Rollins, Inc. Website

Rollins, Inc.

NYSE-ROL

Company Overview

Rollins, Inc., through its subsidiaries, provides pest and wildlife control services to residential and commercial customers in the United States and internationally. The company offers pest control services to residential properties protecting from common pests, including rodents, insects, and wildlife. It also provides workplace pest control solutions for customers across various end markets, such as healthcare, foodservice, and logistics. In addition, the company offers traditional and baiting termite protection, as well as ancillary services. It serves clients directly, as well as through franchisee operations. Rollins, Inc. was incorporated in 1948 and is headquartered in Atlanta, Georgia.

  • Name

    Rollins, Inc.

  • CEO

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  • Website

    www.rollins.com

  • Sector

    Commercial Services and Supplies

  • Year Founded

    1901

Company Statistics

Profile

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Margins

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Returns (5Yr Avg)

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Valuation (TTM)

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Valuation (NTM)

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Financial Health

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Growth (CAGR)

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Dividends

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Bulls Say

  • Rollins should continue to expand its industry-leading margins thanks to the effectiveness of its BOSS system, which optimizes routes, contributes to growth, and manages costs.

  • Rollins can continue to grow from value accretive acquisition, as half of the industry is still made up of smaller businesses making less than $50 million in revenue.

  • Rollins' leading brand, Orkin, has differentiated itself from other pest control brands, converting strong awareness into sales.

Bears Say

  • Rollins completes 30-40 acquisitions a year. Greater competition for targets could pressure deal multiples and harm return on invested capital while integration holds execution risk.

  • Family ownership exceeds 40%, increasing corporate governance risk as a single shareholder with nearly majority voting power poses a risk.

  • Rentokil’s 2022 acquisition of Terminix gives it a stronger brand in the US to compete with Rollins' leading brand, Orkin, potentially increasing the cost of customer acquisition.

Source: Morningstar Analysis - Dec 03, 2025

What's happening

Nov 20, 2025 - Dec 20, 2025

Rollins Inc Faces Mixed Signals Amid Upgrades and Insider Activity

  • Barclays upgraded Rollins Inc from Equalweight to Overweight, raising the price target from $60 to $72.
  • Morgan Stanley followed suit with a similar upgrade and a price target of $72.
  • Insider selling by Officer Tesh raised concerns about confidence in company performance.

Over the past month, Rollins Inc (ROL) experienced a modest overall movement of 1.2%. This performance reflects an underperformance relative to the S&P 500's return of 2.7%, resulting in a negative differential of -1.5%. The stock's trajectory was notably influenced by significant upgrades from major financial institutions, indicating renewed optimism regarding its prospects. On December 5th, Barclays upgraded ROL from Equalweight to Overweight while increasing its price target from $60 to $72, signaling strong confidence in the company's future market performance. This positive sentiment continued on December 17th when Morgan Stanley also upgraded ROL’s rating to Overweight with an identical price target of $72.

However, this upward momentum faced challenges due to bearish developments during the month. On December 16th, it was reported that Officer Tesh sold over 2,396 shares for approximately $143.1K; such insider selling can often raise investor concerns regarding potential confidence in company performance or outlooks. Additionally, prior events like a Sell-Side Analyst Conference scheduled for December 9th saw a slight decline in share value on December 2nd as anticipation built around discussions on strategic initiatives.

Despite these fluctuations driven by both bullish upgrades and bearish insider trading activity, there were signs of internal confidence within the company as evidenced by Officer Chandler gifting shares earlier in November without any direct implications for operational performance or strategy at that time.

Overall, while ROL demonstrated some resilience through institutional support reflected in upgrades and optimistic price targets throughout this period, it still lagged behind broader market trends as well as sector benchmarks; specifically underperforming against the Industrials (XLI) sector by -2.4%. These dynamics illustrate how investor sentiment can shift rapidly based on both external analyst evaluations and internal corporate actions affecting stock performance.

NYSE:ROL