Rollins (ROL)
Runs Orkin and regional pest-control brands across recurring residential, commercial, and termite services.
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Sells recurring residential, commercial, and termite pest-control services through Orkin and a portfolio of regional brands, using company-owned branches and franchises. Most revenue comes from scheduled service agreements, and the business remains heavily concentrated in the United States within a single reportable segment.
Provides residential pest control, commercial pest management, and termite and ancillary services through Orkin and regional brands including HomeTeam Pest Defense, Clark Pest Control, Fox Pest Control, Saela Pest Control, and Romex Pest Control. Company-owned branches and franchises serve customers primarily in the United States, with additional operations and franchises across Canada, Australia, Europe, Asia, and other international markets.
Scheduled service agreements generate most revenue, while one-time treatments and ancillary work such as wildlife exclusion, moisture remediation, and insulation broaden each customer relationship. A multi-brand acquisition model adds local businesses while centralized routing, scheduling, and training systems support dense service networks. The business operates as a single reportable segment; pesticide use, hazardous-material handling, licensing, and franchise practices are governed by local and national regulation.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 5, 2026 | Argus Research | Downgrade | ||
| Jul 24, 2026 | UBS | Reiterate | Rating: —Target: $50 | Target: $43 |
| Jul 24, 2026 | Barclays | Reiterate | Rating: —Target: $72 | Target: $45 |
| Jul 24, 2026 | Wells Fargo | Downgrade | Target: $46 | Target: $32 |
| Jul 24, 2026 | JP Morgan | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $109.1M · Total debt $1.12B · Total assets $3.35B · Shareholders' equity $1.43B
- Revenue
- $1.08B
- Operating income
- $201.4M
- Net income
- $143.9M
HistoryDividendAnnual yield
| Institutions | 59.31% | 285.36M shares | |
|---|---|---|---|
| 842 holders · as of Jun 30, 2026 | |||
| Insiders | 1.65% | 7.95M shares | |
| 19 holders · as of Aug 26, 2026 | |||
| Strategic holders | 63.50% | 305.52M shares | |
| 2 holders · as of Sep 21, 2026 | |||
| Adds to | 124.46% | ||
481.15M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 124.46%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
R. Randall Rollins Voting Trust U/A dated August 25, 1994Strategic10 percent owner | 33.30% | 160.24M | filed Sep 21, 2026 |
Lor IncStrategic10 percent owner | 30.20% | 145.28M | filed Nov 12, 2025 |
BlackRock, Inc.Institution | 6.00% | 28.85M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.11% | 19.80M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.53% | 16.98M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 25, 2026 | Elizabeth B. Chandler | officer: CLO, GC, CORPORATE SECRETARY | −14,201 | $59.36 |
| Jan 28, 2026 | John F. Wilson | director, officer: EXECUTIVE CHAIRMAN | −5,344 | $62.83 |
| Jan 28, 2026 | Jerry Jr. Gahlhoff | director, officer: PRESIDENT & CEO | −1,307 | $62.83 |
| Jan 28, 2026 | Thomas D. Tesh | officer: Chief Admin. Officer | −323 | $62.83 |
| Jan 28, 2026 | Elizabeth B. Chandler | officer: CLO, GC, CORPORATE SECRETARY | −1,329 | $62.83 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rollins | $32.68 | +1.02% | $15.57B | 29.4 | 27.2 | 4.0 | +7.9% |
| Rentokil Initial (ADR) | $21.54 | +0.82% | $10.75B | 22.7 | — | 1.5 | −21.7% |
| Ecolab | $275.45 | +2.03% | $75.98B | 36.2 | 31.9 | 4.5 | +9.7% |
| Median | 29.5 | 31.9 | 3.0 | −6.0% |