Rollins, Inc. (ROL) Stock Price & Analysis
Rollins, Inc. (ROL) closed at USD 35.31 on Thursday, October 22, 2026, up 5.56% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 35.31; the Oct 22, 2026 session ranged USD 31.8–35.45 on volume of 13,461,202 shares. Market capitalization is —, with a 52-week range of USD 29.29–66.14 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ROL.md
Key facts (ROL)
- Last four reported quarters (through Sep 30, 2026): revenue $3.99B, net income $526M (13.2% margin), free cash flow $672M (SEC filings).
- 4 of 80 tracked superinvestors hold ROL (13F, Q2 2026): 1 new, 1 added, 1 reduced, 1 unchanged.
- Total return with dividends: 1Y -36.9% vs S&P 500 +14.9%; 5Y -3.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-21, EPS estimate USD 0.26, revenue estimate $972M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ROL)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.42B | $2.70B | $3.07B | $3.39B | $3.76B | $3.99B |
| Operating income | $448M | $493M | $583M | $657M | $726M | $730M |
| Net income | $357M | $369M | $435M | $466M | $527M | $526M |
| EPS (diluted) | $0.72 | $0.75 | $0.89 | $0.96 | $1.09 | — |
| Free cash flow | $375M | $435M | $496M | $580M | $650M | $672M |
| Operating margin | 18.5% | 18.3% | 19.0% | 19.4% | 19.3% | 18.3% |
| Net margin | 14.7% | 13.7% | 14.2% | 13.8% | 14.0% | 13.2% |
| Revenue growth | +12.2% | +11.2% | +14.0% | +10.3% | +11.0% | — |
| Cash + short-term investments | $105M | $95.3M | $104M | $89.6M | $100M | — |
| Total debt | — | — | — | $395M | $610M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Sep 30, 2026) (ROL)
P/E at fiscal year-ends: Dec 2025 55.2x, Dec 2024 48.1x, Dec 2023 49.2x.
Superinvestors (SEC 13F-HR, Q2 2026) (ROL)
4 of 80 tracked investors hold ROL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.57% | $66.4M | Reduced -26.9% |
| Thomas Gayner | Markel Group | 0.48% | $63.3M | Added +1.2% |
| Henry Ellenbogen | Durable Capital Partners | 0.47% | $48.7M | New position |
| Terry Smith | Fundsmith | 0.19% | $25.9M | Unchanged |
Analysts (ROL)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Canaccord Genuity | Target lowered | Hold | $45 → $36 |
| 2026-10-19 | Bernstein | Target lowered | Market Perform | $42 → $35 |
| 2026-10-15 | Citigroup | Target lowered | Neutral | $46 → $32 |
| 2026-10-14 | UBS | Target lowered | Neutral | $43 → $36 |
| 2026-10-13 | JP Morgan | Target lowered | Neutral | $40 → $35 |
| 2026-10-13 | Morgan Stanley | Target lowered | Overweight | $45 → $43 |
| 2026-09-29 | Morgan Stanley | Target lowered | Overweight | $60 → $45 |
| 2026-09-29 | Wells Fargo | Target lowered | Underweight | $32 → $27 |
| 2026-09-29 | BNP Paribas | Target lowered | Neutral | $44 → $35 |
| 2026-09-24 | Piper Sandler | Downgrade | Overweight → Neutral | $46 → $33 |
| 2026-08-05 | Argus Research | Downgrade | Buy → Hold | |
| 2026-07-25 | UBS | Target lowered | Neutral | $50 → $43 |
Total return (dividends reinvested) (ROL)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -36.9% | -3.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -37.0% | -0.7% |
| Volatility (annualized) | 29.6% | 25.7% |
| Max drawdown | -54.2% (Feb 2026→Oct 2026) | -53.2% (Feb 2026→Sep 2026) |
ROL revenue by product line (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Residential revenues | $499.7M | 45.9% | +4.9% |
| Commercial revenues | $360.7M | 33.1% | +7.7% |
| Termite and ancillary revenues | $217.9M | 20.0% | +6.5% |
| Other revenues | $6.7M | 0.6% | +14.1% |
| Franchise revenues | $4.6M | 0.4% | +7.8% |
| Total revenue | $1.09B | 100% | — |
ROL revenue by region (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $1.01B | 93.0% | +6.3% |
| Other countries | $76.6M | 7.0% | +4.4% |
| Total revenue | $1.09B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ROL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $0.26 | $0.27 | -3.4% | $972.0M | 14 |
| Next quarter (ends Mar 2027) | $0.24 | $0.25 | -2.0% | $973.1M | 12 |
| Current fiscal year (ends Dec 2026) | $1.15 | $1.17 | -2.1% | $4.05B | 18 |
| Next fiscal year (ends Dec 2027) | $1.25 | $1.31 | -4.5% | $4.37B | 19 |
Key Statistics (as of October 23, 2026 at 09:21 UTC)
| Price | USD 35.31 |
|---|---|
| Change | ▲ 5.56% (up) |
| Previous Close | USD 35.31 |
| Open | USD 35.31 |
| Day Range | USD 31.8 – 35.45 |
| 52-Week Range | USD 29.29 – 66.14 |
