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

Core Insights - The Mosaic Company (NYSE:MOS) is recognized as one of the best low-priced dividend stocks to buy according to analysts [1] - RBC has reduced its price target for Mosaic to $27 from $30, maintaining a Sector Perform rating, based on expectations for the fertilizer market in 2026 [2] Financial Performance - In Q3 2025, Mosaic reported a revenue increase of 22% year-over-year, reaching $3.45 billion [4] - Net income surged to $411 million compared to $122 million in the previous year [4] - Adjusted EBITDA rose to $806 million from $448 million, driven by higher prices across all segments and strong performance from Mosaic Fertilizantes [4] Operational Highlights - Mosaic's operations in Brazil are performing well, with improved adjusted EBITDA and effective management of a challenging credit environment [3] - The company has achieved $150 million in early cost savings and aims to reach a revised cost-cutting goal of $250 million by the end of 2026 [3] - Cost savings are attributed to automation, supply chain enhancements, and better absorption of fixed costs as production increases [3]