Rollins (NYSE:ROL) Lowered to Hold Rating by Wells Fargo & Company

Rollins (NYSE:ROL) was downgraded by investment analysts at Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a report released on Thursday,Zacks.com reports.

Several other equities analysts have also recently issued reports on ROL. Royal Bank Of Canada set a $67.00 price objective on Rollins and gave the stock an “outperform” rating in a research note on Thursday. Barclays upgraded shares of Rollins from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $60.00 to $72.00 in a research report on Friday, December 5th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Rollins in a research report on Monday, December 29th. Jefferies Financial Group set a $66.00 price objective on shares of Rollins and gave the stock a “buy” rating in a research note on Monday, November 3rd. Finally, Morgan Stanley upgraded Rollins from an “equal weight” rating to an “overweight” rating and lifted their target price for the company from $58.00 to $72.00 in a research note on Wednesday, December 17th. Ten analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $66.42.

Rollins Stock Down 10.7%

NYSE:ROL opened at $58.58 on Thursday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.71 and a current ratio of 0.77. The company has a market capitalization of $28.39 billion, a price-to-earnings ratio of 53.74 and a beta of 0.78. Rollins has a one year low of $49.73 and a one year high of $66.14. The stock has a 50-day simple moving average of $61.49 and a 200 day simple moving average of $59.04.

Rollins (NYSE:ROL) last released its earnings results on Wednesday, February 11th. The business services provider reported $0.25 EPS for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.02). The firm had revenue of $912.91 million for the quarter, compared to the consensus estimate of $925.08 million. Rollins had a return on equity of 37.70% and a net margin of 14.00%.The company’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the business earned $0.22 EPS. Sell-side analysts predict that Rollins will post 1.09 EPS for the current fiscal year.

Insider Transactions at Rollins

In other Rollins news, Chairman Gary W. Rollins sold 19,094 shares of the firm’s stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $63.26, for a total value of $1,207,886.44. Following the sale, the chairman owned 5,322,469 shares in the company, valued at approximately $336,699,388.94. This trade represents a 0.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Chairman John F. Wilson sold 7,538 shares of Rollins stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $63.26, for a total value of $476,853.88. Following the sale, the chairman directly owned 600,049 shares in the company, valued at approximately $37,959,099.74. This trade represents a 1.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 59,150 shares of company stock worth $3,711,814 in the last quarter. 4.47% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its stake in shares of Rollins by 4.3% during the fourth quarter. Vanguard Group Inc. now owns 38,282,523 shares of the business services provider’s stock valued at $2,297,717,000 after purchasing an additional 1,562,241 shares in the last quarter. State Street Corp increased its stake in Rollins by 1.4% during the 3rd quarter. State Street Corp now owns 12,274,415 shares of the business services provider’s stock valued at $720,999,000 after buying an additional 172,303 shares during the period. Geode Capital Management LLC raised its position in shares of Rollins by 6.6% during the 4th quarter. Geode Capital Management LLC now owns 10,163,847 shares of the business services provider’s stock worth $608,256,000 after buying an additional 626,866 shares in the last quarter. Invesco Ltd. lifted its stake in shares of Rollins by 41.2% in the 2nd quarter. Invesco Ltd. now owns 5,657,997 shares of the business services provider’s stock worth $319,224,000 after acquiring an additional 1,649,676 shares during the period. Finally, Norges Bank bought a new position in shares of Rollins in the fourth quarter valued at approximately $244,669,000. Institutional investors own 51.79% of the company’s stock.

Key Headlines Impacting Rollins

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Company reported its 24th consecutive year of revenue growth and delivered double‑digit full‑year revenue, earnings and cash‑flow growth — an indication of durable long‑term fundamentals. PR Newswire: Rollins reports Q4 and FY2025 results
• Positive Sentiment: Some sell‑side analysts view the miss as a buying opportunity; William Blair reiterated a Buy and several firms still carry Overweight/Buy views with median price targets well above the current level — support for a recovery if operating trends re‑accelerate. TipRanks: Buy on Weakness (William Blair)
• Neutral Sentiment: Analyst roundup pieces summarize mixed views from five analysts — useful to watch for any coordinated changes to ratings/targets that could influence flows. Benzinga: Analyst outlook on Rollins
• Neutral Sentiment: Earnings presentation and analyst note packages released after the print provide detail on regional/segment trends and margin drivers — review slides/call transcript for management commentary on weather and demand. Seeking Alpha: Q4 presentation
• Negative Sentiment: Q4 EPS and revenue missed consensus: $0.25 vs ~$0.27 expected and ~$913M revenue vs consensus roughly $925–936M, prompting the initial selloff. Zacks: Q4 earnings and revenue miss
• Negative Sentiment: Management cited weaker demand for some pest‑control services tied to erratic weather patterns — a near‑term demand headwind that analysts flagged as the reason margins and revenue fell short. Reuters: Weaker demand cited
• Negative Sentiment: Market reaction: multiple outlets report a sharp premarket/after‑hours drop (double‑digit moves reported by some sources) and high intraday volume — signals heightened short‑term selling and repositioning. Investing.com: Shares plunge after miss
• Negative Sentiment: Recent data show notable insider selling activity and large block sales by trusts in public filings — could weigh on sentiment if investors view it as distribution. Quiver: Insider/inst activity and analyst targets

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.