The Mosaic Co (MOS) Stock Up 5.0% and Still Undervalued -- GF Sc
The Mosaic Co (MOS) shares recently rose 5.0% to $23.35, despite a 25.5% decline over the past year, and is currently deemed "Modestly Undervalued" by the GF Value™ estimate of $28.53. While its GF Score™ of 65/100 suggests above-average quality, the stock's forward P/E of 53.3x is significantly higher than its historical median, raising questions about its valuation sustainability given recent unprofitability and a lack of insider buying.
Mosaic (MOS) On Its New Debt Deal, Bargain Still Left Or Already Priced In
Mosaic (MOS) recently completed a US$2.0 billion senior notes offering, using the proceeds to repurchase shorter-term bonds, refinance debt, and for general corporate purposes. Despite a 5.16% stock increase after the announcement, the stock is down 11.15% year-to-date and 29.09% over the past year. Simply Wall St's analysis suggests Mosaic is 17.1% undervalued, with a fair value of $26.82, driven by favorable fertilizer market dynamics, but also highlights risks such as potential overcapacity and environmental regulations.
Mosaic Co. stock outperforms competitors on strong trading day
Shares of Mosaic Co. (MOS) increased by 5.04% on Thursday, reaching $23.35, despite a general market downturn where the S&P 500 and Dow Jones Industrial Average both experienced declines. This marks the second consecutive day of gains for the stock. The strong performance highlights Mosaic Co.'s resilience compared to its competitors in a challenging trading environment.
Edmond DE Rothschild Holding S.A. Purchases Shares of 700,000 The Mosaic Company $MOS
Edmond DE Rothschild Holding S.A. recently acquired 700,000 shares of The Mosaic Company (MOS) for approximately $14.8 million, establishing a 0.22% stake. This comes as institutional investors collectively own 77.54% of Mosaic, and the company reported mixed Q2 earnings, with EPS slightly beating estimates but revenue falling short. Analyst sentiment remains "Hold" with an average price target above its current market price.
Mosaic Company stock gains on analyst caution and dividend yield
Mosaic Company's stock gained over 5% on August 19, 2026, reaching $22.285, driven by investors reassessing its earnings outlook and attractive dividend yield of 4.16%. Despite a cautious analyst stance with a "Hold" rating and a target price of $27.17, the stock's current price in the low-$20s suggests potential upside. The company, a producer of phosphate and potash nutrients, is seen as a cyclical income stock balancing near-term caution with long-term recovery potential in fertilizer markets.
Mosaic (NYSE: MOS) officer to sell $509K in stock in 2026 plan
An officer at Mosaic (NYSE: MOS), Walter F. Precourt III, plans to sell 23,000 shares of company common stock, valued at approximately $509,000, around August 19, 2026. This proposed sale is being conducted under Rule 144 through Fidelity Brokerage Services LLC. The shares originated from restricted stock vesting on March 3, 2023, as compensation.
Mosaic Co. stock outperforms competitors on strong trading day
Shares of Mosaic Co. (MOS) increased by 5.16% to $22.23 on Wednesday, outperforming the broader market indices like the S&P 500 and the Dow Jones Industrial Average. This rise broke a six-day losing streak for the company's stock, contributing to an overall positive trading day.
Zacks Research Has Pessimistic Outlook of Mosaic Q3 Earnings
Zacks Research has lowered its Q3 2026 EPS estimate for Mosaic (NYSE: MOS) to $0.26 from $0.28, maintaining a "Hold" rating on the stock. The firm also provided full-year 2026 EPS estimates of $0.64. This comes after Mosaic slightly beat earnings expectations in its last quarter but missed revenue forecasts significantly, with revenue down 6% year-over-year.
Origin Agritech Ltd (NASDAQ: SEED) Share Price, SEED Stock News, SEED Share Price & Updates
This article provides an overview of Origin Agritech Ltd (NASDAQ: SEED), including its current stock price, fundamental financial data, and recent income statement and balance sheet figures. It also includes a peer comparison within the agricultural inputs sector and details about the company's business operations and key executives. The data presented covers financial performance over several years, highlighting revenue, net income, assets, and liabilities.
