Rollins, Inc.

NYSE:ROL 주식 리포트

시가총액: US$25.9b

Rollins 배당 및 자사주 매입

배당 기준 점검 3/6

Rollins 수익으로 충분히 충당되는 현재 수익률 1.37% 보유한 배당금 지급 회사입니다. 다음 지급일은 10th June, 2026 이며 배당락일은 다음과 같습니다. 11th May, 2026.

핵심 정보

1.4%

배당 수익률

0.9%

자사주 매입 수익률

총 주주 수익률2.2%
미래 배당 수익률1.7%
배당 성장률15.0%
다음 배당 지급일10 Jun 26
배당락일11 May 26
주당 배당금n/a
배당 성향63%

최근 배당 및 자사주 매입 업데이트

Recent updates

Seeking Alpha • May 07

Rollins: Demand Held Up, But Ebitda Impacted By Non-Structural Reasons

Summary Rollins remains a buy as growth momentum and demand resilience persist, despite a noisy Q1 2026 margin miss. Q1 2026 revenue grew ~10% y/y to $906.4M, with organic growth across all segments and a swift March rebound after weather disruptions. Adj. EBITDA margin fell 109 bps to 19.8%, but margin weakness is attributed to non-structural, transient cost factors likely to normalize. ROL is positioned to compound topline at ~10% and expand margins, supporting >30% upside if multiples revert to historical levels. Read the full article on Seeking Alpha
새로운 내러티브 • May 02

ROL 05-2026

Rollins is the dominant pure-play compounder in global pest control — a structurally necessary, recession-resistant service business that has grown revenue for 24 consecutive years and delivered ROIC of 23–31% for 12 consecutive years, without a single year of ROIC below 21% even through COVID-19. The investment thesis rests on three mutually reinforcing pillars: (1) a Wide Moat rooted in switching costs — commercial customers cannot switch providers without triggering compliance risk, and residential customers renew habitually at annual price increases of 3–4% above CPI without meaningful churn; (2) a proven M&A flywheel that converts a fragmented industry of 34,000+ U.S. operators into compounding route density and FCF, completing 30–45 bolt-on acquisitions annually at disciplined multiples with zero reported impairments; and (3) a capital-light business model with minimal reinvestment needs, generating FCF of $678M in FY2025 on $3.76B of revenue.
내러티브 업데이트 • Apr 30

ROL: Active M&A Pipeline And Easing Weather Headwinds Will Support Upside

Rollins' analyst price target has nudged higher to $64.25 from $63.66 as analysts balance slightly revised growth, margin and P/E assumptions with a mix of recent target raises, cuts and rating changes across the Street. Analyst Commentary Recent research on Rollins reflects a mixed but engaged analyst community, with both upgrades and downgrades clustering around the latest quarterly results and refreshed earnings models.
내러티브 업데이트 • Apr 15

ROL: Mixed Weather And M&A Signals Will Test Premium P/E Expectations

Analyst price targets on Rollins have been nudged lower by a few dollars, reflecting recent target cuts from firms such as UBS, Morgan Stanley and others, as analysts balance expectations for stable revenue and earnings performance with softer quarterly trends and more neutral ratings. Analyst Commentary Recent research on Rollins has shifted toward a more balanced and, in some cases, cautious stance.
내러티브 업데이트 • Mar 31

ROL: Weather Soft Patch And Active M&A Pipeline Will Support Upside

Analysts have nudged the fair value estimate for Rollins slightly higher to $63.66, reflecting modest tweaks to growth and margin assumptions, along with mixed but generally constructive shifts in recent price targets clustered around the mid to high $60s and $70 range. Analyst Commentary Recent Street research around Rollins points to a mix of optimism and caution, with adjustments to ratings and price targets clustering around the high $60s to $70 range.
내러티브 업데이트 • Mar 16

ROL: Weather And Execution Risks Will Test Elevated P/E And M&A Ambitions

Analysts have modestly adjusted the Rollins price target to $67. This reflects updated views on revenue growth, profitability, and valuation after recent research that blends cautious reactions to softer organic growth with generally constructive long term expectations for the business services group.
내러티브 업데이트 • Mar 02

ROL: Weather And Execution Shortfalls Will Pressure Elevated P/E Expectations

The updated analyst price target for Rollins edges down to about $50.00, reflecting slightly lower assumed revenue growth and profit margins, along with a modestly reduced future P/E. Analysts broadly maintain a constructive view on the sector and continue to reference long term growth in revenue, EPS and free cash flow.
내러티브 업데이트 • Feb 16

