Market Cap
$6.8B
MOS
MOSAIC CO
$21.25 ▼ -1.39%
Prev close $21.55Market cap$6.8B
ConsensusHold
12-mo target$26.77 (+26.0%)
▲ Neutral
Analyst conviction 4/10
High Impact Filing (8/10)31 New Institutional Positions19 Institutional ExitsCongressional Activity (1) Materials & Mining
Snapshot
The big-picture read on MOS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (44%)
Inst. Holders
50 funds
Inst. Value
$5.1B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $508.8K sell
Insider Net $
-$508.8K
Social Sentiment
50° Neutral
SEC Reports
7
Congressional
2 trades
Price chart 30d -17.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: MOS — 62.0% short (2.0M / 3.3M)
Short: 2,017,048 | Exempt: 0 | TRF Vol: 3,254,345 | Short Ratio: 62.0% | Off-exchange volume (dark p
Aug 19, 2026 Insider
Aug 17, 2026 SEC Precourt Walter F. III sold 23,000 shares
SVP - Chief Admin Officer @ $22.12 ($508.8K)
Mosaic completed a cash tender offer to repurchase $870.986 million aggregate principal amount of its outstanding debt s
8-K — Impact 5/10
Mosaic is issuing senior unsecured notes via a 424B5 prospectus supplement, with net proceeds intended to fund a concurr
424B5 — Impact 4/10
Mosaic announced cash tender offers for up to $1.4 billion aggregate principal of its outstanding debt securities, inclu
8-K — Impact 6/10
Jul 7, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
FMR LLC — TRIM
13,199,733 shares ($279.7M)
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — DOUBLED
6,591,349 shares ($139.7M)
Analyst ratings buy % -18.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
44% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Keybanc | INITIATE | Sector Weight | 52% |
| Aug 13, 2026 | Freedom Broker | DOWNGRADE | Sell | 66% |
| Jun 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 26, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Jun 17, 2026 | Freedom Broker | UPGRADE | Buy | 66% |
| May 21, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| May 18, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 14, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 13, 2026 | RBC Capital | UPGRADE | Outperform | 55% |
| May 12, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 9 | 12 | 2 | 0 | 44% | |
| Aug 1, 2026 | 2 | 10 | 12 | 1 | 0 | 48% | |
| Jul 1, 2026 | 2 | 10 | 13 | 1 | 0 | 46% | |
| Jun 1, 2026 | 2 | 8 | 13 | 2 | 0 | 40% | |
| May 1, 2026 | 2 | 8 | 13 | 2 | 0 | 40% | |
| Apr 1, 2026 | 2 | 8 | 13 | 2 | 0 | 40% | |
| Mar 1, 2026 | 3 | 10 | 11 | 1 | 0 | 52% | |
| Feb 1, 2026 | 3 | 9 | 12 | 0 | 0 | 50% |
Price targets
Where 18 covering analysts think MOS trades over the next 12 months.
$26.77 +26.0% upside Strong Buy
Current$21.26 Low$17.00 Median$26.50 High$35.00 18 analysts
$17.00$35.00
Analyst rating Buy· 2.5/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Uber is recruiting ex-military to gather tactical data for unknown reasons. Anyone know why?
▲ 1 · 💬 10· ⚡ 0.5
Buffets 4 pillars explained.
▲ 1 · 💬 6· ⚡ 0.5
El Niño Strategy
▲ 1 · 💬 0· ⚡ 0.5
Title: $MOS is at a 5-year low and everyone hates it. That's exactly why I'm buying.
▲ 1 · 💬 0· ⚡ 0.5
Title: $MOS is at a 5-year low and everyone hates it. That's exactly why I'm buying.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 3 bullish, 3 bearish, 0 mixed, 1 neutral · avg impact 6.1/10.
