Mosaic Management
Management Kriterienprüfungen 4/4
Mosaic CEO ist Bruce Bodine , ernannt in Aug 2023, hat eine Amtszeit von 2.75 Jahren. Die jährliche Gesamtvergütung beträgt $10.41M , bestehend aus 12% Gehalt und 88% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.004% der Aktien des Unternehmens, im Wert von $296.54K . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.3 Jahre bzw. 6.3 Jahre.
Wichtige Informationen
Bruce Bodine
Geschäftsführender
US$10.4m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 11.96% |
| Amtszeit als Geschäftsführer | 2.8yrs |
| Eigentum des Geschäftsführers | 0.004% |
| Durchschnittliche Amtszeit des Managements | 3.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 6.3yrs |
Jüngste Management Updates
Recent updates
Analyse-Update • May 01
MOS: Tighter Profit Structure And Phosphate Margin Bottom Will Support Future Rebound
The analyst consensus price target for Mosaic has shifted slightly lower, with the modelled fair value moving from about $32.17 to $30.43 as analysts factor in ongoing pressure on phosphate margins, higher input costs, and recent rating and target cuts across several firms. Analyst Commentary Recent research on Mosaic shows a mix of cautious and constructive views, with most firms adjusting price targets and ratings to reflect margin pressure in phosphate, high input costs, and evolving expectations for earnings and cash flow.
Analyse-Update • Apr 16
MOS: Higher Input Costs And DOJ Probe Will Shape Future Returns
Analysts have kept Mosaic's fair value estimate steady at $24.00, while slightly adjusting assumptions around discount rates, revenue trends, margins, and future P/E to reflect a mix of recent downgrades tied to margin pressures and input costs, alongside select price target increases on tighter industry fundamentals. Analyst Commentary Recent research on Mosaic has leaned cautious, with several bearish analysts reducing ratings or trimming price targets as they reassess the balance between input cost pressures, margin recovery, and execution on capital plans.Seeking Alpha • Apr 15
Mosaic: This Sell-Off Is A Classic Contrarian Opportunity
Summary Mosaic is rated a Buy after a sharp selloff, with bullish catalysts expected to drive a rebound. Rising sulfur costs and weak Q4 demand pressured MOS earnings, but fixed-cost absorption and Chinese export restrictions could offset margin risks. Management targets over 7 million tonnes of phosphate production in FY2026, aiming to lower conversion costs below $100/tonne and buffer EBITDA headwinds. Consensus expects a 26.8% EPS drop in FY2026, but a 46.7% rebound in FY2027 is likely underestimated, supporting a fair value 37% above the current price. Read the full article on Seeking Alpha
Analyse-Update • Apr 01
MOS: Margin Reset And Sector Tailwinds Will Support Future Repricing
Analysts have adjusted Mosaic's fair value estimate to $40.00 from $38.20, citing shifts in fertilizer pricing expectations, updated views on revenue growth and margins, and a higher discount rate that reflects recent sector downgrades along with select price target increases. Analyst Commentary Recent Street research paints a mixed picture for Mosaic, with several downgrades on margin and earnings concerns alongside a cluster of more constructive views that focus on reset expectations, improved cash generation, and higher valuation benchmarks for fertilizer names.Analyse-Update • Mar 18
MOS: Sector Repricing And Cash Flow Discipline Will Support Future Rebound
Analysts have nudged Mosaic's average price target slightly higher to around $32, reflecting a mix of cautious revisions tied to softer revenue growth and margins, along with a modestly higher forward P/E multiple as some now see more support for fertilizer sector valuations despite recent earnings pressures. Analyst Commentary Recent research on Mosaic reflects a mixed setup, with some bullish analysts pointing to improving sector valuations and reset expectations, while bearish analysts focus on margin pressure, input cost risks, and execution issues at key assets.Analyse-Update • Mar 04
MOS: Higher Input Costs And Weaker Margins Will Pressure Future Returns
Analyst price targets for Mosaic are broadly lower, with changes clustered in the $1 to $6 range as analysts factor in weaker phosphate margins, higher input costs and expectations for softer earnings, even as some highlight potential improvements in cash flow and reset volume expectations. Analyst Commentary Recent research updates on Mosaic point to a generally cautious tone, with several firms trimming price targets and a mix of ratings that highlight both operational pressure and valuation questions.Analyse-Update • Feb 18
MOS: Phosphate Margin Stabilization And Sector Catalysts Will Drive Future Repricing
