Mosaic slides as investors refocus on rising input costs and softer fertilizer affordability

The Mosaic Company (MOS) is down 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed concern that surging phosphate inputs (notably sulfur and ammonia) could pressure near-term margins while high fertilizer prices may curb farmer affordability and delay purchases. With Mosaic emphasizing that these input shocks can coincide with weaker demand, investors may be de-risking ahead of the next earnings updates.

Details:

Mosaic recently highlighted that sharp increases in sulfur and ammonia costs have created economic pressure for both farmers and producers, and that high ammonia prices can mean higher costs and lower demand at the same time.

The company also framed phosphate and potash pricing as primarily a global supply-demand outcome, suggesting limited ability for any one producer to “manage” commodity prices in the near term.

Industry commentary in April pointed to signs of deferred fertilizer purchases and weaker near-term buying behavior, which can weigh on volume and mix even if underlying crop fundamentals remain constructive.

This could be amplified by a broader market focus on cost inflation risk for fertilizer producers, particularly those exposed to sulfur-linked phosphate production economics.

Sources:

The Mosaic Company, Agri-Pulse, Sahm Capital

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MOS Insider Trading Activity

$MOS 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. You can access data on insider stock transactions through the Quiver Quantitative API.

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$MOS Hedge Fund Activity

We have seen 320 institutional investors add shares of $MOS stock to their portfolio, and 391 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
TWO SIGMA INVESTMENTS, LP removed 2,092,042 shares (-90.3%) from their portfolio in Q4 2025, for an estimated $50,397,291

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$MOS Congressional Stock Trading

Members of Congress have traded $MOS stock 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 members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/09.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

$MOS 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 $MOS, check out Quiver Quantitative's $MOS forecast page.

$MOS Price Targets

Multiple analysts have issued price targets for $MOS recently. We have seen 12 analysts offer price targets for $MOS in the last 6 months, with a median target of $29.0.

Here are some recent targets:

Michael Sison from Wells Fargo set a target price of $25.0 on 04/21/2026
Ben Isaacson from Scotiabank set a target price of $33.0 on 04/20/2026
Lucas Beaumont from UBS set a target price of $27.0 on 03/26/2026
Steve Byrne from B of A Securities set a target price of $30.0 on 03/20/2026
Hamir Patel from CIBC set a target price of $32.0 on 03/17/2026
Benjamin Theurer from Barclays set a target price of $31.0 on 03/03/2026
Andrew D. Wong from RBC Capital set a target price of $28.0 on 02/26/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.