BNP Paribas Exane Issues Pessimistic Forecast for Rollins (NYSE:ROL) Stock Price

Key Points

• BNP Paribas Exane cut its price target on Rollins from $63 to $44 and kept a neutral rating, signaling a more cautious view on the stock despite still implying some upside from current levels.
• Other analysts also turned more conservative, with several firms trimming targets and the broader consensus on Rollins sitting at Hold with an average price target of about $48.71.
• Rollins shares fell about 2.2% after the company’s latest earnings report missed estimates, as EPS and revenue came in slightly below forecasts and investors focused on softer residential demand and margin pressure.

Rollins (NYSE:ROL - Get Free Report) had its price objective cut by investment analysts at BNP Paribas Exane from $63.00 to $44.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has a "neutral" rating on the business services provider's stock. BNP Paribas Exane's price objective points to a potential upside of 14.04% from the company's current price.

A number of other brokerages also recently weighed in on ROL. Barclays set a $45.00 target price on shares of Rollins and gave the stock an "overweight" rating in a research note on Friday. Raymond James Financial set a $35.00 price target on shares of Rollins in a research report on Thursday. Weiss Ratings downgraded Rollins from a "hold (c+)" rating to a "hold (c)" rating in a report on Friday, June 26th. Piper Sandler dropped their price objective on Rollins from $72.00 to $46.00 and set an "overweight" rating on the stock in a research note on Friday. Finally, Sanford C. Bernstein lowered Rollins from an "outperform" rating to a "market perform" rating and cut their target price for the company from $70.00 to $52.00 in a research report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $48.71.

Rollins Trading Down 2.2%

NYSE:ROL traded down $0.86 on Friday, reaching $38.58. 4,959,841 shares of the stock traded hands, compared to its average volume of 3,673,759. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 0.35. Rollins has a 1-year low of $36.59 and a 1-year high of $66.14. The company's 50 day moving average is $46.40 and its 200-day moving average is $53.87. The firm has a market capitalization of $18.58 billion, a price-to-earnings ratio of 35.06, a price-to-earnings-growth ratio of 2.67 and a beta of 0.75.

Rollins (NYSE:ROL - Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The business services provider reported $0.32 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.34 by ($0.02). Rollins had a return on equity of 38.81% and a net margin of 13.55%.The firm had revenue of $1.08 billion during the quarter, compared to analyst estimates of $1.09 billion. During the same quarter last year, the firm posted $0.30 EPS. The firm's revenue for the quarter was up 7.9% on a year-over-year basis. Equities research analysts anticipate that Rollins will post 1.24 EPS for the current fiscal year.

Institutional Investors Weigh In On Rollins

Large investors have recently bought and sold shares of the stock. National Pension Service increased its holdings in shares of Rollins by 138.3% during the fourth quarter. National Pension Service now owns 51,277 shares of the business services provider's stock valued at $3,078,000 after acquiring an additional 29,758 shares in the last quarter. Moody Lynn & Lieberson LLC lifted its holdings in shares of Rollins by 718.8% in the 4th quarter. Moody Lynn & Lieberson LLC now owns 32,244 shares of the business services provider's stock worth $1,935,000 after purchasing an additional 28,306 shares in the last quarter. USS Investment Management Ltd lifted its holdings in shares of Rollins by 55.9% in the 1st quarter. USS Investment Management Ltd now owns 3,131,337 shares of the business services provider's stock worth $167,260,000 after purchasing an additional 1,123,237 shares in the last quarter. Bessemer Group Inc. grew its position in Rollins by 11,772.1% in the 4th quarter. Bessemer Group Inc. now owns 1,084,398 shares of the business services provider's stock valued at $65,086,000 after purchasing an additional 1,075,264 shares during the period. Finally, Concurrent Investment Advisors LLC grew its position in Rollins by 65.7% in the 4th quarter. Concurrent Investment Advisors LLC now owns 44,265 shares of the business services provider's stock valued at $2,657,000 after purchasing an additional 17,546 shares during the period. 51.79% of the stock is currently owned by institutional investors and hedge funds.

Key Rollins News

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Rollins reported its 99th consecutive quarter of revenue growth, with Q2 revenue up 7.9% year over year and organic revenue up 5.7%, showing the business is still expanding. ROLLINS, INC. REPORTS SECOND QUARTER 2026 FINANCIAL RESULTS
• Positive Sentiment: Management said lead volume improved in late June and early July, which could support a better near-term sales trend if the improvement continues. Rollins' Q2 Earnings Miss Estimates, Increase Year Over Year
• Neutral Sentiment: Piper Sandler cut its price target to $46 from $72 but kept an overweight rating, implying analysts still see upside from current levels despite the reset in expectations. Benzinga
• Neutral Sentiment: JPMorgan reaffirmed an underweight rating and lowered its target to $45 from $70, while Bank of America kept a neutral stance and cut its target to $35 from $55, signaling more cautious sentiment after the quarter. Tickerreport.com Benzinga
• Negative Sentiment: The main drag on the stock is the Q2 earnings miss: EPS came in at $0.32 versus the $0.34 estimate, revenue was slightly below expectations, and margins compressed as residential demand softened. Rollins (ROL) Q2 Earnings and Revenues Lag Estimates
• Negative Sentiment: Several articles pointed to weaker-than-expected demand in parts of the residential pest-control business and margin pressure from a cost structure built for stronger seasonality, which has weighed on investor sentiment. Rollins slides after Q2 margin miss and softer residential demand

Rollins Company Profile

Rollins, Inc NYSE: ROL is a provider of pest and termite control services operating through a network of subsidiaries and franchises. Headquartered in Atlanta, Georgia, the company offers a broad range of pest management solutions for both residential and commercial customers, positioning itself as a specialist in protecting property and public health from pests and vectors.

Its service offerings include general pest control, termite inspection and treatment, bed bug remediation, mosquito and vector control, wildlife exclusion, and related specialty services.

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