 9, 2026Precourt Walter F. IIISVP - Chief Admin OfficerEXERCISE12,181
Mar 9, 2026Bodine Bruce M.President and CEOTAX W/H7,668$26.92$206.4K
Mar 9, 2026Bodine Bruce M.President and CEOEXERCISE13,704
Mar 9, 2026Wang YijunEVP-CommercialEXERCISE7,613
Mar 9, 2026Bauer Philip EugeneSr. VP, Gen Counsel & Corp SecEXERCISE7,613
Mar 9, 2026Bauer Philip EugeneSr. VP, Gen Counsel & Corp SecTAX W/H4,260$26.92$114.7K
Mar 4, 2026Wang YijunEVP-CommercialAWARD26,528
Mar 4, 2026Pires Luciano SianiEVP and CFOAWARD38,447
Mar 4, 2026Bauer Philip EugeneSr. VP, Gen Counsel & Corp SecAWARD21,915
Mar 4, 2026Swager Karen AEVP - OperationsAWARD26,528
Mar 4, 2026Precourt Walter F. IIISVP - Chief Admin OfficerAWARD24,606
Mar 4, 2026Flugel Russell APrincipal Accounting OfficerAWARD8,074
Mar 4, 2026Bodine Bruce M.President and CEOAWARD132,257
Mar 4, 2025Flugel Russell APrincipal Accounting OfficerAWARD11,560

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 +18.2% upside Buy (2.55)
$19.00 Low $35.00 High
MetricValue
Current Price$22.69
Target Low$19.00
Target Mean$26.82
Target Median$27.00
Target High$35.00
# Analysts19
RecommendationBuy (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% -10.3% 0↑ 10↓ $12.8B 6.0% 14
Next FY
2027-12-31
$1.83 $0.65 $2.97 122.2% -8.2% 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)
42°
Neutral
Bearish Neutral Bullish
20 mentions 4 bullish 8 bearish 18 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 12, 2026233° Cool022
Jun 12, 2026233° Cool022
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 Bearish 2d 20h ago
Title: $MOS is at a 5-year low and everyone hates it. That's exactly why I'm buying.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 18d 16h 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 25, 2026
dark_pool
Dark Pool: MOS — 7.8M shares, 103,322 trades
Week starting 2026-05-25. Total ATS volume: 7,845,578 shares across 103,322 trades.
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.