The Mosaic Company (MOS)
Materials · NYQ
Price as at 1 Oct 2026, 20:14 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
The Mosaic Company trades at $21.55, which is 72% below the $37.14 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 28 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 162.6 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
MOS dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $0.440 | 2 |
| 2025 | $0.880 | 4 |
| 2024 | $0.840 | 4 |
| 2023 | $1.05 | 5 |
| 2022 | $0.563 | 4 |
| 2021 | $0.275 | 4 |
| 2020 | $0.200 | 4 |
| 2019 | $0.175 | 4 |
| 2018 | $0.100 | 4 |
| 2017 | $0.600 | 4 |
| 2016 | $1.10 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
MOS earnings and analyst estimates
Recommendation mix, 20 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About The Mosaic Company
The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients. It operates in three segments: Phosphates, Potash, and Mosaic Fertilizantes. The company owns and operates mines and production facilities, which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, as well as concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and MicroEssentials, a value-added ammoniated phosphate product. It also mines, processes, and sells potash to crop nutrient manufacturers, distributors, retailers, and to customers for industrial use; and owns and operates mines, chemical plants, crop nutrient blending and bagging facilities, port terminals and warehouses, which produce and sell concentrated phosphate and potash-based crop nutrients, and phosphate-based animal feed ingredients. In addition, the company produces a double sulfate of potash magnesia product under the K-Mag brand; and purchases phosphate, potash, and nitrogen products to produce blended crop nutrients. Further, it offers triple superphosphate, single superphosphate, and dicalcium phosphate; feed phosphate under the Biofos and Nexfos brands; potash for de-icing and as a water softener regenerant; and phosphogypsum. The company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, and national accounts through its sales force. It also exports its products. The company operates in the United States, Brazil, China, Canada, Paraguay, Argentina, Japan, Colombia, India, Australia, Peru, Mexico, Honduras, the Dominican Republic, Indonesia, and internationally. The Mosaic Company was incorporated in 1987 and is headquartered in Tampa, Florida.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
MOS passes 5 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
11 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$387.62M · 0.1% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$139.67M · 0.1% of book
- Jeremy Grantham, Grantham, Mayo, Van Otterloo & Co. LLC$28.44M · 0.1% of book
- Ken Griffin, CITADEL ADVISORS LLC$20.73M · 0.0% of book
- Steve Cohen, Point72 Asset Management, L.P.$15.08M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in MOS
We hold 16 disclosed trades in MOS by members of Congress and executive-branch officials. The latest 5:
- Donald J Trump · Executive branchSell · $15,001 - $50,000 · traded 22 May 2026 · disclosed 1 Jul 2026
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 14 Apr 2026 · disclosed 8 May 2026
- Alan Armstrong · SenateBuy · $1,001 - $15,000 · traded 27 Mar 2026 · disclosed 21 Jul 2026
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 9 Jan 2026 · disclosed 13 Feb 2026
- Daniel Goldman · HouseSell · $1,001 - $15,000 · traded 12 Jul 2023 · disclosed 13 Aug 2023
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
MOS peers
The largest companies in the same industry (Agricultural Inputs), then in the same sector.
- NTR Nutrien Ltd.
- CF CF Industries Holdings, Inc.
- YARIY Yara International ASA
- ICL ICL Group Ltd
- FMC FMC Corporation
- IPI Intrepid Potash, Inc.
- AVD American Vanguard Corporation
- SGTM Sustainable Green Team, Ltd.
Every materials company we cover is on the Materials hub.
Common questions
Is The Mosaic Company (MOS) undervalued?
Against our fair value estimate of $37.14, MOS at $21.55 is 72% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own MOS?
11 of the institutions we track reported a position in MOS in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is MOS's P/E ratio?
MOS trades at 162.6 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does The Mosaic Company (MOS) pay a dividend?
Yes. The Mosaic Company yields 3.89% at the current share price. It has paid $0.660 per share over the trailing twelve months. It has paid a dividend in each of the last 18 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
Where does SteadyShares get its MOS data?
Fundamentals for MOS come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 20:14 UTC and is delayed. Our data quality score for this company is 96/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for MOS, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.