Mosaic (MOS) stock
Materials · Fertilizers & Agricultural Chemicals
Mosaic (MOS) is a Fertilizers & Agricultural Chemicals company in the Materials sector, headquartered in Tampa, Florida. As of October 23, 2026, MOS closed at $17.84, a market capitalization of $5.67 billion, the 503rd largest company in the S&P 500. Over the last twelve months it generated $12.25 billion in revenue (-6% year over year) and -$947.10 million in free cash flow.
- 1-year total return: -37.6% (dividends reinvested)
- 5-year return: -13.6% a year
- 52-week range: $16.99 – $32.25
- Gross margin 11.2%, operating margin -0.1%
- Dividend yield: 4.93%, 1 straight years of increases
- FI Handbook report card: D+ across 10 metrics
- 24th largest of 24 Materials stocks in the S&P 500
MOS price chart
1Y price change: -39.8% (price only; total returns below include dividends)
| Total return | 1M | YTD | 1Y | 3Y | 5Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|
| MOS | -26.8% | -23.9% | -37.6% | -16.5% | -13.6% | -1.2% | +2.6% |
Dividends reinvested. 3Y and longer are annualized; MAX is annualized since 1988.
MOS key statistics
- Market cap
- $5.7B
- #503 in S&P 500
- P/E (TTM)
- —
- Forward P/E
- 11.7x
- EPS (TTM)
- $-2.01
- Revenue (TTM)
- $12.2B
- -6%
- Free cash flow
- -$947.1M
- Gross margin
- 11.2%
- Operating margin
- -0.1%
- Return on equity
- -5.1%
- Dividend yield
- 4.93%
- 52-week range
- $16.99 – $32.25
- Beta
- 0.92
- Price / sales
- 0.5x
- EV / EBITDA
- 6.8x
- Debt / equity
- 0.52x
- Employees
- 13,000
MOS report card
D+Ten fundamentals graded A to F against fixed thresholds. Not a buy or sell rating.
- Revenue growth-6.0%F
- Gross margin11.2%F
- Operating margin-0.1%F
- FCF margin-7.7%F
- Return on equity-5.1%F
- Net debt / EBITDA3.4xD
- Forward P/E11.7xA
- PEG ratio2.0xD
- Shareholder yield4.9%B
- Share count change / yr-3.5%A
Mosaic financials
Revenue went from $7.2B in fiscal 2016 to $12.1B in fiscal 2025, growing 6.0% a year.
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.2B | $7.4B | $9.6B | $8.9B | $8.7B | $12.4B | $19.1B | $13.7B | $11.1B | $12.1B |
| Gross profit | $810.0M | $842.8M | $1.5B | $897.3M | $1.1B | $3.2B | $5.8B | $2.2B | $1.5B | $1.9B |
| Operating income | $319.0M | $465.7M | $928.3M | -$1.1B | $412.9M | $2.5B | $4.8B | $1.3B | $621.5M | $821.5M |
| Net income | $297.8M | -$107.2M | $470.0M | -$1.1B | $666.1M | $1.6B | $3.6B | $1.2B | $174.9M | $540.7M |
| EPS (diluted) | $0.85 | $-0.31 | $1.22 | $-2.78 | $1.75 | $4.27 | $10.06 | $3.50 | $0.55 | $1.70 |
| Free cash flow | $417.1M | $115.4M | $455.3M | -$176.8M | $412.0M | $898.4M | $2.7B | $1.0B | $47.4M | -$534.6M |
| Buybacks | $75.0M | $0 | $0 | $149.9M | $0 | $410.9M | $1.7B | $756.0M | $235.4M | $0 |
| Dividends paid | $385.1M | $210.6M | $38.5M | $67.2M | $75.8M | $103.7M | $197.7M | $351.6M | $270.7M | $280.4M |
| Diluted shares | 351.7M | 350.9M | 386.4M | 383.8M | 381.3M | 381.6M | 356.0M | 333.2M | 320.7M | 318.9M |
Source: SEC filings (10-K XBRL). EPS and share counts are split-adjusted.
What's priced into MOS?
