Mosaic Company (The) (MOS) Buy, Sell or Hold

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Mosaic Company (The) (MOS)

21.18

+0.05 (0.24%)

as of Jul 6, 2026, 8:00:00 pm Market Open.

74 watching

Investor Insights

Jul 6, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Experts generally view Mosaic Company (MOS) as a cyclical play in the fertilizer sector, highlighting both its potential and risks associated with commodity volatility. Recent declines in its stock price have made it more attractive, especially in light of ongoing global food demands and supply constraints, particularly from geopolitical factors like the blockage of the Strait of Hormuz. Several analysts emphasize the importance of closely monitoring the cyclical nature of the industry, noting that while the stock could catch up to its peers, it remains a risky investment due to fluctuating commodity prices. There is a consistent suggestion to adopt a strategic approach, such as starting with partial positions and adding more on weakness, aligning with the general sentiment that the stock is currently undervalued.

Consensus

Positive

Valuation

Undervalued

Similar

NTR

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.

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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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TOP PICK

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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Curated by Michael O'Reilly since 2020.
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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.
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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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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.

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Mosaic Company (The) (MOS)