RTO

Rentokil Initial is regaining momentum after Terminix, with improving KPIs and a low valuation. The company is also pursuing AI-led growth and share buybacks, making RTO a potential buy.

Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here. The Broyhill Equity Composite decreased by 0.3% in Q3, underperforming the MSCI All Country World Index, which gained 1.7%. For the first nine months of the year, the Composite returned 1.9%, compared to 13.4% for the Index. The […]

UK stocks are poised for a cautious positive open as FTSE 100 futures rise slightly. Investors are focused on stubborn domestic inflation, with September CPI at 3.5% and core inflation at 2.8%.

Rentokil Initial shares jumped 9% after Q3 organic revenue grew 3.4% and the board approved a $200 million share buyback. The move reflects strong quarterly performance.

White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here. Management attributes the underperformance mainly to a sharp September pullback, rising interest rates, and zero energy exposure. The portfolio remains concentrated in contrarian, value-oriented holdings.

Rentokil Initial plc will retire CFO Paul Edgecliffe-Johnson effective 31 January 2027.

Rentokil Initial plc reports a Q3 2026 trading update and approves a $200 million share buyback.

Rollins (ROL:NYSE) shares were down about 7% before Thursday’s open (trading at about $31) after the Orkin owner’s third-quarter results missed on revenue and earnings. Revenue rose 6.