BULLISH8-K5/10
Mosaic completed a cash tender offer to repurchase $870.986 million aggregate principal amount of it
Aug 17, 2026
NEUTRAL424B54/10
Mosaic is issuing senior unsecured notes via a 424B5 prospectus supplement, with net proceeds intend
Aug 10, 2026
BULLISH8-K6/10
Mosaic announced cash tender offers for up to $1.4 billion aggregate principal of its outstanding de
Aug 10, 2026
BULLISHINST-CLUSTER5/10
An institutional cluster in MOS (Mosaic Co) for 2024-Q3 shows net buying of $60.7 million, led by Di
Jun 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: MOS — 62.0% short (2.0M / 3.3M)
Short: 2,017,048 | Exempt: 0 | TRF Vol: 3,254,345 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: MOS — 56.6% short (2.1M / 3.7M)
Short: 2,080,268 | Exempt: 15,600 | TRF Vol: 3,672,586 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
leadership
THE MOSAIC COMPANY ANNOUNCES EXECUTIVE LEADERSHIP CHANGES
TAMPA, Fla., Sept. 23, 2026 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) today announced that Karen Swager, Executive Vice President – Operations, p
Sep 23, 2026
short_volume
Short Volume: MOS — 58.8% short (1.3M / 2.2M)
Short: 1,291,254 | Exempt: 380 | TRF Vol: 2,196,405 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: MOS — 56.8% short (1.4M / 2.5M)
Short: 1,392,286 | Exempt: 4,530 | TRF Vol: 2,450,062 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.05 | $-0.08–$0.28 | -95.2% | -16.7% | 0↑ 9↓ | $3.1B | 13 |
| Next Q | $0.20 | $-0.00–$0.44 | -8.8% | -7.7% | 2↑ 6↓ | $3.1B | 13 |
| Current FY | $0.41 | $0.11–$0.90 | -81.8% | +0.0% | 0↑ 11↓ | $12.2B | 17 |
| Next FY | $1.58 | $0.55–$2.95 | 283.4% | -1.6% | 1↑ 9↓ | $12.7B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.050 | — |
| 7d ago | $0.060 | -0.010 |
| 30d ago | $0.060 | -0.010 |
| 60d ago | $0.307 | -0.258 |
| 90d ago | $0.287 | -0.237 |
Institutional ownership
Which big funds own MOS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.1B total value (242,442,593 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, AQR. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,751,481 | $524.5M | 10.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,744,667 | $439.6M | 8.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 18,292,494 | $387.6M | 7.5% | — |
| STATE STREET CORP | 15,039,070 | $318.7M | 6.2% | — |
| Invesco Ltd. | 14,904,222 | $315.8M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,759,347 | $312.8M | 6.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 14,411,407 | $305.4M | 5.9% | — |
| FMR LLC | 13,199,733 | $279.7M | 5.4% | TRIM -54.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,919,117 | $188.7M | 3.7% | — |
| MILLENNIUM MANAGEMENT LLC | 6,591,349 | $139.7M | 2.7% | DOUBLED +2767.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 29,079,010 | 13,199,733 | -54.6% | $279.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 229,887 | 6,591,349 | +2767.2% | $139.7M |
| NORGES BANK | NEW | — | 4,587,982 | — | $97.2M |
| GOLDMAN SACHS GROUP INC | TRIM | 6,787,328 | 4,195,842 | -38.2% | $88.9M |
| UBS Group AG | ADD | 1,911,932 | 3,343,319 | +74.9% | $70.8M |
| Capital International Investors | NEW | — | 2,784,080 | — | $59.0M |
| Bank of New York Mellon Corp | TRIM | 4,136,118 | 2,703,415 | -34.6% | $57.3M |
| CITIGROUP INC | DOUBLED | 458,436 | 2,384,204 | +420.1% | $50.5M |
| FIRST TRUST ADVISORS LP | ADD | 949,167 | 1,622,771 | +71.0% | $34.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 667,729 | 1,374,456 | +105.8% | $29.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$508.8K — $0.00 bought, $508.8K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Precourt Walter F. III | SVP - Chief Admin Officer | SELL | 23,000 | $22.12 | $508.8K |
| May 28, 2026 | Watkins Gretchen H | Director | EXERCISE | 4,873 | — | — |
| May 28, 2026 | Shanahan Kathleen M | Director | EXERCISE | 4,873 | — | — |
| May 28, 2026 | Watkins Gretchen H | Director | AWARD | 7,273 | — | — |
| May 28, 2026 | Shanahan Kathleen M | Director | AWARD | 7,273 | — | — |
| May 28, 2026 | Koenig Emery N. | Director | EXERCISE | 4,873 | — | — |
| May 28, 2026 | Koenig Emery N. | Director | AWARD | 7,273 | — | — |
| May 28, 2026 | Kuzenko Jody Lynne | Director | AWARD | 7,273 | — | — |
| May 28, 2026 | Gitzel Timothy S. | Director | EXERCISE | 4,873 | — | — |
| May 28, 2026 | Gitzel Timothy S. | Director | AWARD | 7,273 | — | — |
Congressional trades
MOS trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | The Mosaic Company | Aug 12, 2026(37d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | The Mosaic Company | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MOS.
Shares short
30,890,497
Settlement Sep 15, 2026
Change vs prior
+7.0%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈9.7%
Estimate — not % of float
All MOS filing & press-release reports (7)
- 8-K reportAug 17, 2026
- 424B5 reportAug 10, 2026
- 8-K reportAug 10, 2026
- INST-CLUSTER reportJun 12, 2026
- 8-K reportMay 11, 2026
- 8-K reportApr 8, 2026
- 8-K, 8-K reportFeb 24, 2026