Latest news with #MosaicCompany
Yahoo
a day ago
- Business
- Yahoo
Mosaic Co. (MOS) Surged on Varied Growth Signals
Ariel Investments, an investment management company, released its 'Ariel Focus Fund' second-quarter investor letter. A copy of the letter can be downloaded here. The second quarter of 2025 saw a period of extremes. Despite an initial market sell-off caused by the 'Liberation Day' tariff announcement, the stock market recovered, supported by renewed interest in AI-related stocks, strong economic data, and solid corporate earnings. In the environment, the fund returned +4.75%, outperforming the Russell 1000 Value Index's +3.79% gain but lagging behind the S&P 500 Index's +10.94% return. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Ariel Focus Fund highlighted stocks such as The Mosaic Company (NYSE:MOS). The Mosaic Company (NYSE:MOS) produces and markets concentrated phosphate and potash crop nutrients. The one-month return of The Mosaic Company (NYSE:MOS) was 0.55%, and its shares gained 23.31% of their value over the last 52 weeks. On July 18, 2025, The Mosaic Company (NYSE:MOS) stock closed at $36.24 per share, with a market capitalization of $11.496 billion. Ariel Focus Fund stated the following regarding The Mosaic Company (NYSE:MOS) in its second quarter 2025 investor letter: "Producer and marketer of crop nutrients, The Mosaic Company (NYSE:MOS), also traded higher following the delivery of solid quarterly earnings results. The company expects phosphate markets to remain tight through 2025 supported by limited new supply, lower inventories and a reduction in imports driven by tariffs. MOS remains focused on cost discipline, improved free cash flow generation and maintaining an investment grade credit profile, while continuing to return significant capital to shareholders. Given management's renewed discipline on capital allocation, we continue to believe the company is well positioned." A farmer tending to his crops in a field, with a fertiliser bag nearby. The Mosaic Company (NYSE:MOS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held The Mosaic Company (NYSE:MOS) at the end of the first quarter, compared to 41 in the previous quarter. While we acknowledge the potential of The Mosaic Company (NYSE:MOS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered The Mosaic Company (NYSE:MOS) and shared the list of undervalued momentum stocks that are taking off. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Fibre2Fashion
4 days ago
- Business
- Fibre2Fashion
Mosaic opens $84 mn fertiliser plant in Brazil's Matopiba
The Mosaic Company (NYSE:MOS) continues to execute on its strategy to leverage market access and announced that its new blending, storage and distribution plant in Palmeirante, Tocantins, Brazil, will begin operations this month. An inauguration ceremony, hosted by Mosaic Executive Vice President, Commercial Jenny Wang, is being held today with state and local officials. The plant increases blending capacity and expands Mosaic's presence in the fast-growing northern region of Brazil. With a capacity to process 1 million tonnes of fertilizer annually, and approximately 500,000 tonnes in 2025, the Palmeirante facility will be a key contributor to Mosaic's ambitious growth plans in Brazil. Distribution sales are expected to grow from less than 8 million tonnes in 2024 to 13-14 million tonnes by the end of the decade. The $84 million investment in the Palmeirante facility has been completed on time and within budget. The facility is expected to earn a margin of $30-$40 per tonne-generating an anticipated internal rate of return in excess of 20 percent and demonstrating the company's commitment to capital allocation execution and reallocation in pursuit of strong shareholder returns. "The inauguration of our new plant in Palmeirante represents meaningful progress for Mosaic," said Executive Vice President, Commercial Jenny Wang. "Brazil is an agricultural powerhouse, and Mosaic has been a leader in the market for many years. We are providing farmers in the MATOPIBA region with more efficient access to the fertilizers they need and expanding Mosaic's presence in a key growing region." The facility includes significant warehouse capacity, automated blending and bagging systems, and a direct rail connection to the port of Itaqui-reducing logistics costs and providing state-of-the-art quality control technology. Note: The headline, insights, and image of this press release may have been refined by the Fibre2Fashion staff; the rest of the content remains unchanged. Mosaic has opened a new $84 million fertiliser plant in Palmeirante, Brazil, boosting its presence in the growing Matopiba region. With a 1 million-tonne annual capacity and expected 2025 output of 500K tonnes, the facility supports Mosaic's target to grow Brazil distribution to 13â€'14 million tonnes by 2030. It offers automated systems, warehouse space, and rail access to Itaqui port. ALCHEMPro News Desk (HU)
Yahoo
03-07-2025
- Business
- Yahoo
Scotiabank Reaffirms Buy on Mosaic (MOS) Despite Sector Headwinds
