Schneider, Siemens & Oklo: This Week in Sustainability
This article highlights key sustainability news, including Schneider Electric's new Energy Technology Coalition, a partnership between Oklo and Siemens Energy for clean energy, and insights from the IEA on the booming lithium battery market. It also touches on consumer shifts regarding ESG concerns according to Kantar, and PwC's predictions for how AI will intersect with sustainability in 2026. These developments underscore ongoing efforts to decarbonize and make energy consumption more efficient and resilient.
Ecolab’s Quiet Rally: Is This Defensive Compounder Still a Buy for 2026?
Ecolab Inc. has shown strong momentum due to its pricing power and demand for hygiene and water treatment, making it a reliable choice for investors seeking growth with downside protection. While its valuation is currently premium, the company's strong fundamentals and improving margins position it well for continuous growth into 2026, despite competitive and regulatory risks. Wall Street analysts maintain a constructive view, recommending it as a core holding for capital preservation and steady compounding.
Waste Management and Remediation Services Industry Report
The waste management and remediation services market is projected to reach $1.14 trillion by 2030, growing from $819.26 billion in 2025 at a CAGR of 7%. Key growth drivers include stringent regulations, circular economy investments, smart waste technologies, and rising demand for environmental cleanup, particularly for hazardous waste and PFAS solutions. Strategic acquisitions and technological innovations, like Crystal Clean's SAFF10 for PFAS remediation, are further shaping the market, with Western Europe and Asia-Pacific being significant growth regions.
Ecolab Declares Cash Dividend
Ecolab Inc.'s board of directors has declared a regular quarterly cash dividend of $0.73 per common share. The dividend will be paid on April 15, 2026, to shareholders of record as of March 17, 2026. Ecolab has a history of paying cash dividends on its common stock for 89 consecutive years.
Walgreens deal veteran Lanesha Minnix to lead BD legal and public affairs
BD (Becton, Dickinson and Company) has appointed Lanesha Minnix as Executive Vice President and General Counsel, effective March 16, 2026. Minnix, who previously held senior legal roles at Walgreens Boots Alliance where she played a key part in a $24 billion take-private transaction, will lead BD's Law Group and Public Affairs and join the Executive Leadership Team. This appointment comes as BD navigates significant strategic changes, including portfolio adjustments and debt management.
Lanesha Minnix Named General Counsel for BD
BD (Becton, Dickinson and Company) has appointed Lanesha Minnix as its executive vice president and general counsel, effective March 16, 2026. She will lead the Law Group and Public Affairs, reporting to the chairman, CEO, and president, Tom Polen. Minnix previously served as chief legal officer at Walgreens Boots Alliance and held senior roles at Ecolab and Flowserve, bringing extensive experience in legal, corporate affairs, and governance to BD.
AI customer engagement firm Resulticks to sell Diginex ESG tools in $40M push
Diginex Limited (NASDAQ: DGNX) has signed a strategic reseller agreement with Resulticks Global Companies Pte Limited, aiming for $40 million in cumulative revenue over four years. This deal involves Resulticks reselling Diginex's ESG and sustainability platforms and restructures an $8 million funding previously extended by Diginex to Resulticks into four $2 million payments due by September 2026. The companies are also in ongoing discussions for a potential business combination, with final terms agreed but execution contingent on securing non-dilutive medium-term debt financing.
Do Wall Street Analysts Like Ecolab Stock?
Ecolab Inc. (ECL) has outperformed the broader S&P 500 Index over the past year, although it underperformed the Global X Clean Water ETF (AQWA) in the same period. Analysts have a "Moderate Buy" consensus rating for ECL, with a mean price target suggesting a 4.9% premium to its current price levels. The company recently reported strong Q4 results, beating Wall Street expectations for both EPS and revenue.
