Rollins, IncNYSE: ROL
Industrials · Environmental & Facilities Services
$47.17
-11.04%
Vol: 155K
Research Digest
Monday, June 15, 2026
Rollins's CFO Ken Krause departs effective today (June 15) with William Harkins stepping in, triggering a Bernstein downgrade and a slide to 52-week lows.
Rollins announced that Executive VP and CFO Kenneth D. Krause is resigning effective June 15, 2026 to pursue an opportunity in an unrelated industry, with William W. Harkins elected as the new EVP and CFO effective the same day. In response, Bernstein analyst Connor Cerniglia downgraded Rollins to Market Perform from Outperform and slashed his price target to $52 from $70, citing the loss of Krause. The stock has fallen to 52-week lows amid the leadership change and broader concerns, down roughly 13% over the past month and about 19% over the past year. The CFO exit matters because Krause was viewed as a key figure in Rollins's capital allocation and growth execution, and the abrupt move raises succession and continuity questions for the pest-control roll-up. The bear case is that the departure signals internal uncertainty just as the stock already trades at a premium valuation (P/E above 40) with decelerating sentiment. Analysts still model around 10% revenue growth for 2026, but the multiple leaves little room for execution missteps.
Previous Market Intelligence
13 daysJun 14Rollins' CFO transition takes effect June 15 as Kenneth Krause departs and William Harkins steps in.Mixed▶
Rollins (ROL) is undergoing a CFO transition effective June 15, 2026: Executive Vice President and CFO Kenneth D. Krause is resigning to pursue an opportunity in an unrelated industry, and William W. Harkins has been elected EVP and CFO effective the same day. The handover comes as the pest-control operator's shares have slid to 52-week lows, with a 30-day return of about -10.7% and a year-to-date return near -20%, trading around $47.19 versus a 52-week high of $66.14. Despite solid Q1 2026 results (reported April 22) and consensus 2026 revenue growth around 10%, the stock has been pressured by analyst caution, a rich ~43x P/E, and a broad de-rating of premium growth names. The CFO change matters because finance leadership continuity is a sensitivity for a serial-acquirer model that depends on disciplined capital allocation. The bear case is that the departure, layered onto rich valuation and fading momentum, raises execution and confidence risk at an already vulnerable share price.
May 21Rollins reinforced 7-8% organic growth algorithm at May 14 Investor Day; analyst PT range widened to $44-64Positive▶
Rollins hosted its 2026 Investor and Analyst Conference on May 14, reiterating a long-term growth algorithm targeting 7-8% organic growth, 2-3% M&A contribution, 30-35% incremental margin from core operations, and free cash flow conversion above 100%. Management emphasized 25 consecutive years of revenue/adjusted EBITDA growth and is approaching its 100th consecutive quarter of revenue growth. The company reported Q1 2026 revenue of $906.42M with organic growth of 6.6% and acquisition contribution of 3.6%. Analyst price targets now span $44.03-$64.25. Risk: despite strong fundamentals, the stock declined 25% over three months, suggesting investors are paying more attention to valuation than to operational consistency.
May 20Rollins reinforced 7-8% organic growth algorithm and 25-year revenue streak at May 14 Investor Day, but stock down 25% over three monthsMixed▶
At its May 14, 2026 Investor & Analyst Conference, Rollins reiterated a medium-term growth algorithm of 7-8% organic growth, 2-3% from M&A, 30-35% incremental margins, and free cash flow conversion above 100%. The company highlighted 25 consecutive years of revenue and adjusted EBITDA growth and is approaching its 100th consecutive quarter of revenue growth. Q1 2026 delivered $906.42M revenue with 6.6% organic growth and 3.6% from acquisitions. Despite the strong fundamentals, the stock is down ~25% over three months. Analyst consensus is Moderate Buy with mean price target implying ~22% upside.
