DailyIQ
DailyIQ
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ECL·Ecolab Inc.

$302.91
-2.92 (-0.95%)
High
$313.72
Open
$300.00
Market Cap
88.35B
52W High
$318.93
Low
$297.00
P. Close
$302.91
P/E
42.42
52W Low
$243.15
Fwd P/E
31.73
DailyIQ Est.
$336.53
Inst. Own.
63.9%
Short Interest
1.66%
Days to Cover
4.0
Div. Yield
0.95%
Next Ex-Div
~Dec 15
Div. Growth
38+ yrs
NewEarnings release, scored · filed Oct 27, 2026tone -9.9 vs prior release · 144 lines scoredSee the breakdown
Technical Score (1D)
56
BULLISH
News Sentiment
70
BULLISH
On Nov 3, a retrospective analysis reported that Ecolab had delivered an average annual return of 10.0% over the previous 20 years, outperforming the market by 1.14% on an annualized basis. The same report noted that the company’s market capitalization stood at $86.49 billion at the time of publication. The analysis highlighted Ecolab’s consistent performance and long‑term growth trajectory, underscoring the firm’s resilience and value proposition for investors. The data suggested a solid track record that may influence future investment decisions. No other developments were reported for the company on that date.
LOW TARGET
$300 -1.0%
2 analysts
MEAN TARGET
$331 +9.1%
14 analysts
HIGH TARGET
$360 +18.9%
16 analysts
PRICE RANGE
$300.00 - $360.00
SB / B / H / S / SS
9/15/6/1/1
DAILYIQ EST.
$336.53 (+11.1%)
Sector
Basic Materials
Industry
Specialty Chemicals
Exchange
NYQ
Country
United States
Website
Symbol
ECL
Description
Ecolab Inc. is a global provider of essential solutions focused on water, hygiene, and infection prevention, serving diverse industries worldwide. The company's operations are segmented into four key areas: Global Industrial, Global Institutional & Specialty, Global Healthcare & Life Sciences, and Global Pest Elimination. Ecolab delivers value by offering a comprehensive suite of products and services, including water treatment, cleaning and sanitizing solutions, and pest elimination services, targeting critical needs across sectors such as manufacturing, healthcare, and hospitality. Its products are marketed through a multi-channel approach, leveraging field sales teams, distributors, and direct corporate accounts. Founded in 1923, Ecolab maintains its headquarters in Saint Paul, Minnesota, and has established itself as a leader in providing essential services to a broad customer base.
Bought (1Y)
13,440 shares
$3.5M
Sold (1Y)
46,442.376 shares
$12.5M
Boone Jandeen MEVP, GC & Secretary
Option Exercise1,769 shares2026-11-02
Boone Jandeen MEVP, GC & Secretary
Tax Withholding654.242 shares2026-11-02
Boone Jandeen MEVP, GC & Secretary
Option Exercise1,769 shares2026-11-02
Brown Darrell RCo-COO - Global Markets
Award/Grant5,418 shares2026-11-02
Clark Benjamin M.EVP - Global Supply Chain
Option Exercise8,843 shares2026-11-02
69/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Net Margin
12.9%
Revenue CAGR
6.2%
Current Ratio
1.08x
Debt / Equity
0.82x
Return on Equity
21.2%
Earnings Summary
In the most recent two quarters, Q3 2026 and Q4 2025, Ecolab posted EPS of $2.18 and $2.08 respectively, both slightly below or near analyst expectations, while revenue grew from $4.69 billion in Q3 2026 to $4.20 billion in Q4 2025, reflecting a modest acceleration in top‑line momentum; the company consistently beat or matched estimates in the last four quarters, with EPS hovering just under guidance in Q2 2026 and Q3 2026. Historically, Ecolab has maintained a steady YoY revenue growth trajectory, with 13 % growth in Q3 2026 and 19.6 % margin expansion, underscoring its pricing power; however, EPS has shown slight volatility, occasionally missing or matching estimates, indicating a pattern of solid revenue gains coupled with earnings that stay close to forecasts. Recent news highlights a Wells Fargo upgrade to equal‑weight and a $315 price target, reflecting confidence in steady revenue growth and margin expansion, while the company’s own earnings call emphasized a 7 % organic sales growth and 19.6 % margin expansion in Q3 2026, driven by high‑tech and digital sales; these developments reinforce the narrative of margin resilience and diversified revenue streams.

EPS

EstBeatMiss
$1.62$1.79$1.95$2.12$2.28Q3'25Q4'25Q1'26Q2'26Q3'26Q4'26
QtrEstActual+/−
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

EstBeatMiss
$3.9B$4.2B$4.4B$4.7B$4.9BQ3'25Q4'25Q1'26Q2'26Q3'26Q4'26
QtrEstActual+/−
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 -

Market Data

ECL Stock Snapshot

NEUTRAL56/100
$302.91−$2.92 (1.0%)
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
52-week range+24.6% off low · -5.0% from high
$243.15$318.93
Price $302.91 DailyIQ Est. $336.53

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?