ROL: Weather-Linked Soft Patch And M&A Pipeline Will Shape Measured Upside

The analyst price target for Rollins has been trimmed by $1.11 to reflect slightly lower fair value and growth inputs, with analysts citing softer than expected organic growth tied to poor weather and a mix of recent target cuts and one increase across the Street. Analyst Commentary Recent research on Rollins reflects a mixed but focused view on how short term weather impacts and execution feed into valuation and growth expectations.
내러티브 업데이트 • Feb 02

ROL: Elevated P/E Expectations Will Face Pressure From Execution Risk

Analysts have nudged their price target on Rollins higher, citing slightly stronger assumptions for fair value to about $50.70 and small upward adjustments to revenue, profit margin, and future P/E expectations. Analyst Commentary Recent research has highlighted a mixed tone around Rollins, with some cautious voices balancing out the higher fair value assumptions and price targets.
내러티브 업데이트 • Jan 19

ROL: Premium Multiple Will Be Tested By Execution Risk On Initiatives

Analysts have inched their price targets on Rollins higher, citing healthy Q3 revenue, EBITDA margin and EPS performance above expectations and the resilience of its essential pest control business model, as well as company specific growth initiatives. Together, these factors support a modest uplift in fair value to about $50.25 and a slightly higher forward P/E assumption of roughly 41.49x.
내러티브 업데이트 • Jan 05

ROL: Essential Demand And Recent Execution Will Support Measured Upside Ahead

Analysts have nudged their price target for Rollins higher, lifting fair value from approximately $61.61 to $64.53 per share as they factor in modestly stronger revenue growth, slightly higher profit margins, and a resilient, non cyclical pest control business model supported by recent operational outperformance. Analyst Commentary Bullish analysts highlight that the latest upward revision in fair value is underpinned by stronger than expected Q3 execution, with revenue, EBITDA margin, and EPS all surpassing prior forecasts and reinforcing confidence in Rollins' ability to deliver above trend growth.
내러티브 업데이트 • Dec 15

ROL: Rich Multiple Will Face Test As Growth Expectations Remain Elevated

Analysts have raised their fair value estimate for Rollins to $50.00 from $44.00, citing resilient, largely recurring pest control revenues, stronger margins, and a long runway for sustained growth that supports higher future valuation multiples. Analyst Commentary Recent Street research has reinforced the constructive long term outlook for Rollins, with major firms highlighting the durability of its recurring revenue base, consistent execution, and sizable opportunity to consolidate a fragmented, under penetrated pest control market.
내러티브 업데이트 • Dec 01

ROL: Recurring Revenue Strength and Untapped Market Will Support Measured Upside Ahead

Analysts have raised their price target for Rollins by $2 to $64, citing the company's resilient business model, strong quarterly performance, and substantial long-term growth potential in the under-penetrated U.S. pest control market. Analyst Commentary Recent analyst updates on Rollins highlight both the strengths underpinning the company’s valuation and the factors warranting continued attention from investors.
내러티브 업데이트 • Nov 17

ROL: Sector Resilience and Recurring Revenue Will Drive Steady Performance Moving Forward

Analysts have raised their price target for Rollins, increasing it from $60.42 to $61.61. They cite strong quarterly performance as well as the company's ongoing resilience and growth prospects in the pest control sector.
내러티브 업데이트 • Oct 31

ROL: Recurring Contracts And Market Expansion Will Drive Predictable Returns Ahead

Analysts have increased their price target for Rollins by $0.75 to $60.42. They cite the company's resilient business model and continued outperformance in key financial metrics.
내러티브 업데이트 • Sep 27

Saela Pest Control Acquisition And Investments Will Improve Efficiency

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.
분석 기사 • Jul 23

Estimating The Intrinsic Value Of Rollins, Inc. (NYSE:ROL)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Rollins fair value estimate is US$49.81 With US$55.51 share...
분석 기사 • Jul 08

Returns on Capital Paint A Bright Future For Rollins (NYSE:ROL)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
분석 기사 • Jun 22

We Think Rollins (NYSE:ROL) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Apr 27

Rollins: Solid Execution With Consistent Pricing Power

Summary Rollins reported strong 1Q25 results with 9.9% revenue growth, driven by organic growth and acquisitions, despite one fewer workday in the quarter. Technician retention and pricing power improvements are expected to support future margin expansion, reinforcing the bullish view on ROL's fundamentals. The Saela acquisition enhances ROL's brand portfolio and geographic footprint, contributing to an increased M&A growth forecast for FY25. Read the full article on Seeking Alpha
Seeking Alpha • Apr 15

