Barings 13F: Adds $2.1M to The Mosaic (MOS) Stake
Key Points
- Barings grew its stake in The Mosaic Company MOS by 111.7% during the quarter, bringing its total holdings to 185,260 shares valued at roughly $4.0 million according to an October 22, 2026 Form 13F filing.
- The agricultural inputs producer posted trailing-twelve-month revenue of $12.2 billion alongside negative earnings per share of $1.96, with its next earnings report slated for November 3, 2026.
- Other large investment firms also adjusted their positions in the fertilizer producer, while analysts maintain mixed views ahead of the upcoming earnings release.
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Barings boosted its investment in The Mosaic Company MOS, lifting its stake by 111.7% during the quarter. According to a Form 13F filing on October 22, 2026, the firm added 97,752 shares to hold a total of 185,260 shares. That position was valued at approximately $4,010,879 at the time of the report.
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The Mosaic Company
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What Changed in Barings's The Mosaic Company Position
Barings grew its holdings from 87,508 shares up to 185,260 shares. The addition of 97,752 shares represents a 111.7% expansion of the fund's previous stake in the fertilizer producer.
Other Institutional Activity in The Mosaic Company
AQR Capital Management, LLC grew its holdings by 7,367,689 shares, ending with 182,924,94 shares worth about $315,911,379. Donald Smith & Co., Inc. grew its holdings by 3,105,858 shares, ending with 7,723,547 shares worth about $133,385,660.
The Mosaic Company Stock Down 2.3%
The stock recently traded around $17.27 as of October 23, 2026, sitting near its 52-week low of $16.99. On the day of the filing, October 22, 2026, the shares closed at $17.27. The current price trades below its 50-day moving average of $22.50 and its 200-day moving average of $24.12.
Recent Earnings
The Mosaic Company reported trailing-twelve-month revenue of $12,247,900,160 and diluted earnings per share of -$1.96. The firm posted a net profit margin of -5.2% and a return on equity of -5.1%. Year-over-year revenue growth declined by 6.0%. The company's next earnings report is scheduled for November 3, 2026.
Dividend
The company pays an annual dividend rate of $0.88 per share, giving it a dividend yield of 5.1%. The payout ratio stands at 628.6%.
Insider Buying and Selling at The Mosaic Company
Director Jody Lynne Mary Kuzenko bought 685 shares on November 11, 2025, at an average price of $25.53 for a total value of $17,488. Later, on August 19, 2026, officer Walter F. Precourt III sold 23,000 shares at an average price of $22.12 for a total value of $508,760.
Analysts Set New Price Targets
On August 13, 2026, Freedom Broker downgraded the stock to a Sell rating with a price target of $17.00. Keybanc initiated coverage on September 11, 2026, with a Sector Weight rating. RBC Capital downgraded the stock to Sector Perform on October 5, 2026, and lowered its target to $25.00. Mizuho maintained a Neutral rating on October 13, 2026, while adjusting its target to $22.00. Barclays maintained an Equal-Weight rating on October 16, 2026, with a $22.00 price target. The stock carries a consensus buy recommendation with a mean price target of $26.27 across 18 analyst opinions.
About The Mosaic Company
The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients for agricultural markets worldwide. Operating through facilities in North America and South America, the company supplies essential soil nutrients that help farmers improve crop yields. Its operations include distinct segments focused on potash mining, phosphate processing, and fertilizer distribution.
Bottom Line
Investors will look to the upcoming earnings release on November 3, 2026, for further insight into the company's financial direction. Market participants continue to watch how the agricultural inputs provider handles commodity price shifts and production costs.
Related Filing Alerts
Source: Barings's 13F filing on $MOS (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts