Concurrent Investment Advisors LLC Buys 2,533 Shares of Ecolab Inc. $ECL

Concurrent Investment Advisors LLC lifted its stake in Ecolab Inc. (NYSE:ECL) by 38.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,159 shares of the basic materials company’s stock after acquiring an additional 2,533 shares during the period. Concurrent Investment Advisors LLC’s holdings in Ecolab were worth $2,404,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in ECL. Vanguard Group Inc. boosted its holdings in shares of Ecolab by 2.1% in the third quarter. Vanguard Group Inc. now owns 25,190,115 shares of the basic materials company’s stock worth $6,898,565,000 after acquiring an additional 527,902 shares during the period. Balyasny Asset Management L.P. boosted its holdings in shares of Ecolab by 195.9% in the third quarter. Balyasny Asset Management L.P. now owns 670,778 shares of the basic materials company’s stock worth $183,699,000 after acquiring an additional 444,053 shares during the period. M&T Bank Corp boosted its holdings in shares of Ecolab by 594.6% in the fourth quarter. M&T Bank Corp now owns 493,525 shares of the basic materials company’s stock worth $129,560,000 after acquiring an additional 422,471 shares during the period. AQR Capital Management LLC boosted its holdings in shares of Ecolab by 115.6% in the second quarter. AQR Capital Management LLC now owns 727,370 shares of the basic materials company’s stock worth $193,753,000 after acquiring an additional 389,981 shares during the period. Finally, Holocene Advisors LP bought a new position in shares of Ecolab in the third quarter worth $97,664,000. 74.91% of the stock is owned by institutional investors.

Trending Headlines about Ecolab

Here are the key news stories impacting Ecolab this week:

• Positive Sentiment: Ecolab beat Q1 revenue estimates with reported sales of $4.07B (+10% y/y) and accelerated organic growth in Life Sciences, Global High‑Tech, Institutional and Specialty—driving continued double‑digit EPS growth. Ecolab Delivers Accelerated Sales Growth and Double-Digit EPS Growth
• Positive Sentiment: Digital sales and strong demand in life sciences/tech were highlighted as growth drivers, supporting near-term revenue momentum. ECL Stock Up in Pre-Market Post In-Line Q1 Earnings, Gross Margin Down
• Neutral Sentiment: Reported adjusted EPS of $1.70 matched consensus; revenue beat but gross margin tightened versus prior year—mixed signal for profitability trends. Ecolab (ECL) Q1 Earnings Match Estimates
• Neutral Sentiment: The company maintained FY2026 adjusted EPS guidance of $8.43–$8.63, essentially in line with consensus—providing some reassurance about full‑year targets despite near‑term uncertainty. MarketBeat Ecolab Coverage
• Negative Sentiment: Ecolab set Q2 EPS guidance of $2.02–$2.12, which sits slightly below consensus and prompted investor caution; management flagged higher costs tied to the Iran war as a driver of elevated near‑term expense. Ecolab forecasts second-quarter profit below estimates as Iran war pushes up costs
• Negative Sentiment: Reaction: shares slipped as investors focused on the mixed guidance and margin pressure despite the revenue beat—creating short‑term downside even with constructive demand trends. Ecolab slips after in-line Q1; Q2 earnings guidance mostly below consensus

Insider Transactions at Ecolab

In other news, Director Tracy B. Mckibben sold 1,265 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $308.66, for a total transaction of $390,454.90. Following the transaction, the director directly owned 11,358 shares of the company’s stock, valued at approximately $3,505,760.28. This trade represents a 10.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Christophe Beck sold 20,000 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $307.37, for a total value of $6,147,400.00. Following the transaction, the chief executive officer directly owned 90,794 shares in the company, valued at $27,907,351.78. This trade represents a 18.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.50% of the company’s stock.

Analysts Set New Price Targets

ECL has been the topic of a number of recent analyst reports. Weiss Ratings downgraded Ecolab from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, April 21st. UBS Group lowered their price objective on Ecolab from $312.00 to $293.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. BMO Capital Markets increased their price objective on Ecolab from $323.00 to $345.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft upgraded Ecolab from a “hold” rating to a “buy” rating and set a $325.00 price objective on the stock in a research report on Monday, April 20th. Finally, Citigroup lowered their price objective on Ecolab from $345.00 to $330.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $322.82.

Ecolab Trading Down 0.4%

Shares of ECL stock opened at $266.88 on Wednesday. The business’s fifty day moving average is $277.47 and its 200 day moving average is $273.46. Ecolab Inc. has a 52-week low of $240.92 and a 52-week high of $309.27. The company has a debt-to-equity ratio of 0.75, a quick ratio of 0.81 and a current ratio of 1.08. The company has a market capitalization of $75.37 billion, a PE ratio of 36.66, a price-to-earnings-growth ratio of 2.12 and a beta of 1.02.

Ecolab (NYSE:ECL) last released its quarterly earnings results on Tuesday, April 28th. The basic materials company reported $1.70 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.70. Ecolab had a return on equity of 22.73% and a net margin of 12.91%.The business had revenue of $4.07 billion for the quarter, compared to the consensus estimate of $4.02 billion. During the same quarter last year, the business posted $1.50 earnings per share. The company’s revenue for the quarter was up 10.0% on a year-over-year basis. Ecolab has set its FY 2026 guidance at 8.430-8.630 EPS and its Q2 2026 guidance at 2.020-2.120 EPS. On average, equities research analysts anticipate that Ecolab Inc. will post 8.45 EPS for the current fiscal year.

Ecolab Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 17th were given a dividend of $0.73 per share. The ex-dividend date was Tuesday, March 17th. This represents a $2.92 dividend on an annualized basis and a yield of 1.1%. Ecolab’s dividend payout ratio (DPR) is presently 40.11%.

Ecolab Profile

Ecolab, Inc is a global provider of water, hygiene and infection prevention solutions and services. The company develops and supplies cleaning and sanitizing chemicals, dispensing equipment, water-treatment systems, pest elimination services and related technologies designed to help businesses maintain clean, safe and efficient operations. Its offerings span both products and onsite services, often paired with technical support and training.

Ecolab serves a broad range of end markets including hospitality and foodservice, food and beverage processing, healthcare, manufacturing and industrial operations, and energy and utilities.