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

Rollins (NYSE:ROL) was downgraded by analysts at Wells Fargo & Company from an “overweight” rating to an “equal weight” rating in a research note issued on Thursday, MarketBeat reports. They currently have a $56.00 price target on the business services provider’s stock, down from their previous price target of $68.00. Wells Fargo & Company‘s price objective suggests a potential downside of 3.68% from the stock’s current price.

ROL has been the topic of a number of other reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Rollins in a research note on Monday, December 29th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Rollins in a research report on Tuesday, December 2nd. Morgan Stanley upgraded shares of Rollins from an “equal weight” rating to an “overweight” rating and boosted their target price for the company from $58.00 to $72.00 in a research note on Wednesday, December 17th. The Goldman Sachs Group reissued a “buy” rating and set a $64.00 target price on shares of Rollins in a research report on Thursday, October 30th. Finally, Canaccord Genuity Group set a $55.00 price target on shares of Rollins and gave the stock a “hold” rating in a report on Friday, October 31st. Ten equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Rollins has an average rating of “Moderate Buy” and a consensus price target of $66.00.

Rollins Price Performance

Shares of NYSE ROL opened at $58.14 on Thursday. The company has a market capitalization of $28.18 billion, a PE ratio of 53.34 and a beta of 0.78. The company has a quick ratio of 0.71, a current ratio of 0.60 and a debt-to-equity ratio of 0.35. The stock’s 50 day moving average price is $61.42 and its 200-day moving average price is $59.04. Rollins has a twelve month low of $49.73 and a twelve month high of $66.14.

Rollins (NYSE:ROL) last issued its quarterly 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). Rollins had a net margin of 14.00% and a return on equity of 38.16%. The business had revenue of $912.91 million for the quarter, compared to analysts’ expectations of $925.08 million. During the same period in the previous year, the business posted $0.22 earnings per share. The business’s revenue was up 9.7% compared to the same quarter last year. On average, equities analysts anticipate that Rollins will post 1.09 EPS for the current year.

Insider Activity

In related news, CEO Jerry Jr. Gahlhoff sold 1,307 shares of the stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $62.83, for a total transaction of $82,118.81. Following the sale, the chief executive officer owned 327,079 shares of the company’s stock, valued at approximately $20,550,373.57. This represents a 0.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Chairman Gary W. Rollins sold 10,355 shares of Rollins stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $62.83, for a total value of $650,604.65. Following the transaction, the chairman directly owned 5,312,114 shares of the company’s stock, valued at $333,760,122.62. The trade was a 0.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 59,150 shares of company stock valued at $3,711,814. 4.47% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Rollins

Institutional investors and hedge funds have recently modified their holdings of the company. Norges Bank bought a new stake in Rollins during the 4th quarter worth approximately $244,669,000. Westfield Capital Management Co. LP grew its position in shares of Rollins by 1,923.1% during the 2nd quarter. Westfield Capital Management Co. LP now owns 1,878,134 shares of the business services provider’s stock valued at $105,964,000 after purchasing an additional 1,785,300 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Rollins by 41.2% in the second quarter. Invesco Ltd. now owns 5,657,997 shares of the business services provider’s stock worth $319,224,000 after purchasing an additional 1,649,676 shares during the period. Vanguard Group Inc. raised its position in shares of Rollins by 4.3% in the fourth quarter. Vanguard Group Inc. now owns 38,282,523 shares of the business services provider’s stock worth $2,297,717,000 after buying an additional 1,562,241 shares in the last quarter. Finally, Bessemer Group Inc. raised its position in shares of Rollins by 11,772.1% in the fourth quarter. Bessemer Group Inc. now owns 1,084,398 shares of the business services provider’s stock worth $65,086,000 after buying an additional 1,075,264 shares in the last quarter. 51.79% of the stock is owned by hedge funds and other institutional investors.

More Rollins News

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Underlying growth — Revenue rose ~9.7% year‑over‑year and key profit-line metrics (gross, operating, net income) were up on a year ago, showing continued top‑line expansion for Rollins’ pest‑control franchise. Quiver Quantitative: Q4 results
• Positive Sentiment: Bull case remains from some analysts — A few firms (e.g., William Blair) reiterated a buy-on-weakness stance, framing the miss as a potential long‑term entry into a durable compounder. TipRanks: Buy on Weakness
• Neutral Sentiment: Company disclosures — Rollins posted its earnings release, slide deck and earnings‑call materials for the quarter; read the filings/slide deck for management’s commentary and guidance details. Rollins Q4 press release / slide deck
• Neutral Sentiment: Analyst coverage overview — Several analyst notes and roundups have appeared after the print, providing differing views and a wide range of price targets (median targets have been higher historically). Useful to read multiple notes to see conviction and catalyst timing. Benzinga: Analyst outlook roundup
• Negative Sentiment: Earnings and revenue misses — Rollins reported EPS below consensus ($0.25 vs. ~$0.27) and revenue short of estimates (~$912.9M vs. ~$925–936M consensus), which triggered the initial selloff and hurt near‑term sentiment. Zacks: Q4 miss
• Negative Sentiment: Demand softness, weather impact — Management and reporters cited weaker demand and erratic weather as contributors to the miss, a near‑term risk for seasonal revenue recovery. Reuters: Weaker demand
• Negative Sentiment: Downgrade and lower price target — Wells Fargo cut ROL from Overweight to Equal Weight and reduced its target to $56 (below the recent share price), adding explicit downside to the near‑term valuation case. Benzinga: Wells Fargo downgrade
• Negative Sentiment: Large insider and portfolio moves highlighted — Third‑party data flagged significant insider sales and shifting institutional positions in recent quarters, which can weigh on sentiment when combined with an earnings miss. Quiver Quantitative: Insider & holdings data

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.