Commissioners approve 14-year extension for Mosaic's at Four Corners
Manatee County Commissioners have approved a 14-year extension to Mosaic's Master Mining Plan for its Four Corners Mine, a decision reached after a relatively uneventful hearing. The extension, which will allow mining until 2044 and reclamation until 2055, is expected to bring benefits such as reduced trucking traffic and expedited reclamation in certain areas. Despite some opposition due to environmental concerns, the commissioners voted 5-2 in favor, recognizing Mosaic's economic contributions and commitments to accelerated land reclamation.
Nutrien sees potash demand growing again this year after record harvest
Nutrien projects continued growth in potash demand for 2026, driven by strong agricultural commodity fundamentals and tight market conditions. The company expects potash sales volumes between 14.1 million and 14.8 million tonnes, and nitrogen sales between 9.2 and 9.7 million tonnes. Nutrien also reported strong fourth-quarter earnings, declared a quarterly dividend, and is actively reviewing its phosphate business for potential strategic changes.
Nutrien sees potash demand growing again this year after record harvest
Nutrien Ltd. anticipates robust growth in potash demand for the fourth consecutive year in 2026, driven by strong agricultural commodity fundamentals and tight market conditions. The company expects potash sales volumes between 14.1 and 14.8 million tonnes, and nitrogen sales between 9.2 and 9.7 million tonnes. Nutrien also reported strong fourth-quarter earnings and is undergoing a strategic review of its phosphate business.
ETFs in Spotlight as Trump Moves to Mobilize Defense Production Act
U.S. President Donald Trump has invoked the Defense Production Act to secure domestic supplies of elemental phosphorus and glyphosate-based herbicides, materials deemed crucial for national security. This move aims to reduce reliance on foreign imports and will benefit domestic producers like Bayer AG, Corteva Agriscience, The Mosaic Company, and Nutrien Ltd. Several ETFs with significant holdings in these companies, including iShares MSCI Agriculture Producers ETF (VEGI), VanEck Agribusiness ETF (MOO), First Trust Materials AlphaDEX ETF (FXZ), and Global X AgTech & Food Innovation ETF (KROP), are expected to see increased investor interest.
Deere Jumps as Tractor Maker Sees Upturn in Farm Economy
Deere & Co. shares surged after the company raised its annual profit forecast, anticipating a recovery in the agriculture economy. CEO John May stated that 2026 is expected to mark the bottom of the current cycle, providing a strong foundation for future growth, particularly driven by demand in construction and small agriculture segments. The company's first-quarter adjusted earnings also beat analyst estimates, fueled by improved sales and margins.
Nutrien sees potash demand growing again this year after record harvest
Nutrien Ltd. anticipates robust agricultural commodity fundamentals to drive business growth in 2026, with potash demand expected to increase for the fourth consecutive year, reaching 14.1 to 14.8 million tonnes in sales. The company also projects strong nitrogen sales volumes between 9.2 and 9.7 million tonnes, grappling with tight supply issues. Additionally, Nutrien is conducting a strategic review of its phosphate business, considering operational changes, partnerships, or a sale, and has declared a quarterly dividend of 55 cents US per share.
ICL Group (NYSE:ICL) Net Margin At 5.2% Tests Valuation Narratives Ahead Of Results
ICL Group (NYSE:ICL) recently reported Q3 FY 2025 revenue of US$1.9 billion and a net margin of 5.2%, down slightly from 5.8% a year ago. The company’s P/E ratio is 19.2x, higher than peers but below the industry average, which is fueling debate among investors regarding its valuation. A discounted cash flow (DCF) fair value of US$3.52 per share sits below the current share price of US$5.50, suggesting a stretched valuation according to bearish arguments.
Agricultural Soil Amendments Market See Incredible Growth
The agricultural soil amendments market is experiencing incredible growth, driven by increasing demand for organic farming and enhanced soil quality. A new report by Coherent Market Insights Pvt. Ltd provides an in-depth analysis of market trends, growth drivers, and competitor landscapes, forecasting significant expansion from 2026 to 2033. Key players in this market include BASF SE, Corteva Agriscience, Nutrien Ltd., and Yara International, utilizing various organic, inorganic, bio-based, and chemical amendments.
