The Mosaic Company filings document the reporting record for an NYSE-listed producer and marketer of potash and phosphate fertilizer. Form 8-K reports furnish quarterly and annual earnings releases, preliminary operating results, supplemental performance data, and material-event disclosures tied to its fertilizer operations.
The filings also cover capital structure and governance, including common stock registered under Section 12(b), senior notes issued under an indenture, and proxy disclosures on executive compensation and equity awards. Material-event filings document asset impairments and facility actions involving the Araxá Mining and Chemical Complex and related Patrocínio activities in Brazil.
The Mosaic Company reported a net loss of $258 million, or EPS of $(0.81), for Q1 2026, versus net income of $238 million a year earlier. Net sales were $3.0 billion, up from $2.6 billion, but results were hit by $323 million of pre-tax notable items.
These items were driven largely by $442 million of charges tied to idling the Araxa and Patrocinio operations in Brazil; $328 million of this was non-cash. Adjusted EBITDA was $416 million and adjusted EPS was $0.05.
Potash performed relatively well with net sales of $667 million, operating earnings of $177 million and adjusted EBITDA of $275 million, helped by higher prices. Phosphate and Mosaic Fertilizantes posted operating losses of $48 million and $422 million, pressured by sharply higher sulfur and ammonia costs and Brazil-related charges.
Cash flow from operations was $104 million, while free cash flow was $(253) million after $357 million of capital spending. For 2026, Mosaic now guides to about 9 million tonnes of potash production, capital expenditures of $1.25 billion and a high‑20s to low‑30s percent adjusted effective tax rate. Phosphate production guidance has been withdrawn amid record sulfur prices and the company is implementing partial curtailments in the U.S. and Brazil.
FMR LLC files Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of 9.1% (29,043,388.08 shares) of Mosaic Co common stock. The filing lists sole voting power of 21,181,959.88 shares and sole dispositive power of 29,043,388.08 shares. The document is signed under a power of attorney and references an exhibit for subsidiary identification.
Mosaic Co/The reports a Schedule 13G showing Vanguard Capital Management beneficially owned 23,414,047 shares of Common Stock, representing 7.37% of the class as of 03/31/2026. The filing lists sole voting power for 2,778,708 shares and sole dispositive power for 23,414,047 shares. The report is signed by Ashley Grim on 04/30/2026.
The Mosaic Company is holding its 2026 Annual Meeting of Stockholders as a virtual-only event on May 28, 2026 at 12:00 p.m. Eastern Time. Stockholders of record on April 2, 2026 can vote online, by phone or by mail on three main items: electing 12 directors to one‑year terms, ratifying KPMG LLP as independent auditor for 2026, and approving an advisory say‑on‑pay vote for Named Executive Officers. The proxy also highlights 2025 results, including net sales of $12,052.4 million, net earnings of $540.7 million and diluted EPS of $1.70, and describes Mosaic’s largely performance‑based executive pay, strong prior say‑on‑pay support and extensive corporate governance and sustainability practices.
The Mosaic Company is idling and demobilizing its Araxá Mining and Chemical Complex and related mining activities at the Patrocínio Complex in Brazil as part of efforts to reduce costs and redeploy capital. These steps will lead to workforce reductions and a planned sale process for Araxá assets, while Mosaic continues developing a niobium opportunity at Patrocínio.
The company expects the idling to cut annual phosphate production at Mosaic Fertilizantes by about 1 million tonnes and to record a pre-tax book impact of $350 to $400 million in the first quarter of 2026, including $275 to $300 million of impairments on assets held for sale and other write-offs. Following a potential transaction, Mosaic expects annual capital expenditures to decline by approximately $20 to $30 million and operating expenses by about $70 to $80 million, and it describes the impact on adjusted EBITDA as limited, excluding one-time closure costs.
The Vanguard Group amended its Schedule 13G/A to report zero beneficial ownership of Mosaic Co/The common stock. The filing states that following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries now report holdings separately and Vanguard no longer is deemed to beneficially own those securities.
The amendment is signed by Ashley Grim as Head of Global Fund Administration on March 27, 2026. The filing lists 0 shares and 0% ownership, with voting and dispositive powers reported as 0.
The Mosaic Company filed Amendment No. 1 to its Annual Report for the year ended December 31, 2025. The amendment is limited in scope and does not change previously reported financial statements.
The filing adds the number of holders of record of Mosaic’s common stock, which was 1,125 as of February 20, 2026, and includes a revised Esterhazy Potash Facility Consent of Qualified Persons as Exhibit 23.5. Mosaic also re-files CEO and CFO certifications required by Rule 13a-14(a).
The amendment restates Part II, Item 5 to include updated shareholder information and provides an equity compensation plan table showing 4,757,057 shares subject to outstanding awards at a weighted-average stock option exercise price of $29.80 and 13,077,090 shares remaining available for future issuance under stockholder-approved equity plans.
Mosaic Co President and CEO Bruce M. Bodine reported equity award activity rather than open‑market trading. On March 9, 2026, a performance unit award granted on March 9, 2023 vested, delivering 13,704 shares of common stock, and additional equity awards brought total new common shares acquired that day to 19,484. To cover taxes from the vesting of restricted stock and performance units, 7,668 shares were withheld at $26.92 per share, leaving Bodine with 11,816 common shares held directly. He also holds direct restricted stock units representing 132,257, 96,031, and 138,648 underlying common shares that vest over future dates, plus a fully exercisable stock option for 25,227 shares at an exercise price of $30.42 and 766.411 common shares indirectly through a 401(k) plan.