Ecolab Analysts Average $294.57 Target as Quarterly Dividend Rises 12.3%

ECLECL

Ecolab has received a “Moderate Buy” consensus from 21 analysts, including 13 buy and 3 strong-buy ratings, with an average 12-month price target of $294.57. The company also boosted its quarterly dividend by 12.3% to $0.73 per share, raising its annualized payout to $2.92 and yielding 1.1%.

1. Webcast Scheduled for Q4 2025 Results

Ecolab has announced a public webcast and conference call to discuss its fourth quarter 2025 financial results on February 10, 2026 at 1:00 p.m. Eastern Time. The event is expected to last one hour, with a news release containing detailed results to be issued before market open that day. Investors can access the live webcast at www.ecolab.com/investor, and a replay with supplemental materials will be archived on the company’s website.

2. Analyst Sentiment and Price Targets

According to MarketBeat.com, twenty-one brokerages currently cover Ecolab, assigning an average recommendation of "Moderate Buy." Within this group, five analysts rate the stock as a hold, thirteen as a buy and three as a strong buy. Over the past quarter, Evercore ISI upgraded its rating from in-line to outperform, while Robert W. Baird and Weiss Ratings each maintained bullish outlooks. JPMorgan Chase & Co. and Wells Fargo & Company both adjusted their assessments toward neutral/equal weight after raising their respective targets.

3. Insider Transactions

During November, CEO Christophe Beck sold 21,714 shares, reducing his holding by 23.01%, while Executive Vice President Boo Alexander A. De sold 1,422 shares, cutting his position by 19.89%. The combined transactions generated proceeds of approximately $6.06 million, and following these sales the two executives hold 78,370 shares collectively. Insider ownership across the company stands at 0.50% of outstanding shares.

4. Q4 Results and 2025 Guidance

In the third quarter, Ecolab reported revenue of $4.17 billion, up 4.2% year-over-year, with GAAP EPS of $2.07 matching consensus estimates. The company achieved a net margin of 12.49% and a return on equity of 22.55%. For the upcoming fourth quarter, Ecolab has set EPS guidance between $2.020 and $2.120, and full-year 2025 EPS guidance at $7.480–$7.580, signaling mid-single-digit top-line growth driven by strength in water treatment and infection prevention segments.

Sources

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