Mosaic Company (The) management check
MOS · Materials · Fertilizers & Agricultural Chemicals · CEO Bruce M. Bodine
Filings as of
2 good · 4 to watch · 0 flagged, across the seven questions below.
- Watch
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $116, against $139 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.94 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
1.9% of net income$10.4m of reported pay in fiscal 2025, against $541.0m of net income.
- n/a
Do they own the stock?
No recent CEO filingLight activity: no buys, $509k sold in six months.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -2.2% a year over the last three fiscal years. Stock-based pay was 0.3% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: James (“Joc”) C. O’Rourke,, Bruce M. Bodine. 5 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Watch
Are the books clean?
An annual report was amendedNo restatements, auditor changes or late filings since 2021. 1 amended annual report.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Materials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 30 | 40 | |
| Pay for performance | 97 | 77 | |
| CEO cost | 26 | 40 | |
| Skin in the game | — | — | 38 |
| Dilution | 77 | 71 | |
| Stable leadership | 60 | 70 | |
| Clean books | 70 | 100 |
Closest peers
Others in Fertilizers & Agricultural Chemicals, by management score. Mosaic Company (The) is 14th of 24 in its sector.
- 92CFCF Industries77
- 248ECLEcolab64
- 317MOSMosaic Company (The)60
- 326BALLBall Corporation59
- 368NEMNewmont57
- 386DOWDow Inc.55
Pay versus performance
From the proxy statement filed April 16, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Bruce M. Bodine | $10.4m | $11.0m | $3.0m | $116 | $139 | $541.0m |
| 2024 | James (“Joc”) C. O’Rourke, | $9.9m | $6.2m | $3.5m | $115 | $126 | $175.0m |
| 2023 | — | $11.9m | $34.1m | $3.6m | $162 | $126 | $1.2bn |
| 2022 | — | $12.1m | $37.6m | $3.5m | $194 | $112 | $3.6bn |
| 2021 | — | $12.3m | $41.9m | $3.6m | $172 | $127 | $1.6bn |
Insiders and the CEO's stake
Light activity: no buys, $509k sold in six months.
- SoldWalter F. Iii PrecourtSVP - Chief Admin Officer$509kAug 19, 2026
Leadership and governance on file
- Sep 25, 2026Leadership change8-K 5.02
- Mar 17, 2026Annual report amended10-K/A
- Jan 13, 2025Leadership change8-K 5.02
- Nov 13, 2024Leadership change8-K 5.02
- Aug 28, 2024Leadership change8-K 5.02
- Dec 20, 2023Leadership change8-K 5.02
- Oct 20, 2023Leadership change8-K 5.02
- Aug 29, 2023Leadership change8-K 5.02
- Nov 1, 2022Leadership change8-K 5.02
- Aug 19, 2022Leadership change8-K 5.02
Latest shareholder vote results: May 29, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $4.3bn returned to owners in buybacks and dividends, 60% of net income, and $152.9m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $12.4bn | $19.1bn | $13.7bn | $11.1bn | $12.1bn |
| Net income | $1.6bn | $3.6bn | $1.2bn | $175.0m | $541.0m |
| Stock-based pay | $29.5m | $27.9m | $33.0m | $31.8m | $30.7m |
| Buybacks | $410.9m | $1.7bn | $756.0m | $235.4m | $0 |
| Dividends | $103.7m | $197.7m | $351.6m | $270.7m | $280.4m |
| Diluted shares | 382m | 356m | 333m | 321m | 319m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.