StreetInsider.com News Articles

JPMorgan cuts Rollins to Neutral on demand uncertainty, slashes price target

Fri, 24 Jul 2026 11:44:59 -0400

Investing.com -- JPMorgan downgraded Rollins to Neutral from Overweight and cut its price target to $45 from $70, saying uncertainty around weakening residential demand and a slower-than-expected margin recovery has made the pest control company's near-term risk-reward less compelling despite its intact long-term growth story.

The brokerage said questions raised at Rollins' investor day outweighed the answers, particularly around the sharp slowdown in consumer-initiated demand and the timing of a margin recovery. Management said demand patterns had become more volatile than at any point in nearly a decade, while noting customer retention remained strong and suggesting changes in AI-powered search could be

JPMorgan cuts Rollins to Neutral on demand uncertainty, slashes price target

Fri, 24 Jul 2026 11:44:59 -0400

Rollins (ROL) PT Lowered to $60 at Morgan Stanley

Fri, 24 Jul 2026 09:39:28 -0400

Morgan Stanley analyst Toni Kaplan lowered the price target on Rollins (NYSE: ROL) to $60.00 (from $65.00) while maintaining a Overweight rating.

Rollins (ROL) PT Lowered to $43 at UBS

Fri, 24 Jul 2026 08:23:39 -0400

UBS analyst Joshua Chan lowered the price target on Rollins (NYSE: ROL) to $43.00 (from $50.00) while maintaining a Neutral rating.

Rollins (ROL) PT Lowered to $46 at Piper Sandler After 'Another Disappointing Quarter'

Fri, 24 Jul 2026 07:52:13 -0400

(Updated - July 24, 2026 7:52 AM EDT)

Piper Sandler analyst Peter Keith lowered the price target on Rollins (NYSE: ROL) to $46.00 (from $72.00) while maintaining an Overweight rating.

The analyst commented: "Another Disappointing Quarter; 2026 Guidance Lowered; Easier Path Ahead; We maintain our Overweight rating on ROL but lower our PT to $46 (35x 2027E EPS) on both lower estimates and a lower multiple assumption, given a more challenging near-term outlook and inconsistent results the last 3 quarters. Q2 results were quite disappointing, driven by Resi weakness in May. But underperforming segments have since recovered with momentum continuing in Q3

Rollins (ROL) PT Lowered to $46 at Piper Sandler After 'Another Disappointing Quarter'

Fri, 24 Jul 2026 07:52:13 -0400

(Updated - July 24, 2026 7:52 AM EDT)

Piper Sandler analyst Peter Keith lowered the price target on Rollins (NYSE: ROL) to $46.00 (from $72.00) while maintaining an Overweight rating.

Rollins (ROL) PT Lowered to $42 at Bernstein SocGen Group

Fri, 24 Jul 2026 07:07:48 -0400

Bernstein SocGen Group analyst Connor Cerniglia lowered the price target on Rollins (NYSE: ROL) to $42.00 (from $52.00) while maintaining a Market Perform rating.

Rollins (ROL) PT Lowered to $45 at Canaccord

Fri, 24 Jul 2026 07:04:13 -0400

Canaccord analyst Brian McNamara lowered the price target on Rollins (NYSE: ROL) to $45.00 (from $51.00) while maintaining a Hold rating.

Wells Fargo Downgrades Rollins (ROL) to Underweight

Fri, 24 Jul 2026 05:56:04 -0400

(Updated - July 24, 2026 5:56 AM EDT)

Wells Fargo analyst Jason Hass downgraded Rollins (NYSE: ROL) from Equal Weight to Underweight with a price target of $32.00 (from $46.00).

The analyst commented: "Downgrading to Underweight. ROL has reported softer growth trends in its residential business over the past three quarters. While weather trends have likely been the biggest headwind, we're concerned that other factors could be hurting the business including: 1) LLMs directing consumers to local providers and/or to resolve issues themselves, 2) Competitors marketing more aggressively, and 3) Consumers growing more economically sensitive."

For an analyst ratings summary and ratings history

Wells Fargo Downgrades Rollins (ROL) to Underweight

Fri, 24 Jul 2026 05:56:04 -0400

(Updated - July 24, 2026 5:56 AM EDT)

Wells Fargo analyst Jason Hass downgraded Rollins (NYSE: ROL) from Equal Weight to Underweight with a price target of $32.00 (from $46.00).

For an analyst ratings summary and ratings history

Wells Fargo Downgrades Rollins (ROL) to Underweight

Fri, 24 Jul 2026 05:56:04 -0400

(Updated - July 24, 2026 5:56 AM EDT)

Wells Fargo analyst Jason Hass downgraded Rollins (NYSE: ROL) from Equal Weight to Underweight with a price target of $32.00 (from $46.00).

For an analyst ratings summary and ratings history

Rollins (ROL) PT Lowered to $45 at Barclays

Fri, 24 Jul 2026 05:06:25 -0400

Barclays analyst Manav Patnaik lowered the price target on Rollins (NYSE: ROL) to $45.00 (from $72.00) while maintaining a Overweight rating.

JPMorgan Downgrades Rollins (ROL) to Neutral

Fri, 24 Jul 2026 02:51:37 -0400

JPMorgan analyst Tomohiko Sano downgraded Rollins (NYSE: ROL) from Overweight to Neutral with a price target of $45.00 (from $70.00).

