Rollins (NYSE:ROL) Price Target Raised to $37.00

Key Points

• UBS raised Rollins’ price target to $37 from $36 while maintaining a “neutral” rating, implying roughly 6.1% upside. Analysts remain mixed, with the stock carrying an overall “Hold” consensus and an average target of $40.82.
• Rollins reported quarterly EPS of $0.34, matching estimates, while revenue rose 6.2% year over year to $1.09 billion but fell short of the $1.11 billion consensus. EPS declined from $0.35 a year earlier, and operating margins contracted amid higher costs and weaker residential demand.
• Shares traded at $34.87, well below their 200-day moving average of $42.61 and the one-year high of $66.14. Institutional investors own approximately 51.79% of the company, with several institutions increasing their positions recently.

Rollins (NYSE:ROL - Get Free Report) had its price target boosted by equities researchers at UBS Group from $36.00 to $37.00 in a report issued on Friday, Benzinga reports. The brokerage presently has a "neutral" rating on the business services provider's stock. UBS Group's price target points to a potential upside of 6.12% from the stock's previous close.

Several other equities analysts have also weighed in on the stock. Citigroup reduced their price target on shares of Rollins from $46.00 to $32.00 and set a "neutral" rating for the company in a research report on Thursday, October 15th. Morgan Stanley lowered their price objective on shares of Rollins from $45.00 to $43.00 and set an "overweight" rating on the stock in a research report on Tuesday, October 13th. Zacks Research lowered shares of Rollins from a "hold" rating to a "strong sell" rating in a research report on Tuesday, July 28th. Weiss Ratings lowered shares of Rollins from a "hold (c)" rating to a "hold (c-)" rating in a research note on Tuesday, August 11th. Finally, Wells Fargo & Company lowered their price target on shares of Rollins from $27.00 to $26.00 and set an "underweight" rating on the stock in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $40.82.

Rollins Stock Performance

Rollins stock traded down $0.45 during mid-day trading on Friday, reaching $34.87. 7,581,543 shares of the company's stock were exchanged, compared to its average volume of 4,602,963. The business's fifty day simple moving average is $33.74 and its 200 day simple moving average is $42.61. The company has a quick ratio of 0.58, a current ratio of 0.63 and a debt-to-equity ratio of 0.34. Rollins has a one year low of $29.28 and a one year high of $66.14. The firm has a market capitalization of $16.77 billion, a PE ratio of 31.70, a P/E/G ratio of 3.72 and a beta of 0.73.

Rollins (NYSE:ROL - Get Free Report) last announced its earnings results on Wednesday, October 21st. The business services provider reported $0.34 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.34. The firm had revenue of $1.09 billion during the quarter, compared to analyst estimates of $1.11 billion. Rollins had a return on equity of 39.40% and a net margin of 13.19%. The business's revenue was up 6.2% compared to the same quarter last year. During the same period last year, the firm posted $0.35 EPS. On average, sell-side analysts expect that Rollins will post 1.16 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of ROL. Bank Pictet & Cie Europe AG grew its holdings in Rollins by 20.8% in the 3rd quarter. Bank Pictet & Cie Europe AG now owns 30,245 shares of the business services provider's stock worth $911,000 after acquiring an additional 5,200 shares during the last quarter. V Square Quantitative Management LLC boosted its holdings in shares of Rollins by 45.7% during the third quarter. V Square Quantitative Management LLC now owns 11,201 shares of the business services provider's stock worth $337,000 after purchasing an additional 3,511 shares during the period. Wealth Enhancement Trust Services Inc. boosted its holdings in shares of Rollins by 108.9% during the third quarter. Wealth Enhancement Trust Services Inc. now owns 36,997 shares of the business services provider's stock worth $1,114,000 after purchasing an additional 19,287 shares during the period. Envestnet Portfolio Solutions Inc. grew its stake in shares of Rollins by 17.9% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 11,125 shares of the business services provider's stock worth $464,000 after purchasing an additional 1,692 shares during the last quarter. Finally, State Street Corp increased its holdings in Rollins by 3.7% during the 2nd quarter. State Street Corp now owns 13,561,228 shares of the business services provider's stock valued at $566,046,000 after purchasing an additional 488,046 shares during the period. 51.79% of the stock is owned by institutional investors.

Rollins News Roundup

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Third-quarter revenue increased 6.2% year over year to approximately $1.09 billion. Commercial pest control and termite services performed relatively well, and direct-sales and door-to-door channels grew faster than digital acquisition channels. Rollins: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Management expects 2026 organic revenue growth of roughly 4% to 6% and is shifting marketing resources toward customer-acquisition channels that generate better returns as traditional online search becomes less effective. Rollins outlines 2026 organic growth guidance
• Neutral Sentiment: Analyst discussions highlighted the impact of AI-generated search results on lead volumes, particularly in residential pest control. Investors are watching whether Rollins can replace lost digital traffic with direct sales, referrals and other channels. Rollins Q3 2026 earnings call highlights
• Negative Sentiment: Although earnings per share of $0.34 matched one consensus estimate, revenue fell short of expectations of about $1.11 billion, while EPS declined from $0.35 a year earlier. Organic revenue growth was only 4.4%, signaling weaker underlying momentum. Rollins third-quarter 2026 financial results
• Negative Sentiment: Operating income slipped 1.0% and operating margin contracted by 140 basis points to 20.5%, pressured by higher insurance and other costs. Weak residential demand and elevated customer-acquisition challenges are raising concerns about near-term profitability. ROL Q3 earnings miss estimates
• Negative Sentiment: Wells Fargo lowered its price target from $27 to $26 and maintained an “underweight” rating. Unusually high put-option activity and Polen Capital’s decision to sell its position add to the cautious sentiment surrounding ROL. Wells Fargo analyst action

About Rollins

Rollins, Inc is a provider of pest and termite control services for residential and commercial customers. The company offers protection against common pests such as ants, cockroaches, rodents, termites, mosquitoes and bedbugs, along with wildlife control and other specialty services.

Rollins serves customers through a portfolio of regional and international brands, including Orkin, the company's best-known pest control business; HomeTeam Pest Defense; Western Pest Services; Critter Control; and other local and specialized operations.

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