RICH

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

Options Market

What is the options market pricing for ECL?

CallsPuts

For Ecolab Inc.'s nearest expiry (2026-11-20, 14 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.65), with at-the-money implied volatility around 29.7%. The options market is pricing roughly a ±5.5% move by that expiry — a range of about $286.49–$320.05.

Put/call ratio (2026-11-20)
0.65
ATM implied volatility
29.7%
Total open interest
7,500
Expected move by 2026-11-20
±5.5% ($286.49–$320.05)

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.

Quarter endingEPS estimateEPS rangeEPS analystsRevenue estimateRevenue analysts
Dec 2026$2.19$2.14 to $2.2420$4.75B16
Mar 2027$1.88$1.79 to $1.9412$4.50B9
Jun 2027$2.32$2.25 to $2.407~$4.81B-
Sep 2027$2.55$2.51 to $2.617~$5.28B-
Fiscal year endingEPS estimateEPS rangeEPS analystsRevenue estimateRevenue analysts
Dec 2026$8.16$8.10 to $8.2023$17.91B21
Dec 2027$9.41$8.95 to $9.9524$19.35B21
Dec 2028$10.66$10.35 to $10.896~$22.08B-

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
DateFirmActionRatingPrice target
Oct 29, 2026Wells FargoMaintainedEqual-Weight$295 → $315
Oct 28, 2026UBSMaintainedBuy$344 → $357
Oct 28, 2026CitigroupMaintainedBuy$330 → $345
Oct 28, 2026JP MorganMaintainedOverweight$305 → $310
Oct 5, 2026UBSMaintainedBuy$342 → $344
Jul 30, 2026Wells FargoMaintainedEqual-Weight$275 → $295
Jul 29, 2026MizuhoMaintainedOutperform$325 → $327
Jul 29, 2026BMO CapitalMaintainedOutperform$345 → $360
Jul 29, 2026JP MorganMaintainedOverweight$295 → $305
Jul 17, 2026OppenheimerUpgradePerform → Outperform$320
Jul 9, 2026Deutsche BankMaintainedBuy$325 → $335
Jul 7, 2026RBC CapitalReiteratedOutperform$337

Earnings Release, Scored

What did Ecolab Inc.'s latest earnings release say?

Filed Oct 27, 2026 · SEC Form 8-K, Exhibit 99

Tone70.2/ 100-9.9 vs prior release
Hedging words1.17per 100 words+0.79 vs prior release
Tone, last 3 releasesScale 50–87

Most important lines

  1. 1

    Adjusted OI growth +14%; organic OI growth accelerated to +11%.

    New this quarter
  2. 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. 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

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.

Daily close and news tone, Oct 6 to Nov 6
$280$300Oct 6Oct 7: tone 66Oct 8: tone 64Oct 9Oct 12Oct 13Oct 14: tone 71Oct 15: tone 92Oct 16Oct 19Oct 20: tone 68Oct 21: tone 61Oct 22: tone 66Oct 23: tone 57Oct 26Oct 27: tone 59Oct 28: tone 63Oct 29: tone 70Oct 30Nov 2: tone 50Nov 3: tone 85Nov 4: tone 50Nov 5Nov 6Oct 6News toneNov 6123
  1. Oct 29 +2.0%same day: Wells Fargo Maintains Equal-Weight on Ecolab, Raises Price Target to $315
  2. Nov 4 +3.7%
  3. 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.

Momentum rank by timeframe0 = weakest, 100 = strongest
See what drives the rankThe inputs behind each timeframe's momentum rank, plus RSI, stochastics, Bollinger Bands and moving averages. Free with an account.

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%.

105adding112trimming5unchanged
Largest holders by stake, latest 13FBar = share of ECL
  1. $6.4B positionAdded 1.1% last quarter
  2. $4.6B positionAdded 0.1% last quarter
  3. $4.1B positionAdded 25.4% last quarter
  4. $3.3B positionAdded 4.9% last quarter
  5. $2.2B positionAdded 0.5% last quarter
  6. $1.8B positionTrimmed 0.3% last quarter
  7. $1.7B positionAdded 0.1% last quarter
  8. $1.5B positionUnchanged last quarter
  9. $1.0B positionAdded 1.5% last quarter
  10. $1.0B positionAdded 3.3% last quarter
Full holdings history

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.

BuysSells201620182020202220242026
BuySell$1K–$15K$15K–$50K$50K–$100K$100K–$250K

What stands out

Click one to highlight its trades in the chart

Discover 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.

Change since May 6, through Nov 6
−100%−50%0%+50%May 6JunJulAugSepOctNov 6ECL +15.0%CTVA −85.3%