Nutrien Ltd. $NTR Shares Sold by Public Sector Pension Investment Board
The Public Sector Pension Investment Board reduced its stake in Nutrien Ltd. (NYSE:NTR) by 25.8% in the third quarter, selling 115,500 shares. Despite this, institutional ownership of Nutrien remains high at 63.10%, with other firms like Versor and Cornerstone adjusting their positions. The stock is currently trading near $70.83, and analysts generally have a "Hold" rating with an average price target of $66.31, although some have upgraded their outlook.
Argus upgrades Freeport-McMoRan stock rating to Buy on copper demand
Argus has upgraded its rating for Freeport-McMoRan (NYSE:FCX) from Hold to Buy, setting a price target of $72, citing the mining company's strengthened balance sheet and anticipated strong demand for copper. The firm expects Freeport-McMoRan to benefit from increased electrification, AI build-out, and energy transition initiatives. This upgrade follows a period of higher highs and higher lows for FCX shares since November 2025 and solid fourth-quarter 2025 earnings that surpassed expectations.
Is Nutrien (TSX:NTR) Fairly Priced After Strong 1-Year Rally And Food Security Focus?
This article analyzes Nutrien's valuation after a strong year, considering its role in global food security. It employs a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio, suggesting Nutrien is currently fairly valued or slightly discounted. The article also introduces "Narratives" for investors to customize valuation assumptions, presenting both bull and bear case scenarios.
Mosaic Company Stock Is Quietly Crashing Your Feed – But Is This Fertilizer Giant a Sleeper Buy or Total Drop?
Mosaic Company (MOS) is highlighted as a fertilizer giant operating under the radar, attracting dividend hunters and value investors due to its low valuation and significant dividend yield. The article explores whether the stock is a "sleeper buy" given its essential role in global food production and cyclical nature, contrasting it with competitor Nutrien. It concludes that Mosaic is a selective opportunity for value-focused, long-term investors tolerant of macroeconomic swings, rather than a high-growth, low-drama investment.
Mosaic: This Undervalued Small-Cap Stock Could Be a Smart Long-Term Buy
Mosaic (MOS) is highlighted as an undervalued small-cap stock with potential for long-term growth, currently trading 19% below its fair value estimate of USD 35. Despite a recent decline in fertilizer demand and weak phosphate prices, Morningstar expects demand to rebound in 2026, especially from North American farmers. The company, a leading producer of potash and phosphate fertilizers, is seen as a good investment for patient investors, particularly if a commodity supercycle begins.
Mosaic Company Stock Is Quietly Crashing Your Feed – But Is This Fertilizer Giant a Sleeper Buy or Total Drop?
Mosaic Company, a fertilizer giant, is presenting itself as a potential value play for investors, despite a lack of mainstream hype. The article explores whether its significant dividend yield, low valuation, and essential role in global food production make it a "sleeper buy" or if its volatile, cyclical nature tied to fertilizer prices makes it a "value trap." It highlights the company's focus on phosphates and potash while comparing it to competitor Nutrien, suggesting Mosaic is for investors comfortable with macro-driven swings and seeking long-term value.
Incyte Corp. (NASDAQ:INCY) Reports Mixed Q4 2025 Results with Revenue Beat and EPS Miss
Incyte Corp. (NASDAQ:INCY) announced mixed financial results for Q4 2025, with revenue of $1.51 billion surpassing estimates by 28% but non-GAAP diluted EPS of $1.80 missing analyst expectations by 8.6%. The company's shares fell approximately 4.4% in pre-market trading due to the earnings miss and a conservative 2026 revenue guidance of $4.77 billion to $4.94 billion, which is below the current analyst consensus of $5.63 billion. While strong sales of key products like Jakafi and Opzelura drove top-line growth, increased R&D and launch costs impacted profitability.
Fertilizer Additive Market Is Booming Worldwide | Nutrien • Yara International • The Mosaic Company
Coherent Market Insights has released a new research study titled "Global Fertilizer Additive Market Size, Share, Pricing, Trends, Growth, Opportunities and Forecast 2026-2033," which predicts significant growth for the fertilizer additive market. The report provides a thorough overview of the market, including future sales projections, consumer demand, regional analyses, and insights into key market drivers, inhibitors, opportunities, and risks. It also profiles major companies like Nutrien, Yara International, and The Mosaic Company, detailing their strategies, innovations, and financial performance.
