NYSE:MOS
Mosaic Company (The) (MOS)
21.61
-0.17 (0.78%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Financials 
Technical Analysis 0
Investor Insights
Aug 15, 2026, 12:00 amThis summary was created by AI, based on 9 opinions in the last 12 months.
The Mosaic Company (MOS-N) has generated mixed reviews from experts, particularly regarding its position in the cyclical fertilizer sector. Some analysts point to the current geopolitical tensions affecting supply, particularly the blockage at the Strait of Hormuz, which have resulted in fluctuating stock movements. Despite recent volatility, there is a sense of optimism as many believe the stock has become more attractive following its dip. Experts highlight that while the stock may not be a long-term hold due to its cyclical nature, it presents a favorable risk/return dynamic at this price point. Overall, there is recognition that while it could face challenges, the increasing global food demand supports its long-term viability.
Consensus
Buy
Valuation
Undervalued
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TOP PICK
Likes the ag space. Higher beta name. One of the largest producers of phosphate and potash. Ukraine conflict is creating supply shocks that are helping names like this. Management expects markets to remain tight beyond 2022. Longer term, reduction in arable land pushes demand for product. Yield is 0.66%. (Analysts’ price target is $75.22)
Stan WongOwned
chemicals
PARTIAL BUY
Allan Tong’s Discover Picks Mosaic shares have doubled so far this year, but there is still a little more room to run. Even if Russia ceases its war, sanctions are likely to stay in place. Certainly, it will take a while for foreign companies to trust and resume business with Russia across all sectors. In the first three months of 2022, Mosaic shares ran twice as far as its Canadian counterpart, Nutrien , 71% to 37%. Mosaic pays a 0.6% dividend. Read 3 Booming Resource Stocks: Fertilizer and Natural Gas for our full analysis.
Stockchase DiscoverOwned
chemicals
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Hit a 52-week high on Wednesday. Strong demand, low inventories, supply issues and the Russian sanctions have fueled a rapid price increase for fertilizers globally. Stockchase Research expert Michael O'Reilly recently reiterated it as a TOP PICK. Social media mentions increased 88% in the last 24h.
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Premium contentPAST TOP PICK
Premium contentTOP 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)
chemicals
Premium contentTOP 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)
chemicals
Premium contentPAST TOP PICK
Premium contentTOP 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)
chemicals
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