Clough Capital Partners L P Acquires 31,020 Shares of The Mosaic Company $MOS

Clough Capital Partners L P grew its holdings in The Mosaic Company (NYSE:MOS) by 74.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 72,410 shares of the basic materials company’s stock after purchasing an additional 31,020 shares during the period. Clough Capital Partners L P’s holdings in Mosaic were worth $1,846,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. NewEdge Advisors LLC increased its stake in Mosaic by 27.8% in the 1st quarter. NewEdge Advisors LLC now owns 1,749 shares of the basic materials company’s stock worth $47,000 after buying an additional 380 shares during the period. United Services Automobile Association purchased a new stake in Mosaic in the 1st quarter valued at about $201,000. Empowered Funds LLC grew its stake in Mosaic by 170.5% in the 1st quarter. Empowered Funds LLC now owns 54,176 shares of the basic materials company’s stock worth $1,463,000 after acquiring an additional 34,151 shares in the last quarter. Woodline Partners LP grew its stake in Mosaic by 40.7% in the 1st quarter. Woodline Partners LP now owns 26,836 shares of the basic materials company’s stock worth $725,000 after acquiring an additional 7,760 shares in the last quarter. Finally, Geneos Wealth Management Inc. increased its position in shares of Mosaic by 169.3% during the first 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 during the period. 77.54% of the stock is currently owned by institutional investors.

Key Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Zacks Research upgraded Mosaic from “strong sell” to “hold,” suggesting the recent outlook is less bearish than before. Zacks.com
• Neutral Sentiment: Analysts’ overall rating picture is now averaging to “Hold,” indicating Wall Street remains cautious but not uniformly negative. American Banking News article
• Negative Sentiment: Zacks Research lowered Mosaic’s FY2026 EPS estimate to $0.75 from $0.86, signaling weaker expected near-term profitability. Zacks.com
• Negative Sentiment: FY2027 and FY2028 estimates were also cut, along with multiple quarterly forecasts for 2026–2028, reinforcing concerns about earnings momentum. Zacks.com

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on MOS shares. Mizuho decreased their price target on shares of Mosaic from $27.00 to $24.00 and set a “neutral” rating for the company in a research note on Monday, May 11th. Morgan Stanley dropped their price objective on Mosaic from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research note on Tuesday, June 30th. Royal Bank Of Canada upgraded Mosaic from a “sector perform” rating to an “outperform” rating and reduced their price objective for the stock from $28.00 to $27.00 in a report on Wednesday, May 13th. UBS Group decreased their target price on Mosaic from $27.00 to $23.00 and set a “neutral” rating for the company in a research report on Tuesday, May 12th. Finally, Barclays lowered their target price on Mosaic from $31.00 to $26.00 and set an “equal weight” rating for the company in a report on Monday, May 18th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $27.11.

Mosaic Price Performance

Shares of MOS opened at $22.36 on Monday. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.45 and a current ratio of 1.25. The company has a 50 day moving average price of $22.11 and a 200-day moving average price of $24.87. The Mosaic Company has a fifty-two week low of $19.80 and a fifty-two week high of $37.35. The stock has a market capitalization of $7.10 billion, a PE ratio of 171.97, a PEG ratio of 3.01 and a beta of 0.82.

Mosaic (NYSE:MOS) last issued its quarterly earnings data on Monday, May 11th. The basic materials company reported $0.05 EPS 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 return on equity of 4.66% and a net margin of 0.36%.The business’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period last year, the firm earned $0.49 EPS. Equities analysts predict that The Mosaic Company will post 0.73 earnings per share for the current fiscal year.

Mosaic 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.