2 More of the Best Small-Cap Stocks to Buy While They’re Still Undervalued
This article highlights two more undervalued small-cap stocks, Lamb Weston (LW) and Brown-Forman (BF.B), that Morningstar recommends. Lamb Weston, a frozen potato producer, is given a narrow economic moat and a fair value of $80 per share, while Brown-Forman, known for Jack Daniel's, has a wide economic moat and a fair value of $37 per share. These recommendations follow previous suggestions for Mosaic, Terex, and Sensata Technologies, as small-cap stocks show outperformance since November.
Can the rally in precious metals regain momentum?
Despite recent volatility and a decline from its all-time high, gold is expected to regain momentum due to a likely further decline in real US rates and robust central bank demand. UBS forecasts gold to reach USD 5,900 an ounce by year-end, up from USD 5,025. The article suggests broadening commodity exposure to metals like copper and aluminum, and agricultural assets for diversification, aligning with a positive outlook for commodities in 2026 driven by supply-demand imbalances and geopolitical risks.
How a Diversified ETF Weathers a Precious Metals Storm
The article analyzes how the VanEck Natural Resources ETF (US92189F8418) is designed to mitigate volatility in specific commodity sectors, such as the recent 13% decline in silver prices. It explains the ETF's diversified allocation across energy, metals, agriculture, and sustainable resources, as well as its global mandate. The piece also highlights key upcoming events like quarterly reports and the March 2026 index rebalancing that could impact the fund's performance.
How Scotiabank’s Upgrade and Input Cost Shifts At Mosaic (MOS) Has Changed Its Investment Story
Scotiabank recently upgraded Mosaic (MOS) to "Outperform" due to expectations of bottoming phosphate stripping margins and lower ammonia and sulphur costs, which could boost its fertilizer business. This shift in analyst sentiment and anticipated margin recovery are key to Mosaic's investment narrative, especially given the company's reliance on capital discipline and cost control amidst mixed commodity price outlooks. While highlighting potential short-term catalysts, the article also notes ongoing risks like potash oversupply and weak earnings forecasts.
Nutrien appoints global sales executive
Nutrien has appointed Chris Reynolds as executive vice president, global sales, a new role designed to unify its wholesale and retail sales organizations and enhance customer value worldwide. This appointment follows the transition of Jeff Tarsi, who previously led Nutrien’s global retail business, into an advisory role. Reynolds, with 25 years in the fertilizer industry and 22 years at Nutrien, will focus on aligning sales enablement, leveraging shared capabilities, and maximizing operational scale.
Controlled Release Fertilizer Market is Going to Boom: Strategic Insights and Growth Opportunities with Key Players like Nutrien, Yara International, ICL Group, and Haifa Group
Coherent Market Insights has released a new study titled "Controlled (Coated) Release Fertilizer Market Size, Share & Trends Forecast 2026-2033," providing an in-depth analysis of the global market. The report details the competitive landscape, market segments, and future trends, offering insights for strategic decision-making. Key players analyzed include Nutrien, Yara International, ICL Group, and Haifa Group, with the market driven by evolving consumer demand, technological advancements, and favorable regulatory frameworks.
UBS Reaffirms Their Hold Rating on Cf Industries Holdings (CF)
UBS analyst Joshua Spector maintained a Hold rating on Cf Industries Holdings (CF) with a price target of $86.00 in a report issued on January 30. This rating comes despite other firms like Scotiabank also issuing a Hold and TipRanks – OpenAI reiterating a Buy. The company's latest earnings report showed strong quarterly revenue and net profit growth compared to the previous year.
Mosaic Announces Investor Conference Participation
The Mosaic Company (NYSE: MOS) announced its participation in two investor conferences in the first quarter of 2026: the Bank of America Global Agriculture and Materials Conference and the BNP Strategic Access & Research Conference. Mosaic is a leading producer of potash and phosphate fertilizer, aiming to advance biological solutions for agriculture and build resilient food systems globally.
Mosaic Announces Investor Conference Participation
The Mosaic Company (NYSE:MOS) announced its participation in two investor conferences for the first quarter of 2026: the Bank of America Global Agriculture and Materials Conference on February 26th and the BNP Strategic Access & Research Conference on March 11th. Mosaic is a leading producer and marketer of potash and phosphate fertilizers, headquartered in Tampa, Florida, and is advancing biological solutions to improve nutrient use efficiency and crop performance.
