Brasada Capital Management LP Invests $9.54 Million in Ecolab Inc. $ECL

Brasada Capital Management LP bought a new position in Ecolab Inc. (NYSE:ECL) during the second quarter, according to its most recent disclosure with the SEC. The firm bought 34,233 shares of the basic materials company’s stock, valued at approximately $9,538,000.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Wexford Capital LP bought a new position in shares of Ecolab in the third quarter worth about $25,000. JPL Wealth Management LLC purchased a new position in shares of Ecolab during the 3rd quarter valued at about $26,000. Costello Asset Management INC bought a new position in shares of Ecolab during the 1st quarter valued at approximately $27,000. Kemnay Advisory Services Inc. purchased a new stake in Ecolab in the 4th quarter worth approximately $27,000. Finally, J.Safra Asset Management Corp purchased a new stake in Ecolab in the 2nd quarter worth approximately $28,000. 74.91% of the stock is currently owned by hedge funds and other institutional investors.

Ecolab Trading Down 1.5%

Ecolab stock opened at $286.13 on Friday. The stock has a market cap of $80.21 billion, a P/E ratio of 38.41, a PEG ratio of 2.51 and a beta of 0.88. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.84 and a quick ratio of 1.57. Ecolab Inc. has a 1 year low of $243.15 and a 1 year high of $309.27. The firm’s 50 day moving average price is $278.01 and its 200-day moving average price is $273.70.

Ecolab (NYSE:ECL) last released its earnings results on Tuesday, July 28th. The basic materials company reported $2.09 EPS for the quarter, topping the consensus estimate of $2.08 by $0.01. Ecolab had a net margin of 12.57% and a return on equity of 22.72%. The firm had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.38 billion. During the same quarter in the previous year, the firm earned $1.89 earnings per share. The company’s quarterly revenue was up 9.7% compared to the same quarter last year. Ecolab has set its Q3 2026 guidance at 2.130-2.230 EPS. On average, equities analysts predict that Ecolab Inc. will post 8.17 earnings per share for the current fiscal year.

Ecolab Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Tuesday, September 15th will be paid a $0.73 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.92 annualized dividend and a yield of 1.0%. Ecolab’s payout ratio is presently 39.19%.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Zacks Research downgraded shares of Ecolab from a “hold” rating to a “strong sell” rating in a report on Monday, July 20th. Wells Fargo & Company increased their price objective on shares of Ecolab from $275.00 to $295.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 30th. BMO Capital Markets raised their price objective on shares of Ecolab from $345.00 to $360.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Oppenheimer upgraded shares of Ecolab from a “market perform” rating to an “outperform” rating and set a $320.00 target price on the stock in a research note on Friday, July 17th. Finally, Jefferies Financial Group dropped their target price on shares of Ecolab from $352.00 to $345.00 and set a “buy” rating for the company in a report on Wednesday, May 20th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $327.56.

Insider Activity at Ecolab

In other news, Director Michel D. Doukeris acquired 7,750 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was purchased at an average price of $258.00 per share, for a total transaction of $1,999,500.00. Following the completion of the transaction, the director directly owned 8,326 shares in the company, valued at approximately $2,148,108. This trade represents a 1,345.49% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Christophe Beck sold 17,862 shares of Ecolab stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $280.14, for a total value of $5,003,860.68. Following the completion of the sale, the chief executive officer directly owned 72,932 shares in the company, valued at $20,431,170.48. This trade represents a 19.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.50% of the company’s stock.

Ecolab Company 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.