Van ECK Associates Corp Has $51.54 Million Holdings in The Mosaic Company $MOS

Van ECK Associates Corp lifted its holdings in shares of The Mosaic Company (NYSE:MOS) by 25.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,486,099 shares of the basic materials company’s stock after buying an additional 299,541 shares during the quarter. Van ECK Associates Corp owned about 0.47% of Mosaic worth $51,538,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. First Horizon Advisors Inc. grew its holdings in Mosaic by 172.5% during the 2nd quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company’s stock worth $25,000 after acquiring an additional 433 shares during the period. Geneos Wealth Management Inc. increased its holdings in Mosaic by 169.3% in the first quarter. Geneos Wealth Management Inc. now owns 956 shares of the basic materials company’s stock valued at $26,000 after purchasing an additional 601 shares during the last quarter. Rothschild Investment LLC grew its position in shares of Mosaic by 650.0% during the 2nd quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company’s stock worth $27,000 after buying an additional 650 shares during the period. Rexford Capital Inc. acquired a new stake in shares of Mosaic in the 2nd quarter valued at approximately $28,000. Finally, True Wealth Design LLC grew its holdings in Mosaic by 1,819.0% during the third quarter. True Wealth Design LLC now owns 806 shares of the basic materials company’s stock valued at $28,000 after purchasing an additional 764 shares during the period. 77.54% of the stock is currently owned by institutional investors and hedge funds.

Mosaic Trading Down 1.7%

MOS opened at $26.46 on Wednesday. The firm’s fifty day simple moving average is $27.55 and its 200 day simple moving average is $28.42. The Mosaic Company has a 12 month low of $22.36 and a 12 month high of $38.23. The stock has a market capitalization of $8.40 billion, a P/E ratio of 15.66, a P/E/G ratio of 1.57 and a beta of 0.95. The company has a current ratio of 1.32, a quick ratio of 0.47 and a debt-to-equity ratio of 0.35.

Mosaic (NYSE:MOS) last posted 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 firm had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $3.02 billion. Mosaic had a return on equity of 5.80% and a net margin of 4.49%.The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.45 earnings per share. As a group, research analysts anticipate that The Mosaic Company will post 2.04 EPS for the current fiscal year.

Mosaic Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Thursday, May 21st will be given a dividend of $0.22 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $0.88 annualized dividend and a yield of 3.3%. Mosaic’s payout ratio is 52.07%.

Key Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Mosaic and Rainbow Rare Earths signed a joint development agreement and completed a favorable preliminary economic assessment for the Uberaba rare‑earths project in Minas Gerais, Brazil — a move that diversifies Mosaic’s portfolio into critical‑minerals (potential long‑term revenue/upside if PFS/DFS are positive). Uberaba Rare Earths Project
• Positive Sentiment: Zacks raised Mosaic’s FY2027 EPS view to $2.34 (from $1.89) and increased several 2027 quarter estimates (e.g., Q2 and Q4 2027), implying stronger expected earnings recovery in 2027 versus 2026.
• Neutral Sentiment: Market commentary and industry pieces (Seeking Alpha, InvestorPlace) continue to profile Mosaic as a leading fertilizer producer amid macro commodity and geopolitical headlines; these pieces can drive attention but don’t change fundamentals immediately. Fertilizers In The Spotlight
• Negative Sentiment: Zacks materially lowered near‑term 2026 estimates: FY2026 cut to $1.53 from $2.46, Q1 2026 to $0.22 (from $0.75), Q2 2026 to $0.26 (from $0.44) and other 2026 quarters trimmed — signaling weaker near‑term profitability and pressuring the stock.
• Negative Sentiment: Zacks also trimmed several 2026 quarter estimates (Q3/Q4 2026) and reduced Q1 2027 from $0.59 to $0.39, leaving the firm with a “Hold” rating — mixed estimate revisions plus a non‑buy rating weigh on investor sentiment.

Analysts Set New Price Targets

MOS has been the topic of several analyst reports. BNP Paribas Exane cut their target price on shares of Mosaic from $43.00 to $35.00 and set an “outperform” rating on the stock in a report on Monday, November 24th. Wells Fargo & Company lowered their price objective on shares of Mosaic from $28.00 to $27.00 and set an “equal weight” rating for the company in a research report on Friday, January 23rd. Morgan Stanley dropped their price objective on Mosaic from $35.00 to $28.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 26th. Mizuho lifted their target price on Mosaic from $28.00 to $30.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Finally, Wall Street Zen cut Mosaic from a “hold” rating to a “sell” rating in a research note on Saturday. Six research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Mosaic has a consensus rating of “Hold” and a consensus price target of $30.94.

Mosaic Company 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.