Russell Investments Group Ltd. Acquires 21,731 Shares of The Mosaic Company $MOS

Russell Investments Group Ltd. grew its holdings in The Mosaic Company (NYSE:MOS) by 1.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,217,067 shares of the basic materials company’s stock after buying an additional 21,731 shares during the quarter. Russell Investments Group Ltd.’s holdings in Mosaic were worth $42,208,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Inceptionr LLC bought a new position in shares of Mosaic in the third quarter valued at about $1,203,000. Pinnacle Associates Ltd. grew its holdings in Mosaic by 0.9% during the 3rd quarter. Pinnacle Associates Ltd. now owns 47,593 shares of the basic materials company’s stock worth $1,651,000 after acquiring an additional 432 shares during the last quarter. Vinva Investment Management Ltd increased its position in Mosaic by 4.9% in the 3rd quarter. Vinva Investment Management Ltd now owns 17,877 shares of the basic materials company’s stock valued at $620,000 after acquiring an additional 842 shares in the last quarter. Grantham Mayo Van Otterloo & Co. LLC acquired a new stake in Mosaic in the 3rd quarter valued at about $245,000. Finally, Legacy Capital Group California Inc. raised its stake in shares of Mosaic by 91.6% in the third quarter. Legacy Capital Group California Inc. now owns 21,145 shares of the basic materials company’s stock worth $733,000 after acquiring an additional 10,111 shares during the last quarter. 77.54% of the stock is owned by institutional investors.

Mosaic Stock Up 10.0%

Shares of NYSE:MOS opened at $29.13 on Thursday. 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 stock has a market cap of $9.25 billion, a price-to-earnings ratio of 17.24, a P/E/G ratio of 1.68 and a beta of 0.95. The company has a 50 day moving average of $27.65 and a 200-day moving average of $28.42. The Mosaic Company has a one year low of $22.36 and a one year high of $38.23.

Mosaic (NYSE:MOS) last announced its quarterly earnings data 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). The business had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $3.02 billion. Mosaic had a net margin of 4.49% and a return on equity of 5.80%. Mosaic’s revenue was up 5.6% compared to the same quarter last year. During the same period in the previous year, the business posted $0.45 earnings per share. On average, sell-side analysts forecast that The Mosaic Company will post 2.04 earnings per share for the current year.

Mosaic Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Thursday, May 21st will be issued a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date is Thursday, May 21st. Mosaic’s dividend payout ratio is currently 52.07%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on MOS. Wall Street Zen lowered shares of Mosaic from a “hold” rating to a “sell” rating in a research report on Saturday, March 7th. Barclays reissued an “equal weight” rating and issued a $31.00 price target on shares of Mosaic in a report on Tuesday, March 3rd. Scotiabank dropped their price objective on shares of Mosaic from $36.00 to $35.00 and set a “sector outperform” rating for the company in a research report on Monday, March 2nd. Bank of America reduced their price objective on Mosaic from $39.00 to $33.00 and set a “buy” rating on the stock in a report on Thursday, January 8th. Finally, Zacks Research upgraded Mosaic from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 9th. Six research 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. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $30.94.

More Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Zacks Research raised its FY2027 EPS forecast to $2.34 (from $1.89) and increased several late‑2027 quarterly estimates — a material upgrade to longer‑term profitability expectations that supports a higher valuation.
• Positive Sentiment: Zacks also boosted specific 2027 quarterly estimates (examples: Q2 2027 to $0.62 and Q4 2027 to $0.64), signaling an improved outlook for the back half of the forecast horizon.
• Positive Sentiment: Mosaic Fertilizantes (Mosaic subsidiary) and Rainbow Rare Earths entered a joint‑development agreement to advance the Uberaba rare‑earths project in Minas Gerais, Brazil — a strategic diversification into higher‑value minerals with a PFS now planned and a DFS targeted later in 2026. Uberaba rare earths project
• Neutral Sentiment: Sector and media attention on fertilizers (feature pieces highlighting Mosaic as a leading U.S. fertilizer producer) can increase investor interest but don’t change fundamentals immediately. Fertilizers In The Spotlight
• Neutral Sentiment: Macro/headline pieces (e.g., coverage tying commodity and geopolitical risk to ag/energy markets) may drive short‑term flows into basic‑materials names like Mosaic. Hormuz crisis article
• Neutral Sentiment: Some syndicated commentary referencing unrelated filings appeared in the news stream and may have caused noise — treat such items cautiously. Schaeffers piece
• Negative Sentiment: Zacks materially cut FY2026 and several near‑term quarter forecasts (example: FY2026 cut to $1.53 from $2.46; Q1 2026 trimmed to $0.22 from $0.75; Q2 2026 to $0.26 from $0.44; Q3/Q4 2026 also lowered). Those near‑term downgrades increase the risk of disappointing quarterly prints and weigh on sentiment until recovery is visible.
• Negative Sentiment: Zacks maintains a “Hold” rating — analysts are cautious despite some 2027 upside, implying limited near‑term conviction and potential volatility.

About Mosaic

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.