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Mosaic (MOS) Dividend Capture: 0.84% per event (3.8% annualized)

Updated May 6, 202620 eventshigh

Mosaic (MOS) has touched its pre-ex close within 30 trading days in 90% of the last 20 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.17), meaning ordinary day-to-day noise can easily exceed the dividend itself.

Versus its sector, MOS sits roughly in line with the Basic Materials sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.

Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next confirmed ex-dividend date is May 21, 2026, with an expected dividend of $0.22.

Touch rate (30d)
90%-5pp vs sector
Median days-to-touch
1din line with sector
Signal-to-noise
0.17in line with sector

Recovery engine

TL;DR over the most recent 20 events.

30-day touch rate
90%
-5pp vs sector
Median days-to-touch
1d
in line with sector
Signal-to-noise (div / ATR)
0.17
in line with sector
Avg gap on ex-date
-0.06%
+0.32pp vs sector
Win rate at MOC exit
55%
Median drawdown during hold
-8.12%
-3.48pp vs sector
Best / worst touch (days)
1 / 8

Next ex-dividend

Confirmed by company declaration.

in 14 days
Dividend
$0.22
Per-event yield
0.84%
Annualized yield
3.78%
Previously paid
Mar 9, 2026 ($0.22)
Last record date
Mar 9, 2026
Last payment date
Mar 19, 2026

How MOS ranks in Basic Materials

Compared with other stocks in this sector that pass our capture-quality filter (28 tickers). Lower rank number is better on every metric below.

Full sector ranking
  • 30-day touch rate
    #17of 28

    Beats ~39% of peers on this metric

  • Median days to touch
    #1of 28

    Beats ~96% of peers on this metric

  • Signal-to-noise
    #17of 28

    Beats ~39% of peers on this metric

MOS Dividend Capture History — Last 20 Ex-Dividend Events

Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Mosaic (MOS). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.

  • Q1

    Dividend
    $0.22
    Gap %
    -0.23%
    Pre-ex close
    $26.31
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -10.34%
    P&L 5d %
    +6.01%
  • Q4

    Dividend
    $0.22
    Gap %
    -0.74%
    Pre-ex close
    $24.21
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -3.68%
    P&L 5d %
    +4.96%
  • Q3

    Dividend
    $0.22
    Gap %
    -0.03%
    Pre-ex close
    $32.45
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -1.11%
    P&L 5d %
    +5.61%
  • Q2

    Dividend
    $0.22
    Gap %
    -0.08%
    Pre-ex close
    $36.82
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -8.99%
    P&L 5d %
    -5.46%
  • Q1

    Dividend
    $0.22
    Gap %
    -0.79%
    Pre-ex close
    $24.13
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -0.79%
    P&L 5d %
    +4.77%
  • Q4

    Dividend
    $0.21
    Gap %
    -0.94%
    Pre-ex close
    $26.72
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -9.28%
    P&L 5d %
    +0.56%
  • Q3

    Dividend
    $0.21
    Gap %
    -0.04%
    Pre-ex close
    $27.36
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -11.84%
    P&L 5d %
    -7.20%
  • Q2

    Dividend
    $0.21
    Gap %
    -0.17%
    Pre-ex close
    $29.14
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -8.48%
    P&L 5d %
    -4.63%
  • Q1

    Dividend
    $0.21
    Gap %
    0.70%
    Pre-ex close
    $31.24
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -0.58%
    P&L 5d %
    +2.94%
  • Q4

    Dividend
    $0.20
    Gap %
    0.23%
    Pre-ex close
    $35.15
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -1.68%
    P&L 5d %
    +4.30%
  • Q3

    Dividend
    $0.20
    Gap %
    -1.06%
    Pre-ex close
    $39.44
    High touch (td)
    8
    Recovered 5d
    no
    Recovered 30d
    yes
    Drawdown
    -7.76%
    P&L 5d %
    -5.20%
  • Q2

    Dividend
    $0.20
    Gap %
    -1.74%
    Pre-ex close
    $33.35
    High touch (td)
    3
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -5.73%
    P&L 5d %
    +9.39%
  • Q1

