14 Best Farmland and Agriculture Stocks Buy Now

Page 9 of 13

5. The Mosaic Company (NYSE:MOS)

Number of Hedge Fund Holders: 41

The Mosaic Company (NYSE:MOS) produces and markets concentrated phosphate and potash crop nutrients. Its operations are divided into the Phosphates, Potash, and Mosaic Fertilizantes segments. The Phosphates segment produces concentrated phosphate crop nutrients and phosphate-based animal feed ingredients. The Mosaic Fertilizantes segment manages mines, chemical plants, port terminals, crop nutrient blending and bagging facilities, and warehouses.

Agriculture markets have improved, which is why The Mosaic Company (NYSE:MOS) is expecting constructive agriculture and fertilizer fundamentals in 2025. It is also making strategic and operational progress, and the company’s business is well-positioned to benefit from positive market dynamics this year. In fiscal Q4 2024, The Mosaic Company (NYSE:MOS) reported $169 million in net income, while adjusted EBITDA reached $594 million. It also experienced strong phosphate prices and stripping margins, notable underlying business performance in Brazil, and solid potash performance.

On April 4, RBC Capital raised the firm’s price target on The Mosaic Company (NYSE:MOS) to $30 from $28, keeping a Sector Perform rating on the shares. The analyst told investors in a research note that the company has ambitious plans to improve its operations, support long-term growth, and re-allocate capital. However, these improvements are likely to materialize over time. They added that the company has a potential upside if phosphate prices remain elevated and The Mosaic Company (NYSE:MOS) can execute well. The company is the fifth-best farmland and agriculture stock to buy now according to hedge funds.

Page 9 of 13