Ecolab (ECL)

• Market cap: $75B
• 1 day: -0.27%
• 5 days: 7.09%
• 1 month: 13.19%
• 3 months: 6.92%
• 6 months: 10.55%
• Year to date: 14.64%
• 1 year: 22.02%
• 5 years: 27.70%
• 10 years: 137.07%
• Sector: Materials
• Industry: Soap, Detergents, Cleaning Preparations, Perfumes, Cosmetics

About: Ecolab produces and markets cleaning and sanitation products for the industrial manufacturing, hospitality, healthcare, and life sciences markets. The firm is the global market share leader in this category with a wide array of products and services, including dish and laundry washing systems, pest control, and infection control products. Additionally, Ecolab sells customized water management solutions across its end markets. The company has a strong hold on the US market and is growing its presence abroad.

Employees: 48,000

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

95% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 63

13% more call options, than puts

Call options by funds: $129M | Put options by funds: $114M

3% more funds holding

Funds holding: 1,431 [Q2] → 1,471 (+40) [Q3]

3% more capital invested

Capital invested by funds: $53.1B [Q2] → $54.6B (+$1.5B) [Q3]

9% less repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 569

2.66% less ownership

Funds ownership: 78.18% [Q2] → 75.52% (-2.66%) [Q3]

4% less funds holding in top 10

Funds holding in top 10: 25 [Q2] → 24 (-1) [Q3]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $270 2% upside
• Avg. target: $293 11% upside
• High target: $313 18% upside

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

UBS Joshua Spector 49% 1-year accuracy 18 / 37 met price target	6% upside $280	Neutral Maintained	12 Feb 2025
Wells Fargo Jason Haas 58% 1-year accuracy 21 / 36 met price target	18% upside $313	Overweight Maintained	12 Feb 2025
Stifel Shlomo Rosenbaum 63% 1-year accuracy 12 / 19 met price target	16% upside $307	Buy Maintained	12 Feb 2025
Citigroup Patrick Cunningham 42% 1-year accuracy 14 / 33 met price target	15% upside $305	Buy Maintained	12 Feb 2025
Morgan Stanley Vincent Andrews 63% 1-year accuracy 5 / 8 met price target	6% upside $280	Overweight Upgraded	28 Jan 2025