Mosaic Company (The) ($MOS) Stock Forecast: Down 5.2% Today

What is Mosaic Company (The)?

Mosaic (NYSE:MOS) is a leading global producer of phosphate and potash, operating in the fertilizer industry. Today, the stock experienced a significant bearish movement.

Why is Mosaic Company (The) going down?

MOS stock is down 5.2% on Feb 25, 2026 20:16

• Mosaic's stock plummeted by 6.1% after the company reported disappointing Q4 earnings, missing both EPS and revenue expectations. This poor performance reflects weak demand for fertilizers in North America and reduced sales volumes for phosphate and potash.
• Despite a revenue beat, the company's EPS of -$1.64 was far below the anticipated $0.47, causing concern among investors and leading to a 2% decline in after-hours trading.
• The extension of Mosaic's phosphate mining permit in Manatee County, although controversial, might have added to the negative sentiment surrounding the stock, as it raises environmental and regulatory risks for the company's operations.
• Analyst sentiment remains mixed with a consensus "Hold" rating, indicating uncertainty about Mosaic's future performance and the need for a cautious approach towards investing in the company.

MOS Price Chart

MOS Technical Analysis

MOS News

Mosaic (NYSE:MOS) Shares Down 6.1% After Earnings Miss

Mosaic Co. (NYSE:MOS) shares dropped 6.1% after the company missed Q4 earnings expectations, reporting an EPS of $0.22 against an anticipated $0.48, and revenue of $2.97 billion versus $3.02 billion. Despite the earnings miss, Mosaic declared a quarterly dividend of $0.22, resulting in an annualized yield of 3.3%. Analyst sentiment is mixed, with a consensus "Hold" rating and an average price target of $31.50, following recent price target adjustments from various firms.

https://www.marketbeat.com/instant-alerts/mosaic-nysemos-shares-down-61-after-earnings-miss-2026-02-25/

Mosaic slides as Q4 results miss expectations and highlight weak fertilizer demand

Mosaic (MOS) shares declined by 5.7% after its fourth-quarter results missed Wall Street expectations, reporting a GAAP loss and adjusted earnings significantly lower than forecasts. The company's performance was negatively impacted by weak North American fertilizer demand and reduced sales volumes for both phosphate and potash. Investors are re-evaluating 2026 expectations based on management's outlook.

https://www.quiverquant.com/news/Mosaic+slides+as+Q4+results+miss+expectations+and+highlight+weak+fertilizer+demand

Manatee County officials extend Mosaic’s controversial phosphate mining permit

Manatee County commissioners have approved an extension for Mosaic's phosphate mining permit in the northeast part of the county, despite a unanimous vote by the county's planning commission to deny the extension. The decision allows Mosaic to continue its mining operations in the area.

https://www.tampabay.com/news/environment/2026/02/25/mosaic-manatee-phosphate-fertilizer-mining/

Mosaic (MOS) Reports Mixed Q4 Results with Revenue Beat

Mosaic Company (MOS) reported mixed fourth-quarter results, with revenue reaching $2.97 billion, a 5.3% year-over-year increase that surpassed expectations. However, its EPS of -$1.64 fell significantly short of the anticipated $0.47, leading to a 2% decline in shares during after-hours trading. Despite strong operational efficiency and a solid market position as a leading global phosphate and potash producer, the company faces financial stress indicators and sector-specific risks.

https://www.gurufocus.com/news/8648613/mosaic-mos-reports-mixed-q4-results-with-revenue-beat

Mosaic (NYSE:MOS) Posts Earnings Results, Misses Estimates By $0.26 EPS

Mosaic (NYSE:MOS) recently reported its quarterly earnings, posting an EPS of $0.22, which fell short of analysts' consensus estimates of $0.48 by $0.26. Following the announcement, shares traded down to $28.50. The company also declared a quarterly dividend of $0.22, resulting in an annualized dividend of $0.88 and a yield of 3.1%, with an ex-dividend date of March 9th.

https://www.marketbeat.com/instant-alerts/mosaic-nysemos-posts-earnings-results-misses-estimates-by-026-eps-2026-02-24/