Mosaic Announces Investor Conference Participation
The Mosaic Company (NYSE: MOS) announced its upcoming participation in two investor conferences in the first quarter of 2026. These include the Bank of America Global Agriculture and Materials Conference on February 26th and the BNP Strategic Access & Research Conference on March 11th. Mosaic is a leading producer of potash and phosphate fertilizer, dedicated to global food security and sustainable agriculture.
Scotiabank Upgrades Mosaic (MOS)
Scotiabank has upgraded Mosaic (MOS) from Sector Perform to Sector Outperform. Analysts forecast a 20.36% upside with an average one-year price target of $33.10 per share. Institutional ownership data shows varied sentiment among major holders, with some increasing and others decreasing their positions in Mosaic.
Mosaic Stock: Analyst Estimates & Ratings
The Mosaic Company (MOS) has underperformed the broader market and the VanEck Agribusiness ETF (MOO) over the past year, primarily due to declines in North American phosphate shipments and weak potash demand. Despite this, MOS stock is up 14.2% year-to-date in 2026, surpassing the S&P 500. Analysts have a "Moderate Buy" consensus rating for MOS, with a mean price target suggesting a 16.8% premium to its current levels.
Palmetto Grain Brokerage - Mosaic Stock: Analyst Estimates & Ratings
The Mosaic Company (MOS) has underperformed the broader market and the VanEck Agribusiness ETF over the past year due to a decline in phosphate shipments and weak potash demand. Despite this, MOS stock has seen a 14.2% rise in 2026 year-to-date, outperforming the S&P 500 and the ETF. Analysts currently have a "Moderate Buy" rating on MOS, with a mean price target suggesting a 16.8% premium to current levels.
Strs Ohio Sells 57,383 Shares of The Mosaic Company $MOS
Strs Ohio significantly reduced its stake in The Mosaic Company (NYSE:MOS) by 88.4% in the third quarter, selling 57,383 shares and retaining 7,545 shares valued at $262,000. Despite missing revenue estimates, Mosaic reported $1.04 EPS, beating expectations by $0.01, and announced a quarterly dividend of $0.22 per share. The company currently holds a "Hold" rating from analysts with an average target price of $31.50.
Federated Hermes Inc. Lowers Holdings in The Mosaic Company $MOS
Federated Hermes Inc. reduced its stake in The Mosaic Company (NYSE:MOS) by 16.8% in the third quarter of last year, selling 54,653 shares and holding 271,080 shares valued at approximately $9.4 million. Despite mixed Wall Street sentiment and a consensus "Hold" rating, Mosaic recently reported Q3 EPS of $1.04, beating estimates, and offers a quarterly dividend of $0.22, yielding 3.2%. The company's stock trades at a P/E of 7.12 and has a market cap of $8.72 billion.
Scotiabank upgrades Mosaic stock rating to Sector Outperform on improving outlook By Investing.com
Scotiabank has upgraded Mosaic (NYSE:MOS) to Sector Outperform with a price target of $36.00, citing an improving phosphate market outlook and anticipated tightening. The bank expects a rebound in share repurchases in 2026 and sees Mosaic as a strong player in the fertilizer sector, despite recent downgrades from other firms due to decreased fertilizer demand. Mosaic has maintained dividends for 16 years and holds a modest P/E ratio, positioning it well for future growth.
Scotiabank upgrades Mosaic stock rating to Sector Outperform on improving outlook
Scotiabank has upgraded Mosaic (NYSE:MOS) from Sector Perform to Sector Outperform, setting a price target of $36.00, aligning with InvestingPro's Fair Value assessment. The upgrade is driven by expectations of bottomed-out phosphate stripping margins, a tightening phosphate market, and potential share repurchases in 2026. Despite recent challenges like declining fertilizer demand and analyst downgrades from Wells Fargo and Oppenheimer, Scotiabank sees Mosaic as a strong contender in the fertilizer sector, highlighting its consistent dividend payments and modest P/E ratio.
