RBC Capital cuts target for Mosaic Company stock from USD 27.00 to USD 25.00
Published on 10/05/2026 at 16:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Mosaic Company (ISIN US61945C1036) saw RBC Capital cut its price target from USD 27.00 to USD 25.00 on October 5, 2026, according to Yahoo Finance. The move places phosphate recovery and raw-material costs at the center of the stock debate.
RBC sees slower phosphate recovery
Investing.com reports that RBC Capital lowered its rating from Outperform to Sector Perform while reducing the target from USD 27.00 to USD 25.00. The firm expects the phosphate segment turnaround to stretch into mid-2027, citing sulfur-market normalization and the risks of a longer production curtailment.
The target cut is paired with a cash-flow warning. RBC Capital forecasts minimal cash generation in 2026 and 2027, followed by a 2.00 percent free-cash-flow yield in 2028, while delayed capital expenditures push the recovery further out.
Second-quarter numbers show the pressure
Mosaic's second-quarter 2026 adjusted earnings were USD 0.13 per share, down 74.50 percent from USD 0.51 in the year-ago quarter, although the figure exceeded the Zacks consensus estimate of USD 0.09. Zacks reported that net sales fell 6.00 percent year over year to USD 2.8241 billion in the second quarter of 2026 from USD 3.0057 billion.
The segment detail explains why the target revision matters. Phosphate sales reached USD 1.25 billion, up from USD 1.17 billion, but sales volume declined to 1.40 million tons from 1.50 million tons. The segment's gross margin fell to negative USD 4 per ton from USD 67 per ton as higher sulfur and ammonia costs offset stronger DAP pricing.
Market value and upcoming results
Mosaic's current market profile combines pressure with a defined calendar. The stock's 52-week range is USD 19.80 to USD 36.00, while its market capitalization was USD 6.7 billion as of October 5, 2026. Yahoo Finance lists November 3, 2026 as the next earnings date, giving investors a defined checkpoint for phosphate volumes, sulfur costs and cash generation.
Stock stays above its yearly low
Mosaic was trading at EUR 18.81 at Lang & Schwarz on October 5, 2026 at 4:43 p.m. CEST, unchanged at plus 0.00 percent versus the prior close of EUR 18.81 dated October 2, 2026. On the NYSE, the primary listing, the stock was trading at USD 21.09 on October 5, 2026 at 10:56 a.m. EDT. The further course of trading is shown by the continuously updated real-time quote of Mosaic Company stock.
Mosaic Company stock facts
- Company: The Mosaic Company
- ISIN: US61945C1036
- Ticker: MOS
- Primary exchange: NYSE
- Price Lang & Schwarz as of October 5, 2026, 4:43 p.m. CEST: EUR 18.81
- Change versus prior close: plus 0.00 percent
- Prior close Lang & Schwarz October 2, 2026: EUR 18.81
- Market capitalization: USD 6.7 billion (as of October 5, 2026)
- 52-week range: USD 19.80-36.00 (as of October 5, 2026)
- Sector / Industry: Basic Materials / Agricultural Inputs
- Next earnings date: November 3, 2026
