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The Mosaic Company

NYSE:MOS Aktierapport

Börsvärde: US$8.1b

  • Översikt över företaget
  • Värdering
  • Framtida tillväxt
  • Tidigare resultat
  • Finansiell hälsa
  • Utdelning
  • Förvaltning
  • Ägarskap
  • Övrig information
  • Aktiegemenskap

Mosaic Utdelningar och återköp

Utdelning kriterier kontrolleras 1/6

Mosaic är ett utdelningsbetalande företag med en aktuell avkastning på 3.49%. Nästa betalningsdatum är den 24th September, 2026 med ett ex-dividenddatum på 10th September, 2026.

Viktig information

3.5%

Avkastning på utdelning

0.3%

Återköpsavkastning

Total avkastning till aktieägarna3.8%
Framtida utdelningsavkastning3.6%
Utdelningstillväxt0.5%
Nästa utbetalningsdag för utdelning24 Sep 26
Ex utdelningsdag10 Sep 26
Utdelning per aktien/a
Utdelningsandel-44%

Senaste utdelnings- och återköpsuppdateringar

Analysartikel • 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...

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
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
Analysartikel • 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...
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
Analysartikel • 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...
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
Analysartikel • 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...
User avatar
Uppdatering av berättelse • 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.
Analysartikel • 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...
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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.
User avatar
Uppdatering av berättelse • 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 Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: MOS s utdelningsbetalningar har varit volatila under de senaste 10 åren.

Växande utdelning: MOS s utdelningsbetalningar har minskat under de senaste 10 åren.


Utdelningsavkastning jämfört med marknaden

Mosaic Utdelningsavkastning jämfört med marknaden
Hur är MOS:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (MOS)3.5%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.1%
Genomsnitt för branschen (Chemicals)1.8%
Prognosanalytiker (MOS) (upp till 3 år)3.6%

Anmärkningsvärd utdelning: MOS s utdelning ( 3.49% ) är högre än de 25 % lägre utdelningsbetalarna på US marknaden ( 1.36% ).

Hög utdelning: MOS s utdelning ( 3.49% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 4.11% ).


Vinstutdelning till aktieägarna

Resultattäckning: MOS betalar utdelning men företaget är olönsamt.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: MOS betalar utdelning men företaget har inga fria kassaflöden.


Upptäck bolag med stark utdelning

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/09/11 16:56
Aktiekurs vid dagens slut2026/09/11 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
  • SEC Form 10-K
  • SEC Form 10-Q
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
  • Rapporter från analytiker
  • Blue Matrix
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
  • ICE Marknadsdata
  • SEC Form S-1
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
  • SEC Formulär 4
  • SEC Formulär 13D
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
  • SEC Form 10-K
  • SEC Form DEF 14A
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden
  • SEC Formulär 8-K

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

The Mosaic Company bevakas av 37 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Benjamin TheurerBarclays
Farooq HamedBarclays
Aron CeccarelliBerenberg

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
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