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13 stories mentioning ECLUpdated 21d ago

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Wire

Ecolab to Gain From Stronger Volumes, Margins, UBS Says

Ecolab (ECL) could see stronger earnings growth as pricing, higher volumes, cost savings, AI and digital tools, and better margins support results over the next several years, UBS said in a note Tuesday.The investment firm said Ecolab's shift toward faster-growing high-tech markets could lift annual volume growth to about 4%, above its older pace of about 1% to 2%.UBS expects adjusted earnings per share to grow at about a 17% annual rate from 2027 to 2029, helped by stronger sales and higher margins, while high-tech sales, including semiconductor water treatment and data center cooling, could grow to 12% to 14% of total sales and support better margins.Ecolab's broader growth areas, including life sciences, pest control, digital services, and high tech, could rise to about 25% of sales, though UBS said it expects margin growth to slow in 2026 because of raw material costs, but said margins could improve again from 2027 and reach about 24% by 2029.UBS upgraded Ecolab to buy from neutral and raised its price target to $325 from $293.Shares of the company were up about 4.6% in Wednesday trading.Price: $265.63, Change: $+11.40, Percent Change: +4.48%

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Wire

Ecolab's Commodity Cost Hike Predictions Appear Reasonable, RBC Says

Ecolab's (ECL) forecast for commodity cost increases in Q2 and H2 appears reasonable as the rise in caustic soda, ethylene, and propylene prices amid the Middle East crisis looks manageable, RBC Capital Markets said in a Tuesday research note.Commodity cost inflation is a near-term headwind, which could result in an incremental inflation impact of around 2.5% in 2026, according to the note.Momentum in surcharge implementation should offset cost impacts, supported by moderating propylene prices as well as while stable ethylene prices due to steady natural gas prices, the analysts said.RBC reiterated its outperform rating on Ecolab with a price target of $337.Price: $264.81, Change: $+10.58, Percent Change: +4.16%

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Research

UBS Upgrades Ecolab to Buy From Neutral, Adjusts Price Target to $325 From $293

Ecolab (ECL) has an average rating of overweight and mean price target of $320.89, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Jefferies Adjusts Ecolab Price Target to $345 From $352, Maintains Buy Rating

Jefferies Adjusts Ecolab Price Target to $345 From $352, Maintains Buy Rating

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Wire

Ecolab Seen Gaining From Faster-Growing Businesses, Price Increases, RBC Says

Ecolab (ECL) is positioned for stronger organic momentum and margin improvement as its faster-growing businesses expand, recent price increases take hold, and the company sells more across its existing customer base, RBC Capital Markets said Tuesday in a report after investor meetings with Chief Financial Officer Scott Kirkland.Ecolab expects revenue growth to accelerate to 5% to 7% over the medium term, supported by high-growth areas such as life sciences, global high-tech, pest control and digital solutions, along with contributions from recent acquisitions including CoolIT, the report said.Management expects recent price increases, including temporary energy-related fees and longer-lasting list-price adjustments, to offset higher commodity costs by late Q2 or early Q3, RBC said. That should help Ecolab return to 12% to 15% EPS growth starting in Q3, excluding the CoolIT acquisition, the report said.RBC maintained its outperform rating on Ecolab stock and its price target of $337.Price: $247.99, Change: $+2.26, Percent Change: +0.92%

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Wire

Ecolab Creating Cross-Selling Opportunities Via 'One Ecolab' Approach, RBC Says

Ecolab (ECL) has created incremental cross-selling opportunities through a holistic "One Ecolab" approach, RBC Capital Markets said in a note Monday.RBC analysts said the company has shifted from a division-focused to a customer-centric model.The note also said that the company's 'One Ecolab' initiative targets its top 35 customers, collectively representing about $3.5 billion in revenue.Meanwhile, Ecolab expects raw material deflation, pricing actions, and solid execution to drive double-digit operating income and earnings per share growth over the mid-term.RBC expects the company to continue to price based on value, as well as benefit from near-term raw material deflation.Analysts have an outperform rating on the stock and a $337 price target.Price: $244.55, Change: $-4.66, Percent Change: -1.87%