The Mosaic Company (NYSE:MOS) is one of the 20 undervalued momentum stocks that are taking off. While Scotiabank has become more cautious on fertilizer stocks overall, Mosaic Co. (MOS) continues to stand out as an exception. Analyst Ben Isaacson reiterated a Buy rating on the stock, raising the price target to $42 from $34 in May and reaffirmed it again in early June. Notably, Mosaic remains the only Buy-rated name in Scotiabank's global fertilizer coverage. This supportive view comes despite the analyst's broader recommendation to reduce exposure to the fertilizer sector. According to Isaacson, a combination of subdued grower sentiment, softening NPK (nitrogen, phosphate, potassium) fertilizer prices, and shifting investor sentiment has led to a more conservative outlook on the group. A rustic farm field with a tractor spreading nitrogen-based fertilizer in the background. In line with the changing industry dynamics, Mosaic revised its second-quarter and 2025 outlook on June 6. While the company guided phosphate prices to rise modestly in the second quarter, full-year production volume is now expected to be 7.0-7.3 million tonnes, down from the earlier expected range of 7.2-7.6 million tonnes. On the Potash side, both prices and volumes are expected to remain stable in the second quarter and full year. Full-year production volumes guidance was kept unchanged at 9.0-9.4 million tonnes. The Mosaic Company (NYSE:MOS) is one of the world's leading producers and marketers of concentrated phosphate and potash crop nutrients. While we acknowledge the potential of MOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and 10 Best Tech Stocks to Buy According to Billionaires. Disclosure: None. Sign in to access your portfolio
Yahoo
29-06-2025
- Business
- Yahoo
The Mosaic Company (MOS) Beat the Market in 2025 on Strong Phosphate and Potash Sales
The Mosaic Company (NYSE:MOS) is one of the Best Dividend Stocks of 2025. A farmer tending to his crops in a field, with a fertiliser bag nearby. The company raised its potash production plans for 2025 to meet rising international demand. In the phosphate segment, maintenance work and efforts to restore the health of US assets are showing promising outcomes, with strong production recorded in March, even with scheduled downtime. The Bartow phosphate facility is currently operating at its target capacity and is on track to produce over 500,000 tonnes in the second quarter, which aligns with an annual output exceeding 2 million tonnes. Production at the New Wales phosphate facility is also projected to rise by more than 20% in the second quarter compared to the first. In its first-quarter earnings report, The Mosaic Company (NYSE:MOS) stated that the company is advancing well across various areas and is positioned to create substantial value for shareholders in 2025 and the years ahead. During the quarter, it returned $71 million to shareholders through dividends. Currently, it pays a quarterly dividend of $0.22 per share for a dividend yield of 2.50%, as of June 26. The stock is up by over 45% since the start of 2025. While we acknowledge the potential of MOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure. None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-06-2025
- Business
- Yahoo
Mosaic (MOS) Revises Outlook and Sees Stock Dip Followed by Recovery
The Mosaic Company (NYSE:MOS) is one of the 10 cheap Jim Cramer stocks to invest in. On June 6, the company updated its second-quarter and 2025 guidance. Phosphate pricing for the second quarter has been raised. Additionally, second quarter phosphate sales volumes are now expected to range from 1.5 to 1.6 million tonnes, down from earlier guidance of 1.7 to 1.9 million tonnes. Full year 2025 phosphate production is projected at 7.0 to 7.3 million tonnes, revised from the previous outlook of 7.2 to 7.6 million tonnes. The company continues to target an 8 million tonne run rate across its U.S. phosphate facilities in the second half of the year. Second quarter potash sales volumes are forecast between 2.3 and 2.5 million tonnes. Full year 2025 potash production guidance remains at 9.0 to 9.4 million tonnes. After the guidance, the company's stock declined in the following days. The stock was down around 6.4% between June 5 and 10, before making a sharp recovery. A farmer tending to his crops in a field, with a fertiliser bag nearby. Additionally, whilst discussing stocks on his 'new high' list, Cramer mentioned the company on June 5, and said: 'There's no real theme to the other stocks on the list… Then there are two one-offs, Roblox and Mosaic… Here's a real tough one to understand, Mosaic. It's a fertilizer company. Now this one's an oddity. It's entirely possible that people are playing a theme of China food shortages. The Mosaic Company (NYSE:MOS) produces and sells phosphate and potash-based crop nutrients, animal feed ingredients, and industrial products. The company also provides blended fertilizers, biological additives, and related services. While we acknowledge the potential of MOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Sign in to access your portfolio
