ECOLAB INC.
At today's price, ECOLAB INC. (ECL) is priced for today's economics sustained for ~5.5 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $269 every standard valuation family lands below the price (asset near $80 to $120, earnings-power near $58 to $67, relative near $116 to $193), so the quote rests on a durability and pricing-power premium rather than on any single method reaching it. The inversion reads about 32x company-wide operating income, implying roughly mid-single-digit growth with margin expansion held for about six years; the implied operating margin near 19.3% matches management's own 2026 guide of over 19%, so th
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1,637 institutional managers reported holding ECL in 13F filings for the quarter ended 2026-03-31. Together they hold about 74% of the company; the top 10 hold 33%. 126 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 3.7M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ECL has cut its share count 1.4% over the past five years, spending $2.71B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 12 years straight; the current rate is $2.68 a share annually. Cash returned over the past three years: $1.94B in dividends and $2.15B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ECL over the trailing three years: 2023: 2 buys totaling $273k; 2024: 2 buys totaling $304k; 2025: 4 buys totaling $592k; 2026: 2 buys totaling $2.26M. 29 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ECL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +1.0% | -7.1% |
| 2023-11-03 | +5.1% | +11.7% |
| 2024-02-24 | +2.5% | -0.6% |
| 2024-05-03 | +1.5% | +4.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ECL's latest 8-K filings: 2026-05-29 (items 8.01, 9.01); 2026-05-11 (items 5.02, 5.07); 2026-04-28 (items 2.02, 9.01); 2026-04-15 (items 1.01, 2.03, 9.01); 2026-03-27 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.