Atlanta, Georgia-based Rollins, Inc. (ROL) provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally. The company has a market cap of $17.8 billion and offers pest control services to residential properties, as well as workplace pest control solutions for customers across various end markets.
ROL stock has lagged behind the broader market over the past year, falling 36.9% compared to the S&P 500 Index’s ($SPX) 20.2% surge. Moreover, in 2026, the stock has fallen nearly 39.2%, underperforming the SPX’s 13.2% rise as well.
Focusing on its industry benchmark, the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) has grown 4% over the past year, outperforming the stock. In 2026, XLY has fallen 1.3% and has also rallied the stock.
On July 23, ROL stock tanked 9.3% following the release of its worse-than-expected Q2 2026 earnings. The company’s revenue for the quarter came in at $1.1 billion, falling short of Wall Street’s forecasts. Moreover, its adjusted EBITDA also missed expectations, arriving at $236.3 million, while also experiencing a margin compression. Additionally, ROL’s adjusted EPS amounted to $0.32, also missing the Street’s estimates.
For the current year, which ends in December, analysts expect ROL’s EPS to grow 6.3% to $1.19 on a diluted basis. The company has met or surpassed the consensus estimate in two of the last four quarters, while missing on two occasions.
Among the 17 analysts covering ROL stock, the consensus is a “Moderate Buy.” That’s based on six “Strong Buy” ratings, one “Moderate Buy,” seven “Holds,” one “Moderate Sell,” and two “Strong Sells.”
The configuration has grown more bearish over the past months, with the stock now having six “Strong Buy” ratings, down from 10 recorded three months prior.
On Aug. 5, Argus Research analyst John Eade downgraded ROL from a “Buy” to a “Hold” and reduced its price target from $27 to $22.
ROL’s mean price target of $45.07 indicates a premium of 23.4% from the current market price. Its Street-high target of $66 implies a robust 80.7% upside from current levels.
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