Evercore ISI Raises Price Target for Ecolab (ECL) to $312 | ECL Stock News
Evercore ISI Group has raised its price target for Ecolab (ECL) to $312, maintaining an "Outperform" rating. This adjustment reflects a 4% increase from the previous target and mirrors similar upward revisions from other analysts like BMO Capital, Exane BNP Paribas, Wells Fargo, Stifel, and Citigroup, indicating a generally positive sentiment towards Ecolab. The average one-year price target from 20 analysts is $322.67, suggesting a 6.21% upside from the current price, though GuruFocus's GF Value estimate suggests a potential downside.
Berenberg Bank Sticks to Their Hold Rating for Ecolab (ECL)
Berenberg Bank has reaffirmed its Hold rating for Ecolab (ECL) with a price target of $299.00. This rating aligns with Deutsche Bank's recent Hold, while Barclays maintained a Buy rating. Ecolab reported quarterly revenue of $4.17 billion and a net profit of $585 million, and insider sentiment on the stock is neutral.
Berenberg Bank Sticks to Their Hold Rating for Ecolab (ECL)
Berenberg Bank reaffirmed its Hold rating for Ecolab (ECL) with a $299.00 price target on February 13, despite the stock closing at $299.17 the previous Friday. Other banks also issued ratings, with Deutsche Bank maintaining a Hold and Barclays a Buy. Ecolab recently reported quarterly revenue of $4.17 billion and a net profit of $585 million for the quarter ending September 30.
Should You Invest in the First Trust Water ETF?
This article evaluates the First Trust Water ETF (FIW), highlighting its exposure to the Industrials - Water sector, its assets over $1.76 billion, and an expense ratio of 0.53%. It notes the ETF's year-to-date return of approximately 9.14% and positions it as a medium-risk investment with alternatives like Invesco S&P Global Water Index ETF. The article also includes analyst ratings and recent news for Ecolab (ECL), a significant company in water treatment solutions, detailing its dividend declarations and strong Q4 2025 earnings growth.
Is Ecolab’s Strong Q4 and Ongoing Buybacks Reshaping the Investment Case for Ecolab (ECL)?
Ecolab Inc. reported strong fourth-quarter 2025 results with increased revenue and net income, alongside continued share buybacks reducing shares by nearly 22%. While Q4 performance supports their value-based pricing and efficiency initiatives, the investment narrative is influenced by the long-running buyback program and the company's commitment to returning cash to shareholders. Investors should weigh these positives against potential risks like industrial demand softness or tariff-driven cost pressures.
Is Ecolab’s Strong Q4 and Ongoing Buybacks Reshaping the Investment Case for Ecolab (ECL)?
Ecolab (ECL) reported strong Q4 2025 results with increased revenue and net income, alongside continued share buybacks that have reduced shares by 22%. The company's strategy relies on pricing power and recurring customer relationships, with digital and Life Sciences noted as key growth engines. Despite positive performance, potential risks from industrial demand softness or tariffs could impact margins, while internal fair value estimates for the stock vary among analysts.
Ecolab and IDEX – new additions to the clean water theme for Citi’s Thematic 30
Citi Research has added Ecolab to its Thematic 30 Recommended List for clean water, citing optimism about its growth in the Industrial Water business. IDEX Corp, despite current market pressures, is expected to see positive cash flow and earnings inflection by 2025-2026. The article also touches on potential difficulties for green energy stocks due to business model risks, though overall trends favoring efficient resource use may provide support.
Ecolab Inc. $ECL Shares Acquired by ABN Amro Investment Solutions
ABN Amro Investment Solutions has increased its stake in Ecolab Inc. (NYSE:ECL) by 19.9%, acquiring an additional 13,840 shares. Other institutional investors like Vanguard Group Inc. and Geode Capital Management LLC have also adjusted their holdings, with institutional investors and hedge funds collectively owning 74.91% of the company's stock. The article also details recent insider transactions, stock performance metrics, Q4 earnings that beat estimates, a dividend increase, and updated analyst ratings with a consensus "Moderate Buy" rating.
