$MOS

Mosaic Biosciences, a unit of The Mosaic Company (MOS), launched Renuvis Enzara, an enzyme-based treatment for crop residue. MOS reported a Q2 net loss of $273M, reversing from a $411M profit in 2025. The company cut its 2026 capex outlook to $1.2B and sold a potash mine. Phosphate segment losses widened, while Potash remained stable. Shares trade at a forward P/E of 15.92.

U.S. farmers are urging the Trump administration to use antitrust laws against major fertilizer companies, including Mosaic, Nutrien, CF Industries, Koch Agronomic Services, and Yara International. The DOJ is already investigating these firms for potential price-fixing.

Rainbow Rare Earths (RBW) and Mosaic (MOS) started a Pre-Feasibility Study for the Uberaba rare earths project in Brazil. SRK Consulting will prepare a JORC-compliant Mineral Resource Estimate. Mosaic will ship 6 tonnes of phosphogypsum for testing. The study aims to build a processing plant for 2.7M tonnes/year of phosphogypsum waste, producing rare earth oxides. An Economic Assessment in March showed a post-tax NPV10 of $916M, IRR of 45%, and average EBITDA of $217M/year over 30 years.

Mosaic (MOS) redeemed $537M in debt using cash on hand, improving its risk profile. Its share price rose 9.04% in the past month and 3.52% in the past quarter, but fell 25.25% over the past year. The company's fair value is estimated at $26.82, suggesting it is undervalued. Favorable fertilizer market dynamics may lift revenue and margins, but risks include reliance on commodity pricing and higher costs.

The Mosaic Company (MOS) declared a quarterly dividend of $0.22 per share, payable on September 24, 2026, to shareholders of record on September 10, 2026. Future dividends are subject to board approval.

Mosaic laid off 300 employees at two Louisiana facilities due to sulfur supply constraints, according to sources. The company will pay laid-off workers through October. Mosaic cited global sulfur supply issues and market conditions in its Q2 earnings release.

The U.S. Department of Justice is investigating leading fertilizer producers, including Nutrien, Mosaic, CF Industries, Koch, and Yara, for potential antitrust violations. Iowa Corn Growers Association President Mark Mueller cites industry consolidation and high prices as concerns. Farmers argue that fewer suppliers have not led to promised cost savings. The investigation is in early stages, with no accusations made. Farmers seek greater transparency in pricing.

Precourt Walter F. III (SVP - Chief Admin Officer) sold 23,000 shares of MOSAIC CO (MOS) at $22.12 ($0.51M total) on 2026-08-19.

Mosaic (MOS) officer Walter F. Precourt III plans to sell 23,000 shares, valued at $508,595.63, on or around August 19, 2026, under Rule 144. The shares were acquired via restricted stock vesting on March 3, 2023, as compensation.

MOSAIC CO (MOS) filed an SEC Form 8-K — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Item 2.03. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth under Item 8.01 below is incorporated by reference into this Item 2.03. Item 8.01. Other Events. On August 17, 2026, The Mosaic