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Mosaic Company (The) Price History

02.00.2026 - MOS Stock was up 3.3%

• Gaining attention from value investors and dividend hunters, being considered a potential sleeper buy due to its global footprint and essential product.
• Contracts signed to supply potash to customers in China for 2026 at a reference price point have positively impacted investor sentiment.
• The decision to sell its New Mexico potash mine for $30 million allows Mosaic to streamline its operations and focus on its Saskatchewan production.
• Institutional investors, including Shilanski & Associates Inc., have been adjusting their holdings in Mosaic, contributing to a mixed analyst rating but resulting in a "Moderate Buy" consensus with an average price target of $31.73.

30.09.2025 - MOS Stock was down 5.1%

• The bearish movement in MOS stock today could be attributed to investors' concerns about weaker phosphate volumes despite potential gains from higher prices and cost-cutting measures.
• The market may have reacted negatively to the anticipation of the upcoming Q3 earnings report, with uncertainties surrounding the company's ability to offset the challenges in phosphate volumes.
• Despite efforts to improve profitability through cost reductions, the overall sentiment towards MOS stock might have been dampened by the prevailing headwinds in the phosphate market.

08.00.2026 - MOS Stock was up 6.7%

• MOS stock experienced a strong bullish movement today, likely driven by positive market sentiment and upcoming earnings expectations.
• The announcement of Corteva's Q4 2025 performance and the anticipation of a live webcast could have positively influenced investor confidence in the agricultural sector, benefiting companies like MOS.
• Despite challenges in the fertilizer industry, such as the fertilizer downcycle and geopolitical factors affecting Nutrien, MOS seems to be resilient, as indicated by the increased institutional holdings and analyst ratings.
• The overall positive outlook for fertilizer stocks, as highlighted in discussions about the best fertilizer stocks to research, might have contributed to the bullish movement in MOS today.

14.00.2026 - MOS Stock was up 6.1%

• A price target adjustment to $35.00 from $33.00 by Morgan Stanley, among other analysts' positive outlook, has likely contributed to the bullish momentum of MOS stock.
• The strategic decision to sell the Carlsbad potash operation for $30 million and focus solely on Saskatchewan production could be seen as a positive move by investors, potentially increasing the company's long-term profitability.
• Despite underperforming its competitors on Tuesday, MOS stock still managed to gain 1.91%, indicating resilience and potential growth amidst market challenges.
• Analysts highlighting Mosaic's recovery potential due to ongoing demand for its products, along with compelling dividend yields, might have further fueled investor confidence in the company's future prospects.

25.01.2026 - MOS Stock was down 6.6%

• Continued issuance of permits for Mosaic's phosphate mining operations in Manatee County, despite opposition, has sparked concerns about the environment and regulatory challenges, influencing a pessimistic view among investors.
• In the latest quarter, Mosaic reported a mixed performance, surpassing revenue expectations but notably falling short of EPS estimates, potentially disappointing investors and contributing to the stock's decline.
• Failing to meet earnings projections and announcing a lower dividend than anticipated may have undermined investor trust in Mosaic's financial standing and future prospects, further impacting the stock price negatively.
• Risks specific to the sector highlighted in the earnings statement likely worsened the overall market sentiment towards Mosaic, resulting in a considerable drop in its stock value.

16.11.2025 - MOS Stock was down 5.5%

• The stock of Mosaic (MOS) experienced a strong bearish movement today.
• The unfortunate incident of a worker's death at the K3 potash mine in Saskatchewan could have led to concerns about operational disruptions and potential regulatory scrutiny, impacting investor sentiment negatively.
• The decision to idle SSP production and halt sulfur purchases due to rising prices might have also contributed to the bearish trend, signaling potential cost pressures and operational challenges for the company.
• The combination of operational disruptions, safety concerns, and strategic financial activities could have created uncertainty among investors, leading to the significant downward movement in Mosaic's stock price.