Rollins, Inc. (NYSE:ROL) Q4 2025 Earnings Call Transcript
Rollins, Inc. (NYSE: ROL) reported a solid fiscal year 2025 with $3.8 billion in revenue, achieving double-digit growth in revenue, earnings, and cash flow, despite a challenging fourth quarter due to early winter weather impacting one-time and seasonal projects. The company's recurring and ancillary services, which comprise over 80% of revenue, grew organically by over 7% for both the quarter and the year, demonstrating underlying market health and strong customer retention. Rollins continues to invest in employee development, technology, and strategic acquisitions like Sela, while maintaining a strong balance sheet and committing to long-term organic growth of 7% to 8% for 2026.
Ecolab (ECL) Analyst Rating Update: BMO Capital Boosts Price Tar
BMO Capital has increased its price target for Ecolab (ECL) to $345.00, maintaining an "Outperform" rating, indicating continued confidence in the company's performance. This follows similar price target raises and "Outperform" or "Buy" ratings from other analysts like Exane BNP Paribas, Stifel, Citigroup, and RBC Capital. Ecolab, a global leader in cleaning and sanitation products, currently has an average target price of $317.63 from 20 analysts, suggesting a potential upside of 5.63%.
Wealthfront Advisers LLC Has $7.92 Million Stock Holdings in Ecolab Inc. $ECL
Wealthfront Advisers LLC increased its stake in Ecolab Inc. by 15.6% to 28,914 shares, valued at $7.92 million, as of their latest 13F filing. Ecolab recently reported strong Q4 results, beating EPS estimates, and provided optimistic FY 2026 guidance, leading to multiple analyst price target increases and a "Moderate Buy" consensus rating. The company also raised its quarterly dividend to $0.73 per share, and institutional investors now own approximately 74.9% of the stock.
International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y
International Flavors & Fragrances Inc. (IFF) reported adjusted earnings of 80 cents per share in Q4 2025, falling short of the Zacks Consensus Estimate of 85 cents, despite net sales of $2.59 billion surpassing the $2.51 billion estimate. The company's net sales were down 6.6% year-over-year, though currency-neutral sales increased by 1%. For the full year 2025, IFF's adjusted earnings also missed estimates, and the company provided guidance for fiscal 2026 sales between $10.5 billion and $10.8 billion.
International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y
International Flavors & Fragrances Inc. (IFF) reported Q4 2025 adjusted earnings of 80 cents per share, missing consensus estimates, and a net sales decline of 6.6% year-over-year to $2.59 billion, despite surpassing revenue estimates. For the full year 2025, the company's adjusted earnings were $4.20 per share, and net sales reached $10.89 billion, a 5.2% decrease from the previous year. IFF also provided its 2026 sales guidance, expecting figures between $10.5 billion and $10.8 billion.
International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y
International Flavors & Fragrances Inc. (IFF) reported Q4 2025 adjusted earnings of 80 cents per share, missing the Zacks Consensus Estimate of 85 cents. Net sales for the quarter were $2.59 billion, a 6.6% decrease year-over-year but surpassed the Zacks Consensus Estimate of $2.51 billion. For fiscal year 2026, the company expects sales between $10.5 billion and $10.8 billion and adjusted EBITDA between $2.05 billion and $2.15 billion.
International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y
International Flavors & Fragrances Inc. (IFF) reported adjusted earnings of 80 cents per share in Q4 2025, falling short of the Zacks Consensus Estimate of 85 cents, with net sales decreasing 6.6% year over year to $2.59 billion. Despite the dip in sales and missed earnings estimates, currency-neutral sales showed a 1% increase, driven by growth in Health & Biosciences and Scent segments, and the company's gross margin improved year-over-year. IFF also provided its 2026 guidance, expecting sales between $10.5 billion and $10.8 billion.
Caprock Group LLC Acquires Shares of 12,372 Ecolab Inc. $ECL
Caprock Group LLC has acquired 12,372 shares of Ecolab Inc. (NYSE: ECL) in the third quarter, a new position valued at approximately $3.43 million. Other institutional investors also adjusted their holdings, while Ecolab reported strong Q4 results, beating adjusted EPS estimates and providing optimistic FY 2026 guidance, leading to several analyst price target upgrades and a "Moderate Buy" consensus. The company also increased its quarterly dividend.
