What is Zacks Research’s Estimate for Mosaic Q2 Earnings?

The Mosaic Company (NYSE:MOS) – Research analysts at Zacks Research upped their Q2 2025 EPS estimates for shares of Mosaic in a report released on Monday, January 20th. Zacks Research analyst R. Department now expects that the basic materials company will post earnings per share of $0.51 for the quarter, up from their prior forecast of $0.50. The consensus estimate for Mosaic’s current full-year earnings is $2.06 per share. Zacks Research also issued estimates for Mosaic’s Q4 2025 earnings at $0.45 EPS, FY2025 earnings at $1.71 EPS, Q1 2026 earnings at $0.31 EPS and Q3 2026 earnings at $0.29 EPS.

Several other equities analysts also recently weighed in on MOS. CIBC started coverage on Mosaic in a research report on Tuesday, December 10th. They set a “neutral” rating and a $55.00 price target for the company. Piper Sandler upgraded shares of Mosaic from an “underweight” rating to a “neutral” rating and upped their target price for the company from $26.00 to $30.00 in a report on Monday, January 13th. Wells Fargo & Company decreased their price target on shares of Mosaic from $29.00 to $27.00 and set an “equal weight” rating on the stock in a research note on Tuesday, September 24th. Morgan Stanley reduced their price objective on shares of Mosaic from $40.00 to $30.00 and set an “equal weight” rating on the stock in a research note on Monday, January 13th. Finally, Oppenheimer began coverage on Mosaic in a report on Thursday, December 12th. They issued a “market perform” rating for the company. One equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating and three have given a buy rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $34.82.

Mosaic Price Performance

Shares of NYSE:MOS opened at $27.12 on Wednesday. The firm has a market capitalization of $8.61 billion, a price-to-earnings ratio of 24.00, a price-to-earnings-growth ratio of 1.44 and a beta of 1.34. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.19 and a quick ratio of 0.49. The business’s 50 day simple moving average is $25.63 and its 200-day simple moving average is $26.69. Mosaic has a 12 month low of $23.56 and a 12 month high of $33.44.

Mosaic (NYSE:MOS) last released its quarterly earnings results on Tuesday, November 12th. The basic materials company reported $0.34 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.24). Mosaic had a return on equity of 6.00% and a net margin of 3.24%. The company had revenue of $2.81 billion for the quarter, compared to analysts’ expectations of $3.17 billion. During the same period in the prior year, the business earned $0.68 EPS. The business’s quarterly revenue was down 20.8% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brooklyn Investment Group grew its holdings in shares of Mosaic by 110.8% during the 4th quarter. Brooklyn Investment Group now owns 1,117 shares of the basic materials company’s stock valued at $27,000 after acquiring an additional 587 shares in the last quarter. Larson Financial Group LLC raised its stake in shares of Mosaic by 180,900.0% during the 3rd quarter. Larson Financial Group LLC now owns 1,810 shares of the basic materials company’s stock worth $48,000 after purchasing an additional 1,809 shares in the last quarter. Kimelman & Baird LLC acquired a new stake in shares of Mosaic during the 2nd quarter valued at about $49,000. Blue Trust Inc. raised its position in Mosaic by 46.4% during the third quarter. Blue Trust Inc. now owns 1,799 shares of the basic materials company’s stock valued at $52,000 after acquiring an additional 570 shares in the last quarter. Finally, CVA Family Office LLC lifted its stake in Mosaic by 23.2% in the third quarter. CVA Family Office LLC now owns 2,037 shares of the basic materials company’s stock valued at $55,000 after acquiring an additional 384 shares during the last quarter. 77.54% of the stock is owned by hedge funds and other institutional investors.

Mosaic Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 20th. Stockholders of record on Thursday, March 6th will be given a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.25%. This is a positive change from Mosaic’s previous quarterly dividend of $0.21. The ex-dividend date of this dividend is Thursday, March 6th. Mosaic’s dividend payout ratio is 74.34%.

About Mosaic

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products; and phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names, as well as produces a double sulfate of potash magnesia product under K-Mag brand name.