Rollins, Inc. (ROL) AI Stock Analysis

Rollins, Inc., based in Atlanta, Georgia, provides pest and wildlife management solutions to residential and commercial clients across the United States and internationally. Founded in 1948, the company addresses issues involving rodents, insects, and wildlife. For homeowners, Rollins delivers targeted pest control to protect against health risks and property damage. In commercial markets, it serves healthcare facilities, foodservice establishments, and logistics centers to meet hygiene and regulatory standards. Rollins also offers specialized termite protection using traditional and baiting methods. The company operates through direct service branches and franchises using advanced technologies and environmentally responsible practices.

Rollins expanded annual revenue from $2.42B in FY2021 to $3.76B in FY2025, posting consistent double-digit gains including 11.0% growth in FY2025. Over that period, gross margin widened from 52.0% to 52.8%, while operating margin reached 19.3% in FY2025. Net income climbed from $356.6M in FY2021 to $526.7M in FY2025, lifting EPS from $0.67 to $1.12. In the trailing twelve months, revenue stood at $3.92B with a net margin of 13.6% and ROE of 37.0%. For the latest quarter ended June 30, 2026, quarterly revenue rose 7.9% year-over-year, and earnings grew 3.1%.

As of June 30, 2026, Rollins held $109.1M in cash and short-term investments against total debt of $1.12B, resulting in net debt of $1.01B. Total assets stood at $3.35B and shareholders' equity was $1.43B, yielding a debt-to-equity ratio of 0.78 and a current ratio of 0.63. In FY2025, the business produced $678.1M in operating cash flow and $650.0M in free cash flow. Capital expenditures were $28.1M, while capital returns included $327.9M in dividends paid and $216.9M in share buybacks.

At $33.45 per share, Rollins holds a market capitalization of $16.09B and an enterprise value of $16.82B. The stock trades at a trailing P/E of 30.4x and a forward P/E of 25.9x, above the median of its S&P 500 Consumer Cyclical peers of 19.7x and 15.6x, respectively. Its EV-to-EBITDA stands at 19.5x compared to the peer median of 13.2x, while price-to-sales is 4.1x versus 2.0x. Rollins has underperformed the broader market, dropping 38.6% over the past year and 43.6% year-to-date, while the SPY gained 16.8% over the past year.

Rollins pays a quarterly dividend with an annualized forward payout of $0.73 per share, representing a 2.18% dividend yield. The payout ratio stands at 62.9%. The company has paid consecutive dividends for 42 years and recorded a 5-year annualized dividend growth rate of 23.1%. Its last ex-dividend date was August 10, 2026.

Wall Street coverage includes 5 Strong Buy, 2 Buy, 10 Hold, 1 Sell, and 1 Strong Sell recommendations. The mean price target is $40.76, representing 21.9% upside from the last close of $33.45. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $4.08B and EPS of $1.16, an increase of 3.9%. For the next fiscal year, 19 analysts estimate EPS will reach $1.28 on revenue of $4.43B. Over the last 4 quarters, Rollins beat EPS estimates 1 time. The next earnings date is October 21, 2026.

This page is an AI-written research summary of Rollins, Inc. (ROL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ROL income statement, ROL balance sheet, ROL key metrics, ROL analyst forecast, ROL chart. See the ROL stock overview for the latest quote and news.