MOSBasic Materials · Agricultural InputsThe 20 Wall Street analysts covering The Mosaic Co. hold a median 12-month price target of $26 — +20.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 19 of 100 as at 3 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores The Mosaic Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (78): Reported profit is backed by cash, and the company is not expanding recklessly.
Momentum (12): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on MOS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.3% from it.
Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Oct 2026 | UBS | Maintains | Neutral | $23 → $19 |
| 23 Oct 2026 | CIBC | Maintains | Neutral | $25 → $22 |
| 16 Oct 2026 | Barclays | Maintains | Equal-Weight | $26 → $22 |
| 16 Oct 2026 | Barclays | Maintains | Equal-Weight | — |
| 13 Oct 2026 | Mizuho | Maintains | Neutral | $25 → $22 |
| 13 Oct 2026 | Mizuho | Maintains | Neutral | — |
| 5 Oct 2026 | RBC Capital | Downgrade | Sector Perform | — |
| 5 Oct 2026 | RBC Capital | Downgrade | Sector Perform | $27 → $25 |
| 11 Sept 2026 | Keybanc | Initiates | Sector Weight | — |
| 11 Sept 2026 | Keybanc | Initiates | Sector Weight | — |
| 13 Aug 2026 | Freedom Broker | Downgrade | Sell | — |
| 13 Aug 2026 | Freedom Broker | Downgrade | Sell | $32 → $17 |
| 30 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 30 June 2026 | Morgan Stanley | Maintains | Equal-Weight | $28 → $26 |
| 26 June 2026 | Rothschild & Co | Initiates | Buy | — |
| 26 June 2026 | Rothschild & Co | Initiates | Buy | $30 |
| 17 June 2026 | Freedom Broker | Upgrade | Buy | — |
| 21 May 2026 | BMO Capital | Maintains | Outperform | — |
| 18 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 14 May 2026 | Wells Fargo | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
MOS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, The Mosaic Co. returned −15.6% against +12.9% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 4% of US stocks
Cheaper than 82% of US stocks
Cheaper than 82% of US stocks
Cheaper than 48% of US stocks
Higher than 19% of US stocks
Higher than 30% of US stocks
Higher than 8% of US stocks
Higher than 31% of US stocks
Higher than 24% of US stocks
Higher than 39% of US stocks
Higher than 52% of US stocks
Higher than 93% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The Mosaic Co. has a market value of $6.0B and an enterprise value of $12.0B.
Revenue in the twelve months to 30 June 2026: $12.2B. The latest quarter shrank 6.0% year on year.
Net income over the same four quarters: −$614.3M, a −5.0% net margin.
Diluted earnings per share, trailing twelve months: $−2.02.
Free cash flow in the twelve months to 30 June 2026: −$947.1M, after $1.4B of capital spending.
The Mosaic Co. spent $280.1M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 156.1×; forward P/E: 12.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.77%, paying out 629% of earnings.
The Mosaic Co. employs 13,000 people — $942K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Mosaic Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The excerpt announces The Mosaic Company’s Q3 2026 earnings conference call, held November 4, 2026, and lists company executives and analysts participating. It provides no earnings results or substantive discussion.
Why it matters — MOS watchers are alerted to the earnings call, but this excerpt contains no financial or operational details to assess.
Mosaic’s Q3 2026 earnings missed estimates amid higher raw material costs and lower sales volumes. The excerpt also cites shrinking margins and cost pressures in its Q4 outlook.
Why it matters — These cost and volume pressures are relevant to MOS watchers assessing the company’s recent results and Q4 outlook.
Zacks says Mosaic’s Q3 headline numbers for the quarter ended September 2026 can be assessed alongside key metrics, Wall Street estimates, and year-ago actuals. The excerpt provides no specific results or comparisons.
Why it matters — MOS watchers may find the comparison useful for understanding quarterly performance, but the excerpt does not state how results compared with estimates or the prior year.
Mosaic reported a third-quarter loss of $0.19 per share, compared with the Zacks consensus estimate of a $0.03 loss and earnings of $1.04 per share a year earlier. The headline says revenue topped estimates.
Why it matters — MOS watchers may note the larger-than-estimated quarterly loss and the reported revenue beat.
The Mosaic Company announced that it released its financial results for the third quarter of 2026.
Why it matters — MOS watchers may review the company’s quarterly financial results for updates on its performance.
The 20 Wall Street analysts covering The Mosaic Co. have a median 12-month price target of $26, with estimates ranging from $17 to $35. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering The Mosaic Co., 8 rate it a Buy, 11 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks The Mosaic Co. 19 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, The Mosaic Co. ranks 19 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (78 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +20.3% from the last close, and Ticker Nerd's factor model ranks The Mosaic Co. 19 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Mosaic Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MOS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $17 to $35 over the next 12 months.
The Mosaic Co. returned -15.6% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
The Mosaic Company is a global agricultural inputs company that produces and markets concentrated phosphate and potash crop nutrients. Its operations center on mining, processing, and distributing fertilizer products used to support crop nutrition, along with phosphate-based animal feed ingredients and related industrial products.
The most recent item we track (Seeking Alpha, 4 Nov 2026): "The Mosaic Company (MOS) Q3 2026 Earnings Call Transcript". The excerpt announces The Mosaic Company’s Q3 2026 earnings conference call, held November 4, 2026, and lists company executives and analysts participating. It provides no earnings results or substantive discussion.
The Mosaic Company is a global agricultural inputs company that produces and markets concentrated phosphate and potash crop nutrients. Its operations center on mining, processing, and distributing fertilizer products used to support crop nutrition, along with phosphate-based animal feed ingredients and related industrial products. The company serves farmers, distributors, and agribusiness customers across North America and international markets through its Phosphates, Potash, and Mosaic Fertilizantes segments. Mosaic’s business combines resource extraction with large-scale chemical processing and fertilizer blending, making it an important supplier within the agricultural supply chain. Headquartered in Tampa, Florida, The Mosaic Company focuses on delivering essential nutrients that help improve soil fertility and support food production worldwide.
CEO Mr. Bruce M. Bodine Jr. · 13,000 employees · United States · https://www.mosaicco.com
