ROL

Acquisition Announcement: Rollins, Inc. has acquired Saela Holdings, LLC, a pest management company with over $65 million in annual revenue, to enhance its growth strategy and expand its geographic presence.

Operational Strategy: Saela will continue to operate as a standalone brand while leveraging its complementary services to Rollins' existing portfolio, aiming to create long-term opportunities for both companies.

AdvisorShares Focused Equity ETF Performance: The AdvisorShares Focused Equity ETF, managed by Eddy Elfenbein, is outperforming the market in 2025 with a five-star Morningstar rating, primarily due to its conservative stock holdings and low turnover strategy.

Investor Advice During Market Volatility: Elfenbein advises investors to maintain a long-term focus and not panic during market fluctuations, emphasizing the importance of holding quality stocks that can endure volatility.

Company Overview: Rollins, Inc. is a large-cap pest and wildlife control services company with a market cap of $25 billion, providing solutions for both residential and commercial clients. The company's stock has shown strong performance, gaining over 10% in the past three months and nearly 11.4% year-to-date.

Financial Performance: Following its Q4 2024 results, where it reported an adjusted EPS of $0.23 and revenue of $832.2 million, shares rose by 3.6%. Despite a slight dip in operating margin, the company demonstrated solid business momentum and strategic acquisitions, leading to a consensus rating of "Moderate Buy" among analysts.

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Highlighted Stocks: Among the 36 stocks recommended by BofA are well-known companies such as Verizon, Costco, Johnson & Johnson, and Procter & Gamble, which are characterized by strong S&P quality ratings and underweight positions by active fund managers.

Board Nomination Announcement: Rollins, Inc. has nominated Paul D. Donahue for election to its Board of Directors at the 2025 Annual Meeting. Donahue brings extensive leadership experience from his tenure as CEO and Chairman of Genuine Parts Company.

Company Overview: Rollins, Inc. is a global consumer and commercial services company specializing in pest control, serving over 2.8 million customers across multiple continents with a workforce of more than 20,000 employees.

New Appointment: Traci Hornfeck has been appointed as Chief Accounting Officer of NCR Atleos Corporation, effective March 31, 2025, bringing nearly 25 years of experience in accounting leadership from her previous role at Rollins, Inc.

Company Overview: Atleos is a leader in self-service financial access with a large independently-owned ATM network and aims to enhance operational efficiency for financial institutions and retailers while providing innovative digital-first experiences for consumers.

New Appointment: Rollins, Inc. has appointed William Harkins as Chief Accounting Officer effective March 17, 2025, bringing extensive experience from Mohawk Industries and The Coca-Cola Company.

Company Overview: Rollins, Inc. is a global leader in pest control services, operating with over 20,000 employees across more than 800 locations worldwide, serving over 2.8 million customers.

Insider Trading Activity: Traci Hornfeck, the Principal Accounting Officer of $ROL, sold 3,224 shares for approximately $171,194, representing about 25.1% of her holdings, while insiders have conducted four sales and no purchases in the past six months.

Institutional and Congressional Trading: In the last quarter, 326 institutional investors increased their positions in $ROL stock, while 339 decreased theirs; additionally, members of Congress made one purchase with no sales in the same timeframe.

Low-Beta Growth Stocks Recommended: Trivariate Research suggests investors consider Visa, Mastercard, and five other low-beta growth stocks to enhance portfolio performance, especially after advising a reduction in exposure to high-beta tech stocks.

Performance of Selected Stocks: The recommended stocks have shown positive year-to-date gains and possess low beta values, indicating less volatility compared to the overall market.

U.S. Investment in Bird Flu Combat: The U.S. will invest up to $1 billion to combat bird flu, which has killed 166 million chickens and infected nearly 1,000 dairy herds since 2022, with plans for biosecurity audits and increased payments for farmers affected by the outbreak.

Egg Supply and Pricing Issues: To address soaring egg prices, the USDA will increase imports while decreasing exports, as egg prices have nearly doubled over the past year, leading to consumer panic buying.