Mosaic Co Completes $2 Billion Debt Offering
Mosaic Co (MOS) has successfully completed a $2.0 billion debt offering, issuing senior notes with maturities in 2031, 2034, and 2036. The company intends to use the net proceeds, approximately $1.98 billion, primarily to fund previously announced tender offers to repurchase outstanding notes maturing between 2027 and 2029, with remaining funds allocated for general corporate purposes and potential debt repayment. Analysts currently rate MOS as a Hold with a $26.00 price target, while TipRanks' AI Analyst, Spark, assigns a Neutral rating due to weakened financial performance but notes improved flexibility from the refinancing.
Mosaic Company stock holds in the low $20s as dividend yield stays above 4 percent
Mosaic Company (MOS) stock is trading around $21, supported by a 4.15% annual dividend yield and an average analyst target price suggesting a nearly 28.4% upside. Despite a negative year-to-date performance, the company maintains a seven-year dividend growth track record, with its next ex-dividend date estimated for August 18, 2026. This positioning suggests value for income-focused investors amidst fluctuating commodity prices in the fertilizer market.
Brazil Potash estimates savings of up to US$190 million with new fertilizer law
Brazil Potash anticipates saving up to US$190 million on its Autazes potash project due to Brazil's newly approved Profert law. This legislation, which offers tax credits for domestic fertilizer production and other incentives, aims to reduce Brazil's significant reliance on imported fertilizers. The Autazes project is crucial for the country's self-sufficiency, with its planned capacity capable of producing six times Brazil's current potash output.
Mosaic Co. stock underperforms Monday when compared to competitors
Mosaic Co. (MOS) stock fell 1.76% on Monday, closing at $21.23, thereby underperforming the broader market. This drop marked the stock's fifth consecutive day of losses, occurring on a day when both the S&P 500 Index and the Dow Jones Industrial Average also experienced declines.
Mosaic Biosciences Launches New Product to Accelerate Crop Residue Breakdown and Improve Spring Field Readiness
Mosaic Biosciences has launched Renuvis Enzara™, a new residue management solution designed to accelerate the natural decomposition of crop residue. This product helps growers improve field readiness, expand planting windows, and enhance machinery performance by using targeted enzyme technology that works even in cold conditions. Enzara aims to address challenges posed by increased residue levels from modern farming practices, supporting better crop establishment and potentially reducing fuel costs.
The Mosaic Company Announces Completion and Outcomes of Debt Securities Tender Offers
The Mosaic Company announced the completion and results of its cash tender offers for specific debt securities, as detailed in an 8-K filing with the SEC on August 17, 2026. The tender offers for select debt securities have expired, with comprehensive results provided in an attached press release (Exhibit 99.1) to the filing. This filing was signed by Philip E. Bauer, Senior Vice President, General Counsel, and Corporate Secretary, and Mosaic's common stock trades on the NYSE under the ticker MOS.
The Mosaic Company Closes $1,000,000,000 5.350% Senior Notes Due 2031, $500,000,000 5.650% Senior Notes Due 2034, And $500,000,000 5.900% Senior Notes Due 2036 Debt Offering
The Mosaic Company has successfully closed a debt offering totaling $2 billion, consisting of senior notes due in 2031, 2034, and 2036. The net proceeds of approximately $1,983.3 million will be used to fund previously announced tender offers for existing debt and for general corporate purposes. This financial maneuver aims to optimize the company's debt structure and provide liquidity for future operations.
Mosaic Biosciences Launches New Product to Accelerate Crop Residue Breakdown and Improve Spring Field Readiness
Mosaic Biosciences has launched Renuvis Enzara™, a new product designed to accelerate crop residue decomposition and improve field readiness for planting. This enzyme-based solution helps growers manage increasing residue levels caused by high-yielding hybrids and no-till practices, aiming to widen planting windows and enhance operational efficiency. Enzara works by breaking down tough structural fibers in residue, even in cold conditions, and is compatible with existing farming practices.