Earnings call transcript: Rollins Q4 2025 misses forecasts, stock drops
Rollins Inc. reported Q4 2025 earnings per share of $0.25 and revenue of $913 million, missing forecasts of $0.26 and $926.81 million, respectively. The company's stock subsequently dropped significantly by 16.87% in premarket trading. Despite the Q4 miss, Rollins recorded full-year revenue growth of 11% for 2025 and projects continued organic growth of 7-8% in 2026, driven by strategic initiatives and robust recurring services.
McDonald's To Rally More Than 14%? Here Are 10 Top Analyst Forecasts For Thursday
This article compiles ten top analyst forecasts for various companies, including upgrades, downgrades, and price target adjustments. Notable changes include BTIG raising McDonald's price target to $370 and Deutsche Bank upgrading BorgWarner to Buy with an $82 price target. The report provides a quick overview of Wall Street's latest assessments on several key stocks.
Stifel raises Ecolab stock price target to $337 on margin expansion
Stifel increased its price target for Ecolab Inc. (NYSE:ECL) to $337 from $300, maintaining a Buy rating. This adjustment follows Ecolab's strong fourth-quarter 2025 adjusted EBIT margin expansion and positive guidance for further margin improvement in 2026. Stifel anticipates sustained 12-15% EPS growth for Ecolab, with potential for even higher growth if market conditions improve.
Ecolab (ECL) Rating Reiterated as 'Outperform' with Raised Target Price | ECL Stock News
Exane BNP Paribas has reiterated its 'Outperform' rating for Ecolab (ECL) and increased its target price from $330.00 to $345.00. This follows similar positive adjustments from other financial analysts, including Wells Fargo, Stifel, Citigroup, RBC Capital, and UBS, reflecting a generally positive outlook for the company. Despite the positive analyst sentiment, GuruFocus estimates a potential downside of 14.81% from the current price based on its GF Value fair value calculation.
Ecolab (ECL) Margin Slippage To 12.9% Tests Bullish Profitability Narratives
Ecolab (ECL) concluded FY 2025 with revenue of US$4.2 billion and basic EPS of US$2.00 in Q4, leading to a trailing twelve-month net margin of 12.9%, a slight dip from 13.4% a year prior. While analysts project higher profit margins, the current figures present a nuanced picture for investors, especially given the company's 5.8% revenue growth, which lags the broader U.S. market, and its premium P/E ratio compared to peers. The article suggests that despite some positive long-term growth trends, the recent margin slip and valuation metrics raise questions about the justification for its current stock price.
Ecolab stock hits all-time high at 303.02 USD By Investing.com
Ecolab stock has reached an all-time high of $303.02, surpassing its 52-week high, driven by robust performance and market confidence. Despite being considered overvalued by InvestingPro, the company has shown consistent growth, maintaining dividend payments for 55 years and reporting record Q4 2025 earnings. Analysts like Stifel have raised price targets, reflecting a positive outlook for Ecolab's continued financial strength and margin improvements.
Ecolab stock hits all-time high at 303.02 USD
Ecolab Inc. (ECL) stock reached an all-time high of $303.02, slightly above its 52-week high, demonstrating strong performance with a 15.88% increase over the last year and 14.13% year-to-date. Despite appearing overvalued according to InvestingPro data, the company maintains a 55-year dividend payment streak and recently reported record Q4 2025 earnings. Stifel raised its price target for Ecolab to $337, maintaining a Buy rating, based on strong financial results and positive margin outlook for 2026.
Ecolab Inc. $ECL Shares Sold by Impax Asset Management Group plc
Impax Asset Management Group plc reduced its stake in Ecolab Inc. (NYSE:ECL) by 5.0% in the third quarter, selling 32,834 shares and retaining 620,340 shares valued at approximately $169.9 million. This adjustment comes as Ecolab slightly surpassed Q4 EPS expectations and provided optimistic FY2026 guidance, driving the stock up by 4.1%. Despite the positive outlook and a dividend increase, the company's high P/E ratio of 43 raises concerns about execution risk if growth slows.
