South Dakota Investment Council Cuts Stock Position in The Mosaic Company $MOS

South Dakota Investment Council decreased its holdings in shares of The Mosaic Company (NYSE:MOS) by 83.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,748 shares of the basic materials company’s stock after selling 87,522 shares during the quarter. South Dakota Investment Council’s holdings in Mosaic were worth $581,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. First Horizon Advisors Inc. lifted its stake in shares of Mosaic by 172.5% during the second quarter. First Horizon Advisors Inc. now owns 684 shares of the basic materials company’s stock worth $25,000 after purchasing an additional 433 shares in the last quarter. Rothschild Investment LLC grew its stake in shares of Mosaic by 650.0% in the second quarter. Rothschild Investment LLC now owns 750 shares of the basic materials company’s stock valued at $27,000 after buying an additional 650 shares in the last quarter. Rexford Capital Inc. acquired a new stake in shares of Mosaic in the second quarter valued at about $28,000. True Wealth Design LLC raised its holdings in shares of Mosaic by 1,819.0% during the 3rd quarter. True Wealth Design LLC now owns 806 shares of the basic materials company’s stock valued at $28,000 after buying an additional 764 shares during the period. Finally, CYBER HORNET ETFs LLC purchased a new stake in shares of Mosaic during the 2nd quarter valued at about $31,000. 77.54% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on MOS shares. Wolfe Research decreased their price target on Mosaic from $37.00 to $36.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. Oppenheimer set a $35.00 price objective on shares of Mosaic in a research note on Friday, January 16th. Wells Fargo & Company reduced their target price on shares of Mosaic from $28.00 to $27.00 and set an “equal weight” rating on the stock in a research report on Friday, January 23rd. Wall Street Zen downgraded shares of Mosaic from a “hold” rating to a “sell” rating in a research note on Saturday. Finally, Bank of America lowered their price target on shares of Mosaic from $39.00 to $33.00 and set a “buy” rating for the company in a report on Thursday, January 8th. Six investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $30.94.

Mosaic Trading Up 0.1%

Shares of MOS opened at $26.30 on Friday. The Mosaic Company has a one year low of $22.36 and a one year high of $38.23. The stock has a 50-day moving average price of $27.45 and a 200 day moving average price of $28.55. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.47 and a current ratio of 1.32. The company has a market capitalization of $8.35 billion, a P/E ratio of 15.56, a P/E/G ratio of 1.54 and a beta of 0.95.

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 the consensus estimate of $0.48 by ($0.26). Mosaic had a return on equity of 5.80% and a net margin of 4.49%.The business had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $3.02 billion. During the same quarter in the prior year, the firm earned $0.45 earnings per share. Mosaic’s revenue for the quarter was up 5.6% compared to the same quarter last year. Sell-side analysts forecast that The Mosaic Company will post 2.04 EPS for the current fiscal year.

Mosaic Announces Dividend

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

Key Mosaic News

Here are the key news stories impacting Mosaic this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.22 per share (annualized yield ~3.3%); record date May 21 and payable June 2 — supports the stock’s income profile and can attract yield-focused investors. Mosaic Announces Quarterly Dividend of $0.22 Per Share
• Positive Sentiment: Unusually large call-option buying (26,164 calls, ~136% above normal) was reported — suggests elevated bullish positioning by traders which can lift near-term volatility and signal positive sentiment or speculative interest. (No direct article link provided)
• Neutral Sentiment: Scotiabank trimmed FY2026 and FY2027 EPS forecasts (FY26: down to $1.79; FY27: to $2.71) but retained a Sector Outperform stance and a $35 price target — lowers forward earnings expectations (pressure) but the analyst still views upside vs. consensus. (Market research note)
• Negative Sentiment: Shareholder litigation risk: Johnson Fistel announced an investigation into Mosaic’s officers and directors for potential breaches of fiduciary duty — raises the possibility of governance scrutiny, shareholder claims or distractions that could weigh on sentiment and add legal costs. Johnson Fistel Investigates The Mosaic Company (NYSE: MOS) Directors and Officers for Potential Breaches of Fiduciary Duty
• Negative Sentiment: Barclays downgraded MOS to Equal Weight from Overweight, citing geopolitical tensions (U.S./Israel strikes on Iran) that could raise ammonia and other input costs — a catalyst for higher operating costs and margin pressure despite an unchanged $31 price target. Mosaic (MOS) Downgraded by Barclays as Geopolitical Tensions Raise Cost Risks

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.