At 32°F, Mosaic’s new product starts breaking down what fields leave behind
Mosaic Biosciences (NYSE:MOS) has launched Renuvis Enzara, an enzyme-based residue management solution designed to accelerate the natural decomposition of crop residue and improve spring field readiness. This new product utilizes endoglucanase enzyme technology that activates even at 32°F, creating entry points for soil microbes to enhance residue breakdown. On-farm trials in 2025 demonstrated improved residue decomposition, emergence, stand count, and uniformity in corn and soybean systems.
Elicit Plant and Mosaic Biosciences to develop water-stress solutions for canola across North America
Elicit Plant and Mosaic Biosciences have partnered to develop water-stress solutions for canola across North America. The collaboration leverages Elicit Plant's EliTerra technology to help canola growers preserve yield potential in water-stressed conditions. This initiative addresses the challenges posed by climate variability in key canola production regions like Canada and the northern-tier US.
Form 8K The Mosaic Company For: 17 August By Investing.com
This article from Investing.com announces the filing of a Form 8K by The Mosaic Company on August 17th. The brief news item includes the company's stock symbol (MOS) and its current performance (-0.78%), with no further details about the content of the Form 8K.
Form 8K The Mosaic Company For: 17 August By Investing.com
This article announces that The Mosaic Company (MOS) filed a Form 8K on August 17th. The brief notice from Investing.com indicates that more details about this SEC filing would be available. The article provides financial data for various indices, commodities, bonds, and stocks, but no specific content from the 8K filing itself.
Mosaic Announces Final Results of Offers to Purchase for Cash Certain of its Outstanding Debt Securities
The Mosaic Company announced the final results of its cash tender offers to purchase certain outstanding debt securities, including the 2027 Notes, 2028 Debentures, 2028 Notes, and 2029 Notes. The offers expired on August 14, 2026, with Mosaic accepting all tendered 2027 Notes, 2028 Debentures, and 2028 Notes, and increasing the amount of 2029 Notes accepted for purchase by 2%. Holders whose notes are accepted for purchase will receive an Accrued Coupon Payment on the settlement date of August 18, 2026.
About 37.78% of one Mosaic note series is accepted
Mosaic (NYSE:MOS) announced the final results of its cash tender offers for four series of outstanding debt securities, which expired on August 14, 2026. The company will purchase significant amounts of its 2027 Notes, 2028 Debentures, and 2028 Notes in full, while increasing the cap for its 2029 Notes and accepting tenders at a proration factor of approximately 37.78%. The settlement date for accepted notes is August 18, 2026, with holders receiving accrued interest.
5 Great Stocks This $9.7 Billion Value Fund Just Bought
This article highlights how Kopernik Global Investors, a $9.7 billion value fund, uses 13F filings to identify undervalued companies. The author details five specific stocks that Kopernik recently bought or added to: Range Resources (RRC), KT Corporation (KT), Weyerhaeuser (WY), Rayonier (RYN), and Mosaic (MOS). The piece emphasizes the importance of independent research and a long-term value investing approach, encouraging readers to use 13F filings as a starting point for their own analysis rather than blindly copying trades.
S&CO Inc. Invests $22.05 Million in The Mosaic Company $MOS
S&CO Inc. has acquired a new position in The Mosaic Company (NYSE:MOS), purchasing over 1 million shares valued at approximately $22.05 million, making it 1.3% of their investment portfolio. Other institutional investors have also adjusted their holdings in Mosaic, with 77.54% of the stock owned by institutions and hedge funds. Wall Street analysts currently have a consensus "Hold" rating for Mosaic, with a target price of $27.17, following its recent earnings report where it beat EPS estimates but missed revenue expectations.