| Volume | 13,461,202 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (ROL)
Nexqual's technical model rates ROL "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:21 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 62.84 (neutral) |
| vs SMA50 | Above (USD 33.75) |
| MACD | 0.14 (positive) |
Earnings (ROL)
| Next Earnings Date | 2026-10-21 |
|---|---|
| EPS Estimate | USD 0.26 |
| Revenue Estimate | $971.99M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 0.34 vs est 0.34 ▼ miss |
| 2026-06-30 | USD 0.32 vs est 0.34 ▼ miss |
| 2026-03-31 | USD 0.24 vs est 0.24 ▲ beat |
| 2025-12-31 | USD 0.25 vs est 0.27 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Financials & Fundamentals (ROL)
| Total Revenue | $3.92B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.90% |
| Gross Margin | +52.37% |
| Operating Margin | +18.80% |
| Profit Margin | +13.55% |
| ROE | +37.01% |
| Debt / Equity | 0.78 |
| Current Ratio | 0.63 |
| Total Cash | $109.08M |
| Total Debt | $1.12B |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Ownership (ROL)
| Insider Ownership | +38.49% |
|---|---|
| Institutional Ownership | +61.33% |
| Shares Outstanding | 481.15M |
| Float | 308.08M |
| Short % of Float | +9.34% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Leadership (ROL)
Rollins, Inc. is led by Jerry E. Gahlhoff, Principal Executive Officer, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:21 UTC.
| Principal Executive Officer, President, CEO & Director | Jerry E. Gahlhoff |
|---|---|
| Executive Chairman of the Board | John F. Wilson |
| Executive VP, CFO & Chief Accounting Officer | William W. Harkins |
| Vice President of Investor Relations | Lyndsey Burton |
| Chief Marketing Officer | Kevin J. Smith |
Major Backers & Investors (ROL)
Notable institutional backers of Rollins, Inc. include Kayne Anderson Rudnick Investment Management LLC, Morgan Stanley, Invesco, according to Nexqual as of October 23, 2026 at 09:21 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1.71% |
| Morgan Stanley | 1.34% |
| Invesco | 1.27% |
| Select Equity Group LP | 0.89% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | 0.85% |
| NORGES BANK | 0.82% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 7.64% |
| BlackRock | 6% |
| State Street | 2.82% |
| Geode Capital | 2.45% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
From Rollins, Inc.'s Latest SEC 10-K Filing (filed 2026-02-12)
Key Strengths & Strategy (as disclosed to the SEC)
- The majority of our business runs on our proprietary Branch Operating Support System ("BOSS"), which offers a back-end interface to facilitate service tracking and payment processing for technicians.
- Through our family of leading brands, we provide essential pest and wildlife control services and protection against termite damage, rodents and insects to more than two million residential and commercial customers from more than 800 Company-owned and franchised locations in approximately 70 countries.
- As a result, we are subject to payment card network rules and operating regulations, including the Payment Card Industry Data Security Standard ("PCI DSS"), which is a set of comprehensive security requirements designed to protect payment card account data during the storage, processing, and transmission of such data.
- We have strategically invested in proprietary routing and scheduling technologies to increase our competitive advantage, which includes real-time service tracking and customer internet communication to personalize the customer experience.
Partnerships
- We proactively work with our supplier base and in each of the last two years we hosted a partner summit, with over 30 of our top strategic partners in attendance at our corporate headquarters, to enhance collaboration and strategic relationships.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SCI | Service Corporation Internation | USD 83.69 | ▲ 3.12% |
| HRB | H&R Block, Inc. | USD 50.08 | ▲ 4.7% |
| FTDR | frontdoor, inc. | USD 86.03 | ▲ 6.41% |
| BFAM | Bright Horizons Family Solution | USD 70.94 | ▲ 6.01% |
| ANDG | Andersen Group Inc. | USD 63.54 | ▲ 4.3% |
| CSV | Carriage Services, Inc. | USD 36.98 | ▲ 3.64% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:21 UTC. This page is informational and not investment advice.
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