US · Basic Materials · Agricultural Inputs
EPS came in at 0.13 against a street estimate of 0.09 — a beat of 44.4%.
Analysts rate The Mosaic Company a buy (8 buy, 10 hold, 2 sell out of 20) with an average price target of $26.66.
CAUTIOUS Mosaic navigating severe sulfur crisis via production curtailments and cost cuts. Phosphate demand crushed 30% YoY; potash stable. Strong balance sheet shields near-term pain; recovery upside substantial once supply normalizes. Q2 2026 North America application down ~15% last year; forecast additional 20% cut this year = 30% cumulative vs. normal. Brazil application normal last year; now forecast 30% decline. Combined phosphorus mining from soil: 1.3M tonnes DAP-equiv Brazil, 1.4M tonnes U.S. Yield impacts already visible Brazil; U.S. may see this year. Analysts pressed phosphate consumption collapse, Q3 earnings mechanics, and production ramp timing. Management emphasized sulfur supply relationships trump competitors, acknowledged Q3 EBITDA pressure from lost volumes/fixed cost absorption, confirmed multi-week ramp capability once supply normalizes. No specific Q3 earnings guid…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.79% |
| Vanguard Capital Management, LLC | 6.53% |
| AQR Capital Management LLC | 5.75% |
| State Street Corp | 4.73% |
| Amvescap Plc. | 4.69% |
| Vanguard Portfolio Management, LLC | 4.64% |
| Dimensional Fund Advisors, Inc. | 4.53% |
| FMR Inc | 4.15% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 MOSAIC COMPANY (MOS) - 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Karen A. Swager, Executive Vice President - Operations, announced retirement effe | 2026-09-25 |
| Current report · Q3 2026 THE MOSAIC COMPANY – 8-K SUMMARY HEADLINE NUMBERS • 2027 Notes: $304,897,000 aggregate principal amount at 4.050% interest • 2028 Notes: $124,122,00 | 2026-08-28 |
| Company announcement · Q3 2026 MOSAIC COMPANY (MOS) – 8-K SUMMARY HEADLINE NUMBERS • Total debt issued: $2,000,000,000 in new senior notes across three tranches - $1,000,000,000 | 2026-08-17 |
| Company announcement · Q3 2026 MOSAIC COMPANY (MOS) - 8-K SUMMARY HEADLINE NUMBERS • Event Date: August 17, 2026 • Action: Expiration and results announcement of cash tender offer | 2026-08-17 |
| Company announcement · Q3 2026 MOSAIC COMPANY (MOS) – 8-K FILING SUMMARY August 14, 2026 --- OTHER NOTABLE POINTS • Company announced pricing terms for cash tender offers on cert | 2026-08-14 |
| Quarterly report · Q2 2026 THE MOSAIC COMPANY – FORM 10-Q SUMMARY Six Months Ended June 30, 2026 --- HEADLINE NUMBERS • Net sales: $5,822.1 million (six months 2026) vs. $5,6 | 2026-08-05 |
| Quarterly report · Q1 2026 MOSAIC COMPANY Q1 2026 SUMMARY HEADLINE NUMBERS • Q1 2026 Net Loss: -$257.6 million (vs. Net Earnings of $238.1 million in Q1 2025) • Loss Per Share | 2026-05-11 |
| Proxy statement · Q4 2025 THE MOSAIC COMPANY – 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • ITEM 1: Election of 12 directors for one-year terms until t | 2026-04-16 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.22 / share ex-date Sep 10, 2026 · pay Sep 24, 2026 | 2026-09-10 |
| Dividend | $0.22 / share ex-date May 21, 2026 · pay Jun 2, 2026 | 2026-05-21 |
| Dividend | $0.22 / share ex-date Mar 9, 2026 · pay Mar 19, 2026 | 2026-03-09 |
| Dividend | $0.22 / share ex-date Dec 4, 2025 · pay Dec 18, 2025 | 2025-12-04 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for The Mosaic Company — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.