Analysts have adjusted their price targets for Mosaic in a tight range in recent weeks, with small changes around the low to mid $30s reflecting mixed views on phosphate margins, Q4 commentary, and the broader chemicals and agriculture setup. Analyst Commentary Recent Street research around Mosaic has been split, but there is a cluster of more optimistic calls focused on phosphate stripping margins, execution around Q4, and how the stock is positioned within broader chemicals and agriculture coverage lists.Analyse-Update • Feb 04
MOS: Phosphate Margin Recovery Will Drive Future Repricing Potential
Analysts have trimmed their price expectations for Mosaic. The blended fair value estimate has moved from about US$49.00 to roughly US$38.20, reflecting lower assumed revenue growth and P/E multiples, even as several recent research notes point to improving phosphate margins and mixed views on execution and demand risk.Analyse-Update • Jan 21
MOS: Strong Harvest And Buybacks Will Support Future Rebound
Analysts have trimmed their fair value estimate for Mosaic by about $0.66 per share. This reflects a blend of recent price target cuts tied to softer phosphate trends and demand deferrals, partly offset by a few upward revisions from firms that see some potential catalysts ahead.Analyseartikel • Jan 16
Mosaic (NYSE:MOS) Has Affirmed Its Dividend Of $0.22
The Mosaic Company ( NYSE:MOS ) will pay a dividend of $0.22 on the 19th of March. The dividend yield will be 3.2...Analyse-Update • Jan 07
MOS: Strong Harvest And Buybacks Will Support Future Upside
Analysts have trimmed their average price targets on Mosaic by a few dollars to roughly the low to mid US$30s, reflecting softer near term fertilizer demand, mixed phosphate volume guidance and execution questions, even as some analysts highlight supportive factors such as a strong U.S. harvest and previous earnings beats in certain segments. Analyst Commentary Recent research on Mosaic clusters around similar themes, but opinions split on how much upside or downside that implies for the stock.Analyseartikel • Dec 25
Mosaic (NYSE:MOS) Will Pay A Dividend Of $0.22
The Mosaic Company's ( NYSE:MOS ) investors are due to receive a payment of $0.22 per share on 19th of March. The...Analyse-Update • Dec 22
MOS: Fertilizer Demand And Phosphate Pricing Will Shape A Cautious Outlook
The analyst price target for Mosaic has been cut materially, from about $33.00 to $24.00. Analysts are factoring in weaker near term revenue growth amid softer fertilizer demand and phosphate pricing headwinds, despite some offsetting strength in margins and select business segments.Analyse-Update • Dec 07
MOS: Strong Harvest And Deferred Demand Will Support Future Upside
We trim our Mosaic fair value estimate by approximately $1 to $34 per share, as analysts broadly lower price targets in response to softer near term fertilizer demand, weaker phosphate volumes and margins, and higher expected input costs, partially offset by selective optimism on execution and harvest driven demand. Analyst Commentary Street research on Mosaic has turned more mixed as analysts recalibrate expectations for fertilizer pricing, volumes, and input costs.Analyse-Update • Nov 23
MOS: Improved Margins And Recent Buyback Will Support Upside Amid Industry Risks
The analyst price target for Mosaic has been lowered by $1.47. This adjustment reflects recent research that cites demand deferrals, softer pricing, and a more cautious near-term outlook.Analyse-Update • Nov 07
MOS: Multiyear Fertilizer Demand Outlook Will Drive Upside Despite Market Headwinds
The analyst price target for Mosaic has been modestly reduced amid a series of downward revisions from $43 to $46 into the $30 to $44 range, as analysts cite inconsistent phosphate performance, softer sales volume outlooks, and ongoing macroeconomic headwinds. Analyst Commentary Recent research notes on Mosaic reflect a wide range of outlooks from Wall Street, with both bullish and bearish analysts highlighting key factors influencing the company’s valuation and growth prospects.Analyse-Update • Oct 23
Future Pricing Shifts and Market Headwinds Will Shape Fertilizer Momentum
The average analyst price target for Mosaic has decreased modestly to approximately $40 from around $43. Analysts cite cautious earnings setups, inconsistent end market conditions, and ongoing commodity price pressures for the adjustment.Analyse-Update • Oct 09
Brazil Facilities And Automation Will Unlock Fertilizer Potential
The analyst price target for Mosaic has edged down recently. The consensus has fallen from $40.46 to $39.96 as analysts cite balanced fertilizer demand and ongoing industry risks, which are offset by improving sector fundamentals.Analyse-Update • Sep 04
Brazil Facilities And Automation Will Unlock Fertilizer Potential
Analysts maintain a cautious stance on Mosaic, citing strong fertilizer pricing and defensive sector characteristics offset by management execution concerns, resulting in an unchanged consensus price target of $39.75. Analyst Commentary Bullish analysts noted stronger-than-expected fertilizer pricing across nitrogen, phosphate, and potash, driven by geopolitical disruptions, tight supply, and resilient demand.Analyseartikel • Jul 28
