Rollins dips as Bernstein downgrades rating

Rollins

29/05/2026 15:01

** Shares of pest control services firm Rollins ROL.N slip 3% to $47.81
** Bernstein downgrades the stock to "market-perform" from "outperform", cuts PT to $52 from $70
** Downgrade follows the resignation of ROL CFO Ken Krause, "a central figure behind the company's potential margin transformation story"
** Brokerage notes resignation comes two weeks after ROL's Investor Day, after Krause laid out a detailed gross margin expansion roadmap for the first time
** Says margin expansion expectations were dependent on the CFO 
** 12 of 19 brokerages rate the stock "buy" or higher, 7 "hold"; median PT is $67 - data compiled by LSEG
** Including session's moves, shares have declined ~20% YTD

 (Reporting by Koyena Das from Bengaluru)
 ((Koyena.das@thomsonreuters.com))