Rollins: Great Business With An Unreasonable Valuation

Summary Rollins, Inc. is a high-quality, well-run pest control business with a strong brand presence and significant growth potential through organic growth and acquisitions. The company's robust cash flow and consistent revenue growth are commendable, and the company is rewarding shareholders with high dividend yields as well as share repurchases. Despite its strengths, ROL is currently overvalued, trading at a premium compared to both sector medians and its historical averages. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Rollins Is Still Trading For Almost 50 Times Earnings

Summary Rollins, Inc. remains overvalued despite solid earnings growth and a recession-proof business model, trading at high valuation multiples that are difficult to justify. Recent quarterly results show stable growth with a 9% YoY revenue increase and a 15.7% rise in free cash flow, highlighting operational strength. Rollins has a wide economic moat with consistent high margins and RoIC, but requires high-growth rates to be fairly valued. Despite its strengths, Rollins is not a bargain, and high-growth rates are necessary for it to be considered fairly valued. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Rollins Q3: Focus On Modernization

Summary I reiterate a “Buy” rating on Rollins, Inc. with a fair value of $65 per share, driven by solid growth and modernization efforts. Rollins achieved 7.7% organic revenue growth despite disruptions from Hurricane Helene, highlighting their resilience and consistent performance. The company focuses on modernization, IT upgrades, and margin improvement, anticipating 3%-4% price increases and 7%-8% organic revenue growth in FY24. Leadership transition in 2025 poses some risks, but I believe Rollins's strategic initiatives will support strong stock performance in the near term. Read the full article on Seeking Alpha
Seeking Alpha • Sep 16

Rollins, Inc.: A High-Quality Business With An Overpriced Stock

Summary Rollins, Inc. has expanded primarily through acquisitions, having added over 90 companies since 2021, contributing to its revenue growth of $600 million, reaching $3 billion in 2023. The company boasts a robust financial profile with a gross margin, an operating margin, and a net margin that reflect a healthy business model. Despite the strong historical growth and solid cash flows, the current valuation is a little too expensive for the ROL stock to be considered a buying opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Aug 08

Rollins: Solid Organic Growth Outlook

Summary Positive investment outlook for Rollins Inc. with high organic growth and EBITDA margin expansion. Strong performance in 2Q24, with revenue growth and EBITDA margin expansion exceeding expectations. Continued focus on organic growth strategies, pricing power, and margin expansion pave the way for positive performance. Read the full article on Seeking Alpha
Seeking Alpha • Jun 13

Rollins: Potential Capital Unlock With A Long-Term View

Summary The industrials sector has plenty of contrarian plays with strong economics, business health, and earnings prospects. Rollins, Inc. shows an impressive growth record in the pest control industry while deploying capital at a competitive advantage. ROL's exceptional returns on capital, growth in free cash flow, and strategic investments support a buy rating with a valuation range of $70-$73 for FY 2026 in my opinion. Read the full article on Seeking Alpha
Seeking Alpha • Mar 29

Rollins: The Price Has Gotten Ahead Of Itself

Summary Rollins is one of the largest providers of pest and wildlife control services, primarily in the United States. The company is benefiting from long-term industry tailwinds such as rising global temperatures, climate change, government regulations, and long-term global shifts from rural to urban areas. Despite an optimistic outlook, the Rollins family has been selling shares, and multiples in the pest control industry have been bid up by private equity. With higher multiples in the space, Rollins' M&A strategy is at risk as the company looks like it has started to overpay for acquisitions. In my view, the valuation is unsupported by the company's growth rate, particularly when its closest competitor trades at half the company's valuation. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: ROL 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: ROL 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

Rollins 배당 수익률 vs 시장
ROL의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (ROL)1.4%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.3%
업계 평균 (Commercial Services)1.3%
분석가 예측 (ROL) (최대 3년)1.7%

주목할만한 배당금: ROL 의 배당금( 1.37% )은 US 시장에서 배당금 지급자의 하위 25%( 1.42% )와 비교해 주목할 만하지 않습니다.

고배당: ROL 의 배당금( 1.37% )은 US 시장에서 배당금 지급자의 상위 25%( 4.27% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 합리적인 지급 비율 ( 63.5% )을 통해 ROL 의 배당금 지급은 수익으로 충당됩니다.

주주 현금 배당

현금 흐름 범위: 합리적인 현금 지급 비율 ( 56.6% )로 ROL 의 배당금 지급은 현금 흐름으로 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 09:50
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Rollins, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Manav PatnaikBarclays
Connor CernigliaBernstein
Seth WeberBNP Paribas