Why The Mosaic Company (NYSE:MOS) Could Be Worth Watching
Let's talk about the popular The Mosaic Company ( NYSE:MOS ). The company's shares led the NYSE gainers with a...Analyseartikel • Jul 14
We Think Mosaic (NYSE:MOS) Is Taking Some Risk With Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Jun 02
Mosaic (NYSE:MOS) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analyseartikel • May 20
The Mosaic Company (NYSE:MOS) Stocks Shoot Up 30% But Its P/E Still Looks Reasonable
The Mosaic Company ( NYSE:MOS ) shareholders have had their patience rewarded with a 30% share price jump in the last...Seeking Alpha • Mar 06
Mosaic's Revenue Is Growing, But Investors Should Worry About Its Profits
Summary Mosaic has transformed into a global fertilizer leader, but its revenue growth of 2.5% CAGR from 2015 to 2024 is price-driven, not volume-based. Profitability has declined significantly, with 2024 net income at just 20% of 2015 levels, and external risks like US tariffs pose further challenges. Despite being financially sound, my valuation shows insufficient margin of safety. Together with the tariff risks, Mosaic is not an investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Mosaic's Moment: Why This Inflation-Linked Stock Is Ready To Bloom
Summary The Federal Reserve's "higher for longer" stance on inflation and rates presents challenges but also opportunities in high-quality cyclical dividend growth stocks with strong balance sheets and pricing power. Energy and agriculture sectors, particularly companies like The Mosaic Company, tend to outperform during inflationary periods due to their critical roles in biofuel production and fertilizer supply. Mosaic's stock price closely tracks inflation, making it a valuable, albeit volatile, trading opportunity rather than a dividend portfolio staple. Despite recent underperformance, Mosaic's position near the lower end of the cost curve and potential value amid rising inflation strengthen its investment case. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Mosaic: Take The Cyclical Opportunity
Summary The Mosaic Company is a leading global provider of crop inputs and services, operating through its Mosaic Fertilizantes, Potash, and Phosphate segments. The stock has come down along with its underlying commodity prices, offering an entry at an attractive phase in the fertilizer cycle. Mosaic is poised to benefit from the strong growth in the Brazilian fertilizer market. With Russian fertilizer exports to Brazil slowly diminishing, Mosaic is in a promising position to fill the gap. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Mosaic Company: Good Entry Here To Get Long Food Inflation
Summary Mosaic Company, a leading producer of Potash and Phosphate, benefits from economies of scale and high-quality mining deposits, enabling low-cost production. Exposure to Mosaic offers a potential hedge against food inflation, with the company positioned to benefit from any future disruptions in fertilizer supply. Mosaic R&D has led to the introduction of premium fertilizers, which are quickly gaining share within Mosaic's sales channels. 50% of Mosaic's North American phosphate sales now have some value-add component. Mosaic is a 0.02% weighted S&P 500 component, and its debt is investment grade rated. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Mosaic: A Value Investor's Dream
Summary Mosaic's share price has declined over 20% since last July due to lower fertilizer prices, but it remains a high-quality company with strategic assets. Currently trading at 10.0x Fwd P/E and 5.3x Fwd EV/EBITDA, Mosaic is undervalued, offering potential upside if fertilizer prices can stabilize. Mosaic continues to return value to shareholders through dividends and buybacks, even during periods of depressed earnings, making it a compelling investment. Read the full article on Seeking Alpha
Neue Analyse • Aug 25
Operational Efficiencies And Decisive Growth Initiatives Poised To Enhance Financial Performance Despite Analyst Concerns
Mosaic's efficiency improvements and cost reduction efforts are set to enhance its financial performance by lowering expenses.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Dec 31 2025 | US$10m | US$1m | US$541m |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$940m |
| Mar 31 2025 | n/a | n/a | US$368m |
| Dec 31 2024 | US$10m | US$1m | US$175m |
| Sep 30 2024 | n/a | n/a | US$371m |
| Jun 30 2024 | n/a | n/a | US$245m |
| Mar 31 2024 | n/a | n/a | US$775m |
| Dec 31 2023 | US$3m | US$636k | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$3m | US$601k | US$4b |
| Sep 30 2022 | n/a | n/a | US$4b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$3b |
| Dec 31 2021 | US$3m | US$567k | US$2b |
Vergütung im Vergleich zum Markt: BruceDie Gesamtvergütung ($USD10.41M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD8.44M).
