Rollins (NYSE:ROL) Releases Earnings Results, Meets Estimates

Rollins (NYSE:ROL) released its earnings results on Wednesday. The business services provider reported $0.34 earnings per share for the quarter, meeting the consensus estimate of $0.34, FiscalAI reports. Rollins had a return on equity of 39.40% and a net margin of 13.19%. The company had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.11 billion. During the same quarter in the previous year, the business posted $0.35 EPS. The business’s revenue for the quarter was up 6.2% on a year-over-year basis.

Rollins Stock Up 0.1%

Shares of Rollins stock opened at $35.36 on Friday. Rollins has a 12-month low of $29.28 and a 12-month high of $66.14. The company has a quick ratio of 0.58, a current ratio of 0.63 and a debt-to-equity ratio of 0.34. The stock has a 50 day moving average price of $33.74 and a two-hundred day moving average price of $42.61. The stock has a market capitalization of $17.01 billion, a P/E ratio of 31.85, a PEG ratio of 3.72 and a beta of 0.73.

Rollins Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.20 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This is an increase from Rollins’s previous quarterly dividend of $0.1825. This represents a $0.80 dividend on an annualized basis and a yield of 2.3%. Rollins’s dividend payout ratio (DPR) is currently 66.36%.

Key Stories Impacting Rollins

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Third-quarter revenue increased 6.2% year over year to approximately $1.09 billion, while commercial and termite businesses continued to grow. Management also outlined a 2026 organic-growth target of 4% to 6%. Rollins Third-Quarter 2026 Financial Results
• Positive Sentiment: Direct-sales and door-to-door customer-acquisition channels produced stronger growth than digital channels, giving Rollins an alternative as it adjusts its marketing strategy. Rollins: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Management attributed weaker residential lead generation partly to changes in search behavior caused by artificial-intelligence tools. The company is shifting away from its traditional digital-search playbook toward channels with better returns, but the impact on customer acquisition remains uncertain. Rollins Q3 2026 Earnings Call Highlights
• Negative Sentiment: Organic revenue growth was 4.4%, below investor expectations, and total revenue fell short of the roughly $1.11 billion consensus estimate. Earnings were reported at $0.34 per share, versus some estimates of $0.35, and declined from $0.35 a year earlier. Rollins Q3 Earnings and Revenues Miss Estimates
• Negative Sentiment: Operating income slipped 1.0% and operating margin contracted 140 basis points to 20.5%, as higher insurance and other costs pressured profitability. Net income and diluted EPS also decreased year over year. Rollins Revenue Climbs as Operating Income Slips
• Negative Sentiment: Traders purchased 10,334 put options, approximately 605% above average put volume, signaling elevated short-term hedging or bearish speculation around the earnings disappointment. Rollins Stock Sees Unusually High Put Option Buying

Analysts Set New Price Targets

Several equities analysts have recently commented on ROL shares. UBS Group set a $36.00 price target on shares of Rollins and gave the company a “neutral” rating in a report on Wednesday, October 14th. JPMorgan Chase & Co. lowered their target price on Rollins from $40.00 to $35.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 13th. Bank of America reaffirmed a “neutral” rating and issued a $35.00 target price (down from $55.00) on shares of Rollins in a research report on Thursday, July 23rd. Wells Fargo & Company reaffirmed an “underweight” rating and set a $27.00 price target (down from $32.00) on shares of Rollins in a research note on Tuesday, September 29th. Finally, Royal Bank Of Canada lowered Rollins from an “outperform” rating to a “sector perform” rating and reduced their price target for the company from $52.00 to $40.00 in a report on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Rollins presently has an average rating of “Hold” and an average price target of $41.00.

About Rollins

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.