Mosaic: This Undervalued Small-Cap Stock Could Be a Smart Long-Term Buy
Mosaic (MOS) is considered an attractive long-term buy due to its undervaluation, trading 19% below Morningstar's fair value estimate of $35. Despite recent challenges from declining fertilizer demand and weak phosphate prices, analysts anticipate a rebound in demand from North American farmers in 2026 and potential benefits from a commodity supercycle. The company, a leading producer of potash and phosphate fertilizers, is expected to improve its profitability by lowering unit production costs as it shifts production to more efficient mines.
What CF Industries Holdings (CF)'s Low‑Carbon Fertilizer Pilot and Dividend Move Means For Shareholders
CF Industries Holdings (CF) recently announced a US$0.50 per share dividend and expanded its low-carbon fertilizer pilot. This initiative, in collaboration with POET, aims to create a low-carbon ammonia supply chain for corn and ethanol production, emphasizing decarbonization over traditional commodity pricing. The article examines how this pilot will influence CF Industries' investment narrative, emphasizing the shift towards differentiated low-carbon products, while balancing the financial impact of the dividend.
Agribusiness Sector Rebounds, MOO ETF Shows Strong Performance
The agribusiness sector is experiencing a strong rebound in 2026, evidenced by the MOO ETF's 17% year-to-date increase and technical reversal signals. Nutrien (NTR) has seen a breakout to new 52-week highs, with analysts raising price targets and anticipating further upside potential despite some inherent risks. The article highlights investor confidence and strong market demand for the sector.
CF Industries Holdings (NYSE:CF) Has Announced A Dividend Of $0.50
CF Industries Holdings (NYSE:CF) has declared a dividend of $0.50 per share, to be paid on February 27th, resulting in a 2.1% dividend yield. The company's earnings comfortably cover the dividend distribution, with a projected payout ratio of 28% for the coming year, despite an expected 14.2% fall in EPS. CF Industries has a history of stable dividend growth, with payments increasing at a compound annual growth rate of 5.2% over the last decade, making it an attractive option for dividend investors.
The Mosaic Company $MOS Stock Holdings Increased by Bank of New York Mellon Corp
Bank of New York Mellon Corp significantly increased its stake in The Mosaic Company (NYSE:MOS) by 102.3% during the third quarter, now owning 7,701,610 shares valued at $267.1 million. Several other institutional investors also increased their holdings, bringing the total institutional ownership to 77.54%. Despite missing revenue expectations, Mosaic reported strong Q3 EPS of $1.04 and announced a quarterly dividend of $0.22, with analysts generally rating the stock as "Hold."
Great Lakes Advisors LLC Takes $5.78 Million Position in The Mosaic Company $MOS
Great Lakes Advisors LLC has acquired a new stake in The Mosaic Company (NYSE:MOS) worth approximately $5.78 million, representing 0.05% of the company. Analysts currently have a "Hold" rating on Mosaic with a consensus price target of $31.50. The company recently reported earnings per share of $1.04, beating estimates, and revenue growth of 22.8% year-over-year, and pays a quarterly dividend of $0.22.
CF Industries Holdings Just Shocked Wall Street – But Is This Stock Actually Worth Your Money?
The article discusses whether CF Industries Holdings, a key player in nitrogen fertilizer production, is a worthwhile investment. It evaluates the company's business model, stock performance, and risks, concluding that it's a "cop" for long-term, risk-aware investors interested in commodity cycles, despite not being a "viral" stock.
CF Industries Holdings Just Shocked Wall Street – But Is This Stock Actually Worth Your Money?
CF Industries Holdings, a major nitrogen fertilizer producer, is drawing attention from investors despite not being a viral trend. The article explores whether the stock is a valuable investment or a risk, emphasizing its cyclical nature tied to natural gas prices and global food demand. It concludes that CF Industries is more suited for long-term, risk-aware investors who understand commodity cycles, rather than short-term traders.
Truist Financial Corp Purchases 1,215,063 Shares of The Mosaic Company $MOS
Truist Financial Corp significantly increased its stake in The Mosaic Company by purchasing an additional 1,215,063 shares, bringing its total holdings to over 3.2 million shares valued at $112.29 million. This move reflects a 60.1% increase in their position in the basic materials company. Despite mixed analyst sentiment with an average "Hold" rating, several other large institutional investors have also recently modified their holdings in Mosaic.
