ROLLINS INC
No enriched coverage for $ROL in the last 7 days.
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Rollins, Inc. reported Q2 2026 operating margin of 18.7%, down 110 bps year over year, and operating cash flow of $173 million, down 1.5%. CEO Jerry Gahlhoff said results missed expectations due to a weaker lead environment and fewer customers using digital pest-control searches. Rollins shares fell about 9.27%.
UBS analyst Joshua Chan reiterated a Hold rating on Rollins (ROL) and set a $43.00 price target. Other coverage cited includes Hold ratings from Canaccord Genuity and a Buy from Barclays. Rollins reported Q2 revenue of $1.08B and net profit of $143.91M, up from $999.53M revenue and $141.49M net profit a year earlier.
JPMorgan downgraded Rollins to Neutral from Overweight and cut its price target to $45 from $70, citing uncertainty from weakening residential demand and a slower margin recovery. It lowered fiscal 2026/2027 revenue growth forecasts to 8.7% and 8.4%, adjusted EBITDA margins to 21.9% and 22.2%, and adjusted EPS to $1.17 and $1.26. The move follows a weaker Q2 with declining lead volumes.
Recent ROL coverage spans financial news, earnings and market movers.
Margin compression tied to a worsening lead environment and fewer digital pest-control searches increases near-term earnings risk.
Analyst rating and price-target reiteration provides limited incremental information versus prior consensus, but can influence near-term sentiment.
Analyst downgrade with sharply lower PT and revised revenue, EBITDA margin, and EPS estimates increases near-term downside risk for ROL sentiment and expectations.
Street expectations for ROL were reset downward via a large price-target cut, adding pressure to near-term sentiment despite the overweight rating.
Near-term demand volatility is weakening the prior overweight thesis.
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Rollins, Inc. reported Q2 2026 operating margin of 18.7%, down 110 bps year over year, and operating cash flow of $173 million, down 1.5%. CEO Jerry Gahlhoff said results missed expectations due to a weaker lead environment and fewer customers using digital pest-control searches. Rollins shares fell about 9.27%.
4 min readUBS analyst Joshua Chan reiterated a Hold rating on Rollins (ROL) and set a $43.00 price target. Other coverage cited includes Hold ratings from Canaccord Genuity and a Buy from Barclays. Rollins reported Q2 revenue of $1.08B and net profit of $143.91M, up from $999.53M revenue and $141.49M net profit a year earlier.
2 min readJPMorgan downgraded Rollins to Neutral from Overweight and cut its price target to $45 from $70, citing uncertainty from weakening residential demand and a slower margin recovery. It lowered fiscal 2026/2027 revenue growth forecasts to 8.7% and 8.4%, adjusted EBITDA margins to 21.9% and 22.2%, and adjusted EPS to $1.17 and $1.26. The move follows a weaker Q2 with declining lead volumes.
3 min readPiper Sandler lowered its Rollins (NYSE:ROL) stock price target to $46 from $72 and kept an “overweight” rating, citing updated expectations. Other analysts also cut targets, including Wells Fargo to $32 and UBS reaffirming $43. ROL traded at $38.51 after Q2 EPS of $0.32 vs $0.34 consensus.
4 min readWall Street analysts issued multiple rating changes. Truist upgraded PayPal (PYPL) to Hold, $57 target; Leerink upgraded Edwards Lifesciences (EW) to Outperform, $101. TD Cowen upgraded Digital Realty (DLR) to Buy, $222; Morgan Stanley upgraded Progressive (PGR) to Equal Weight, $210. Several downgrades followed, including Infosys (INFY) and Albertsons (ACI). Coverage initiations included SpaceX (SPCX) and Chime (CHYM).
2 min readUBS cut its price target on Rollins (ROL) to $43 from $50 and kept a Neutral rating, according to the note. The article also cites BNP Paribas raising its target to $44 from $63 with a Neutral rating. Rollins last traded at $39.44, with an average analyst target of $47.94.
2 min readRollins Inc (NYSE:ROL) reported Q2 results after the close. Earnings were 32 cents per share versus a 34-cent consensus, and sales were $1.079 billion versus $1.092 billion expected. Shares fell 1.7% to $38.78 premarket. After the report, JP Morgan cut its target to $45 from $70 and downgraded to Neutral, while Wells Fargo cut to $32 from $46 and downgraded to Underweight.
2 min readWells Fargo downgraded Rollins (ROL) to underweight from equal weight and cut its price target to $32 from $46, citing softer residential pest-control demand. The bank cited headwinds including weather, potential impacts from LLMs, more aggressive competition, and more price-sensitive consumers. Rollins reported 5.7% organic growth, missed Q2 estimates, and lowered FY2026 guidance to about 6%.
6 min readPiper Sandler cut its price target for Rollins Inc. (NYSE:ROL) to $46 from $72 while keeping an Overweight rating, citing weak pest-control results and residential weakness in May. Rollins reported Q2 adjusted EPS of $0.32 and revenue of $1.08B, and lowered 2026 guidance. The firm lowered earnings estimates and assumed a 35x 2027 EPS multiple.
5 min readSimply Wall St reports Rollins (NYSE:ROL) posted Q2 2026 revenue of $1.1B and basic EPS of $0.30. Trailing twelve-month revenue was $3.9B with EPS of $1.10 and net income of $531.7M, implying a 13.6% net margin. The stock trades at a 35.7x trailing P/E versus 19.6x industry, with DCF fair value $47.62 vs $39.44 price and an analyst target of $56.35.
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