The analyst comments: “Post-Investor Day, the long-term thesis for Rollins remains intact, but near-term underwriting has become tougher as industry demand has turned unusually volatile, complicating the balance between sustained investment and near-term margin protection. Even with a 99-quarter organic growth streak, results have not consistently cleared an elevated market bar, and incremental margins have reset, with management now guiding to ≥10% for 2026 and a 4Q-weighted recovery profile. Against that backdrop, we see a less attractive risk/reward versus our coverage

JPMorgan Downgrades Rollins (ROL) to Neutral

Fri, 24 Jul 2026 02:51:37 -0400

JPMorgan analyst Tomohiko Sano downgraded Rollins (NYSE: ROL) from Overweight to Neutral with a price target of $45.00 (from $70.00).

Form 10-Q ROLLINS INC For: Jun 30

Thu, 23 Jul 2026 16:53:00 -0400

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Form 10-Q ROLLINS INC For: Jun 30

Thu, 23 Jul 2026 16:53:00 -0400

si-local-file:///var/storage/secattach/20260723/26808857.html

Rollins shares plunge premarket after Q2 miss triggers downgrades

Thu, 23 Jul 2026 08:52:00 -0400

Investing.com -- Rollins Inc. (NYSE: ROL) shares are down more than 18% premarket on Thursday after the pest control company reported second-quarter earnings after the close on Wednesday.

Earnings per share came in at $0.32, $0.02 below the analyst estimate of $0.34, with revenue of $1.08 billion falling short of the $1.09 billion consensus.

Following the report, Bank of America double-downgraded Rollins to Underperform from Buy and slashed its price target on the stock to $35 from $55, with analyst Curtis Nagle citing weaker residential trends that "reduce visibility around a recovery and reacceleration in organic growth."

Residential

Rollins shares plunge premarket after Q2 miss triggers downgrades

Thu, 23 Jul 2026 08:52:00 -0400

Investing.com -- Rollins Inc. (NYSE: ROL) shares are down more than 18% premarket on Thursday after the pest control company reported second-quarter earnings after the close on Wednesday.

Earnings per share came in at $0.32, $0.02 below the analyst estimate of $0.34, with revenue of $1.08 billion falling short of the $1.09 billion consensus.

Residential

BofA Securities Double Downgrades Rollins (ROL) to Underperform

Thu, 23 Jul 2026 06:16:30 -0400

BofA Securities analyst Curtis Nagle downgraded Rollins (NYSE: ROL) from Buy to Underperform with a price target of $35.00 (from $55.00).

The analyst commented: "We downgrade ROL from Buy to Underperform following a weaker-than-expected 2Q and our view that weaker Resi trends reduce visibility around a recovery and reacceleration in organic growth which is now trending ~200bps below 5yr. avg. Resi growth of 3.6% fell short of our/Street ests. of 4.5%/5.4%, driven by weaker lead generation and possibly more volatile consumer behavior and competition (see recent RTO reinstatement here). Notably, the narrative has shifted beyond disruptions weather, with mgmt. pointing to

BofA Securities Double Downgrades Rollins (ROL) to Underperform

Thu, 23 Jul 2026 06:16:30 -0400

BofA Securities analyst Curtis Nagle downgraded Rollins (NYSE: ROL) from Buy to Underperform with a price target of $35.00 (from $55.00).

BofA Securities Double Downgrades Rollins (ROL) to Underperform

Thu, 23 Jul 2026 06:16:30 -0400

BofA Securities analyst Curtis Nagle downgraded Rollins (NYSE: ROL) from Buy to Underperform with a price target of $35.00 (from $55.00).

RBC Capital Downgrades Rollins (ROL) to Sector Perform

Thu, 23 Jul 2026 01:12:50 -0400

RBC Capital analyst Ashish Sabadra downgraded Rollins (NYSE: ROL) from Outperform to Sector Perform with a price target of $40.00 (from $52.00).

The analyst comments: “We are downgrading to Sector Perform and lowering our target price to $40 as performance over the last few quarters has fallen short of mid-term guidance. Organic growth has underperformed mid-term guidance for three consecutive quarters, with incremental margins falling short in seven of the last eight quarters. The unexpected mid-quarter CFO transition raises concerns around mid-term guidance. We're monitoring three headwinds, namely competitive concerns with the stable growth at RTO and ECL's strong Pest performance,

RBC Capital Downgrades Rollins (ROL) to Sector Perform

Thu, 23 Jul 2026 01:12:50 -0400

RBC Capital analyst Ashish Sabadra downgraded Rollins (NYSE: ROL) from Outperform to Sector Perform with a price target of $40.00 (from $52.00).

Rollins (ROL) Misses Q2 EPS by 2c

Wed, 22 Jul 2026 16:09:21 -0400

Rollins (NYSE: ROL) reported Q2 EPS of $0.32, $0.02 worse than the analyst estimate of $0.34. Revenue for the quarter came in at $1.08 billion versus the consensus estimate of $1.09 billion.

For earnings history and earnings-related data on Rollins (ROL) click here.

Form 8-K ROLLINS INC For: Jul 22

Wed, 22 Jul 2026 16:06:00 -0400

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