Thematics Asset Management Has $36.94 Million Stock Position in Ecolab Inc. $ECL

Thematics Asset Management lessened its holdings in shares of Ecolab Inc. (NYSE:ECL) by 11.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 134,873 shares of the basic materials company’s stock after selling 17,909 shares during the quarter. Ecolab makes up approximately 1.7% of Thematics Asset Management’s investment portfolio, making the stock its 12th largest position. Thematics Asset Management’s holdings in Ecolab were worth $36,936,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of ECL. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its holdings in shares of Ecolab by 23.3% during the third quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 370 shares of the basic materials company’s stock worth $101,000 after buying an additional 70 shares in the last quarter. iSAM Funds UK Ltd acquired a new position in shares of Ecolab in the third quarter valued at about $226,000. NorthRock Partners LLC increased its position in Ecolab by 10.6% during the third quarter. NorthRock Partners LLC now owns 6,858 shares of the basic materials company’s stock worth $1,878,000 after acquiring an additional 658 shares during the period. Prudential PLC raised its stake in Ecolab by 10.3% in the 3rd quarter. Prudential PLC now owns 86,838 shares of the basic materials company’s stock worth $23,781,000 after purchasing an additional 8,083 shares in the last quarter. Finally, Texas Capital Bank Wealth Management Services Inc raised its stake in Ecolab by 9.3% in the 3rd quarter. Texas Capital Bank Wealth Management Services Inc now owns 3,359 shares of the basic materials company’s stock worth $920,000 after purchasing an additional 287 shares in the last quarter. Institutional investors own 74.91% of the company’s stock.

Insider Activity

In other Ecolab news, CEO Christophe Beck sold 20,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $307.37, for a total transaction of $6,147,400.00. Following the sale, the chief executive officer directly owned 90,794 shares of the company’s stock, valued at $27,907,351.78. The trade was a 18.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Tracy B. Mckibben sold 1,265 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were 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 $3,505,760.28. The trade was a 10.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.04% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Wells Fargo & Company increased their target price on shares of Ecolab from $275.00 to $310.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 11th. Morgan Stanley reiterated an “overweight” rating and issued a $330.00 price target on shares of Ecolab in a research note on Wednesday, February 11th. Mizuho set a $335.00 price target on Ecolab in a research report on Wednesday, February 11th. Royal Bank Of Canada lifted their price objective on Ecolab from $294.00 to $337.00 and gave the company an “outperform” rating in a report on Wednesday, February 11th. Finally, Evercore reiterated an “outperform” rating and set a $312.00 target price on shares of Ecolab in a research report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, Ecolab has a consensus rating of “Moderate Buy” and a consensus target price of $323.56.

Ecolab Stock Down 0.6%

NYSE ECL opened at $274.12 on Friday. The business has a fifty day moving average price of $287.11 and a two-hundred day moving average price of $274.53. The stock has a market capitalization of $77.29 billion, a PE ratio of 37.65, a PEG ratio of 2.26 and a beta of 0.97. Ecolab Inc. has a fifty-two week low of $221.62 and a fifty-two week high of $309.27. The company has a debt-to-equity ratio of 0.75, a current ratio of 1.08 and a quick ratio of 0.81.

Ecolab (NYSE:ECL) last released its quarterly earnings data on Tuesday, February 10th. The basic materials company reported $2.08 earnings per share for the quarter, beating the consensus estimate of $2.07 by $0.01. The business had revenue of $4.20 billion for the quarter, compared to analyst estimates of $4.20 billion. Ecolab had a return on equity of 22.73% and a net margin of 12.91%.Ecolab’s revenue was up 4.8% compared to the same quarter last year. During the same period last year, the firm posted $1.81 earnings per share. Ecolab has set its FY 2026 guidance at 8.430-8.630 EPS and its Q1 2026 guidance at 1.670-1.730 EPS. Equities analysts expect that Ecolab Inc. will post 7.54 earnings per share for the current fiscal year.

Ecolab Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 17th will be given a $0.73 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $2.92 annualized dividend and a yield of 1.1%. Ecolab’s dividend payout ratio (DPR) is currently 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.