A reverse DCF asks what growth the current price requires. With an enterprise value of $11.5B and -$947.1M of trailing free cash flow, Mosaic needs to grow free cash flow at a rate outside our model for ten years (fading to 3.0% terminal growth) to earn a 10% annual return.
P/E ratio history
Current 10.5x vs. median 12.3x (10th–90th percentile 8.2x–38.3x).
A model, not a forecast or advice. Small changes in assumptions move the answer a lot.
MOS dividend
- Dividend yield
- 4.93%
- Annual dividend
- $0.88
- Years of increases
- 1
- 5-yr dividend growth
- 34.5%
- per year
- Payout ratio
- 629%
- Payments per year
- 4
Regular dividends per share by calendar year; special dividends excluded. Current year omitted until complete.
MOS analyst price targets
18 analysts' average 12-month target is $26.11 (+46% vs. $17.84). Targets range from $17.00 to $35.00. 40% rate it a buy.
MOS earnings
Next report: November 3, 2026. Last quarter's revenue was $2.8B (-6% year over year).
| Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|
| Aug 4, 2026 | $0.14 | $0.13 | -5.9% |
| May 11, 2026 | $0.22 | $0.05 | -77.3% |
| Feb 24, 2026 | $0.47 | $0.22 | -53.0% |
| Nov 4, 2025 | $0.95 | $1.04 | +9.4% |
| Aug 5, 2025 | $0.72 | $0.51 | -28.9% |
| May 6, 2025 | $0.45 | $0.49 | +10.1% |
| Feb 27, 2025 | $0.57 | $0.45 | -21.1% |
| Nov 12, 2024 | $0.52 | $0.34 | -34.5% |
Stocks like MOS
| Name | Today | 1Y | Mkt cap | P/E | |
|---|---|---|---|---|---|
 CF CF Industries | +1.79% | +42% | $18.3B | 9.0x | Compare |
 LIN Linde | -0.30% | +15% | $234.6B | 32.8x | Compare |
 NEM Newmont | -4.59% | +24% | $113.1B | 12.6x | Compare |
 FCX Freeport-McMoRan | +0.91% | +60% | $93.6B | 32.1x | Compare |
 SHW Sherwin-Williams | -2.48% | +3% | $81.8B | 31.1x | Compare |
 ECL Ecolab | -1.29% | +6% | $80.9B | 38.7x | Compare |
 APD Air Products and Chemicals | -0.35% | +24% | $68.4B | — | Compare |
 NUE Nucor | +0.02% | +89% | $58.6B | 20.6x | Compare |
MOS news
- Mosaic Announces Quarterly Dividend of $0.22 Per Share · Oct 22, 2026
- Earnings Preview: What to Expect From Mosaic’s Report · Oct 18, 2026
- Mosaic’s 4.6% Yield Could Be a Trap if Earnings Keep Struggling · Oct 17, 2026
- MOSAIC ANNOUNCES THIRD QUARTER 2026 EARNINGS RESULTS DATES · Oct 14, 2026
- Among Large-Cap Losers, Mosaic Stock Just Might Offer a Hefty Discount · Oct 14, 2026
MOS stock FAQ
What is MOS's market cap?
Mosaic's market capitalization is $5.67 billion as of October 23, 2026, ranking 503rd in the S&P 500.
Does MOS pay a dividend?
Yes. Mosaic pays $0.88 per share a year, a 4.93% yield. It has raised its dividend 1 years in a row. Dividends grew 34.5% a year over the last five years.
How much has MOS stock returned?
Including reinvested dividends, MOS returned -37.6% over one year, -13.6% a year over five years, -1.2% a year over ten years through October 23, 2026.
What is the MOS price target?
18 analysts cover MOS with an average 12-month price target of $26.11, +46% from the current price. 40% of them rate it a buy.
When does MOS report earnings?
Mosaic is expected to report earnings on November 3, 2026.
How many employees does Mosaic have?
Mosaic has about 13,000 full-time employees, or $942,146 of revenue per employee.
Sources: SEC EDGAR filings, Yahoo Finance market data (delayed), FI Handbook calculations. Last close October 23, 2026. Methodology