Company profiles · Energy, Uranium & Potash

Mosaic (MOS): US–Canada Tariff Exposure, Government Contracts, and Risk

MIXEDAVOID TIER
Last close · Oct 30$18.39 −22.1% since report
Report price · Aug 28, 2026 close$23.60
Market cap$7.50B
52-wk range19.80–37.00
Dividend · quarterly$0.88/yr 4.78% · next Dec 18

Why it’s on the map

Florida phosphate + SASKATCHEWAN potash — a Canadian export levy is a direct cost. Not a clean winner.

Government money & contracts

None.

Customers & commercial

Global ag.

Catalysts

Potash pricing.

Risk

$638.5M net loss latest period; -29% YoY.

Tariff durability

Wrong side of a potash escalation.

Dividend · #5 of 47 payers by yield
4.78% yield
$0.88 a share a year · quarterly · pays Mar · Jun · Sept · Dec
All payers ranked →
Per payment$0.22a share, 4× a year
Next payoutDec 18declared · $0.22 a share
Last ex-dateSept 10, 2026next ex-date Dec 4, 2026
Last paidSept 24, 2026$0.22 a share
Payout ratio629%of earnings · paying out more than it earns
Raised7 yrsconsecutive years of increases
Payout ratio above 100%: the dividend is bigger than trailing earnings, which is how cuts start.
Shares at the Oct 30 close of $18.3954.38
Each payment$11.96
Per year · 4 payments$47.85
Recent payments
Ex-datePaidPer share
Sept 10, 2026Sept 24, 2026$0.22
May 21, 2026Jun 2, 2026$0.22
Mar 9, 2026Mar 19, 2026$0.22
Dec 4, 2025Dec 18, 2025$0.22
Sept 8, 2025Sept 18, 2025$0.22

Yield = $0.22 × 4 ÷ the Oct 30 close of $18.39. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source