Inceptionr LLC Purchases Shares of 34,681 The Mosaic Company $MOS

Inceptionr LLC purchased a new stake in shares of The Mosaic Company (NYSE:MOS) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 34,681 shares of the basic materials company’s stock, valued at approximately $1,203,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its stake in Mosaic by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,661,647 shares of the basic materials company’s stock valued at $1,340,786,000 after buying an additional 160,953 shares in the last quarter. State Street Corp lifted its holdings in Mosaic by 2.0% in the 2nd quarter. State Street Corp now owns 13,056,284 shares of the basic materials company’s stock valued at $476,293,000 after acquiring an additional 251,496 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in Mosaic by 11.4% in the 3rd quarter. Dimensional Fund Advisors LP now owns 12,576,151 shares of the basic materials company’s stock valued at $436,140,000 after acquiring an additional 1,285,883 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Mosaic by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 8,216,928 shares of the basic materials company’s stock valued at $299,180,000 after purchasing an additional 95,952 shares in the last quarter. Finally, Bank of New York Mellon Corp boosted its position in shares of Mosaic by 102.3% during the 3rd quarter. Bank of New York Mellon Corp now owns 7,701,610 shares of the basic materials company’s stock valued at $267,092,000 after purchasing an additional 3,894,947 shares in the last quarter. Institutional investors own 77.54% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently commented on MOS shares. Oppenheimer set a $35.00 target price on shares of Mosaic in a report on Friday, January 16th. The Goldman Sachs Group raised their target price on shares of Mosaic from $30.00 to $32.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Wells Fargo & Company decreased their price target on shares of Mosaic from $28.00 to $27.00 and set an “equal weight” rating on the stock in a research report on Friday, January 23rd. Barclays reaffirmed an “equal weight” rating and issued a $31.00 price target on shares of Mosaic in a report on Tuesday, March 3rd. Finally, UBS Group cut their price objective on Mosaic from $38.00 to $33.00 and set a “buy” rating for the company in a research report on Monday, January 12th. Six investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $30.94.

Mosaic Stock Performance

Shares of MOS opened at $26.30 on Monday. The company has a 50-day moving average of $27.45 and a two-hundred day moving average of $28.50. The stock has a market cap of $8.35 billion, a price-to-earnings ratio of 15.56, a PEG ratio of 1.54 and a beta of 0.95. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.32 and a quick ratio of 0.47. The Mosaic Company has a one year low of $22.36 and a one year high of $38.23.

Mosaic (NYSE:MOS) last released its quarterly earnings results on Tuesday, February 24th. The basic materials company reported $0.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.26). Mosaic had a net margin of 4.49% and a return on equity of 5.80%. The firm had revenue of $2.97 billion for the quarter, compared to analyst estimates of $3.02 billion. During the same quarter in the prior year, the firm earned $0.45 EPS. The firm’s revenue was up 5.6% compared to the same quarter last year. On average, equities research analysts expect that The Mosaic Company will post 2.04 earnings per share for the current year.

Mosaic Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Thursday, May 21st will be issued a $0.22 dividend. The ex-dividend date is Thursday, May 21st. This represents a $0.88 dividend on an annualized basis and a dividend yield of 3.3%. Mosaic’s dividend payout ratio is presently 52.07%.

Key Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.22 per share (annualized yield ~3.3%); record date May 21 and payable June 2 — supports the stock’s income profile and can attract yield-focused investors. Mosaic Announces Quarterly Dividend of $0.22 Per Share
• Positive Sentiment: Unusually large call-option buying (26,164 calls, ~136% above normal) was reported — suggests elevated bullish positioning by traders which can lift near-term volatility and signal positive sentiment or speculative interest. (No direct article link provided)
• Neutral Sentiment: Scotiabank trimmed FY2026 and FY2027 EPS forecasts (FY26: down to $1.79; FY27: to $2.71) but retained a Sector Outperform stance and a $35 price target — lowers forward earnings expectations (pressure) but the analyst still views upside vs. consensus. (Market research note)
• Negative Sentiment: Shareholder litigation risk: Johnson Fistel announced an investigation into Mosaic’s officers and directors for potential breaches of fiduciary duty — raises the possibility of governance scrutiny, shareholder claims or distractions that could weigh on sentiment and add legal costs. Johnson Fistel Investigates The Mosaic Company (NYSE: MOS) Directors and Officers for Potential Breaches of Fiduciary Duty
• Negative Sentiment: Barclays downgraded MOS to Equal Weight from Overweight, citing geopolitical tensions (U.S./Israel strikes on Iran) that could raise ammonia and other input costs — a catalyst for higher operating costs and margin pressure despite an unchanged $31 price target. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks

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.