Debt Holders May Get Up to $1,038 per $1,000 in Mosaic Offers
Mosaic (NYSE: MOS) has announced the detailed pricing terms for its cash tender offers to repurchase up to $1.4 billion of outstanding debt securities across four series of Notes. The total consideration per $1,000 principal amount ranges from $993.31 to $1,037.99, plus accrued interest, with a $150 million Series Cap and potential proration for the 2029 Notes. The offers expired on August 14, 2026, with the settlement date expected on August 18, 2026.
ICL Group (NYSE:ICL) Upgraded by Wall Street Zen to "Buy" Rating
Wall Street Zen has upgraded ICL Group (NYSE:ICL) from a "hold" to a "buy" rating, despite a broader analyst consensus remaining "Hold" with an average price target of $6.00. This upgrade follows ICL Group's recent quarterly results, which surpassed expectations with an EPS of $0.12 and revenue of $2.13 billion. The company's stock opened at $5.55, and institutional investors collectively own 13.38% of its shares.
Following Yara International and Nutrien's Expansion in Fertigation and Water-Soluble Formulations, New Study Projects 7.8% CAGR for Specialty Fertilizers
The global specialty fertilizers market is projected to grow at a CAGR of 7.8% from USD 23.5 billion in 2025 to USD 49.9 billion by 2035, driven by increasing adoption of precision nutrient management and high-value crop cultivation. Water-soluble fertilizers held the largest share in 2025, with fruits and vegetables being the dominant application category. North America also held a significant market share due to the widespread adoption of precision agriculture.
Mosaic Announces Pricing Terms of Offers to Purchase for Cash Certain of its Outstanding Debt Securities
The Mosaic Company announced the pricing terms for its cash tender offers to purchase certain outstanding debt securities, including 2027 Notes, 2028 Debentures, 2028 Notes, and 2029 Notes, up to an aggregate purchase price of $1.4 billion. The offer is subject to specific caps, proration, and acceptance priority levels, with the Expiration Date set for August 14, 2026, at 5:00 p.m. New York City time. Holders whose notes are accepted will receive total consideration plus accrued and unpaid interest.
TCDA commits to expanding tree crop value addition
The Tree Crops Development Authority (TCDA) in Ghana is focusing on expanding value addition for six strategic tree crops: cashew, coconut, oil palm, rubber, mango, and shea. This initiative aims to shift from raw agricultural commodity export to processing and manufacturing, thereby creating jobs, increasing farmers' incomes, and retaining more value within the Ghanaian economy. The TCDA is also securing $500 million from the World Bank to cultivate 100,000 hectares of oil palm plantations and is strengthening data collection and traceability systems to support the sector's growth.
BrasilAgro (AGRO3) subiu 151 vezes desde o IPO; o que pode puxar o próximo ciclo (ou superciclo) das terras agrícolas?
BrasilAgro (AGRO3) shares have soared 151 times since its 2006 IPO, reflecting a significant transformation in Brazil's agricultural land market. The CEO, André Guillaumon, explains that the value of agricultural land is closely tied to commodity prices, particularly soybeans, which are driven by demand from food, feed, and now increasingly, biofuels. Future growth is expected from rising incomes in India and Southeast Asia, increased use of soy in biofuels, and global demand for animal protein, all contributing to the continued appreciation of finite agricultural land, albeit with a focus on productivity over mere expansion.
Mosaic (NYSE:MOS) Downgraded by Freedom Capital to Strong Sell
Freedom Capital downgraded Mosaic (NYSE:MOS) from a "strong-buy" to a "strong sell," following a similar downgrade by Wall Street Zen. Despite the recent downgrades and several analysts reducing price targets, the broader consensus remains a "Hold" with an average price target of $27.17. Mosaic's shares opened at $21.74, near their 52-week low, and the company recently reported adjusted earnings that beat estimates but revenue that fell short and declined year-over-year.
