ROL
Rollins, Inc.
September 24, 2026 · market open
- Rarity
- 1.94
- Peak move
- −7.18%
- Float cap
- $10.2B
Rollins, Inc. provides essential pest and wildlife control services and protection against termite damage, rodents, and insects. It serves more than two million residential and commercial customers through company-owned and franchised locations in approximately 70 countries, offering residential pest control, commercial workplace pest solutions, and termite and ancillary services. Recurring services make up the majority of its business.
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What we found
12 events · 0 from SEC or newswire · 0 timed with the moveinsider_saleRepresentative Rick W. Allen (R-Ga.) disclosed in a September 22 filing that he sold between $15,001 and $50,000 of Rollins shares on August 12, 2026, through R.W. Allen & Associates, Inc.
reg_fd_disclosureRollins made available a recorded replay of its J.P. Morgan Annual U.S. All Stars Conference fireside chat held September 23, 2026 in London, featuring CEO Jerry Gahlhoff and CFO William Harkins discussing soft demand and lead-generation declines.
peer_disclosurePest-control peer SenesTech said its Evolve rodent birth control products will soon be sold through Grove Collaborative's online marketplace, expanding third-party e-commerce distribution into consumer channels.
institutional_flowNykredit A/S disclosed a new 99,007-share stake in Rollins valued at approximately $4.13 million in its second-quarter 13F filing with the SEC.
- Key event
analyst_ratingPiper Sandler analyst Peter Keith downgraded Rollins to Neutral from Overweight and cut his price target to $33 from $46, citing agentic AI search favoring smaller local pest control providers, rising private equity investment in the sector, and doubts over ROL's path back to 7%-8% organic growth.
buybackRollins CFO William Harkins said at the U.S. All Stars Conference that the company deployed $100 million on share repurchases in Q3 2026, holds board authorization to repurchase 11 million shares, had previously announced a $40 million buyback program to offset equity-compensation dilution, and has leverage of 1.0x.
- Key event
guidance_changeRollins executives said the company is tracking full-year 2026 organic revenue growth guidance of 6% and an incremental margin outlook of 10%, with margin performance weighted heavily to Q4 and Q3 expected volatile on tough prior-year comparisons.
layoff_restructuringRollins said at the U.S. All Stars Conference that it rightsized staffing from levels built for 7%-8% growth starting late May and through June 2026 as demand softened, and that medical claims remain a headwind in Q3 and Q4.
- Key event
executive_remarkRollins management said it does not expect a quick fix to the search-engine disruption, declined to commit to a two-to-three-month recovery window, and said the problem could extend into 2027.
peer_disclosureRentokil Initial agreed to sell its US-based SOLitude Lake Management LLC and Vertex Aquatic Solutions division to Bain Capital for $230 million cash-free, debt-free, expecting about $180 million net proceeds after tax.
commodity_eventU.S. on-highway diesel hit a record $6.285 a gallon on Sept 14, 2026 per EIA and $6.5107 on Sept 21 per AAA, up more than 93 cents in a month and $2.81 year over year, driven by low distillate inventories and tight global supply.
regulatory_actionThe EU published Commission Delegated Regulation (EU) 2026/1423 adding insecticide chlorpyrifos to Annex I of the POPs Regulation with no specific exemption and a 0.01 mg/kg unintentional trace limit, effective 30 September 2026.