Rollins stock falls 44.3 percent as earnings miss weighs

Published on 09/23/2026 at 16:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rollins stock traded at USD 32.86 on September 23, 2026, down 44.3 percent year to date. Second quarter revenue rose 7.9 percent, but EPS missed.

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Rollins Inc. (US7757111049) traded at USD 32.86 on the NYSE on September 23, 2026, while the stock was down 44.3 percent year to date. The latest results explain why the market is weighing recurring revenue against weaker-than-expected earnings.

Second quarter missed estimates

According to MarketBeat on September 23, 2026, Rollins reported second quarter earnings of USD 0.32 per share for the quarter ended July 22, 2026, below the USD 0.34 consensus estimate. Revenue reached USD 1.08 billion, compared with the USD 1.09 billion estimate, although revenue still increased 7.9 percent from the same quarter of the prior year.

The earnings shortfall is the sharper signal for valuation. Net margin was 13.55 percent for the reported quarter, while the company generated return on equity of 38.81 percent. The combination points to continued operating profitability, but the 0.02 dollar EPS miss gives investors a concrete reason to demand evidence of execution in subsequent reports.

Valuation meets a lower price

Rollins opened at USD 32.89 on September 23, 2026, according to the same MarketBeat report, and its market capitalization was USD 15.83 billion. The 52-week range extended from USD 31.88 to USD 66.14, placing the quoted price USD 33.28 below the yearly high and USD 0.98 above the yearly low.

The stock also stood below its reported moving averages, with the 50-day average at USD 37.23 and the 200-day average at USD 46.15. That gap makes the valuation debate more demanding: a price-to-earnings ratio of 29.90 is not low in isolation, even after the 44.3 percent year-to-date decline.

According to Simply Wall St on September 23, 2026, Rollins produced approximately USD 615 million of free cash flow over the latest twelve months. That cash-flow figure provides a counterweight to the earnings miss, but the analysis also shows that the share price depends on future cash generation continuing to improve.

Analysts cut targets sharply

MarketBeat reports that Morgan Stanley cut its price target from USD 70.00 to USD 65.00 on July 8, 2026, while Piper Sandler reduced its target from USD 72.00 to USD 46.00 on July 24, 2026. UBS lowered its target from USD 50.00 to USD 43.00 and retained a neutral rating on July 24, 2026.

The range of targets shows how sharply expectations changed after the second quarter. Wells Fargo cut its rating from overweight to underweight and reduced its target from USD 46.00 to USD 32.00 on July 24, 2026, while the reported analyst consensus remained Hold with an average target of USD 48.71.

Stock stays near yearly low

Rollins stock closed at USD 32.86 on the NYSE on September 23, 2026. The current market level is USD 0.98 above the 52-week low of USD 31.88 and USD 33.28 below the 52-week high of USD 66.14, leaving the next valuation test tied to earnings delivery and cash-flow resilience rather than a single analyst target.