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NYSE:MOS

Mosaic Company (The) (MOS)

22.32
-0.20 (0.89%)
as of Jun 16, 2026, 2:32:21 pm Market Open.
74 watching
0
Investor Insights
star iconJun 16, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

The Mosaic Company (MOS-N) is currently viewed positively by various experts, largely due to the favorable outlook in the fertilizer sector. Analysts highlight the stock's risk-to-return profile as appealing, especially as its downward trend appears to be slowing. Multiple experts reference the importance of fertilizers for crop production, particularly in light of global food demands and geopolitical fears, such as the potential blockage of key shipping routes. Some analysts point out the potential for Mosaic to catch up with its peers in the fertilizer industry, with varying price targets suggesting a belief in the stock's growth potential. While the cyclical nature of the sector and volatility are acknowledged, many experts are taking strategic positions or considering future investments in the company, viewing it as a long-term opportunity with some caution regarding commodity prices.

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Consensus
Positive
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 06/22, Up 84.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MOS is progressing well. We now recommend trailing up the stop (from $40) to $55.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 06/22, Up 57.9%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MOS is progressing well. To remain disciplined, we now recommend trailing up the stop (from $35) to $40.
TRADE
The agriculture and fertilizer space is a good place to be. Mosaic is a great company but he prefers Nutrien since it has a retail section as well as the fertilizer part.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 06/22, Up 16%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MOS has achieved its $46 target. To remain disciplined, we recommend covering half the position at this time. We continue to recommend keeping the stop at $35.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We once again reiterate MOS, the world's largest producer of nutrients used in fertilizer for markets in North America and internationally, as a TOP PICK. It trades at 8x earnings, compared to peers at 16x. The company reported sales growth of over 70% recently. Inflationary pressures for commodities continues creating tailwinds. With good growth prospects its PEG ratio is just over 1.0 and it is trading at 1.5x book. It pays a small dividend that is backed by a payout ratio of under 10% of cash flow. We recommend trailing up the stop (from $30) to $35, looking to achieve $46 -- potential upside over 15%. Yield 0.74% (Analysts’ price target is $45.93)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly As the world's largest producer of nutrients used in fertilizer for markets in North America and internationally, we reiterate MOS as a TOP PICK. It trades at 8x earnings, compared to peers at 16x. With good growth prospects its PEG ratio is just over 1.0 and it is trading at 1.3x book. It pays a small dividend that is backed by a payout ratio of under 10% of cash flow. We continue to recommend a stop loss at $30, looking to achieve $46 -- potential upside over 26%. Yield 0.84% (Analysts’ price target is $45.93)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 11/21, Up 16.58%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MOS has achieved its $39.50 objective. To remain disciplined, we recommend covering half the position and trailing up the stop (from $21) to $30.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly MOS is a US manufacturer and world's largest producer of nutrients used in fertilizer for markets in North America and internationally. Recently reported revenues were up 37% and margins ballooned by 193%. It trades at 9x earnings, compared to peers at 21x. With good growth prospects its PEG ratio is just over 1.0 and it is trading at 1.3x book. It pays a small dividend that is backed by a payout ratio of 35% of cash flow. We would buy this with a stop loss at $21, looking to achieve $39.50 -- potential upside over 17%. Yield 0.89% (Analysts’ price target is $39.37)
BUY

A JPMorgan report forecasts tighter agricultural yields, but higher demand short-term. Last month, MOS reported lower operating costs and higher productivity. This has room to run and there are few fertilizer stocks to invest in.

BUY
It just made a higher low since end-May. Fertilizer seasonality is coming up. Put this on your radar for a trade or long term. Seasonally, it declines in the first part of a year, then bounces back in the summer into fall.
DON'T BUY
We are late stage in the market. He suggests MOO-N because it is a larger basket and you diversify your risks. This is not the time to go for yield.
COMMENT

It’s often dangerous to buy commodity stocks when they look cheap, because that often occurs when earnings have reached a peak. This competes with Potash (POT-T), a better managed company with a better group of assets and a stronger balance sheet. To buy any of these companies, you have to be a big believer that potash and fertilizer prices are going to rise.

COMMENT

Has about $3 billion of corporate buybacks that will be taking place this year.

COMMENT

Seems to be trying to form a base at this level, but it is range bound. It is pretty neutral on a technical basis. He doesn’t have an opinion.

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