May 19Rollins reaffirms 7-8% organic growth algorithm at May 14 investor day, citing 25 straight years of revenue and EBITDA growth.Positive▶
On May 14, 2026, Rollins hosted its 2026 Investor and Analyst Conference and reinforced its long-term value creation framework, highlighting a resilient capital-light pest control model with 25 consecutive years of revenue and adjusted EBITDA growth and nearing its 100th consecutive quarter of revenue growth. Management reiterated its medium-term growth algorithm of 7-8% organic growth, 2-3% from M&A, 30-35% incremental margin from the core, free cash flow conversion above 100%, and 3-4% pricing contribution outpacing CPI. Q1 2026 organic growth was 6.6% with acquisitions adding 3.6%, driven by commercial and termite. The stock is down ~25% over three months, but analysts maintain a Moderate Buy consensus with mean target implying 22.4% upside. The reaffirmation calmed concerns following recent share-price weakness, though the slowdown vs. the 7-8% organic target is the watch item.
May 18Rollins held its May 14 Investor & Analyst Conference, reaffirming a 7-8% organic growth + 2-3% M&A algorithm and double-digit earnings/cash-flow growth target.Neutral▶
Rollins hosted its 2026 Investor and Analyst Conference on May 14 and reinforced its long-term value creation strategy. The company reiterated a medium-term growth algorithm of 7-8% organic revenue growth, 2-3% growth from M&A, 30-35% incremental margin from the core business, and free cash flow conversion above 100%, targeting consistent double-digit revenue, earnings, and cash-flow growth. Management characterized M&A as an important complement to organic growth in a large, fragmented market with an expanding pipeline. Q1 2026 results showed organic growth of 6.6% and acquisition contribution of 3.6% (commercial and termite-led), with revenue of $906.4M. One analyst maintained Neutral while raising the PT to $61 from $58; consensus mean PT is $65.40 (Moderate Buy, ~22% upside).
May 15Rollins reaffirms 7-8% organic growth algorithm at May 14 Investor Day; analyst reiterates Buy citing commercial momentumPositive▶
Rollins held its 2026 Investor and Analyst Conference on May 14 at 9 a.m. ET, where management reinforced its long-term value-creation framework: 7-8% organic growth, 2-3% from M&A, 30-35% incremental margin, and free cash flow conversion above 100%, targeting consistent double-digit revenue and EPS growth. Management highlighted 25 consecutive years of revenue and adjusted EBITDA growth and is approaching its 100th consecutive quarter of revenue growth. Q1 2026 organic growth came in at 6.6% with M&A adding another 3.6%, led by commercial and termite. An analyst reiterated a Buy on May 13 citing commercial expansion, and RBC Capital reiterated Buy on May 10. Stock traded $53.42 on May 14, up 1.14%.
May 14Rollins hosting 2026 Investor and Analyst Conference today (May 14) at 9 a.m. ET, with $0.183 dividend ex-date May 11 following Q1 organic growth of 6.6%Neutral▶
Rollins is hosting its 2026 Investor and Analyst Conference today, May 14, at 9 a.m. ET, with webcast available on the company IR site. The pest control leader serves 2.8M+ customers across 850+ locations globally. ROL announced a cash dividend of $0.183 with ex-date May 11. Q1 2026 organic growth was 6.6% with acquisitions adding another 3.6%, with commercial and termite segments driving performance. Shares trade below the 200-day moving average at ~$58.09 and 17.77% under the 52-week high.
May 13Rollins to host 2026 Investor and Analyst Conference on Thursday, May 14 at 9 a.m. ET, with live webcast available.Neutral▶
Rollins is hosting its 2026 Investor and Analyst Conference tomorrow (May 14), which investors will monitor for strategic updates and financial guidance. Trading volume has been lighter than normal ahead of the event. The stock has a market cap of ~$26.09B and has decreased 2.91% over the past week. Recent Q1 performance showed 6.6% organic growth plus 3.6% from acquisitions. Cash dividend of $0.183 announced with ex-date May 11.
