Rollins (NYSE:ROL) Stock Gets Price Target Trim from Sanford C. Bernstein

Rollins (NYSE:ROL) had its price target cut by Sanford C. Bernstein from $42.00 to $35.00 in a research note published on Monday morning, MarketBeat reports. They currently have a market perform rating on the business services provider’s stock.

Other analysts have also issued reports about the stock. Raymond James Financial set a $35.00 target price on shares of Rollins in a research report on Thursday, July 23rd. Piper Sandler downgraded shares of Rollins from an “overweight” rating to a “neutral” rating and reduced their price target for the stock from $46.00 to $33.00 in a research report on Wednesday, September 23rd. Weiss Ratings lowered Rollins from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, August 11th. Zacks Research lowered Rollins from a “hold” rating to a “strong sell” rating in a research report on Tuesday, July 28th. Finally, Wells Fargo & Company reissued an “underweight” rating and issued a $27.00 target price (down from $32.00) on shares of Rollins in a research note on Tuesday, September 29th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $42.47.

Rollins Stock Up 0.6%

Shares of ROL opened at $33.53 on Monday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.58 and a current ratio of 0.63. The company has a 50-day simple moving average of $33.76 and a 200-day simple moving average of $42.74. Rollins has a 52 week low of $29.28 and a 52 week high of $66.14. The firm has a market capitalization of $16.13 billion, a P/E ratio of 28.74, a P/E/G ratio of 3.71 and a beta of 0.73.

Rollins (NYSE:ROL) last released its earnings results on Wednesday, October 21st. The business services provider reported $0.34 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.34. Rollins had a return on equity of 38.81% and a net margin of 13.55%. The business had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.11 billion. During the same period last year, the business earned $0.35 earnings per share. The firm’s revenue for the quarter was up 6.2% compared to the same quarter last year. On average, equities research analysts expect that Rollins will post 1.16 earnings per share for the current year.

Rollins Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Tuesday, November 10th will be paid a $0.20 dividend. This is a boost from Rollins’s previous quarterly dividend of $0.1825. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $0.80 annualized dividend and a dividend yield of 2.4%. Rollins’s payout ratio is 66.36%.

Institutional Investors Weigh In On Rollins

Institutional investors and hedge funds have recently modified their holdings of the business. Sequoia Financial Advisors LLC boosted its stake in Rollins by 1.1% in the first quarter. Sequoia Financial Advisors LLC now owns 16,365 shares of the business services provider’s stock valued at $874,000 after acquiring an additional 183 shares during the last quarter. IFM Investors Pty Ltd raised its position in shares of Rollins by 0.3% during the 1st quarter. IFM Investors Pty Ltd now owns 57,895 shares of the business services provider’s stock valued at $3,092,000 after acquiring an additional 185 shares during the last quarter. DGS Capital Management LLC raised its position in shares of Rollins by 4.0% during the 1st quarter. DGS Capital Management LLC now owns 5,602 shares of the business services provider’s stock valued at $299,000 after acquiring an additional 215 shares during the last quarter. Sterling Group Wealth Management LLC lifted its stake in shares of Rollins by 6.1% in the 1st quarter. Sterling Group Wealth Management LLC now owns 4,106 shares of the business services provider’s stock valued at $219,000 after purchasing an additional 235 shares during the period. Finally, Gallacher Capital Management LLC lifted its stake in shares of Rollins by 5.6% in the 1st quarter. Gallacher Capital Management LLC now owns 5,087 shares of the business services provider’s stock valued at $272,000 after purchasing an additional 268 shares during the period. 51.79% of the stock is owned by institutional investors.

Key Headlines Impacting Rollins

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Rollins increased its quarterly dividend to $0.20 per share, approximately 10% above the year-ago payout. The new dividend implies an annualized payout of $0.80 per share and a yield of roughly 2.4%. Rollins increases regular quarterly cash dividend
• Positive Sentiment: Third-quarter revenue rose 6.2% year over year to approximately $1.09 billion, while reported EPS of $0.34 matched the consensus estimate cited by MarketBeat. Rollins third-quarter 2026 financial results
• Neutral Sentiment: Analyst coverage remains materially above the current share price, with recent targets ranging from $46 to $65 and a reported median target of $52. However, these targets may not yet reflect the latest slowdown in operating performance.
• Neutral Sentiment: Unusually heavy put-option activity—more than six times typical volume—signals increased hedging or bearish speculation, but it does not establish the direction of longer-term investor positioning.
• Negative Sentiment: Revenue missed the approximately $1.11 billion consensus forecast, and some estimates showed EPS of $0.34 below a $0.35 expectation. Organic revenue growth was 4.4%, indicating weaker underlying momentum than the headline sales increase. Rollins Q3 earnings and revenues miss estimates
• Negative Sentiment: Profitability deteriorated: operating income declined 1.0%, operating margin contracted 140 basis points to 20.5%, and net income fell 3.4%. Management also cited continued pressure on residential customer acquisition and a need to shift away from its traditional digital marketing approach. Rollins falls after third-quarter profit and margin declines

Rollins Company Profile

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.