Following Yara International and Nutrien's Expansion in Fertigation and Water-Soluble Formulations, New Study Projects 7.8% CAGR for Specialty Fertilizers
The global specialty fertilizers market, valued at USD 23.5 billion in 2025, is projected to reach USD 49.9 billion by 2035, growing at a CAGR of 7.8%. This expansion is driven by increasing adoption of precision nutrient management and high-value crop cultivation, alongside concerns for soil quality and water availability. Water-soluble fertilizers and the fruits & vegetables segment are leading market growth, with North America holding a significant regional share.
Following Yara International and Nutrien's Expansion in Fertigation and Water-Soluble Formulations, New Study Projects 7.8% CAGR for Specialty Fertilizers
A new study projects the global specialty fertilizers market to grow at a CAGR of 7.8%, reaching USD 49.9 billion by 2035 from USD 23.5 billion in 2025. This growth is driven by increased adoption of precision nutrient management, high-value crop cultivation, and concerns over soil quality and water availability. The report highlights water-soluble fertilizers and the fruits and vegetables segment as key drivers, with North America being a significant regional market.
The Mosaic Co (MOS) Stock Down 3.6% -- Now Undervalued? GF Score: 61/100
The Mosaic Co (MOS) shares recently dropped 3.6% to $21.78, extending a year-long decline, yet GuruFocus assesses the stock as "Modestly Undervalued" with a GF Value of $28.52. Despite this, the company faces significant challenges including unprofitability and negative cash flow, which complicates its valuation. Gurus show mixed sentiment, and a lack of insider transactions adds to the cautionary signals for investors.
Mosaic Co. stock underperforms Thursday when compared to competitors
Mosaic Co. (MOS) saw its stock decline by 3.63% on Thursday, closing at $21.78, despite a generally positive trading day for the broader market. Both the S&P 500 Index and the Dow Jones Industrial Average recorded gains. This marks the third consecutive day of losses for Mosaic's stock.
Freedom Broker cuts Mosaic stock rating to sell on cost pressures
Freedom Broker has downgraded Mosaic (NYSE:MOS) from Buy to Sell and reduced its price target to $17 from $32, citing worsening cost conditions in the fertilizer market, particularly higher sulfur costs that have compressed phosphate margins. The company's production base has shrunk, and its financial strain is evident with negative free cash flow and significant debt. S&P Global Ratings also revised its outlook on Mosaic to negative, anticipating a decline in financial metrics.
CF Industries Holdings, Inc. (CF) Stock Forecasts
Argus has lowered its target price for CF Industries Holdings, Inc. (CF) to $130.00. CF Industries is a major producer and distributor of nitrogen fertilizers, with primary manufacturing operations in North America. The current stock price for CF is $117.79, as of the report dated August 5, 2026.
Wedge Capital Management L L P NC Buys 98,060 Shares of The Mosaic Company $MOS
Wedge Capital Management L L P NC increased its stake in The Mosaic Company by 24.7% in the second quarter, purchasing 98,060 additional shares to bring its total holdings to 494,520 shares valued at $10.5 million. This comes as Mosaic reported quarterly earnings that slightly beat profit expectations but missed on revenue, with a 6% year-over-year decline. Analysts generally maintain a "Hold" rating on the stock with an average price target of $27.17, while shares recently traded at $22.66.
The Mosaic Company $MOS Stock Position Lifted by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. significantly increased its stake
MOS6480456 Bond Price and Chart — FINRA:MOS6480456
This article provides details on the MOS6480456 bond issued by The Mosaic Co., including its price, chart, and key financial terms. The bond has a coupon of 5.65% and matures on January 15, 2034. It also includes company information, sector, industry, and identifiers for The Mosaic Co.
Mosaic Co. stock outperforms competitors despite losses on the day
Mosaic Co. (MOS) shares fell 2.16% to $22.60 on Wednesday, marking its second consecutive day of losses. Despite this, the stock outperformed the broader market, as the S&P 500 Index rose 0.26% and the Dow Jones Industrial Average dropped 0.04% in a mixed trading session.
