Mosaic Company stock fell 2.23 percent as Q2 loss weighs
Published on 10/04/2026 at 21:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
The Mosaic Company (ISIN US61945C1036) closed at USD 21.07 on the NYSE on October 2, 2026, down 2.23 percent for the session. The move leaves the fertilizer producer below its USD 36.00 52-week high, while second-quarter results remain the central operating issue for shareholders.
Q2 revenue fell 6.0 percent
According to StockTitan in its coverage of the August 4, 2026 filing, Mosaic reported second-quarter 2026 net sales of USD 2.8 billion and a net loss attributable to Mosaic of USD 272.8 million, or USD 0.86 per diluted share. The prior-year quarter produced net earnings of USD 410.7 million, making the latest result a sharp change in profitability.
The same filing showed adjusted EBITDA of USD 407 million, down from USD 566 million in the prior-year quarter. Operating pressure centered on phosphate, where higher sulfur and ammonia costs led to production curtailments, while Mosaic Fertilizantes also reported an operating loss.
EPS beat did not offset sales miss
MarketBeat reported that adjusted quarterly EPS was USD 0.13 against a USD 0.12 consensus estimate, while revenue of USD 2.82 billion missed the USD 3.10 billion estimate. Revenue therefore came in USD 280 million below consensus, even as per-share earnings exceeded expectations by USD 0.01.
The contrast matters because Mosaic's potash business delivered stable adjusted EBITDA of USD 278 million and sales of 2.0 million tonnes in the second quarter, according to the filing summary. Phosphate-related costs and curtailments outweighed that stability, leaving cash flow from operations at USD 167.4 million for the quarter.
Analysts see room above USD 21.07
Consensus remains more constructive than the recent share price. Markets Insider cited a Moderate Buy consensus, an average price target of USD 27.10 and a target distance of 28.6 percent above the October 2 closing price. The cited consensus covered 19 analysts, while Rothschild and Co Redburn analyst Mazahir Mammadli maintained a Buy rating with a USD 30.00 target on September 28, 2026.
Leadership is another measurable change ahead. PR Newswire reported on September 23, 2026, that Walt Precourt will become executive vice president of operations on December 1, 2026, while Karen Swager plans to retire in the second quarter of 2027. The appointment comes as management addresses phosphate costs and operating conditions.
Mosaic stock stays near its yearly low
Mosaic Company stock closed at USD 21.07 on October 2, 2026, on the NYSE, with 7,813,887 shares changing hands. The session range was USD 21.06 to USD 22.00, and the 52-week range was USD 19.80 to USD 36.00.
Mosaic Company stock facts
- Company: The Mosaic Company
- ISIN: US61945C1036
- WKN: A1JFWK
- Ticker: MOS
- Trading venue: NYSE
- Closing price (October 2, 2026): USD 21.07
- Market capitalization: USD 6.7 billion (as of October 2, 2026)
- 52-week range: USD 19.80-36.00 (as of October 2, 2026)
- Sector / Industry: Basic Materials / Agricultural Inputs
