On September 11, 2026, Keybanc initiated coverage of Mosaic (NYSE:MOS) with a Sector Weight recommendation.
The Mosaic Company, based in the United States, operates primarily within the agricultural sector, producing concentrated phosphate and potash crop nutrients. The company is instrumental in the development, production, and marketing of these essential nutrients used widely to support crop growth around the world.
Prior to the coverage initiation, Mosaic's stock closed at $25.40 on September 10, 2026. This latest close represents a price change of -0.35% over one week, compared to a baseline close of $25.49 on September 3, 2026. Over a one-month period, the stock experienced a price change of +8.22% from a baseline close of $23.47 on August 10, 2026.
As of August 28, 2026, the consensus target mean for Mosaic was $27.26, with a median target of $27.03. As of September 1, 2026, aggregate analyst recommendations totaled 25: 2 strong buy, 9 buy, 12 hold, and 2 sell (44.0% positive, 48.0% hold, 8.0% negative).
Prior to Keybanc's initiation, Freedom Broker downgraded Mosaic from Buy to Sell on August 13, 2026.
According to the company's EX-99.1 filing dated August 4, 2026, titled "THE MOSAIC COMPANY REPORTS SECOND QUARTER 2026 RESULTS", Mosaic reported second-quarter revenues of $2.8 billion, an operating loss of $36 million, and a net loss of $273 million, with a diluted loss per share of $0.86. Sales volumes for the quarter totaled 1.4 million tonnes for Phosphates, 2.0 million tonnes for Potash, and 1.5 million tonnes for Mosaic Fertilizantes. Additionally, third-quarter sulfur contracts were settled at $705/long ton, and the 2026 outlook for capital expenditures was reduced to $1.2 billion. The company's Form 10-Q quarterly report, filed on August 5, 2026, covered the quarterly period ended June 30, 2026.
Recent analyst actions
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.