(MOS) The Mosaic Company News & Weekly Analysis

Editorial review: Oleksii RyzhkovIndependent educational resourceEditorial standards

US | Basic Materials | Agricultural Inputs | NYSE

Market cap$5.973B
P/E ratioNot available
Earnings / share-2.01
Dividend yield4.68%
Beta0.92
Employees13,000

Company overview

The Mosaic Company (MOS) at a glance

The week in numbers

$0.22 per share
Quarterly dividend

Declared distribution supports near-term shareholder returns, subject to future approval.

Mosaic board declared a quarterly common-stock dividend.

Source report
-98.1%
Expected EPS change

Zacks attributes the expected decline to its consensus earnings forecast.

Zacks consensus expects year-over-year quarterly EPS decline.

Source report
$3.08B
Expected quarterly revenue

Zacks says the estimate is down from the prior-year quarter.

Zacks consensus revenue estimate for the upcoming quarter.

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12% higher
Consensus EPS revision

Reported analyst consensus revision is upward, not realized earnings.

Zacks says consensus EPS estimate rose over 30 days.

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Sector
Basic Materials
Headquarters
Tampa, Florida, United States
Chief executive
Bruce Bodine
Employees
13,000
Founded
Oct 25, 2004
Exchange
NYSE
Industry
Agricultural Inputs
Country
US
Trading currency
USD
Official website
mosaicco.com
Company Overview
Read company overview

The Mosaic Company is an agricultural-inputs business headquartered in Tampa, Florida, United States. Founded on Oct 25, 2004, it has 13,000 employees and is led by CEO Bruce Bodine. The company produces and markets concentrated phosphate and potash crop nutrients, operating through Phosphates, Potash, and Mosaic Fertilizantes.

Its phosphate operations include mining and production facilities that make products such as diammonium phosphate, monoammonium phosphate, MicroEssentials, triple superphosphate, and single superphosphate. Mosaic also produces phosphate-based animal feed ingredients, including feed phosphate sold under the Biofos and Nexfos brands, as well as dicalcium phosphate and phosphogypsum.

Mosaic mines, processes, and sells potash, including K-Mag, a double sulfate of potash magnesia product. Its operating assets include mines, chemical plants, blending and bagging facilities, port terminals, and warehouses. The company sells through wholesale distributors, retailers, cooperatives, independent retailers, and national accounts, while also serving industrial uses and export markets.

Ownership & major shareholders

The Mosaic Company shares trade on NYSE under MOS. A verified breakdown of major shareholders is not included in this profile.

The week in perspective

Weekly briefing

This week’s coverage pairs a declared shareholder distribution and potential portfolio-shift upside with a weak earnings setup. The central driver is whether Mosaic can improve cash generation amid reported phosphate curtailments and planned capital spending; this remains an interpretation of coverage, not confirmation of operating performance.

News balance

2 Positive1 Risk signals2 Mixed

Positive signals

Positive signals include Mosaic’s board declaration of a $0.22-per-share quarterly dividend. Simply Wall St also described a sales-multiple discount versus cited industry and peer benchmarks, while its scenario discussion sees potential for capital reallocation toward Mosaic Biosciences and rare-earth projects to improve the profit mix. The Conference Board selected Mosaic for a corporate-citizenship honor.

Risks to watch

Risks are material: Zacks reported consensus expectations for sharply lower quarterly earnings and revenue year over year, alongside a negative earnings-surprise indicator and Rank #4. Separately, Simply Wall St highlighted phosphate production curtailments, idle costs and a projected cash-flow gap against capital expenditure and dividends. Valuation views and award recognition do not establish future results.

Developments worth following

Latest news

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Dividend Declaration Meets Cash Flow Concerns

Simply Wall St reported that Mosaic declared a quarterly dividend of $0.22 per share. Its commentary also cited phosphate curtailments and a cash-flow shortfall relative to roughly US$1.5b of capital expenditure and dividends, while discussing a potential portfolio reshaping.

The declared distribution may support shareholder returns, but the reported cash-flow gap could constrain capital allocation if operating conditions weaken. Benefits from shifting toward higher-margin activities remain an expectation rather than a realized earnings improvement.

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Sales Multiple Screens Below Referenced Benchmarks

Simply Wall St said Mosaic traded at about 0.5x sales, below cited chemicals-industry and peer averages. The article presented competing views: possible upside from phosphate recovery and new activities versus concerns over production cuts, costs and cash-flow pressure.

A lower sales multiple could create upside only if Mosaic converts fertilizer volumes and pricing into sustainable sales and cash flow. Reported production and cost pressures could instead justify a discounted valuation.

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Zacks

Consensus Anticipates Lower Quarterly Results

Zacks expects Mosaic’s upcoming quarter to show year-over-year declines in earnings and revenue. Although the consensus EPS estimate increased over the preceding month, Zacks reported a negative Earnings ESP and Rank #4, making a beat difficult to predict.

If consensus projections prove accurate, lower revenue and earnings would pressure near-term operating performance. The improved consensus estimate is a limited offset and does not establish that reported results will meet or exceed expectations.

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Mosaic Named Corporate Citizenship Honoree

The Conference Board included Mosaic among its 2027 Corporate Citizenship Award honorees, citing responsible-business leadership across environmental stewardship, governance and community engagement. Mosaic’s president and chief executive officer is listed among leaders to be honored.

The recognition may support Mosaic’s corporate reputation among stakeholders, but the announcement provides no direct evidence of fertilizer demand, margins, cash flow, or future operating results.

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Source report

Board Declares Quarterly Common Dividend

Mosaic announced that its board declared a quarterly common-stock dividend of $0.22 per share. The company noted that any subsequent dividends require board approval and are not assured.

The declaration provides a defined near-term shareholder distribution, but it does not guarantee recurring capital returns. Future dividend capacity remains subject to board decisions and underlying financial conditions.

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