MOSBasic Materials · Agricultural InputsThe 20 Wall Street analysts covering The Mosaic Co. hold a median 12-month price target of $27 — +11.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 17 of 100 as at 23 Sept 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
Volatility (58): The share price has been relatively steady.
Momentum (15): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +11.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 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 | — |
| 13 May 2026 | RBC Capital | Upgrade | Outperform | — |
| 12 May 2026 | JP Morgan | Maintains | Underweight | — |
| 12 May 2026 | Mizuho | Maintains | Neutral | — |
| 12 May 2026 | UBS | Maintains | Neutral | — |
| 30 Apr 2026 | CIBC | Maintains | Neutral | — |
| 21 Apr 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 20 Apr 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 26 Mar 2026 | UBS | Downgrade | Neutral | — |
| 20 Mar 2026 | B of A Securities | Downgrade | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MOS appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Sept 2026, The Mosaic Co. returned −31.7% against +17.4% 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 5% of US stocks
Cheaper than 78% of US stocks
Cheaper than 81% of US stocks
Cheaper than 45% of US stocks
Higher than 19% of US stocks
Higher than 29% of US stocks
Higher than 8% of US stocks
Higher than 32% of US stocks
Higher than 24% of US stocks
Higher than 39% of US stocks
Higher than 52% of US stocks
Higher than 71% 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 $7.7B and an enterprise value of $13.7B.
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: 15.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.61%, 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 Mosaic Company announced that Karen Swager, Executive Vice President – Operations, plans to retire, according to a Sept. 23, 2026 press release from Tampa, Fla.
Why it matters — The retirement of a senior executive overseeing operations signals a leadership transition for MOS that watchers will track.
Shares of major fertilizer producers fell Monday after President Trump said the U.S. was nearing a deal to purchase potash from Belarus. Mosaic Co (NYSE:MOS) declined over 2% to $23.77, alongside declines at Nutrien, Intrepid Potash, and CF Industries.
Why it matters — A potential U.S. potash supply deal with Belarus could increase competition and pressure prices, which is relevant to Mosaic's potash business.
Mosaic (MOS) last reported earnings 30 days ago, and its stock has risen 10.1% since that report. The item examines what may be next for the company following this earnings-driven price movement.
Why it matters — Mosaic watchers would follow this because the double-digit post-earnings stock gain signals notable investor response to the company's latest financial results.
Morningstar highlights two deeply undervalued no-moat stocks as attractive opportunities, describing them as too cheap to pass up. The article suggests these stocks are best suited for short-term investment periods rather than long-term ownership.
Why it matters — A MOS watcher would care because Mosaic, as a commodity producer, fits the profile of a no-moat stock that could be flagged among deeply undervalued opportunities in this type of analysis.
The Mosaic Company announced that its Board of Directors declared a quarterly dividend of $0.22 per share on its common stock. The announcement was made on August 27, 2026.
Why it matters — A MOS watcher would care because the quarterly dividend declaration reflects the company's ongoing cash-return policy to shareholders.
The 20 Wall Street analysts covering The Mosaic Co. have a median 12-month price target of $27, 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., 9 rate it a Buy, 9 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks The Mosaic Co. 17 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Sept 2026, The Mosaic Co. ranks 17 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 Volatility (58 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +11.9% from the last close, and Ticker Nerd's factor model ranks The Mosaic Co. 17 out of 100 as at 23 Sept 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 -31.7% over the 12 months to 24 Sept 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 (PRNewsWire, 23 Sept 2026): "THE MOSAIC COMPANY ANNOUNCES EXECUTIVE LEADERSHIP CHANGES". The Mosaic Company announced that Karen Swager, Executive Vice President – Operations, plans to retire, according to a Sept. 23, 2026 press release from Tampa, Fla.
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