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Insider Trading

Ecolab Insider Bought Shares Worth $250,650, According to a Recent SEC Filing

David MacLennan, Director, on May 13, 2026, executed a purchase for 1,000 shares in Ecolab (ECL) for $250,650. Following the Form 4 filing with the SEC, MacLennan has control over a total of 29,439 common shares of the company, with 25,230 shares held directly and 4,209 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/31462/000149853526000008/xslF345X05/form4-05142026_090549.xml

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Wire

Ecolab Opens Bioprocessing Applications Lab in Korea

Ecolab (ECL) said Wednesday that it has opened a new bioprocessing applications lab in Dongtan, Korea -- its first such facility in Asia.The facility supports a full range of process development activities, from early-stage testing through studies that replicate manufacturing at scale, the company said. It also enables close collaboration with Ecolab experts to improve purification, boost efficiency, and help bring products to commercial readiness, the company said.Shares of Ecolab fell past 3% in the session.Price: $258.64, Change: $-8.32, Percent Change: -3.12%

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Wire

Citigroup Adjusts Price Target on Ecolab to $325 From $330, Maintains Buy Rating

Ecolab (ECL) has an average rating of overweight and mean price target of $321.16, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $262.60, Change: $-4.36, Percent Change: -1.64%

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Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Ecolab Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our target by $21 to $328, 33.7x our 2027 EPS estimate, in line with ECL's three-year average forward P/E. We trim our EPS estimates by $0.16 to $8.47 for 2026 and by $0.10 to $9.74 for 2027. ECL delivered strong Q1 results with accelerating organic growth and margin expansion, supported by its growth engines (Global High-Tech, Life Sciences, Pest, Digital), which collectively grew 12% and now represent 20%+ of sales. The 2026 guidance (+12%-15% adjusted EPS) is maintained despite rising commodity costs given confidence in its pricing power. The pending CoolIT Systems acquisition will create a $1.5B high-tech platform growing 20%-25%+ annually at high margins, positioning ECL as the leading provider of circular water management and direct-to-chip cooling for AI data centers. ECL remains on track to achieve its 20% operating margin target by 2027 (vs. 16.7% in Q1), supported by strong pricing execution, a portfolio mix shift toward higher-margin businesses, and SG&A leverage from digital/AI initiatives.

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Research

Research Alert: Ecolab Posts Solid Q1; Accelerated Growth; Near-term Margin Pressure Expected

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Ecolab reported Q1 sales of $4.1B (+10% Y/Y), $37M above consensus, with organic growth accelerating to +4% from +3% in Q4. Adjusted EPS of $1.70 (+13% Y/Y) met consensus, while operating margin expanded 70 bps to 16.7%, progressing toward the 20% target by 2027. Growth engines (20% of sales) showed strengthening momentum, with Global High-Tech delivering +25% organic growth from AI infrastructure and Life Sciences accelerating to +11% led by bioprocessing demand. Management maintained full-year EPS guidance of $8.43-$8.63 (+12% to +15%) but guided Q2 below estimates due to commodity cost pressures requiring energy surcharges. We view the High-Tech momentum as particularly significant given the multi-year AI data center runway, while the pending CoolIT acquisition reinforces ECL's end-to-end cooling capabilities. We see risk to 2H margin expansion if commodity costs remain elevated or if pricing implementation faces resistance, testing ECL's value proposition and customer relationships.

$ECL
Research

Deutsche Bank Upgrades Ecolab to Buy From Hold, Price Target is $325

Ecolab (ECL) has an average rating of overweight and mean price target of $322.11, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Citigroup Adjusts Ecolab Price Target to $330 From $345, Maintains Buy Rating

Ecolab (ECL) has an average rating of overweight and mean price target of $320.25, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $270.88, Change: $-2.42, Percent Change: -0.88%

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