$ECL

Bank of America reports that oil prices now explain 35% of daily share-price fluctuations for LyondellBasell (LYB), Dow (DOW), and CF Industries (CF), up from 12% before the conflict in the Strait of Hormuz. The disruption has also affected paint stocks like Sherwin-Williams (SHW), with oil prices now explaining 39% of its daily moves. BofA sees investment opportunities in Axalta (AXTA), Ecolab (ECL), PPG (PPG), and RPM (RPM), citing potential margin improvements.

EP Wealth Advisors acquired a $12.87M stake in Ecolab (ECL) in Q2 2026, buying 46,202 shares. Ecolab reported Q2 2026 revenue of $4.42B, up 9.7% YoY, and EPS of $2.09, beating estimates. The company guided to $2.13–$2.23 EPS for Q3 2026. Insiders sold shares, and analysts have mixed views, with a 'strong sell' from Zacks and a $305 target from Baird. ECL shares opened at $281.91 on 21 August 2026.

Beck Christophe (CHAIRMAN, PRESIDENT & CEO) sold 17,862 shares of ECOLAB INC. (ECL) at $280.14 ($5.00M total) on 2026-08-18.

Ecolab (ECL) raised its 2026 adjusted earnings guidance, highlighting growth in High-Tech, Digital, and Life Sciences. The company declared a $0.73 quarterly dividend, extending an 89-year streak. Management emphasized pricing, productivity, and share gains, despite rising debt and acquisition costs. Ecolab projects $20.9B revenue and $3.3B earnings by 2029, requiring 7.5% yearly revenue growth.

Ecolab Inc. (ECL) acquired CoolIT Systems for $4.75 billion, expanding its AI infrastructure and data-center cooling capabilities. The deal aims to grow High-Tech sales to $4 billion by 2030 but increases debt to $13.18 billion, raising financial concerns. Ecolab's management expects higher growth and margins but warns of short-term earnings offsets due to acquisition costs.

Cook Gregory B (Co-COO - Global Businesses) sold 4,567 shares of ECOLAB INC. (ECL) at $285.13 ($1.30M total) on 2026-08-11.

Kirkland Scott D (CHIEF FINANCIAL OFFICER) sold 3,357 shares of ECOLAB INC. (ECL) at $276.96 ($0.93M total) on 2026-07-30.

Ecolab CEO Christophe Beck said the company has spent $7 billion in the past six months on water-use solutions and closed a $4.75 billion acquisition of CoolIT, a Calgary liquid-cooling firm. Ecolab says CoolIT’s closed-loop technology can help data centers become “water-neutral” and supports its 2030 goals to cut carbon and conserve water.

Ecolab said it has spent $7 billion in the past six months to address water use from AI data centers, citing water as a key constraint. The company’s main move was a $4.75 billion acquisition of Calgary-based CoolIT Systems, which uses closed-loop liquid cooling to capture chip heat without misting or evaporating water. Ecolab reported $16 billion in annual revenue and targets 2030 sustainability goals.

Ecolab reported Q2 2026 earnings call updates, citing value-based pricing and energy surcharges offsetting rising commodity costs. Global High-Tech growth accelerated after the CoolIT acquisition, and Life Sciences grew 15%. Management raised the 2030 High-Tech sales target to $4B and guided H2 organic sales growth of 6% to 7% with adjusted operating margin of 19%.