NYSE · Consumer Discretionary

ECOLAB INC ECL

Ecolab Inc. provides water, hygiene, and infection prevention solutions and services in the United States and internationally. The company operates through four segments: Global Water, Global Institutional & Specialty, Global Pest Elimination, and Global Life Sciences.

Package Goods/Cosmetics

Company profile

Business mix

  • The company operates through four segments: Global Water, Global Institutional & Specialty, Global Pest Elimination, and Global Life Sciences.
  • The Global Water segment offers water treatment and process applications, and cleaning and sanitizing solutions to manufacturing, food and beverage processing, transportation, chemical, primary metals and mining, power generation.
  • The Global Institutional & Specialty segment provides cleaning and sanitizing products to the foodservice, healthcare, hospitality, lodging, government, education and retail industries.
  • The Global Pest Elimination segment provides pest elimination services to detect, prevent, and eliminate pests comprising rodents and insects in full-service and quick-service restaurants, food and beverage processors, hotels, grocery operations.

Current key questions

  • Can demand and competitive position in specialty chemicals support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 34.9 FCF 2.58% Buyback 0.41%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $185.0M 2026-03-31
Markel Group Tom Gayner 0.6% $73.0M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $42.2M 2026-03-31
Mar Vista Investment Partners 1.0% $9.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $28.2M Estimated from net added shares
Reduction amount $17.7M Estimated from net reduced shares
Net share change / base shares +3.5% +39,450 / 1,124,551
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 7.6% 13F value change +$3.2M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 24.5% 13F value change +$6.8M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 13.8% 13F value change +$3.0M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 17.8% 13F value change +$6.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 88,191 Last 4 periods +70,281 (+79.7%) Total shares 158,472 Value $42.2M
Mar Vista Investment Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-13
New Shares - 13F value change +$9.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 0 Last 4 periods +35,888 (New) Total shares 35,888 Value $9.5M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -4.4% 13F value change +$3.0M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.3% 13F value change -$1.3M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.9% 13F value change -$13.5M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 0.6% 13F value change +$3.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 762,060 Last 4 periods -66,719 (-8.8%) Total shares 695,341 Value $185.0M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 274,300 Last 4 periods +0 (0.0%) Total shares 274,300 Value $73.0M

Recent mentions

No public mentions.