Mosaic (NYSE:MOS) Price Target Cut to $30.00 by Analysts at BNP Paribas Exane

Mosaic (NYSE:MOS) had its price objective decreased by BNP Paribas Exane from $33.00 to $30.00 in a research note released on Wednesday morning,MarketScreener reports. BNP Paribas Exane currently has an outperform rating on the basic materials company’s stock.

A number of other research firms also recently weighed in on MOS. Royal Bank Of Canada upgraded Mosaic from a “sector perform” rating to an “outperform” rating and cut their target price for the stock from $28.00 to $27.00 in a research report on Wednesday, May 13th. Wells Fargo & Company dropped their price objective on Mosaic from $25.00 to $22.00 and set an “equal weight” rating on the stock in a research note on Thursday, May 14th. Wall Street Zen lowered Mosaic from a “hold” rating to a “sell” rating in a report on Saturday, March 7th. Canadian Imperial Bank of Commerce set a $25.00 target price on Mosaic in a research note on Tuesday, May 12th. Finally, Scotiabank reaffirmed an “outperform” rating and set a $30.00 target price on shares of Mosaic in a report on Tuesday, May 19th. Six research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $27.47.

Mosaic Stock Performance

NYSE MOS traded down $0.08 during trading hours on Wednesday, hitting $23.65. The company had a trading volume of 1,650,739 shares, compared to its average volume of 8,824,413. The company has a quick ratio of 0.45, a current ratio of 1.25 and a debt-to-equity ratio of 0.36. The firm has a market cap of $7.51 billion, a P/E ratio of 181.91, a price-to-earnings-growth ratio of 2.68 and a beta of 0.79. Mosaic has a fifty-two week low of $20.89 and a fifty-two week high of $38.23. The business has a fifty day simple moving average of $24.15 and a 200-day simple moving average of $25.58.

Mosaic (NYSE:MOS) last released its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $2.93 billion. Mosaic had a net margin of 0.36% and a return on equity of 4.66%. The business’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period last year, the firm posted $0.49 EPS. Equities analysts predict that Mosaic will post 0.83 EPS for the current year.

Mosaic Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Thursday, May 21st will be issued a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 3.7%. The ex-dividend date is Thursday, May 21st. Mosaic’s dividend payout ratio (DPR) is currently 676.92%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. NewEdge Advisors LLC lifted its stake in shares of Mosaic by 27.8% in the 1st quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock valued at $47,000 after purchasing an additional 380 shares during the last quarter. United Services Automobile Association bought a new position in Mosaic during the first quarter valued at about $201,000. Empowered Funds LLC raised its holdings in Mosaic by 170.5% during the first quarter. Empowered Funds LLC now owns 54,176 shares of the basic materials company’s stock valued at $1,463,000 after buying an additional 34,151 shares in the last quarter. Woodline Partners LP lifted its position in shares of Mosaic by 40.7% in the first quarter. Woodline Partners LP now owns 26,836 shares of the basic materials company’s stock worth $725,000 after buying an additional 7,760 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake 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 worth $26,000 after acquiring an additional 601 shares in the last quarter. Hedge funds and other institutional investors own 77.54% of the company’s stock.

Mosaic News Roundup

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: BNP Paribas Exane lowered its price target on Mosaic to $30 from $33, but reiterated an outperform rating, implying meaningful upside from current levels. MarketScreener article
• Positive Sentiment: A Seeking Alpha note upgraded Mosaic, calling it a buy on the recent share-price dip and improving external fundamentals. Seeking Alpha article
• Neutral Sentiment: Analysts at Zacks Research trimmed multiple forward EPS estimates for Mosaic across 2026-2028, suggesting softer earnings expectations ahead. This includes reductions to Q2 2026, Q3 2026, Q1 2027, Q4 2027, FY2026, FY2027, and FY2028 forecasts.

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.