    Dividend
    $0.25
    Gap %
    2.42%
    Pre-ex close
    $47.58
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -13.49%
    P&L 5d %
    -4.12%
  • Q1

    Dividend
    $0.20
    Gap %
    -0.23%
    Pre-ex close
    $53.19
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -13.56%
    P&L 5d %
    +2.54%
  • Q4

    Dividend
    $0.15
    Gap %
    1.04%
    Pre-ex close
    $50.73
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -9.01%
    P&L 5d %
    -6.41%
  • Q3

    Dividend
    $0.15
    Gap %
    -1.83%
    Pre-ex close
    $57.34
    High touch (td)
    >30
    Recovered 5d
    no
    Recovered 30d
    no
    Drawdown
    -10.13%
    P&L 5d %
    -5.28%
  • Q2

    Dividend
    $0.15
    Gap %
    -1.36%
    Pre-ex close
    $62.65
    High touch (td)
    >30
    Recovered 5d
    no
    Recovered 30d
    no
    Drawdown
    -19.20%
    P&L 5d %
    -9.10%
  • Q1

    Dividend
    $0.11
    Gap %
    1.21%
    Pre-ex close
    $51.87
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    0.96%
    P&L 5d %
    +11.49%
  • Q4

    Dividend
    $0.07
    Gap %
    2.83%
    Pre-ex close
    $34.22
    High touch (td)
    1
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -1.84%
    P&L 5d %
    +5.48%
  • Q3

    Dividend
    $0.07
    Gap %
    -0.47%
    Pre-ex close
    $32.18
    High touch (td)
    2
    Recovered 5d
    yes
    Recovered 30d
    yes
    Drawdown
    -4.97%
    P&L 5d %
    -1.66%

MOS Pre-Ex Touch Time Distribution

20 events analyzedHigh touched pre-ex within 5 trading days: 85% (17 events)
  • ≤ 1 day
    1575%
  • 2–3 days
    210%
  • 4–5 days
    00%
  • 6–10 days
    15%
  • 11–30 days
    00%
  • 30+
    210%

75% within 1d · 85% within 5d · 90% within 30d

MOS Dividend Capture Calculator — After-Tax Yield

Pre-filled with MOS's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.

Slippage preset

Holding shorter than the IRS 61-day rule disqualifies the dividend from “qualified” status — it is taxed as ordinary income at your marginal rate. Adjust Tax % accordingly.

Display
Gross dividend
$44.00
After-tax dividend
$28.60
Slippage round-trip
-$5.26

Net if price returns to pre-ex
+$23.34
Required recovery to break even
0.00%

Per-event after-tax yield
+0.44%
Annual if all succeed
~22.4%
Scenariosbase rate 90%
Best (limit fills)+$23.34
Average (base rate)+$18.94
Worst (no recovery)$20.66

Open in full calculator →

MOS Dividend Capture Backtest Simulator

Replay every historical MOS ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close (limit-order P&L on first intraday touch), or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan and see realized P&L per event.

Limit window:Quarter:

Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).

Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).

Avg P&L per trade(20 events)-0.48%
Win rate (20 trades)
85%
Cumulative P&L
i
-9.67%Sum of per-event % (not compounded)
Buy & hold (same sample)
i
-4.84%Span: Sep 1, 2021 → Mar 9, 2026 · long-horizon total return vs repeating capture cycles
Best event
+0.91%
Worst event
-9.10%

Cumulative P&L (equity curve)

Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.