Entschädigung vs. Einkommen: BruceDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Bruce Bodine (53 yo)
2.8yrs
Amtszeit
US$10,410,935
Vergütung
Mr. Bruce M. Bodine, Jr. is Director of The Fertilizer Institute. Mr. Bodine serves as President & Director at The Mosaic Company since August 29, 2023 and serves as its Chief Executive Officer since Janua...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | 2.8yrs | US$10.41m | 0.0040% $ 296.5k | |
| Executive VP & CFO | 1.3yrs | US$3.85m | 0.0050% $ 378.2k | |
| Executive Vice President of Operations | 2.5yrs | US$2.82m | 0.055% $ 4.1m | |
| Senior VP & Chief Administrative Officer | 2.5yrs | US$2.73m | 0.044% $ 3.3m | |
| Executive Vice President of Commercial | 5.6yrs | US$2.73m | 0.019% $ 1.4m | |
| VP, Controller & Chief Accounting Officer | 4yrs | keine Daten | 0.0039% $ 293.5k | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Senior VP | 3.3yrs | keine Daten | 0.011% $ 823.0k | |
| Senior Vice President of Government & Public Affairs | 12.6yrs | keine Daten | keine Daten | |
| Senior Vice President of Human Resources | 6.9yrs | keine Daten | keine Daten | |
| Vice President of Enterprise Strategy & Business Support | no data | keine Daten | keine Daten |
3.3yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter
Erfahrenes Management: MOSDas Führungsteam des Unternehmens gilt als erfahren (3.3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | 2.8yrs | US$10.41m | 0.0040% $ 296.5k | |
| Independent Chairman of the Board | 13.6yrs | US$472.17k | 0.045% $ 3.4m | |
| Independent Director | 7yrs | US$331.43k | 0.014% $ 1.0m | |
| Independent Director | 9.8yrs | US$326.43k | 0.012% $ 880.6k | |
| Independent Director | 1.3yrs | US$265.29k | 0.00076% $ 56.9k | |
| Independent Director | 6yrs | US$306.43k | 0.0098% $ 731.6k | |
| Independent Director | 12.6yrs | US$326.43k | 0.023% $ 1.8m | |
| Independent Director | 6.7yrs | US$306.43k | 0.015% $ 1.1m | |
| Independent Director | 3.5yrs | US$306.43k | 0.0027% $ 202.2k | |
| Independent Director | 15.6yrs | US$326.43k | 0.026% $ 1.9m | |
| Independent Director | 1.3yrs | US$265.29k | 0.00076% $ 56.9k | |
| Independent Director | 2.3yrs | US$306.43k | 0.0027% $ 202.2k |
6.3yrs
Durchschnittliche Betriebszugehörigkeit
61.5yo
Durchschnittliches Alter
Erfahrener Vorstand: MOSDie Vorstandsmitglieder gelten als erfahren (6.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 14:52 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
The Mosaic Company wird von 40 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Farooq Hamed | Barclays |
| Benjamin Theurer | Barclays |
| Benjamin Theurer | Barclays |