16.00.2026 - MOS Stock was down 5.3%

• MOS stock experienced a strong bearish movement today, dropping 6%.
• The bearish trend can be attributed to weaker-than-expected preliminary Q4 2025 sales volumes, driven by a significant slump in North American fertilizer demand and challenges in Brazil.
• Analysts have cited market challenges like oversupply, increased exports from China, poor grower economics, and early winter weather as factors contributing to the decline in MOS stock.
• Despite the current challenges, there is optimism for a demand recovery in 2026, with growers expected to replenish nutrients, government support payments anticipated, and tighter phosphate markets along with China's export restrictions potentially bolstering the market sentiment in the future.

16.00.2026 - MOS Stock was down 5.0%

• A recent price target adjustment by research firm and the maintenance of an Outperform rating on MOS points to a positive long-term outlook despite recent market movements.
• Challenges in Q4 2025 fertilizer demand in North America and operations in Brazil have impacted MOS's performance.
• Expectations for improved demand in 2026 driven by factors such as grower nutrient replenishment and Chinese export restrictions may benefit MOS.
• The decrease in North American fertilizer demand has negatively affected MOS's stock price, but the company's strategic outlook for 2026 could lead to a reversal in the future.

25.01.2026 - MOS Stock was down 5.2%

• Mosaic's stock plummeted by 6.1% after the company reported disappointing Q4 earnings, missing both EPS and revenue expectations. This poor performance reflects weak demand for fertilizers in North America and reduced sales volumes for phosphate and potash.
• Despite a revenue beat, the company's EPS of -$1.64 was far below the anticipated $0.47, causing concern among investors and leading to a 2% decline in after-hours trading.
• The extension of Mosaic's phosphate mining permit in Manatee County, although controversial, might have added to the negative sentiment surrounding the stock, as it raises environmental and regulatory risks for the company's operations.
• Analyst sentiment remains mixed with a consensus "Hold" rating, indicating uncertainty about Mosaic's future performance and the need for a cautious approach towards investing in the company.

11.11.2025 - MOS Stock was up 6.9%

• Despite adjustments in the price target for Mosaic, the overall sentiment remains positive with an 'Overweight' rating and a significant upside potential according to analysts.
• The investments by Mosaic in Saskatchewan's mining workforce indicate a commitment to strengthening operations and talent pipeline, which could positively impact future production and efficiency.
• Brazil Potash's advancements towards its 2026 construction goals and securing production commitments may have contributed to positive market sentiment, reflecting potential growth opportunities in the potash sector.
• Neutral recommendations for Mosaic, coupled with a high one-year price target, suggest a cautious yet optimistic outlook, aligning with the bullish market movement observed today.

11.11.2025 - MOS Stock was up 6.7%

• Mosaic (MOS) operates in the agricultural sector, specializing in potash and phosphate crop nutrients. Today, the stock showed a strong bullish movement.
• The bullish movement in Mosaic's stock price may be linked to the positive news regarding Brazil Potash Corp's achievements and future goals. Mosaic's investment in developing Saskatchewan's mining workforce demonstrates a commitment to enhancing its operations and talent pipeline, potentially influencing its future growth prospects positively.
• Despite a price target reduction by Barclays, analysts maintain a positive sentiment towards Mosaic, with the average target still suggesting significant upside potential. This adjustment could be a response to evolving market conditions rather than a fundamental concern with Mosaic's business.
• Teva Pharmaceutical Industries hitting a 52-week high might signal a broader optimistic outlook in the healthcare sector, potentially boosting investor confidence in related industries like agriculture, where Mosaic is active. This general market positivity likely contributed to Mosaic's bullish stock movement today.

06.10.2025 - MOS Stock was down 5.1%

• Despite posting strong earnings and revenue beats in Q3, Mosaic (MOS) witnessed a bearish movement in the stock.
• The market's negative reaction could be attributed to profit-taking by investors following the recent positive performance of the stock.
• It is possible that despite favorable financial results, there were expectations for even higher figures, triggering a sell-off.
• The downward trend in the stock could also be influenced by overall market conditions or challenges specific to the sector, impacting investor sentiment.