Rollins

ROL · NYSE

$33.34+$0.68 (+2.08%)TodayMarket closed · Oct 20, 7:47 PM ET

Prev close $32.66

ROL analyst rating

HoldConsensus of 14 analysts over the last 12 months. 14% rate it a buy.

Strong buy0
Buy2
Hold10
Underperform2
Sell0

12-month price target · 19 analysts

Average $43.93 (+31.8% upside)

Low: $27.27
Now: $33.34
High: $69.30

Upgrades and downgrades

The latest rating actions, newest first

ROL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Canaccord Genuity	Oct 19, 2026	Maintains	Hold	$45.00 → $36.00	49%
Bernstein	Oct 19, 2026	Maintains	Market Perform	$42.00 → $35.00	29%
Citigroup	Oct 15, 2026	Maintains	Neutral	$46.00 → $32.00	—
UBS	Oct 14, 2026	Maintains	Neutral	$43.00 → $36.00	51%
JP Morgan	Oct 13, 2026	Maintains	Neutral	$40.00 → $35.00	27%
Morgan Stanley	Oct 13, 2026	Maintains	Overweight	$45.00 → $43.00	48%
Morgan Stanley	Sep 29, 2026	Maintains	Overweight	$60.00 → $45.00	48%
Wells Fargo	Sep 29, 2026	Maintains	Underweight	$32.00 → $27.00	46%
BNP Paribas	Sep 29, 2026	Maintains	Neutral	$44.00 → $35.00	65%
Piper Sandler	Sep 24, 2026	Downgrade	Overweight → Neutral	$46.00 → $33.00	59%

The case for and against

Updated Oct 17, 2026

Bull case

Rollins is supported by a durable pest-control model with ~80%+ customer retention, contracted recurring revenue, positive annual pricing of ~3-4%, and low/negative working capital plus modest capex that together underpin strong free cash conversion and ~25% EBITDA margins. Its scale is a key advantage, with about ~20% U.S. share and ~10% global share, while Orkin’s near-national coverage and the broader brand portfolio provide reach across residential and commercial channels. Although 2Q26 revenue growth of 6.6% to $486m and residential organic growth of 3.6% showed some softness from consumer-initiated leads, commercial organic growth of 7.2% remained resilient, and improving lead trends, cross-selling, upselling, and disciplined M&A support a constructive long-term outlook.

Bear case

Rollins is facing a weakened fundamental setup because organic revenue has missed its 7%-8% target for three consecutive quarters, with Q2 organic growth of 5.7% again falling short and forcing full-year growth expectations down to 6% while incremental margins were cut to 10% from 25%-30%. The weakness appears most acute in Residential lead volumes tied to Orkin and digital lead generation, where agentic-AI search results seem to favor smaller, local competitors, and that risk is compounded by rising private-equity consolidation that is intensifying competition across the pest-control market. Margin pressure from a cost structure built for stronger demand, coupled with Q2 adjusted EBITDA margin of 21.9% and EPS of $0.32 below estimates, suggests limited visibility on a near-term rebound.

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