ECL|Analyst Targets
ECL|Company Info
ECL|Insider Trading
ECL|Fundamentals
ECL|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q4'26 | $2.21 | - | - |
| Q3'26 | $2.20 | $2.18 | -0.8% |
| Q2'26 | $2.08 | $2.09 | +0.5% |
| Q1'26 | $1.70 | $1.70 | +0.1% |
| Q4'25 | $2.07 | $2.08 | +0.6% |
| Q3'25 | $2.07 | $2.07 | -0.1% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q4'26 | $4.8B | - | - |
| Q3'26 | $4.7B | $4.7B | -1.2% |
| Q2'26 | $4.4B | $4.4B | -0.4% |
| Q1'26 | $4.0B | $4.1B | +0.9% |
| Q4'25 | $4.2B | $4.2B | -0.1% |
| Q3'25 | - | $4.2B | - |
ECL|Monthly Returns
Market Data
ECL Stock Snapshot
- Market cap
- 88.35B
- P/E ratio
- 42.4
- Day range
- $297.00 – $313.72
- News sentiment
- 70/100 · Bullish
- Analyst target
- $330.57 (+9.1%)
- Consensus
- Buy · 32 analysts
Neither side has the upper hand on ECL right now, and its momentum ranks near the middle of DailyIQ's universe. Sector peers are worth watching - large caps in Basic Materials tend to move together on rotation.
Reverse DCF
What growth is priced into ECL?
At today's price, Ecolab Inc. needs to grow free cash flow about 20.8% a year for 3 years, slowing to a long-run rate by year 10, to justify its valuation at a 7.49% cost of capital. Over the last five years its revenue has trended at 5.9% a year, so the market is asking for 14.9 percentage points above its own delivered rate. On that basis ECL looks priced above what its own growth record supports.
- Implied FCF growth
- 20.8%
- Growth trend
- 5.9%
- Growth gap
- +14.9 pts
- Verdict
- RICH
- Discount rate (WACC)
- 7.49%
- Beta
- 0.71
Behaviour On Record
What ECL's own history says about today's numbers
- Realized volatility (21d)
- 27.6% 83rd pct
- Below its peak
- -5.6%
- vs 200-day average
- +7.5%
- Up days (1y)
- 53%
Ecolab Inc. is currently running 27.6% annualised volatility over the last 21 sessions. Measured against ECL's own 13 years of daily returns rather than a market-wide average, that is the 83rd percentile — elevated for this stock, against a typical reading of 17.8%.
ECL is trading -5.6% below its running peak. Across 13 full years on file, its median worst-drawdown-in-a-year was -14.0%, and the deepest was -44.4% in 2022. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.
Price sits +7.5% from its 200-day moving average. Against every other day in its history, that gap ranks at the 74th percentile — a somewhat wider gap than its own norm. Over the past year ECL closed higher on 53% of sessions, and it is currently 1 session into a falling streak.
On November specifically: over 13 years of records, ECL finished the month higher 10 of 13 times, with a median return of +3.0% and an average of +3.9%. Its strongest month historically has been November at +3.9% on average, its weakest September at -1.9%.
Overnight risk is measurable too: ECL has opened more than 2% away from the prior close in 84 of 3,268 sessions (2.6% of the time), with the largest gaps running +7.3% and -8.5%.
Across the last 4 dated reports on file, ECL moved an average of 2.9% in the session after earnings, closing higher 3 of those 4 times, with a median move of +1.8% and a largest of -4.0%.
All figures computed from 3,269 daily closes between 2013-11-06 and 2026-11-05, split-adjusted, recomputed daily. Percentiles are against ECL's own 13-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of ECL's sector?
Ecolab Inc. sits in the Materials sector, currently ranked 4th of 12 GICS sectors by relative-strength rotation score (weakening).
- Sector rank
- #4 of 12
- Sector state
- Weakening
- Sector rotation score
- 64
Analyst Consensus Estimates
What do analysts expect ECL to earn?
