ROLLINS INC(ROL)Stock Analysis
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Rank #510 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ROL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for ROLLINS INC (ROL), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ROL at 65.0/100 on a 32-signal composite quality model, placing it at rank #510 of 2,961 stocks — the top 25% of the AI-ranked universe. ROL scores in the top quartile across balance sheet strength (94.1). Based on the latest XBRL financial filings (Q2 2026), ROLLINS INC reports quarterly revenue of $1.1B, net income of $143.9M, an operating margin of 18.7%. Top institutional holders of ROL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ROL trades on the NYSE exchange and files with the SEC under CIK 84839. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ROL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ROLLINS INC directly from SEC EDGAR. ROLLINS INC's 13F Pro composite quality score has ranged between 49 and 76 since 2021, currently 65.0 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving ROL's Business? Latest 10-Q Breakdown
AI-extracted from ROLLINS INC's 10-Q filed 2026-07-23 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Rollins grew Q2 revenue 7.9% YoY to $1,078.6M but gross and operating margins both compressed roughly 100-110bps as residential demand softened, driven by lower lead volume from digital/inbound channels.
Biggest Revenue Drivers
Organic growth of 3.6% plus acquisitions, though growth was tempered by slower lead volume from consumer-initiated demand channels
Organic growth of 7.2%, benefiting from relationship-based channels
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.1B
Net Income
Q2 2026
$143.9M
Free Cash Flow
Q2 2026
$166.1M
Operating Margin
Q2 2026
18.7%
ROIC
Q2 2026
37.8%
D/E Ratio
Q2 2026
0.49
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+11.0% YoYNet Income
+12.9% YoYOperating Income
+10.5% YoYEPS (Diluted)
+13.5% YoYTotal Assets
+11.4% YoYTotal Debt
+54.3% YoYOp. Cash Flow
+11.6% YoYFree Cash Flow
+12.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $3.76B +11.0% | $3.39B +10.3% | $3.07B +14.0% | $2.70B +11.2% | $2.42B +12.2% | $2.16B |
| Net Income | $526.7M +12.9% | $466.4M +7.2% | $435.0M +18.0% | $368.6M +3.4% | $356.6M +33.7% | $266.8M |
| Operating Income | $726.1M +10.5% | $657.2M +12.7% | $583.2M +18.2% | $493.4M +10.2% | $447.6M +19.0% | $376.1M |
| EPS (Diluted) | $1.09 +13.5% | $0.96 +7.9% | $0.89 +18.7% | $0.75 +4.2% | $0.72 +100.0% | $0.36 |
| Total Assets | $3.14B +11.4% | $2.82B +8.6% | $2.60B +22.3% | $2.12B +7.1% | $1.98B +7.3% | $1.85B |
| Total Debt | $609.8M +54.3% | $395.3M | — | — | — | — |
| Operating Cash Flow | $678.1M +11.6% | $607.7M +15.0% | $528.4M +13.4% | $465.9M +16.0% | $401.8M -7.8% | $435.8M |
| Free Cash Flow | $650.0M +12.1% | $580.1M +17.0% | $495.9M +13.9% | $435.3M +16.2% | $374.6M -9.2% | $412.6M |
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Available Research
13F Pro tracks comprehensive data for ROLLINS INC including:
Top Institutional Holders of ROL
BlackRock, Inc.
$1.2B28,853,231 shVANGUARD CAPITAL MANAGEMENT LLC
$826.4M19,798,125 shVANGUARD PORTFOLIO MANAGEMENT LLC
$708.6M16,976,647 shSTATE STREET CORP
$566.0M13,561,228 shGEODE CAPITAL MANAGEMENT, LLC
$490.4M11,779,671 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$342.7M8,211,517 shMORGAN STANLEY
$269.5M6,455,516 shInvesco Ltd.
$255.7M6,126,589 shSelect Equity Group, L.P.
$178.8M4,283,955 shNORGES BANK
$164.2M3,934,428 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.2B | 28,853,231 |
| VANGUARD CAPITAL MANAGEMENT LLC | $826.4M | 19,798,125 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $708.6M | 16,976,647 |
| STATE STREET CORP | $566.0M | 13,561,228 |
| GEODE CAPITAL MANAGEMENT, LLC | $490.4M | 11,779,671 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $342.7M | 8,211,517 |
| MORGAN STANLEY | $269.5M | 6,455,516 |
| Invesco Ltd. | $255.7M | 6,126,589 |
| Select Equity Group, L.P. | $178.8M | 4,283,955 |
| NORGES BANK | $164.2M | 3,934,428 |
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Popular Research
Is ROL a good stock to buy?
13F Pro's AI-powered analysis of ROLLINS INC (ROL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ROL are available on the ROL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ROL is classified as a large company.
Which hedge funds own ROL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ROL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ROLLINS INC's investment landscape.