JPMorgan Chase & Co. Lowers Mosaic (NYSE:MOS) Price Target to $19.00

Mosaic (NYSE:MOS) had its target price decreased by investment analysts at JPMorgan Chase & Co. from $24.00 to $19.00 in a note issued to investors on Tuesday,MarketScreener reports. The firm currently has an “underweight” rating on the basic materials company’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential downside of 11.83% from the company’s current price.

A number of other equities research analysts have also weighed in on the stock. Wall Street Zen lowered shares of Mosaic from a “hold” rating to a “sell” rating in a report on Saturday, March 7th. Weiss Ratings cut Mosaic from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, April 7th. BNP Paribas Exane dropped their price objective on Mosaic from $35.00 to $33.00 and set an “outperform” rating on the stock in a research note on Wednesday, March 25th. Mizuho dropped their price objective on shares of Mosaic from $27.00 to $24.00 and set a “neutral” rating on the stock in a report on Monday. Finally, Canadian Imperial Bank of Commerce dropped their target price on Mosaic from $32.00 to $27.00 and set a “neutral” rating on the stock in a research report on Thursday, April 30th. Four equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, Mosaic has an average rating of “Hold” and an average price target of $28.63.

Mosaic Stock Down 1.1%

MOS stock traded down $0.24 during midday trading on Tuesday, reaching $21.55. 1,470,121 shares of the company’s stock traded hands, compared to its average volume of 8,812,361. The company has a quick ratio of 0.47, a current ratio of 1.32 and a debt-to-equity ratio of 0.35. The firm’s fifty day moving average price is $25.42 and its 200-day moving average price is $26.07. Mosaic has a 52 week low of $21.17 and a 52 week high of $38.23. The company has a market cap of $6.84 billion, a price-to-earnings ratio of 12.83, a P/E/G ratio of 1.33 and a beta of 0.79.

Mosaic (NYSE:MOS) last released its quarterly earnings data on Monday, May 11th. The basic materials company reported $0.05 earnings per share for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.15). The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.93 billion. Mosaic had a net margin of 4.49% and a return on equity of 5.80%. The firm’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period last year, the business posted $0.49 earnings per share. As a group, sell-side analysts forecast that Mosaic will post 1.56 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of MOS. Geneos Wealth Management Inc. grew its holdings in shares of Mosaic by 169.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock valued at $26,000 after purchasing an additional 601 shares during the last quarter. CYBER HORNET ETFs LLC bought a new stake in shares of Mosaic in the 2nd quarter valued at about $31,000. SJS Investment Consulting Inc. lifted its stake in shares of Mosaic by 72.9% in the 1st quarter. SJS Investment Consulting Inc. now owns 1,245 shares of the basic materials company’s stock valued at $32,000 after acquiring an additional 525 shares during the last quarter. Gen Wealth Partners Inc bought a new position in Mosaic during the 4th quarter worth approximately $32,000. Finally, MUFG Securities EMEA plc bought a new position in Mosaic during the 2nd quarter worth approximately $34,000. 77.54% of the stock is currently owned by institutional investors.

More Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Revenue rose 14.4% year over year to $3.0 billion and slightly topped Wall Street estimates, helped by stronger fertilizer pricing. Mosaic Q1 earnings report
• Neutral Sentiment: Mosaic released its first-quarter 2026 results and presentation, giving investors updated details on operations, margins, and capital plans. Mosaic Announces First Quarter 2026 Results
• Neutral Sentiment: The company’s earnings call presentation may provide more context on management’s response to higher input costs and margin pressure. Mosaic Q1 2026 earnings call presentation
• Neutral Sentiment: Mizuho cut its price target on Mosaic to $24 from $27, signaling a more cautious view even though the new target still implies some upside from current levels. Mosaic price target cut
• Negative Sentiment: Adjusted EPS missed expectations sharply, with Mosaic reporting $0.05 per share versus the $0.20 consensus and $0.49 a year ago, highlighting a significant earnings deterioration. Mosaic Q1 earnings miss estimates
• Negative Sentiment: Higher raw material and sulfuric acid costs pressured margins, and Mosaic swung to a loss, while it also withdrew phosphate production guidance and limited capital spending for the year. Mosaic swings to loss on surging sulfuric acid prices

Mosaic Company Profile

Mosaic Co is one of the world’s leading producers and marketers of concentrated phosphate and potash crop nutrients. The company’s primary business activities center on the extraction, processing and distribution of phosphate rock, phosphate-based fertilizers and potash products. These core nutrients are essential components in modern agriculture, supporting crop yields and soil health across a range of farming applications.

In its phosphate segment, Mosaic operates mining and production facilities that convert phosphate rock into concentrated phosphates, finished phosphate fertilizers and feed phosphates for animal nutrition.