Mosaic Beheer
Beheer criteriumcontroles 3/4
De CEO Mosaic is Bruce Bodine, benoemd in Aug2023, heeft een ambtstermijn van 3.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 10.41M, bestaande uit 12% salaris en 88% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.004% van de aandelen van het bedrijf, ter waarde $ 319.75K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.7 jaar en 6.7 jaar.
Belangrijke informatie
Bruce Bodine
Algemeen directeur
US$10.4m
Totale compensatie
| Percentage CEO-salaris | 11.96% |
| Dienstverband CEO | 3.1yrs |
| Eigendom CEO | 0.004% |
| Management gemiddelde ambtstermijn | 3.7yrs |
| Gemiddelde ambtstermijn bestuur | 6.7yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Sep 03
Mosaic: Potash Is Holding Up, But Phosphate Economics Keep Me On The Sidelines
Summary Mosaic Company is rated Hold due to weak phosphate margins, negative free cash flow, and high input costs despite strong potash fundamentals. Q2 results revealed adjusted EBITDA of $407M, a net loss of $273M, and negative free cash flow of $153M, with phosphate gross margins turning negative. Potash remains a profit center, but phosphate profitability is highly sensitive to sulfur and ammonia costs, which remain elevated into Q3 and Q4. Valuation at 7.9x EV/EBITDA lacks a margin of safety; upgrades require sulfur price normalization, sustained free cash flow, and improved Brazil profitability. Read the full article on Seeking Alpha
Narratiefupdate • Aug 21
MOS: Elevated Sulfur Costs Will Pressure Phosphate Margins And Limit Future Upside
Analysts have trimmed their average price expectations for Mosaic, with a lower implied fair value of about $18 per share from roughly $20, reflecting recent target cuts that cite compressed phosphate margins and updated EBITDA estimates, partly offset by at least one more optimistic view on future margin recovery. Analyst Commentary on Mosaic Recent research updates on Mosaic highlight a split in opinion, but the cautious voices are having a clear impact on how investors may think about risk and valuation.Narratiefupdate • Jul 07
MOS: Sulfur And Phosphate Margin Reset Will Shape Balanced Return Potential
The updated analyst price target framework for Mosaic reflects a modest fair value adjustment from about $19.36 to roughly $19.98, as analysts factor in slightly less severe revenue pressure, firmer profit margin expectations, and a lower future P/E multiple informed by recent research that balances reduced Street targets with arguments for eventual margin recovery in phosphate fertilizers. Analyst Commentary Recent research around Mosaic highlights a split view, with some firms pointing to potential value in the stock while several bearish analysts stress ongoing risks tied to phosphate margins, sulfur costs, and broader fertilizer demand.
Narratiefupdate • Jun 23
MOS: Sulfur Supply Normalization Will Support Margin Recovery And Future Repricing
The updated analyst price target for Mosaic moves from $40.00 to about $34.64, as analysts factor in lower modeled revenue growth and profit margins, alongside higher expected future P/E multiples and ongoing sulfur and phosphate margin uncertainty, despite some recent upgrades tied to Strait of Hormuz related supply normalization. Analyst Commentary Recent research on Mosaic points to a mixed but increasingly constructive tone, with several bullish analysts highlighting room for valuation improvement as sulfur supply normalizes and phosphate margins potentially stabilize.Analyse-artikel • Jun 16
Mosaic (MOS) Stock Could Be 16% Undervalued After Upgrades And China Trade Deal
Mosaic (MOS) is back on investors’ radar after a series of broker upgrades and a new China U.S. agricultural trade deal that points to stronger medium term fertilizer demand. See our latest analysis for Mosaic. Despite a recent bounce helped by broker upgrades and the China U.S. farm deal, Mosaic’s 1-year total shareholder return is down 35.27%, and its 5-year total shareholder return is down 17.69%, showing recent momentum but a weaker longer-term record. If this kind of cyclical setup...
Narratiefupdate • Jun 06
MOS: Depressed Phosphate Margins Will Eventually Support Stronger Free Cash Flow
Analysts have lowered Mosaic's fair value estimate from $30.43 to $26.82. This reflects broad reductions in price targets, more conservative assumptions for revenue growth and profit margins, and a higher projected P/E multiple in light of ongoing fertilizer margin volatility.Narratiefupdate • May 23
MOS: Higher Input Costs And DOJ Probe Will Pressure Future Returns
The updated analyst price target for Mosaic moves lower, with fair value now at about $19.36 from $24.00. This reflects Street concerns about weaker phosphate margins, sulfur related cost pressure, and softer revenue and profit assumptions, even as several analysts still point to potential long term value for patient investors.Analyse-artikel • May 14
Results: The Mosaic Company Delivered A Surprise Loss And Now Analysts Have New Forecasts
Shareholders might have noticed that The Mosaic Company ( NYSE:MOS ) filed its quarterly result this time last week...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$638m |
| Mar 31 2026 | n/a | n/a | US$45m |
| 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$2b |
Compensatie versus markt: De totale vergoeding ($USD 10.41M ) Bruce } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.45M ).
Compensatie versus inkomsten: De vergoeding van Bruce is gestegen terwijl het bedrijf verliesgevend is.
CEO
Bruce Bodine (54 yo)
3.1yrs
Tenure
US$10,410,935
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 3.1yrs | US$10.41m | 0.0040% $ 319.8k | |
| Executive VP & CFO | 1.7yrs | US$3.85m | 0.0050% $ 407.8k | |
| Executive Vice President of Operations | 2.8yrs | US$2.82m | 0.055% $ 4.5m | |
| Senior VP & Chief Administrative Officer | 2.8yrs | US$2.73m | 0.037% $ 3.0m | |
| Executive Vice President of Commercial | 5.9yrs | US$2.73m | 0.019% $ 1.5m | |
| VP, Controller & Chief Accounting Officer | 4.3yrs | geen gegevens | 0.0039% $ 316.5k | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior VP | 3.7yrs | geen gegevens | 0.011% $ 887.4k | |
| Senior Vice President of Government & Public Affairs | 12.9yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Human Resources | 7.3yrs | geen gegevens | geen gegevens |
3.7yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van MOS wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 3.1yrs | US$10.41m | 0.0040% $ 319.8k | |
| Independent Chairman of the Board | 13.9yrs | US$472.17k | 0.047% $ 3.8m | |
| Independent Director | 7.3yrs | US$331.43k | 0.015% $ 1.2m | |
| Independent Director | 10.1yrs | US$326.43k | 0.013% $ 1.0m | |
| Independent Director | 1.7yrs | US$265.29k | 0.0023% $ 184.9k | |
| Independent Director | 6.3yrs | US$306.43k | 0.011% $ 912.4k | |
| Independent Director | 12.9yrs | US$326.43k | 0.025% $ 2.0m | |
| Independent Director | 7yrs | US$306.43k | 0.016% $ 1.3m | |
| Independent Director | 3.8yrs | US$306.43k | 0.0042% $ 341.6k | |
| Independent Director | 15.9yrs | US$326.43k | 0.027% $ 2.2m | |
| Independent Director | 1.7yrs | US$265.29k | 0.0023% $ 184.9k | |
| Independent Director | 2.7yrs | US$306.43k | 0.0042% $ 341.6k |
6.7yrs
Gemiddelde duur
62.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van MOS wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.7 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/11 05:29 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
The Mosaic Company wordt gevolgd door 37 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Benjamin Theurer | Barclays |
| Farooq Hamed | Barclays |
| Aron Ceccarelli | Berenberg |