Mosaic Company stock rises on debt redemption and fertilizer rally

Mosaic Company stock benefits from a sharp fertilizer-sector rebound and a recent debt redemption, while investors weigh modest margins against an improving earnings trend.

Mosaic Company stock (ISIN US61945C1036) is trading around 25.20 USD on the New York Stock Exchange as of September 2, 2026, giving the fertilizer producer a market capitalization of about 8.01 billion USD according to company stock information. A sector roundup dated September 2, 2026 highlights that Mosaic shares gained more than 4 percent as fertilizer makers rallied on concerns over supply disruptions.

Fertilizer stocks rebound with sector tailwind

According to the same Morningstar materials report from September 2, 2026, fertilizer peers including Mosaic Company and CF Industries each advanced by more than 4 percent as investors positioned for potentially higher crop nutrient prices amid geopolitical tensions near the Strait of Hormuz. The report notes that the move comes after a weaker spell for the sector, making the current jump a notable short term rebound for Mosaic Company stock.

A separate analysis on GuruFocus dated September 2, 2026 points out that The Mosaic Co shares recently rose 4.0 percent to 25.78 USD, leaving the stock about 9.8 percent below a fair value estimate of 28.59 USD derived from its GF Value model. The article underlines that despite the move, Mosaic still trades at a discount to this intrinsic value gauge.

Debt redemption and financial profile under scrutiny

Beyond the short term price move, Mosaic Company has also taken steps to simplify its balance sheet. A Simply Wall St analysis dated September 2, 2026 reports that Mosaic redeemed all outstanding 304,897,000 USD of its 4.050 percent senior notes due 2027 and 124,122,000 USD of its 5.375 percent senior notes due 2028, reducing future interest obligations. The same piece highlights that forecasts imply a fair value of about 26.82 USD per share, roughly 8 percent above a reference market price, suggesting moderate upside.

GuruFocus takes a more cautious stance in its detailed scorecard for Mosaic published on September 2, 2026, assigning the company a GF Score of 66 out of 100, which signals a risk of underperformance versus peers over the long term. The analysis notes that Mosaic's operating margin currently stands at 2.66 percent, reflecting a challenging pricing environment and cost pressures in the cyclical fertilizer market, and that its debt to EBITDA ratio of 5.2 is higher than many competitors in the agriculture industry.

Earnings trend and valuation metrics

Recent data compiled by finlab for Mosaic Company shares show that the trailing twelve month price to earnings ratio stands near 10.17, placing the stock around the middle of its own historical valuation range. The same dataset indicates that return on equity over the trailing twelve months is about 6.2 percent, while the 60 day annualized volatility is close to the mid range of comparable materials stocks, underlining Mosaic's profile as a cyclical but not excessively volatile name.

According to finlab's overview, Mosaic's trailing twelve month revenue has returned to at least 10 percent growth compared with the prior reported quarter, and the latest reported earnings per share beat consensus estimates by more than 5 percent, underscoring an improving trend after a period of weak fertilizer pricing. MarketBeat data cited in a recent institutional holdings note add that Mosaic reported quarterly earnings per share of 0.13 USD in its most recent quarter, slightly above analyst expectations, even though the reporting period itself is not fully detailed in the summary.

Key fertilizer products remain core to the story

Mosaic Company generates its revenue primarily from the production and marketing of concentrated phosphate and potash crop nutrients, which are essential inputs for large scale agriculture. The company operates mines and processing plants that supply phosphate and potash products to farmers and agricultural distributors worldwide, meaning that demand for its products is closely tied to crop prices and planting decisions.

Analyses of Mosaic's recent financial performance emphasize that despite modest current margins, the company retains a substantial operational footprint, with annual sales of around 12.25 billion USD referenced in GuruFocus commentary as a measure of scale. For investors, this combination of large revenue base, sensitivity to fertilizer prices and a balance sheet now being reshaped through debt redemptions makes Mosaic Company stock a levered way to participate in the global agriculture cycle.

Mosaic Company stock price snapshot

Based on Mosaic's own stock information page, shares traded at 25.20 USD with a gain of 0.41 USD, or 1.68 percent, as of September 2, 2026, implying that the stock sits comfortably above a recent 52 week low of 19.80 USD but still below analyst fair value estimates in the high 20s. In parallel, MarketBeat data quoted in an institutional investor filing note that the stock recently opened at 24.76 USD within a 52 week trading range of 19.80 USD to 36.99 USD, underlining how far the shares remain from their recent high.

Mosaic Company stock at a glance

• Company: Mosaic Company Inc.
• ISIN: US61945C1036
• Ticker: MOS
• Trading venue: NYSE
• Price (as of September 2, 2026): 25.20 USD
• Market capitalization: 8.01 billion USD (as of September 2, 2026)
• Sector / Industry: Materials / Fertilizers and agricultural chemicals
• Index membership: S&P 500