Rollins, Inc. (ROL)

Rollins, Inc. reported strong second-quarter 2025 results, surpassing EPS and revenue expectations, leading to a stock rise. The stock reached its 52-week high on August 8, 2025. J.P. Morgan initiated coverage with an "Overweight" recommendation. However, the stock has fallen 2.6% over the past three months, lagging the Consumer Discretionary Select Sector SPDR Fund, and recently dipped below its 50-day moving average.

Demand for Rollins, Inc.'s pest control services is steady and resilient, considered essential for residential and commercial customers, with some services mandatory for legal compliance. The company experienced strong demand throughout 2024 across all service offerings. Warm and dry weather conditions can further boost demand, helping maintain predictable recurring revenue.

Rollins, Inc. is a global consumer and commercial services company focused on the pest control industry. It is classified under Commercial Services or Consumer Discretionary, offering pest control, termite protection, rodent and insect control, wildlife control, and specialized services like bed bug and mosquito control. Key brands include Orkin, HomeTeam Pest Defense, Critter Control, and Western Pest Services.

Rollins, Inc. has a significant global presence, serving over two million customers from more than 900 locations across approximately 70 countries. Its operations span North America, Central America, South America, the Caribbean, Europe, the Middle East, Asia, Africa, and Australia.

Rollins, Inc. has a strong brand reputation for excellent customer service. It leverages its brand portfolio, including Orkin, a market leader in the US, contributing to its pricing power. No negative events impacting the brand were found in the past year.

Rollins, Inc. has substantial insider holdings, primarily by the Rollins family, alongside significant institutional investment. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., State Street Corp, Kayne Anderson Rudnick Investment Management Llc, Geode Capital Management, Llc, APG Asset Management N.V., and Invesco Ltd. Gary W. Rollins is the largest individual shareholder.