Rollins (NYSE:ROL) Downgraded to Equal Weight Rating by Wells Fargo & Company

Wells Fargo & Company cut shares of Rollins (NYSE:ROL) from an overweight rating to an equal weight rating in a research report report published on Thursday, Marketbeat.com reports. The firm currently has $56.00 price target on the business services provider’s stock.

Several other research analysts have also issued reports on the stock. Barclays raised shares of Rollins from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $60.00 to $72.00 in a research note on Friday, December 5th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Rollins in a research note on Tuesday, December 2nd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $64.00 target price on shares of Rollins in a report on Thursday, October 30th. Morgan Stanley upgraded shares of Rollins from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $58.00 to $72.00 in a research report on Wednesday, December 17th. Finally, Canaccord Genuity Group set a $55.00 target price on Rollins and gave the stock a “hold” rating in a research report on Friday, October 31st. Ten research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $66.42.

Rollins Stock Performance

Shares of Rollins stock opened at $58.58 on Thursday. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.77 and a quick ratio of 0.71. The firm has a 50 day simple moving average of $61.49 and a 200 day simple moving average of $59.04. Rollins has a fifty-two week low of $49.73 and a fifty-two week high of $66.14. The firm has a market cap of $28.39 billion, a P/E ratio of 53.74 and a beta of 0.78.

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

Rollins Announces Dividend

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

Insider Activity at Rollins

In other news, insider Thomas D. Tesh sold 887 shares of Rollins stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $63.26, for a total transaction of $56,111.62. Following the transaction, the insider owned 28,344 shares in the company, valued at $1,793,041.44. The trade was a 3.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman John F. Wilson sold 5,344 shares of the stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $62.83, for a total value of $335,763.52. Following the sale, the chairman directly owned 594,705 shares of the company’s stock, valued at approximately $37,365,315.15. The trade was a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 59,150 shares of company stock valued at $3,711,814 over the last 90 days. Insiders own 4.47% of the company’s stock.

Hedge Funds Weigh In On Rollins

Large investors have recently added to or reduced their stakes in the company. J.W. Cole Advisors Inc. boosted its holdings in shares of Rollins by 16.2% during the second quarter. J.W. Cole Advisors Inc. now owns 128,043 shares of the business services provider’s stock worth $7,224,000 after acquiring an additional 17,845 shares during the period. Savant Capital LLC lifted its holdings in Rollins by 7.2% during the 2nd quarter. Savant Capital LLC now owns 21,419 shares of the business services provider’s stock worth $1,208,000 after purchasing an additional 1,435 shares during the last quarter. Prudential Financial Inc. boosted its stake in Rollins by 11.0% in the 2nd quarter. Prudential Financial Inc. now owns 158,775 shares of the business services provider’s stock valued at $8,958,000 after purchasing an additional 15,699 shares during the period. Federated Hermes Inc. grew its holdings in Rollins by 40.9% in the 3rd quarter. Federated Hermes Inc. now owns 1,087,262 shares of the business services provider’s stock valued at $63,866,000 after buying an additional 315,456 shares in the last quarter. Finally, Marshall Wace LLP lifted its holdings in shares of Rollins by 78.0% during the second quarter. Marshall Wace LLP now owns 2,282,659 shares of the business services provider’s stock worth $128,788,000 after buying an additional 1,000,185 shares in the last quarter. 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

About Rollins

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.