MOS The Mosaic Company — QuoTrend

Analyst Ratings

Date	Action	Analyst	Rating	Target
Jun-17-26	Upgrade	Freedom Broker	Sell → Buy
May-21-26	Reiterated	BMO Capital	Outperform	$44 → $31
May-19-26	Reiterated	Scotiabank	Sector Outperform	$33 → $30
May-18-26	Reiterated	Barclays	Equal Weight	$44 → $26
May-14-26	Reiterated	Wells Fargo	Equal Weight	$25 → $22
May-13-26	Upgrade	RBC Capital	Sector Perform → Outperform
May-12-26	Reiterated	CIBC	Neutral	$27 → $25
May-12-26	Reiterated	Mizuho Securities		$27 → $24
May-12-26	Reiterated	UBS	Neutral	$33 → $23
Apr-30-26	Reiterated	CIBC	Neutral	$32 → $27

Financial Statements

DataTimeframe

Line Item (USD, M)		TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023	FY 2022 12/31/2022	FY 2021 12/31/2021	FY 2020 12/31/2020	FY 2019 12/31/2019	FY 2018 12/31/2018
Total Revenue		12,059	12,052	11,123	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A		10,383	10,236	9,611
Gross Profit		1,676	1,817	1,512
Selling, General and Administrative Excl. Other		535	521	497
Research and Development		0	0	0
Other Operating Expense		694	246	393
Operating Income		447	1,050	622
Interest Expense		220	218	230
Unusual Expense		—	—	—
Non-Operating Income (Expense)		-875	-383	76
Net Income Before Taxes		1,102	1,215	389
Income Taxes		352	640	187
Consolidated Net Income		726	541	175
Net Income From Continuing Operations		751	575	202
Net Income		726	541	175
EPS (Recurring)		2.33	1.70	0.55
EPS (Basic, Before Extraordinaries)		2.33	1.70	0.55
EPS (Diluted)		2.32	1.70	0.55
EBITDA		2,397	2,613	1,571
Other After Tax Adjustments		—	—	—
Stock Option Compensation Expense		—	—	—
Price To Earnings Ratio		9.87	14.17	—
Price To Sales Ratio		0.60	0.63	—
Gross Margin		13.90	15.08	13.59
Operating Margin		3.71	8.71	5.59
Net Margin		6.02	4.49	1.57
Shares Outstanding		318	317	320
Market Capitalization		7,282	7,637	—
Operating Lease Expense		—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Watkins Gretchen H	Director	May 28 '26	Option Exercise	0.00	9,746	0	35,934	Jun 01 12:00 AM
Kuzenko Jody Lynne	Director	May 28 '26	Option Exercise	0.00	9,746	0	13,444	Jun 01 12:00 AM
Shanahan Kathleen M	Director	May 28 '26	Option Exercise	0.00	9,746	0	7,286	Jun 01 12:00 AM
Gitzel Timothy S.	Director	May 28 '26	Option Exercise	0.00	9,746	0	79,527	Jun 01 12:00 AM
Koenig Emery N.	Director	May 28 '26	Option Exercise	0.00	9,746	0	86,228	Jun 01 12:00 AM
Teixeira Joao Roberto Goncalves	Director	May 28 '26	Option Exercise	0.00	9,746	0	13,442	Jun 01 12:00 AM
BEEBE CHERYL K	Director	May 28 '26	Option Exercise	0.00	7,310	0	46,691	Jun 01 12:00 AM
Seaton David Thomas	Director	May 28 '26	Option Exercise	0.00	8,040	0	51,089	Jun 01 12:00 AM
EBEL GREGORY L	Director	May 28 '26	Option Exercise	0.00	14,620	0	7,310	Jun 01 12:00 AM
Little Sonya C	Director	May 28 '26	Option Exercise	0.00	9,746	0	7,286	Jun 01 12:00 AM
WESTBROOK KELVIN R	Director	May 28 '26	Option Exercise	0.00	7,310	0	39,807	Jun 01 12:00 AM
Bauer Philip Eugene	Sr. VP, Gen Counsel & Corp Sec	Jan 02 '26	Option Exercise	0.00	11,730	0	30,117	Jan 06 12:00 AM
Kuzenko Jody Lynne	Director	Nov 11 '25	Buy	25.53	685	17,488	8,571	Nov 13 12:00 AM
Kuzenko Jody Lynne	Director	May 29 '25	Option Exercise	0.00	12,044	0	7,886	Jun 02 12:00 AM
Seaton David Thomas	Director	May 29 '25	Option Exercise	0.00	9,936	0	47,922	Jun 02 12:00 AM