Mosaic Company (MOS) Stock Falls on Q4 2025 Earnings

Mosaic Company (MOS) reported fourth-quarter 2025 results with mixed performance across revenue, profitability and cash flow.

Total revenue: $2.97 billion (up 5.6% year-over-year).

Gross profit: $343 million (up 13.6% year-over-year).

Operating profit: -$100 million (declined 200.1% year-over-year).

Net income attributable to common shareholders: -$519 million (declined 407.1% year-over-year).

Diluted earnings per share: -1.64 per share (compared with an estimate of 0.47 per share).

Cash flow and capital spending highlighted pressure on liquidity.

Cash from operating activities: -$56.1 million (down 125.6% year-over-year).

Purchases of property, plant and equipment: $349.6 million (up 18.9% year-over-year).

Cash and cash equivalents: $276.6 million (up 1.4% year-over-year).

Cost structure and balance-sheet position.

Cost of sales: $2.63 billion (up 4.7% year-over-year).

Total liabilities: $12.25 billion (up 8.3% year-over-year).

Market reaction and analyst comparisons.

Revenue vs. estimate: reported $2.97 billion versus an estimate of $3.11 billion.

EPS vs. estimate: reported -1.64 per share versus an estimate of 0.47 per share.

Stock moved -1.83% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Mosaic Company (The) Insider Trading Activity

Mosaic Company (The) insiders have traded $MOS stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $MOS stock by insiders over the last 6 months:

JODY LYNNE KUZENKO purchased 685 shares for an estimated $17,488

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Mosaic Company (The) Hedge Fund Activity

We have seen 307 institutional investors add shares of Mosaic Company (The) stock to their portfolio, and 481 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BANK OF NEW YORK MELLON CORP removed 3,590,601 shares (-46.6%) from their portfolio in Q4 2025, for an estimated $86,497,578
TWO SIGMA ADVISERS, LP removed 3,185,100 shares (-96.6%) from their portfolio in Q4 2025, for an estimated $76,729,059
FMR LLC added 3,056,031 shares (+8.3%) to their portfolio in Q4 2025, for an estimated $73,619,786
TRUIST FINANCIAL CORP removed 2,954,430 shares (-91.2%) from their portfolio in Q4 2025, for an estimated $71,172,218
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,916,530 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $70,259,207
INVESCO LTD. added 2,653,969 shares (+28.9%) to their portfolio in Q4 2025, for an estimated $63,934,113
GOLDMAN SACHS GROUP INC added 2,620,930 shares (+84.0%) to their portfolio in Q4 2025, for an estimated $63,138,203

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Mosaic Company (The) Congressional Stock Trading

Members of Congress have traded $MOS stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $MOS stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/09.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Mosaic Company (The) Analyst Ratings

Wall Street analysts have issued reports on $MOS in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Scotiabank issued a "Sector Outperform" rating on 02/02/2026
UBS issued a "Buy" rating on 01/12/2026
Barclays issued a "Overweight" rating on 11/13/2025

To track analyst ratings and price targets for Mosaic Company (The), check out Quiver Quantitative's $MOS forecast page.

Mosaic Company (The) Price Targets

Multiple analysts have issued price targets for $MOS recently. We have seen 13 analysts offer price targets for $MOS in the last 6 months, with a median target of $32.0.

Here are some recent targets:

Ben Isaacson from Scotiabank set a target price of $36.0 on 02/02/2026
Michael Sison from Wells Fargo set a target price of $27.0 on 01/23/2026
Andrew D. Wong from RBC Capital set a target price of $29.0 on 01/20/2026
Nigel Dally from Morgan Stanley set a target price of $35.0 on 01/14/2026
Lucas Beaumont from UBS set a target price of $33.0 on 01/12/2026
Christopher Parkinson from Mizuho set a target price of $28.0 on 12/18/2025
Benjamin Theurer from Barclays set a target price of $31.0 on 12/09/2025