Analysts expect Ecolab Inc. to earn $8.16 per share in the fiscal year ending Dec 2026 and $10.66 in the fiscal year ending Dec 2028, from 6 estimates. These are analyst forecasts, not company guidance, and later years rest on fewer analysts.
Revenue marked ~ is our calculation from the EPS estimate, not analyst consensus.
Analyst Rating Changes
Are analysts turning bullish or bearish on ECL?
Wells Fargo most recently reiterated its rating on Ecolab Inc. to Equal-Weight on Oct 29, 2026 with a price target of $315 (from $295). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.
- Latest action
- Wells Fargo: Equal-Weight
- 90-day upgrades
- 0
- 90-day downgrades
- 0
- Net rating momentum
- 0
Earnings Release, Scored
What did Ecolab Inc.'s latest earnings release say?
Most important lines
- 1
Adjusted OI growth +14%; organic OI growth accelerated to +11%.
New this quarter - 2
As expected, pricing strengthened to 5% as we leveraged total value delivered to mitigate higher commodity costs while improving customer performance.
New this quarter - 3
“We are entering 2027 with momentum and confidence in our ability to deliver another very strong year.
New this quarter
Peers & ETF holders
ECL peers & ETF holders
Specialty ChemicalsMarket cap · today
News & sentiment
What is the news saying about ECL?
ECL rose 7.8% over the month to Nov 6. News tone held between 50 and 92 from Oct 7 to Nov 2, then jumped to 84 on Nov 3.
- Oct 29 +2.0%same day: Wells Fargo Maintains Equal-Weight on Ecolab, Raises Price Target to $315
- Nov 4 +3.7%
- Nov 5 -2.9%
Technical analysis
How strong is ECL's momentum right now?
On the daily chart ECL ranks at the 56th percentile for momentum against 1,060 stocks and ETFs, a neutral reading.
Institutional ownership
Are big funds buying or selling ECL?
105 of the 222 tracked managers added to ECL in their latest 13F and 112 trimmed. Together they own 63.9% of the company, worth $51.8B. BlackRock and Vanguard Capital Management alone hold 13.6%.
- 1BlackRock, Inc.7.90%$6.4B positionAdded 1.1% last quarter
- $4.6B positionAdded 0.1% last quarter
- 3JPMorgan Chase & Co5.01%$4.1B positionAdded 25.4% last quarter
- 4State Street Corp4.04%$3.3B positionAdded 4.9% last quarter
- 5Morgan Stanley2.68%$2.2B positionAdded 0.5% last quarter
- $1.8B positionTrimmed 0.3% last quarter
- $1.7B positionAdded 0.1% last quarter
- 8Gates Foundation Trust1.79%$1.5B positionUnchanged last quarter
- $1.0B positionAdded 1.5% last quarter
- 10Royal Bank of Canada1.24%$1.0B positionAdded 3.3% last quarter
Congressional trading
Is Congress trading ECL?
4 members of Congress disclosed 9 ECL trades between Jul 23, 2014 and May 15, 2026: 5 buys and 4 sells, about $430.5K in estimated value.
What stands out
Click one to highlight its trades in the chartDiscover more
How has ECL done against its peers?
Over the six months to Nov 6, ECL returned +15.0%. Of the 15 related stocks and ETFs, none did better.
- 1ECLThis stockup 15.0%
- 2PPGPPG Industries, Inc.up 10.0%−5.0 pts
- 3SHWThe Sherwin-Williams Companyup 6.4%−8.6 pts
- 4NEMNewmont Corporationup 4.8%−10.1 pts
- 5LINLinde plcup 2.8%−12.2 pts
- 6APDAir Products and Chemicals, Inc.up 2.3%−12.7 pts
- 7RPMRPM International Inc.up 1.4%−13.6 pts
- 8IFFInternational Flavors & Fragrances Inc.up 0.5%−14.5 pts
- 16CTVACorteva, Inc.down 85.3%−100.3 pts