Mosaic (MOS) Gets Price Target Cut as RBC Assesses 2026 Fertilizer Trends

The Mosaic Company (NYSE:MOS) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts.

On December 10, RBC cut its price target on The Mosaic Company (NYSE:MOS) to $27 from $30 and maintained a Sector Perform rating on the shares. The update was tied to a broader look at what 2026 might look like for fertilizer companies. The firm expects the overall ag and fertilizer backdrop to stay healthy next year, with steady demand and not much new supply coming online. Still, while Mosaic is working on improving its phosphate operations, the analyst thinks those gains are being offset by softer prices and lower input costs.

In its Q3 2025 earnings report, The Mosaic Company (NYSE:MOS) highlighted that its operations in Brazil continue to stand out. Adjusted EBITDA improved from last year, and the company said it’s handling a difficult credit environment fairly well. Management also locked in $150 million in early cost savings and remains confident about hitting its revised $250 million cost-cutting goal by the end of 2026. Those savings are being driven by automation, supply chain improvements, and better absorption of fixed costs as production increases.

The Mosaic Company (NYSE:MOS)’s revenue for the quarter grew by 22% YoY at $3.45 billion. Net income jumped to $411 million compared with $122 million last year. Adjusted EBITDA climbed to $806 million from $448 million, fueled by higher prices across all segments and another strong performance from Mosaic Fertilizantes.

The Mosaic Company (NYSE:MOS) is one of the leading global producers of essential crop nutrients, with its business centered on potash and phosphate.

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