The Mosaic Company (NYSE:MOS) Q1 2026 Earnings Call Transcript
Operator: Good morning, and welcome to the Mosaic Company's First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
Mosaic Co (MOS)
Market is closed
Sector: Agricultural Chemicals
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Donald Smith & Co., Inc. Richard Greenberg And Jon Hartsel | 4,617,691 | $117,751,121 | -1% | 2.12% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,240,652 | $82,636,626 | +253% | 0.04% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,086,169 | $53,197,315 | 0.05% | |
| 4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 1,428,260 | $36,420,630 | -61% | 0.04% |
| 5. | 887,900 | $22,641,450 | +179% | 0.05% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.53 | 685 | $17,488.05 | 8,571 | 2025-11-11 | Filing | |
| $63.49 | 15,600 | $990,501.72 | 80,068 | 2022-05-06 | Filing | |
| $63.49 | 15,600 | $990,501.72 | 80,068 | 2022-05-06 | Filing | |
| $9.67 | 1,000 | $9,665.00 | 22,062 | 2020-03-17 | Filing | |
| $9.43 | 10,000 | $94,263.00 | 10,000 | 2020-03-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $35.73 | 18,000 | $643,140.00 | 128,546 | 2025-05-29 | Filing | |
| $31.56 | 180,708 | $5,703,144.48 | 0 | 2025-05-08 | Filing | |
| $28.01 | 2,301 | $64,439.51 | 136,682 | 2024-08-13 | Filing | |
| $28.00 | 2,073 | $58,044.00 | 138,983 | 2024-08-13 | Filing | |
| $28.00 | 400 | $11,198.00 | 141,056 | 2024-08-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 23,646,970 | $602,997,731 | 0.01% | |
| 2. | 20,635,339 | $526,201,145 | 0.01% | |
| 3. | 15,305,353 | $390,286,502 | 0.02% | |
| 4. | 14,240,050 | $363,109,922 | 0.08% | |
| 5. | 11,237,121 | $286,546,582 | 0.04% |
News See All
Is The Mosaic Company (MOS) A Good Stock To Buy Now?
Is MOS a good stock to buy? We came across a bearish thesis on The Mosaic Company on RM Trade Co.’s Substack. In this article, we will summarize the bears’ thesis on MOS.
11 Biggest Agriculture Stocks to Buy in 2026
On March 27, Reuters reported that at a White House event, US President Donald Trump told farm equipment manufacturers to lower costs while outlining support measures for struggling farmers.
The Mosaic Company (MOS) Declined on Mixed Earnings Despite Tight Phosphate Market Outlook
Ariel Investments, an investment management company, released its "Ariel Focus Fund" fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
8 Best Potash Stocks to Invest in Right Now
Fertilizer supplies are under pressure amid disruptions to shipping routes due to the war in the Middle East.
The Mosaic Company (MOS) Traded Down Due to Softer Fertilizer Demand
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Scout Mid Cap Fund”. A copy of the letter can be downloaded here.
10 Stock Market Casualties You Can't Ignore Today: UEC, Super Micro and More
Kratos Defense extended its losing streak to a third consecutive session on Friday, shedding 8.79 percent to close at $84.62 apiece and mirroring the broader market downturn, after President Donald Trump...
The Mosaic Company (MOS) Climbs 7.6% on Rare Earth Expansion
Mosaic grew for a second day on Thursday, jumping 7.58 percent to close at $31.36 apiece, as investors resumed buying positions amid its ongoing efforts to ramp up expansion into rare earths production...
10 Stock Winners in a Brutal Market: Dow, CF, Celanese, and More
Meanwhile, Wall Street’s major indices ended in a bloodbath, losing more than 1 percent.
The Mosaic Company (MOS) Climbs 10% on Rare Earth Expansion
Mosaic bounced back by 10.08 percent on Wednesday to finish at $29.15 apiece, as investor sentiment was boosted by its ongoing efforts to ramp up its rare earth mining exposure with the planned development...
Hedge Fund Resource Center