Mosaic Company, US61945C1036

Mosaic Company stock falls 1.67 percent as potash risk rises

Published on 09/22/2026 at 18:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Mosaic Company stock closed at USD 24.07 on September 21, 2026, after a 1.67 percent decline. Second-quarter EPS reached USD 0.13.

Fotorealistische Tagebau-Fördermine mit Baggern und Mineralhalden bei warmem Abendlicht — Mosaic Company US61945C1036 zeigt eine fotorealistische Phosphat-Tagebaumine mit großen Förderanlagen im warmen Abendlicht Floridas, Illustration mit AI erstellt.

Mosaic Company stock (ISIN US61945C1036) closed at USD 24.07 on the NYSE on September 21, 2026, down 1.67 percent from the prior close. The decline followed renewed concern about potash pricing after reports of a possible United States agreement to import Belarusian potash.

Potash pressure hits fertilizer shares

On September 21, 2026, Mosaic fell 1.67 percent as fertilizer shares weakened after a potential Belarus potash deal was discussed. Investing.com reported that Mosaic had dropped more than 5 percent during the session before the stock closed at USD 24.07.

The market response puts the commodity backdrop ahead of company-specific reporting. Mosaic's closing price stood USD 12.92 below its 52-week high of USD 36.99 and USD 4.27 above its 52-week low of USD 19.80, based on the September 21, 2026 quote range.

Second-quarter earnings beat estimates

The latest reported quarter supplied a counterweight to the potash concern. Mosaic posted second-quarter 2026 EPS of USD 0.13 versus an estimate of USD 0.1207, while revenue reached USD 2.82 billion against an estimate of USD 3.10 billion, according to the agriculture-stock comparison published on September 21, 2026 by MarketBeat. EPS therefore exceeded the estimate by USD 0.0093, while revenue fell USD 280 million short of the estimate.

That combination matters for the stock. The earnings-per-share result was better than expected, but the revenue miss leaves Mosaic exposed to selling prices and demand across its fertilizer businesses rather than providing a broad-based earnings signal.

Consensus remains below the yearly high

MarketBeat listed a consensus rating of Hold on September 21, 2026, with an average price target of USD 27.17, a high target of USD 36.00 and a low target of USD 19.00. The average target was USD 3.10 above the September 21 closing price, while the low target was USD 5.07 below it.

Mosaic traded at USD 24.07 with volume of 12.98 million shares and a market capitalization of USD 7.65 billion as of September 21, 2026. The stock remained below the average target and well below the 52-week high, leaving commodity prices and potash trade policy as the measurable variables for the next market reaction.