Ecolab outlines 12%–15% EPS growth for 2026 as growth engines accelerate and Ovivo boosts portfolio
NULL
Ecolab stock hits all-time high at 303.02 USD
Ecolab Inc. (ECL) stock has reached a new all-time high of $303.02, surpassing its 52-week high, despite InvestingPro data suggesting the stock is overvalued and in overbought territory. The company has demonstrated robust performance with a 15.88% increase over the last year and consistently pays dividends, reflecting strong investor confidence. Recently, Ecolab reported record Q4 2025 earnings and revenue, leading Stifel to raise its price target to $337 while maintaining a "Buy" rating, citing projected EBIT margin improvements.
Key facts: Ecolab projects 3%-4% sales growth; price targets raised
Ecolab (ECL) is forecasting 3%-4% organic sales growth for 2026, alongside operating income margin expansion of 100-150 basis points and EPS growth of 12%-15%, driven by innovation. Following these projections, several firms, including Stifel, RBC, UBS, Wells Fargo, and Citigroup, have raised their price targets for Ecolab.
Assessing Ecolab: Insights From 8 Financial Analysts
Eight financial analysts have provided their evaluations of Ecolab (NYSE: ECL) over the past three months, resulting in an average 12-month price target of $317.25, a 6.1% increase from the previous average. The company demonstrates strong financial health with above-average market capitalization, positive revenue growth of 4.16%, and impressive net margin, ROE, and ROA. Analysts have recently updated their ratings and price targets, with several firms raising their outlooks on the company.
Ecolab Inc (NYSE:ECL) Issues Strong Profit Guidance
Ecolab Inc (NYSE:ECL) has issued strong profit guidance for the current year, with its stock rising 0.38%. The company anticipates growth driven by demand across its business segments, including services for data centers that help reduce water usage and energy costs. Ecolab also reported strong Q4 FY25 results, beating analyst estimates for both earnings per share and revenue, and expects continued operating income margin growth, double-digit growth in its Ovivo business, and overall sales increases for 2026.
Personnel Hygiene Stations Market is Going to Boom | Ecolab, Diversey, Rentokil Initial
The global Personnel Hygiene Stations market is projected to reach $9.80 billion by 2032, growing at an 8.4% CAGR from 2025, according to HTF Market Intelligence. Key players include Ecolab, Diversey, and Rentokil Initial, with market growth driven by increasing hygiene awareness, strict regulations, and industrial safety compliance. The report highlights emerging trends like touchless systems and IoT monitoring, alongside challenges such as high installation costs and regulatory complexity.
Stifel raises Ecolab stock price target to $337 on margin expansion By Investing.com
Stifel has increased its price target for Ecolab Inc. (NYSE:ECL) to $337 from $300, maintaining a Buy rating. This adjustment comes after Ecolab's strong fourth-quarter 2025 adjusted EBIT margin expansion and a positive 2026 margin improvement guidance. The firm anticipates 12%-15% EPS growth for an extended period, potentially accelerating if market conditions surpass current volume growth expectations.
Stifel raises Ecolab stock price target to $337 on margin expansion
Stifel increased its price target for Ecolab Inc. (NYSE:ECL) to $337 from $300, maintaining a Buy rating, due to anticipated margin expansion. This adjustment follows Ecolab's strong fourth-quarter 2025 performance and guidance for continued margin improvement in 2026. Stifel projects 12%-15% EPS growth for an extended period, with potential for earlier achievement of its 2027 EBIT margin target if market conditions improve.
Ecolab Inc. (NYSE:ECL) Q4 2025 Earnings Call Transcript
Ecolab Inc. reported a record-breaking 2025 with strong Q4 results, including 15% adjusted EPS growth and accelerating underlying sales. The company achieved 3% organic sales growth, driven by value pricing and positive volume growth across most businesses. Management expressed confidence in continued strong performance for 2026, forecasting 3% to 4% organic sales growth and 12% to 15% EPS growth, fueled by strategic initiatives like One Ecolab and investment in high-growth areas such as global high-tech and pest elimination.
