Rollins, Inc.

I track dividend announcements across 1,200+ stocks. This week, 42 companies increased their dividend, including two stocks I own. Part 2 highlights 17 stocks with streaks below 10 years. First BanCorp (FBP) stands out with a 25% dividend hike, 3.65% forward yield, and the highest ACN (23.9), though it trades near fair value. Western Digital (WDC) offers 34.69% upside to fair value and strong safety metrics, but its forward yield is just 0.20% and dividend consistency is weak.

Rollins remains a 'Buy,' as I see it, as a wide moat business facing short-term marketing headwinds, not structural decline. ROL's residential revenue growth slowed due to AI and LLM-driven search changes, but management has identified the issue and is executing a targeted strategy. Despite Q3 organic growth deceleration and margin pressure, ROL continues disciplined M&A, dividend payouts, and share repurchases, reinforcing long-term capital allocation strength.

Rollins receives a Hold rating at $34 due to high valuation amid growth slowdown and digital marketing headwinds. AI-driven shifts in consumer search behavior are pressuring Orkin's new customer inflow, particularly in residential pest control. Commercial and acquisition-driven growth remains resilient, but margin compression and weaker residential trends cloud the near-term outlook.

E. Ohman J or Asset Management AB reduced its position in Rollins, Inc. (NYSE: ROL) by 98.2% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,911 shares of the business services provider's stock after selling 540,757 shares during the period.