Mosaic
Mines, processes, and distributes phosphate and potash crop nutrients across major farming markets.
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Profile
Mines and processes phosphate rock, produces potash, and sells crop nutrients and animal-feed ingredients through Phosphate, Potash, and Mosaic Fertilizantes. Integrated mines, plants, and distribution networks span North America and Brazil, while export potash moves through Canpotex.
Mines and processes phosphate rock into DAP, MAP, MicroEssentials, and animal-feed ingredients, while producing potash fertilizers from Saskatchewan. The Phosphate segment operates in Florida, Louisiana, and Peru; Potash serves North American and export customers; and Mosaic Fertilizantes mines, manufactures, blends, and distributes crop nutrients across Brazil and Paraguay.
Integrates mines with chemical plants, ports, warehouses, and blending facilities, supporting delivery across North America, Brazil, and other agricultural markets. Mosaic Biosciences adds biological fertilizer complements intended to improve nutrient use efficiency and crop performance.
Earnings remain tied to fertilizer prices, planting demand, sulfur and ammonia costs, and operating permits. Canadian potash sold outside the United States and Canada moves exclusively through Canpotex, while phosphate processing creates phosphogypsum requiring regulated storage, reclamation, and long-term closure management.
Company facts
Key statistics
Year to date −5.6% · Average volume (30d) 7.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Freedom Broker | Downgrade | Buy | Sell | ||
| Aug 5, 2026 | Mizuho Securities | Target | $24 | $25 | ||
| Jun 30, 2026 | Morgan Stanley | Reiterate | Equal Weight | $35 | $26 | |
| Jun 26, 2026 | Redburn Partners | Target | $30 | |||
| Jun 17, 2026 | Freedom Broker | Upgrade | Sell | Buy |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.12 | $0.13 | +7.7% | $3.10B | $2.82B | −8.9% | +3.08% |
| May 11, 2026Q1 FY26 | $0.20 | $0.05 | −75.0% | $2.93B | $3.00B | +2.4% | +2.75% |
| Feb 24, 2026Q4 FY25 | $0.48 | $0.22 | −54.2% | $2.93B | $2.97B | +1.4% | −5.30% |
| Nov 4, 2025Q3 FY25 | $0.97 | $1.04 | +7.4% | $3.53B | $3.45B | −2.2% | −1.24% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.62B | $3.01B | $3.45B | $2.60B | $3.00B | $2.82B | |
| Gross profit | $488.4M | $518.6M | $552.3M | $369.0M | $235.6M | $214.7M | |
| Operating income | $338.5M | $244.4M | $339.8M | $235.6M | −$372.9M | −$35.5M | |
| Net income | $238.1M | $410.7M | $411.4M | $162.2M | −$257.6M | −$272.8M | |
| Diluted EPS | $0.75 | $1.29 | $1.29 | $0.55 | −$0.79 | −$0.86 | |
| Gross margin | 18.6% | 17.3% | 16.0% | 14.2% | 7.9% | 7.6% | |
| Operating margin | 12.9% | 8.1% | 9.8% | 9.0% | -12.4% | -1.3% |
Fiscal years (4-quarter sums)FY21 $12.36B · FY22 $19.13B · FY23 $13.70B · FY24 $11.12B · FY25 $11.68B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $294.0M · Total debt $5.86B · Total assets $24.64B · Shareholders' equity $11.46B
Dividends
Raised for 7 straight years — most recently to $0.22 from $0.21 in Mar 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 21, 2026 | May 21 | Jun 2 | $0.22 | |
| Mar 9, 2026 | Mar 9 | Mar 19 | $0.22 | |
| Dec 4, 2025 | Dec 4 | Dec 18 | $0.22 | |
| Sep 8, 2025 | Sep 8 | Sep 18 | $0.22 | |
| Jun 5, 2025 | Jun 5 | Jun 19 | $0.22 | |
| Mar 6, 2025 | Mar 6 | Mar 20 | $0.22 | raised from $0.21 |
| Dec 5, 2024 | Dec 5 | Dec 19 | $0.21 | |
| Sep 5, 2024 | Sep 5 | Sep 19 | $0.21 |
Ownership
Shares outstanding 317.85M · Float 315.95M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 24.75M | 7.79% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 20.74M | 6.53% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 18.29M | 5.76% | 13F | Aug 14, 2026 |
| State Street Corp | 15.04M | 4.73% | 13F | Aug 7, 2026 |
| Invesco Ltd. | 14.90M | 4.69% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Walter F. III Precourt | officer: SVP - Chief Admin Officer | −23,000 | $22.12 |
| Nov 11, 2025 | Jody Lynne Kuzenko | director | +685 | $25.53 |
Peers
- Nutrien
Largest potash + phosphate producer; direct rival in North America and Brazil.
- ICL
Dead Sea potash and specialty phosphate; direct potash and DAP/MAP rival.
