Update shared on27 Sep 2025
Fair value Increased 1.60%Analysts have raised their price target for Rollins to $59.67, citing the company's resilient recurring-revenue model, strong recent momentum, and sustained long-term growth prospects in an underpenetrated pest control market.
Analyst Commentary
- Bullish analysts highlight Rollins’ strong business model, with 80% of revenues from recurring service contracts, providing high resilience and visibility.
- There is a significant untapped market opportunity in the under-penetrated $20B U.S. pest control industry, giving Rollins a long runway for compounded growth.
- Strong performance momentum in late Q2, particularly in June, signals a robust pipeline and sets expectations for a solid Q3.
- Price targets have been raised incrementally on the back of stable operational results and consistent execution, though some analysts remain neutral due to valuation or near-term headwinds.
- Recent analyst coverage initiations and target hikes reflect growing confidence in Rollins’ ability to sustain above-industry growth rates in a fragmented market.
What's in the News
- Rollins completed the repurchase of 5,542,430 shares (1.13%) for $78.46 million under its buyback program announced in 2012; no shares were repurchased from April 1, 2025 to June 30, 2025.
Valuation Changes
Summary of Valuation Changes for Rollins
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $58.73 to $59.67.
- The Future P/E for Rollins remained effectively unchanged, moving only marginally from 50.70x to 51.53x.
- The Discount Rate for Rollins remained effectively unchanged, moving only marginally from 6.88% to 6.90%.
Disclaimer
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