+0.7%+0.0%-17.1%Sep 1, 2021 · cumulative +0.23% (sum of returns through this event)Dec 1, 2021 · cumulative +0.45% (sum of returns through this event)Mar 2, 2022 · cumulative +0.67% (sum of returns through this event)Jun 1, 2022 · cumulative -8.43% (sum of returns through this event)Aug 31, 2022 · cumulative -13.71% (sum of returns through this event)Nov 30, 2022 · cumulative -13.42% (sum of returns through this event)Mar 1, 2023 · cumulative -13.04% (sum of returns through this event)Mar 14, 2023 · cumulative -12.52% (sum of returns through this event)May 31, 2023 · cumulative -11.92% (sum of returns through this event)Sep 6, 2023 · cumulative -17.12% (sum of returns through this event)Dec 6, 2023 · cumulative -16.55% (sum of returns through this event)Mar 6, 2024 · cumulative -15.87% (sum of returns through this event)Jun 6, 2024 · cumulative -15.15% (sum of returns through this event)Sep 5, 2024 · cumulative -14.39% (sum of returns through this event)Dec 5, 2024 · cumulative -13.60% (sum of returns through this event)Mar 6, 2025 · cumulative -12.69% (sum of returns through this event)Jun 5, 2025 · cumulative -12.09% (sum of returns through this event)Sep 8, 2025 · cumulative -11.41% (sum of returns through this event)Dec 4, 2025 · cumulative -10.50% (sum of returns through this event)Mar 9, 2026 · cumulative -9.67% (sum of returns through this event)
Sep 1, 2021Mar 9, 2026

Per-event P&L distribution

20 trades in this sample · bar height ∝ count in each bucket (gross % per event).

3
<-3%
 
-3..-1%
 
-1..0%
 
0%
17
0..1%
 
1..3%
 
>3%

Scenario P&L by event · MOS (20)

Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.

Ex-dateP&L
+0.23%
+0.22%
+0.22%
-9.10%
-5.28%
+0.30%
+0.38%
+0.53%
+0.60%
-5.20%
+0.57%
+0.67%
+0.72%
+0.77%
+0.79%
+0.91%
+0.60%
+0.68%
+0.91%
+0.84%

Looking for full price seasonality? See MOS seasonality →

Frequently asked questions

What is the dividend capture success rate for MOS?

Across the last 20 ex-dividend events for Mosaic (MOS), the post-ex intraday high reached the pre-ex close within 30 trading days in 90% of cases, with a median time-to-touch of 1 trading day. We measure recovery via intraday high because that is when a GTC limit-order at the pre-ex close would actually fill, ending the trade at break-even with the dividend pocketed.

How long does it take MOS to recover its dividend gap?

Historically, MOS touches its pre-ex close in a median of 1 trading day, with the best case at 1 and the worst case at 8 trading days within our 30-day measurement window. A stricter close-based recovery (mark-to-MOC) is also computed in the database; explore it with the per-ticker simulator’s “Hold N days, exit MOC” mode rather than in the event table.

Is the dividend on MOS large enough to capture?

MOS has a signal-to-noise ratio of 0.17 (dividend / 14-day ATR). Values above 1.0 indicate the dividend is larger than the typical daily price swing, making capture trades more viable; below 0.5 means typical daily noise can easily wipe out the gain.

When is the next ex-dividend date for MOS?

The next ex-dividend date for Mosaic (MOS) is May 21, 2026, confirmed (declared by the company).

How does MOS compare to its sector for dividend capture?

Within Basic Materials, the median 30-day pre-ex touch rate is 95%. MOS sits at 90% — at or below the sector benchmark.

Why does MOS dividend capture measure recovery via intraday high, not close?

A realistic capture trade exits via a GTC limit-order at the pre-ex close: the moment the post-ex intraday high touches that level, the order fills and the trader pockets the dividend at break-even. Measuring recovery via close is stricter (mark-to-MOC); we expose that path in the per-ticker simulator as the "Hold N days, exit MOC" mode. The high-based primary metric directly answers the trader-facing question "would my limit have filled?" — close-based answers "would I have been flat at the bell?".

How are dividend capture trades taxed in the US?

Holding period matters. Dividends are "qualified" (taxed at the long-term capital gains rate, 0/15/20%) only when the underlying shares are held for more than 60 days during the 121-day window centered on the ex-dividend date. Dividend capture trades typically hold less than 61 days, so the dividend is taxed at your ordinary income bracket. Always consult a qualified tax advisor.

What are the main risks of a dividend capture strategy?

Three structural risks: (1) the share price may not recover the gap within your holding window; (2) ordinary-income tax can consume the after-tax yield; (3) transaction costs and bid/ask slippage can wipe out small dividends. Historical statistics measure base rates; they do not guarantee any single trade will work.