May 12Rollins will host its 2026 Investor and Analyst Conference on May 14 with the ex-dividend date for the $0.183 quarterly dividend falling on May 11.Neutral▶
Rollins will host its 2026 Investor and Analyst Conference on Thursday, May 14 at 9 a.m. ET, with a webcast available on the company's investor site. The pest control company's $0.183 quarterly cash dividend has an ex-date of May 11, 2026, representing a $0.73 annualized payout and a 1.3% yield. Q1 2026 results posted April 22 showed EPS of $0.24 meeting consensus and revenue of $906.42 million, up 10.2% YoY, with organic growth of 6.6% and acquisitions adding 3.6%. Commercial and termite segments drove the performance. Truist Financial acquired 36,769 additional ROL shares per recent 13F filing. Risk: no negative catalysts in the past 48 hours.
May 11Rollins to host 2026 Investor and Analyst Conference May 14 amid 10.2% Q1 revenue growthNeutral▶
Rollins, Inc. announced on May 7, 2026 it will hold its 2026 Investor and Analyst Conference on Thursday, May 14, at 9 a.m. ET via webcast on the company website, with the replay available approximately three hours after conclusion. The conference will detail strategic initiatives and financial performance. Q1 2026 results showed revenues of $906 million, up 10.2% year-over-year, with organic revenues increasing 6.6% and acquisitions contributing 3.6%, driven by commercial and termite segments. The stock trades at $54.19, ex-dividend date May 11, 2026 for a $0.18 quarterly dividend. Average analyst price target is $66.08, with strategic focus on mosquito control influencing valuation.
May 8Rollins scheduled 2026 Investor & Analyst Conference for May 14 with Q1 2026 earnings beat and analyst upgrades to strong-buy rating.Positive▶
Rollins will host its 2026 Investor and Analyst Conference on May 14 at 9:00 a.m. Eastern Time with a webcast available approximately three hours after the event. The company reported Q1 2026 revenues of $906 million, up 10.2% year-over-year, with organic revenue growth of 6.6% and operating income of $145 million. Rothschild & Co Redburn upgraded Rollins to strong-buy with a $66 price target, while Goldman Sachs reaffirmed its buy rating with a $67 price target. UBS raised its price target to $61 from $58. The company declared a quarterly dividend of $0.1825 per share.
May 7Rollins upgraded to Strong Buy by Rothschild & Co Redburn on April 27; Q1 2026 organic revenue growth of 6.6% driven by commercial and termite segments.Positive▶
Rollins reported Q1 2026 revenues of $906M (+10.2% YoY) with organic growth of 6.6% and acquisitions contributing 3.6%. Operating margin declined 120 basis points to 16.1% despite operating income growth of 2.0%. Rothschild & Co upgraded stock from Hold to Strong Buy on April 27. Truist raised stakes by 9.7%, signaling institutional confidence. Analysts maintain Moderate Buy with $65.27 average target.
May 6Rollins reports Q1 revenue growth of 10.2% with 6.6% organic growth and strategic Romex acquisitionPositive▶
Rollins reported Q1 2026 revenue of $906.4M, up 10.2% year-over-year with organic revenue growth of 6.6%. GAAP net income was $107.8M with EPS of $0.22 and adjusted operating income of $152.8M. The company completed the Romex Pest Control acquisition in April 2026 with strong March demand acceleration. UBS raised its price target to $61 from $58 on April 24, 2026. Analysts view the company as experiencing solid growth through strategic acquisitions and innovative digital tools, though profitability faces pressure from rising costs and integration challenges. The company declared a cash dividend of $0.183 with ex-date of May 11, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WMWASTE | $217.69 | -0.03% | -2.2% | 23.6x | 0.49 | $87.4B |
| RSGREPUBLIC | $208.55 | +0.22% | -3.0% | 25.8x | 0.44 | $64.0B |
| ROLROLLINS | $47.17 | -11.04% | -2.9% | 37.9x | 0.79 | $25.5B |
| VLTOVERALTO | $84.20 | -2.05% | -0.9% | 18.5x | 0.93 | $21.1B |
| CATCATERPILLAR | $933.44 | +7.79% | +0.2% | 29.1x | 1.63 | $398.8B |
| GEGENERAL | $346.55 | +14.84% | +5.5% | 34.8x | 1.35 | $315.3B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.