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Investing.com - Mizuho (NYSE:MFG) has raised its price target on Ecolab Inc . (NYSE:ECL) to $314.00 from $305.00 while maintaining its current rating on the stock. Currently trading at $264.32, Ecolab is near its 52-week high of $274.17, with analyst targets ranging from $230 to $315. According to InvestingPro analysis, the stock appears to be trading above its Fair Value.
The cleaning and sanitizing products company, which boasts a market capitalization of $75 billion and has maintained dividend payments for 55 consecutive years, reported second-quarter 2025 adjusted earnings per share of $1.89, matching the Bloomberg consensus estimate and coming in just below Mizuho’s expectation of $1.90.
Ecolab’s adjusted operating income for the quarter reached $713 million, representing a 10% year-over-year increase (14% organic growth), though falling short of analyst expectations of $726 million to $731 million. The company reported overall volume growth of 1% compared to the same period last year.
For the third quarter of 2025, Ecolab has provided earnings guidance with a midpoint of $2.07 per share (range of $2.02-$2.12), aligning closely with analyst estimates. The implied fourth-quarter 2025 earnings expectation stands at $2.06 per share.
The company has maintained its full-year 2025 earnings guidance at $7.42-$7.62 per share, with a midpoint of $7.52, and continues to project earnings growth of 12-15% beyond 2025.
In other recent news, Ecolab Inc. reported its second-quarter earnings for 2025, showing strong revenue performance but a slight miss in earnings per share (EPS). The company posted an EPS of $1.89, just below the forecasted $1.90, while revenue aligned with expectations at $4.02 billion. Baird upgraded Ecolab’s stock rating to Outperform, raising its price target from $273.00 to $300.00, citing expectations for price-driven top-line performance and margin improvement. Stifel reiterated its Buy rating on Ecolab, maintaining a price target of $303.00 and highlighting a 150 basis point expansion in the company’s adjusted EBIT margin year-over-year. This margin improvement suggests that Ecolab is on track to achieve its 20% EBIT margin goal by 2027. Meanwhile, BMO Capital lowered its price target for Ecolab to $307.00 from $309.00, while maintaining an Outperform rating, noting that the company’s pricing was less robust than investors anticipated. These developments reflect a mix of analyst perspectives on Ecolab’s financial outlook.
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