Rollins (NYSE:ROL) Announces Earnings Results

Rollins (NYSE:ROL) issued its quarterly earnings results on Wednesday. The business services provider reported $0.25 earnings per share for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.02), Zacks reports. Rollins had a net margin of 14.00% and a return on equity of 37.70%. The company had revenue of $912.91 million during the quarter, compared to the consensus estimate of $925.08 million. During the same period last year, the company earned $0.22 earnings per share. Rollins’s revenue for the quarter was up 9.7% on a year-over-year basis.

Rollins Price Performance

NYSE ROL traded up $0.26 during trading hours on Friday, reaching $58.95. 3,216,654 shares of the company’s stock were exchanged, compared to its average volume of 2,790,738. The firm has a fifty day moving average of $61.49 and a 200-day moving average of $59.04. Rollins has a one year low of $49.73 and a one year high of $66.14. The stock has a market cap of $28.57 billion, a PE ratio of 54.15 and a beta of 0.78. The company has a current ratio of 0.77, a quick ratio of 0.71 and a debt-to-equity ratio of 0.32.

Rollins Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a dividend of $0.1825 per share. The ex-dividend date is Wednesday, February 25th. This represents a $0.73 dividend on an annualized basis and a yield of 1.2%. Rollins’s dividend payout ratio is 68.22%.

Wall Street Analyst Weigh In

ROL has been the subject of several research reports. Royal Bank Of Canada set a $67.00 target price on shares of Rollins and gave the company an “outperform” rating in a research note on Thursday. UBS Group set a $65.00 price objective on Rollins in a research report on Wednesday, January 21st. Weiss Ratings reissued a “buy (b)” rating on shares of Rollins in a report on Monday, December 29th. Sanford C. Bernstein restated an “outperform” rating on shares of Rollins in a research report on Tuesday, December 2nd. Finally, Canaccord Genuity Group set a $52.00 target price on Rollins in a research report on Friday. Ten research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Rollins has a consensus rating of “Moderate Buy” and an average price target of $66.17.

Rollins News Roundup

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Company reported its 24th consecutive year of revenue growth and double‑digit full‑year gains, with Q4 revenue up ~9.7% year‑over‑year — supports the long‑term growth story. ROLLINS, INC. REPORTS FOURTH QUARTER AND FULL YEAR 2025 FINANCIAL RESULTS
• Positive Sentiment: Some sell‑side bulls view the miss as a buying opportunity; William Blair reiterated a Buy stance, arguing Rollins is a durable pest‑control compounder and a long‑term entry after the rare miss. Buy on Weakness: Viewing Rollins’ Rare Miss as a Long-Term Entry Opportunity in a Durable Pest Control Compounder
• Neutral Sentiment: Analyst consensus remains mixed: several firms still have overweight/buy views and mid‑to‑high $60–$70 price targets, while coverage is being updated after the quarter. A Glimpse Into The Expert Outlook On Rollins Through 5 Analysts
• Negative Sentiment: Q4 EPS ($0.25) and revenue (~$913M) missed consensus (~$0.27 / ~$925–936M), citing weaker demand and erratic weather — the direct catalyst for the initial sell‑off. Rollins misses quarterly estimates on weaker demand for pest control services
• Negative Sentiment: Wells Fargo downgraded ROL from Overweight to Equal Weight and cut its price target from $68 to $56, citing the miss — an explicit near‑term downside signal for the stock. Analyst Downgrade (Benzinga)
• Negative Sentiment: Market reaction included a sharp premarket drop (reports of double‑digit intraday weakness after the print); investors should watch guidance and weather/demand commentary on the conference call. Rollins posts downbeat results … pre-market session
• Negative Sentiment: Notable insider and large‑trust selling activity is highlighted in third‑party data; continued heavy insider sales can be a negative signal for sentiment. Rollins Inc. (ROL) Stock Falls on Q4 2025 Earnings (Quiver)

Insider Buying and Selling

In other news, Chairman John F. Wilson sold 7,538 shares of the stock in a transaction on Monday, January 26th. The stock was sold at an average price of $63.26, for a total transaction of $476,853.88. Following the sale, the chairman owned 600,049 shares in the company, valued at approximately $37,959,099.74. This represents a 1.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Elizabeth B. Chandler sold 2,151 shares of the firm’s stock in a transaction on Monday, January 26th. The shares were sold at an average price of $63.26, for a total value of $136,072.26. Following the completion of the sale, the insider owned 60,161 shares of the company’s stock, valued at approximately $3,805,784.86. This trade represents a 3.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 59,150 shares of company stock valued at $3,711,814. Insiders own 4.47% of the company’s stock.

Hedge Funds Weigh In On Rollins

A number of large investors have recently modified their holdings of the stock. NewEdge Advisors LLC lifted its stake in shares of Rollins by 370.5% in the 2nd quarter. NewEdge Advisors LLC now owns 6,719 shares of the business services provider’s stock valued at $379,000 after purchasing an additional 5,291 shares during the period. Empowered Funds LLC grew its stake in shares of Rollins by 16.7% during the first quarter. Empowered Funds LLC now owns 6,427 shares of the business services provider’s stock worth $347,000 after purchasing an additional 918 shares during the period. Boothbay Fund Management LLC bought a new stake in Rollins in the third quarter valued at about $252,000. XXI Wealth LLC bought a new stake in Rollins in the fourth quarter valued at about $213,000. Finally, Qtron Investments LLC acquired a new position in Rollins in the third quarter valued at about $206,000. 51.79% of the stock is currently owned by institutional investors and hedge funds.

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.