Brazil Potash wins key court ruling on $2.5B project
Brazil Potash has secured a significant court victory validating the licensing process for its $2.5 billion Autazes potash project in Brazil's Amazonas state. This ruling upholds the authority of the Amazonas Environmental Protection Institute (IPAAM) and the validity of consultations with the Mura Indigenous peoples, despite previous challenges by federal prosecutors and Indigenous groups. The project, aiming to be Latin America's largest fertilizer mine, seeks to produce 2.4 million tonnes of potash annually and reduce Brazil's high dependence on imported fertilizer.
AQR Capital discloses 5.76% Mosaic Co (MOS) ownership on new Schedule 13G
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have reported a new beneficial ownership stake of 5.76% in Mosaic Co (MOS), totaling 18,292,494 shares. This disclosure was made via a Schedule 13G SEC filing, indicating shared voting power over 17,975,198 shares and shared dispositive power over all 18,292,494 shares. The filing signals a significant passive investment by AQR in the fertilizer giant.
Mosaic (MOS) Offers To Repurchase $1.4 Billion Of Notes
Mosaic (NYSE:MOS) has announced a debt refinancing initiative, including cash tender offers for $1.4 billion of outstanding notes and a new senior notes offering. This move aims to adjust the company's debt profile by smoothing near-term maturities and interest costs. The refinancing is funded by new 5.650% senior notes due in 2034, which could support future free cash flow for operations rather than refinancing pressures.
ICL Group (ICL) Is Up 5.1% After Q2 Beat And Major Business Restructuring - What's Changed
ICL Group (ICL) reported strong Q2 2026 results with higher sales and net income, leading to a 5.1% stock increase. The company also announced a major organizational restructuring, effective January 1, 2027, to align operations around Agriculture, Food, and Industrial end markets, with a sharpened focus on higher-value businesses. Despite the positive news, the stock remains potentially undervalued, and investors are urged to consider various perspectives and the company's debt levels and profit margins.
National Bank Financial Has Lowered Expectations for Nutrien (NYSE:NTR) Stock Price
National Bank Financial has reduced its price target for Nutrien (NYSE:NTR) from $76 to $74, while maintaining an "outperform" rating. Despite this adjustment, analyst sentiment remains largely positive, with a "Moderate Buy" consensus and an average target price of $81.58 from 17 analysts rating it a "Buy." Nutrien recently reported Q2 revenue of $10.81 billion, exceeding expectations, but missed EPS estimates with $2.61.
Mosaic Co. stock underperforms Tuesday when compared to competitors
Shares of Mosaic Co. (MOS) fell 1.58% to $23.10 on Tuesday, underperforming the broader market as the S&P 500 Index and Dow Jones Industrial Average also declined. The stock closed significantly below its 52-week high, which was achieved on September 25th.
The Mosaic Company $MOS Shares Bought by Bank of America Corp DE
Bank of America Corp DE increased its stake in The Mosaic Company (NYSE:MOS) by 7.4% during the first quarter, now holding 2.49 million shares valued at $63.4 million. Despite institutional investors owning a significant portion of the company, analyst sentiment remains cautious, with an average "Hold" rating and a price target of $27.17 after several target reductions. Mosaic's recent earnings report showed a modest beat on EPS but a 6% year-over-year revenue decline.
CVR Partners Declares $6.08 Quarterly Distribution as 9.7% Yield Faces Earnings Squeeze
CVR Partners LP announced a $6.08 per unit cash distribution, presenting a trailing yield of 9.7% and a forward yield of 11.43%. However, this comes amidst concerning financial metrics, including a 10.1% annual revenue decline and a 29.7% annual EPS drop over three years, raising questions about the sustainability of its variable distributions. Despite a solid profitability rank, the company's reliance on cash flow and intense competition from larger rivals highlight the precariousness of its high yield.