USDA Staff Firings: The Trump administration has terminated probationary staff at two USDA research agencies and the Farm Service Agency as part of efforts to optimize operations and eliminate inefficiencies, though the exact number of affected employees is unclear.

Employee Reactions: Affected employees, including veterans like Nick Gioia, expressed shock and betrayal over their firings, citing concerns about job performance evaluations and potential loss of medical insurance for their families.

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Company Overview and Performance: Rollins, Inc., a leading pest control services company with a market cap of $24.3 billion, has seen its stock underperform compared to the broader market over the past year, gaining 18.4% versus the S&P 500's 23.5%. However, in 2025, ROL stock is up 12%, outperforming the SPX’s 4% rise.

Analyst Ratings and Future Outlook: Analysts maintain a "Moderate Buy" consensus on ROL stock, with expectations for a 10.1% EPS growth in fiscal 2025. RBC Capital has set a price target of $52, indicating potential upside, while the highest target suggests a 15.6% increase from current levels.

Price Target Adjustment: Canaccord raised Rollins' price target to $49 from $48 while maintaining a Hold rating, citing mixed Q4 results with better sales but weaker EBITDA and in-line EPS.

Investment Insights: TipRanks offers tools like Smart Score to help investors make informed decisions by comparing stock picks with recommendations from top Wall Street analysts.

Goldman Sachs Analyst Update: Goldman Sachs analyst George Tong raised the price target for Rollins (ROL) to $56, maintaining a Buy rating, following solid Q4 results with revenue outperforming and EPS meeting estimates. The company is experiencing positive organic revenue growth, particularly in its termite services.

Investment Insights: TipRanks offers tools like Smart Score to help investors make informed decisions by monitoring stock performance and comparing it with Wall Street analysts' recommendations.

Credit Ratings Announcement: Rollins, Inc. has received its first investment grade credit ratings from Fitch and S&P, with Fitch assigning a BBB+ rating and S&P a BBB rating, both with a Stable outlook.

Company Overview: Rollins, Inc. is a global pest control services company serving over 2.8 million customers across multiple continents, operating through various well-known brands and employing more than 20,000 people.

Financial Performance Overview: Rollins, Inc. reported a strong financial performance for 2024, with revenues increasing by 10.3% to $3.4 billion and net income rising by 7.2% to $466 million, despite a slight decrease in quarterly net income for Q4 compared to the previous year.

Future Outlook: The company anticipates continued organic growth in 2025, supported by solid demand for pest control services and a robust acquisition pipeline, while focusing on pricing strategies and operational improvements to enhance profitability.

Termite Infestation Rankings: Miami, Los Angeles, and Tampa are the top three cities in the U.S. for termite infestations, with Houston making its first appearance in the top 10 this year according to Orkin's annual Termite Cities list.

Preventive Measures for Homeowners: Homeowners are advised to take preventive actions against termites, especially as warmer temperatures increase their activity, including maintaining drainage systems, sealing gaps, and removing rotting wood.

Cabinet Confirmations: The U.S. Senate has confirmed several key cabinet members for President Trump's administration, including Pete Hegseth as Defense Secretary and Pam Bondi as Attorney General, amidst controversies and varying political stances on issues like immigration and environmental policies.

Diverse Appointments: Trump's cabinet features a mix of loyal allies and controversial figures, with roles ranging from national security to health, reflecting his administration's focus on deregulation, border security, and a shift in foreign policy, while some nominees still await confirmation.

ONEOK and NRG Energy Dividend Increases: ONEOK raised its quarterly dividend to $1.03 per share (4% increase), while NRG Energy declared a quarterly dividend of $0.44 per share (8% increase), both payable in February 2025.

SiriusXM and Rollins Dividend Announcements: SiriusXM announced a quarterly cash dividend of $0.27 per share, and Rollins declared a dividend of $0.165 per share (10% increase), with both dividends scheduled for payment in February and March 2025, respectively.