The Mosaic Company $MOS Shares Acquired by Mitsubishi UFJ Trust & Banking Corp
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in The Mosaic Company (MOS) by 113.5% in Q3, acquiring an additional 104,473 shares, bringing their total to 196,522 shares worth approximately $6.82 million. Other institutional investors like Norges Bank and Truist Financial Corp also made substantial purchases, leading to 77.54% institutional ownership of the stock. Despite analysts trimming price targets, giving Mosaic a consensus "Hold" rating with a target of $31.50, the company trades at $28.14 with a P/E of 7.29, recently beat Q3 EPS estimates, and declared a $0.22 quarterly dividend.
The Mosaic Company (NYSE:MOS) Receives Consensus Recommendation of "Hold" from Analysts
The Mosaic Company (NYSE:MOS) has received a consensus "Hold" rating from eighteen brokerages, with an average 12-month target price of $31.50. This comes as the company's shares trade around $28.14, following a recent quarter where EPS beat estimates but revenue missed. Mosaic also announced a quarterly dividend of $0.22, implying a 3.1% yield.
Organo-Mineral Fertilizers Market Is Going to Boom |• Nutrien • Yara International • Haifa Group
The Organo-Mineral Fertilizers Market is projected to grow significantly between 2026 and 2033, driven by increasing consumer demand and strategic investments. This report provides a comprehensive analysis of market trends, growth factors, challenges, and opportunities, segmenting the market by types and applications. Key players include Nutrien, Yara International, and Haifa Group, with detailed regional analysis across North America, Europe, Asia-Pacific, the Middle East and Africa, and South America.
Hussman Strategic Advisors Inc. Acquires Shares of 84,000 The Mosaic Company $MOS
Hussman Strategic Advisors Inc. recently acquired 84,000 shares of The Mosaic Company (NYSE:MOS) valued at approximately $2.913 million during the third quarter. Other institutional investors like Truist Financial Corp and Belpointe Asset Management LLC also adjusted their positions in Mosaic. The company has a "Hold" consensus rating from analysts with an average price target of $31.50, and recently announced a quarterly dividend of $0.22 per share.
Wells Fargo sees near-term pressure at Mosaic (MOS) but steadier outlook ahead
Wells Fargo anticipates short-term pressure for Mosaic (MOS) due to factors like lower potash prices and Brazilian real depreciation. However, the firm maintains an "Overweight" rating and a target of $45-$50, expecting a steadier outlook for phosphorus and improved potash demand by mid-2024. Despite near-term headwinds, Mosaic's valuation is considered compelling as the company navigates these challenges.
Wells Fargo Sees Near-Term Pressure at Mosaic (MOS) but Steadier Outlook Ahead
Wells Fargo analyst Michael Sison lowered The Mosaic Company's (MOS) price target to $27 from $28 due to softer Q4 volumes, particularly in Brazil, and continued near-term pressure. Despite this, Wells Fargo anticipates a steadier outlook for 2026 as phosphate supply tightens and Brazilian demand improves. The company previously reported a sharp decline in fertilizer demand in Q4 2025, with phosphate sales volumes significantly impacted, while potash demand held up better.
Wells Fargo Sees Near-Term Pressure at Mosaic (MOS) but Steadier Outlook Ahead
Wells Fargo analyst Michael Sison lowered The Mosaic Company's (NYSE:MOS) price target to $27 from $28 due to a softer view on fourth-quarter volumes and curtailed SSP production. Despite near-term pressure caused by decreased fertilizer demand and challenging conditions in Brazil, Wells Fargo anticipates a steadier outlook for 2026 as phosphate supply tightens and Brazilian demand recovers. Mosaic experienced a sharp decline in Q4 fertilizer sales and cash flow, particularly for phosphates, as farmers used less due to tightened budgets and an early winter.
Wealth Enhancement Advisory Services LLC Has $4.79 Million Position in The Mosaic Company $MOS
Wealth Enhancement Advisory Services LLC significantly increased its stake in The Mosaic Company ($MOS) by 128.5% in Q3, now holding 135,323 shares valued at approximately $4.79 million. Mosaic's Q3 earnings per share beat consensus, though revenue missed estimates, and the company announced a quarterly dividend of $0.22 per share. Institutional investors collectively own 77.54% of Mosaic's stock, with several other large firms also adjusting their holdings.