Wells Fargo Adjusts Price Target on Ecolab to $310 From $275, Maintains Equalweight Rating
Wells Fargo has increased its price target for Ecolab (ECL) shares to $310 from $275, while reiterating an Equalweight rating on the stock. This adjustment reflects an updated outlook from the financial services company regarding Ecolab's future performance. The news comes amid several other analyst adjustments for Ecolab on the same day.
Baird Adjusts Price Target on Ecolab to $327 From $307, Maintains Outperform Rating
Baird has raised its price target for Ecolab (ECL) shares to $327 from $307, while reiterating an Outperform rating on the stock. This adjustment reflects Baird's continued positive outlook for the specialty chemicals company. Ecolab's financial performance and future prospects, including recent quarterly earnings and 2026 profit forecasts, have been a focus for various analysts, with several firms also updating their price targets and ratings.
JPMorgan Adjusts Price Target on Ecolab to $295 From $265, Maintains Neutral Rating
JPMorgan has adjusted its price target for Ecolab (ECL) to $295, up from $265, while keeping a Neutral rating on the stock. This update reflects JPMorgan's latest assessment of the company's valuation. The report was published on February 11, 2026, at 07:02 am EST by MT Newswires.
Ecolab (ECL) Margin Slippage To 12.9% Tests Bullish Profitability Narratives
Ecolab (ECL) concluded FY 2025 with $4.2 billion in Q4 revenue and a net income of $563.9 million, resulting in a trailing twelve-month net margin of 12.9%, a slight decrease from 13.4% the previous year. While the company demonstrates historical profit growth (18.6% over five years) and expects future margin expansion, current performance shows revenue growth below market rates and a valuation premium that might be challenged by the recent dip in margins and slower growth.
Ecolab Shares Rise As Q4 Earnings, Revenue Edge Past Estimates
Ecolab (NYSE: ECL) shares increased after the company exceeded fourth-quarter expectations with adjusted EPS of $2.08 and revenue of $4.196 billion. The company reported a 5% year-over-year sales rise and provided an upbeat outlook for Q1 and full-year 2026, including projected adjusted EPS of $8.43–$8.63. ECL shares were trading higher by 3.83% at $299 following the announcement.
ECL Stock Falls in Pre-Market Despite Q4 Earnings Beat, Margins Expand
Ecolab Inc. (ECL) reported better-than-expected fourth-quarter and full-year 2025 financial results, with adjusted EPS and revenues surpassing Zacks Consensus Estimates. Despite the strong performance and expanded margins, the company's stock experienced a slight pre-market dip. Ecolab also provided an optimistic outlook for Q1 and full-year 2026, driven by accelerating organic sales growth, productivity initiatives, and strategic acquisitions like Ovivo Electronics.
Ecolab gains on upbeat full-year forecast
Ecolab's stock is gaining after the company provided an upbeat full-year forecast. The news was reported by Refinitiv and is less than a minute read. This positive outlook has influenced the company's stock performance.
Ecolab (ECL) Tops Q4 Earnings and Revenue Estimates
Ecolab (ECL) reported strong Q4 results, with earnings of $2.08 per share surpassing the Zacks Consensus Estimate of $2.06 and revenues reaching $4.2 billion, exceeding expectations by 0.07%. The company has consistently beaten revenue estimates three times in the last four quarters, and its shares have seen a significant gain of 9.8% year-to-date. While the market outlook for its industry is mixed, Ecolab currently holds a Zacks Rank #3 (Hold).
Ecolab narrowly beats Q4 on margin gains, gives in-line outlook
Ecolab (ECL) reported fourth-quarter earnings that slightly exceeded analyst expectations and provided a 2026 profit outlook that was largely in line with estimates. The company's performance was driven by higher sales and improved margins across most business segments, despite weaker demand in some industrial areas. Ecolab projects continued sales growth and operating income margin expansion for 2026, along with increased annual savings from productivity initiatives.
