NYSE · MOS
The Mosaic Company
Basic Materials · Agricultural Inputs
$25.42▼ 3.01% ($0.79)at close
After hours$25.37▼ 0.20%7:51 PM ET
Market cap
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 18.5% over the last year. Revenue grew 5.55% over the trailing twelve months. Operating margin moved from 7.09% to 1.41%.
What the market seems to be pricing
The stock has moved lower with no clear directional signal from operating metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 1.41%. A decisive move in revenue — currently up 5.55% — would be the clearest signal to resolve the ambiguity.
Performance
Return analysis
Company profile
Operating on a global scale via its various subsidiaries, The Mosaic Company specializes in the creation and distribution of concentrated phosphate and potash crop nutrients.
Market multiples
Stock splits
Every 1 shares became 2
Profitability & growth
Analyst consensus
15
Buy
26
Hold
8
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 3, 2026
Q4 FY26 · EPS est $0.09 · Revenue est $3.09B
View
Dividends
$0.88/shareQuarterlyEx-div Sep 10, 2026 · in 0dAt RiskMOS pays a dividend with a 3.46% declared yield, growing at 34.49% annually, covered -1.9× by free cash flow.
Declared Yield
3.46%
Annual Div / Share
$0.88
5yr CAGR
+34.49%
Doubles every ~2.3yr
Payout Ratio
51.86%
At Risk
Dividend Growth Rate
3yr CAGR
+16.09%
5yr CAGR
+34.49%
10yr CAGR
-1.98%
Dividend History
Annual dividends paid per share
Income Projection
Today
$3/mo
In 5 yrs
$5/mo
In 10 yrs
$9/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$35/yr $3/mo | $61/yr+76% $5/mo | $108/yr+211% $9/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 3.46% → 10.75% over 10yr
Analysis
Dividend Strengths
Strong dividend growth rate
The 5-year CAGR of 34.49% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
Dividend exceeds free cash flow
Free cash flow covers only -1.91× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.