Mosaic (MOS) experienced a
4% climb nominally attributed to bargain-hunters. Investors are also watching the
2026 Fertilizer Outlook, which includes potential supply shocks and adjusted analyst targets. Despite
Gate City Capital Management and
GMT Capital Corp decreasing their holdings, institutional shareholders still own
89% of the company. Q3 2025 earnings reports were significant, with a price target cut following RBC's assessment of the results. Despite a tumble in performance, there are suggestions that MOS may be undervalued and Barclays maintained an
overweight recommendation. However, Q3 phosphate sales lagged behind production, which necessitated a lower price target from Barclays. Despite shortfalls, the
strong financial performance was highlighted in the Q3 2025 earnings call. Amidst fluctuating results, Mosaic announced a
quarterly dividend of $0.22 per share. The company caught the attention of
value investors and weathered a $8 million setback due to production challenges and tariff repercussions. With its most recent financial results, Mosaic's direction moving forward is described as a '
multi-month breakout'.
The Mosaic Company MOS News Analytics from Sat, 08 Feb 2025 08:00:00 GMT to Sun, 14 Dec 2025 00:31:29 GMT -
Rating 3
- Innovation 5
- Information 7
- Rumor 2
