JPMorgan Chase & Co. Boosts Stock Position in Rollins, Inc. $ROL

JPMorgan Chase & Co. lifted its holdings in shares of Rollins, Inc. (NYSE:ROL) by 6.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,151,573 shares of the business services provider’s stock after buying an additional 130,321 shares during the quarter. JPMorgan Chase & Co. owned approximately 0.44% of Rollins worth $126,383,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Caitong International Asset Management Co. Ltd acquired a new position in Rollins during the second quarter worth $30,000. Root Financial Partners LLC purchased a new stake in shares of Rollins during the third quarter worth about $31,000. TD Waterhouse Canada Inc. raised its position in shares of Rollins by 58.4% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 730 shares of the business services provider’s stock worth $41,000 after purchasing an additional 269 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new position in Rollins in the 2nd quarter valued at about $42,000. Finally, TruNorth Capital Management LLC acquired a new stake in Rollins in the 3rd quarter worth about $45,000. Institutional investors and hedge funds own 51.79% of the company’s stock.

Rollins News Summary

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Bank of America initiated coverage of ROL, bringing fresh analyst attention and potentially expanding institutional interest — initiation often helps liquidity and can re‑rate a mid/large cap stock. Rollins (NYSE:ROL) Coverage Initiated at Bank of America
• Positive Sentiment: Conestoga Capital Advisors lists Rollins as a core holding in its Q4 2025 investor letter — an endorsement from an active mid‑cap manager that may signal conviction among growth‑oriented investors. The mention can attract allocators who track leading active portfolios. What Makes Rollins (ROL) Conestoga Capital Advisors’ Core Holding
• Neutral Sentiment: Multiple consumer/sports outlets are publishing stories about WWE wrestler Seth Rollins (same surname) — these entertainment headlines are unrelated to Rollins, Inc.’s pest‑control business and are unlikely to affect ROL’s fundamentals or stock performance. Example: Seth Rollins Nearly Signed With TNA After WWE Went Silent On Contract Talks
• Negative Sentiment: Rollins reported Q4 results on Feb. 11 that missed consensus: $0.25 EPS vs. $0.27 expected and revenue of $912.9M vs. ~$925M expected. While revenue grew ~9.7% year‑over‑year, the EPS and revenue shortfall (plus still‑elevated valuation metrics like a high P/E) present near‑term downside risk until guidance/operating leverage improves.

Rollins Trading Up 0.7%

Shares of ROL opened at $61.34 on Monday. Rollins, Inc. has a 12-month low of $49.73 and a 12-month high of $66.14. The firm has a market capitalization of $29.51 billion, a P/E ratio of 56.28, a P/E/G ratio of 3.78 and a beta of 0.78. The firm has a 50-day moving average price of $61.51 and a 200 day moving average price of $59.14. The company has a current ratio of 0.60, a quick ratio of 0.55 and a debt-to-equity ratio of 0.35.

Rollins (NYSE:ROL) last issued its earnings results on Wednesday, February 11th. The business services provider reported $0.25 EPS for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.02). Rollins had a return on equity of 38.16% and a net margin of 14.00%.The firm had revenue of $912.91 million for the quarter, compared to analysts’ expectations of $925.08 million. During the same period last year, the firm earned $0.22 earnings per share. Rollins’s revenue for the quarter was up 9.7% on a year-over-year basis. Sell-side analysts forecast that Rollins, Inc. will post 1.09 EPS for the current year.

Rollins Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a $0.1825 dividend. This represents a $0.73 annualized dividend and a yield of 1.2%. The ex-dividend date is Wednesday, February 25th. Rollins’s dividend payout ratio is presently 66.97%.

Insider Buying and Selling

In other Rollins news, Chairman Gary W. Rollins sold 19,094 shares of Rollins stock in a transaction on Monday, January 26th. The stock was sold at an average price of $63.26, for a total value of $1,207,886.44. Following the sale, the chairman owned 5,322,469 shares in the company, valued at $336,699,388.94. The trade was a 0.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Chairman John F. Wilson sold 7,538 shares of the company’s stock in a transaction on Monday, January 26th. The shares were sold at an average price of $63.26, for a total value of $476,853.88. Following the completion of the transaction, the chairman directly owned 600,049 shares in the company, valued at approximately $37,959,099.74. This trade represents a 1.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 59,150 shares of company stock valued at $3,711,814 in the last ninety days. Company insiders own 4.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on ROL. The Goldman Sachs Group reissued a “buy” rating and set a $64.00 target price on shares of Rollins in a report on Thursday, October 30th. Royal Bank Of Canada set a $67.00 price objective on Rollins and gave the company an “outperform” rating in a report on Thursday, February 12th. Jefferies Financial Group set a $66.00 target price on shares of Rollins and gave the stock a “buy” rating in a report on Monday, November 3rd. Wells Fargo & Company set a $56.00 price target on shares of Rollins and gave the stock an “equal weight” rating in a research note on Thursday, February 12th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Rollins in a research note on Tuesday, December 2nd. Eleven equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $66.08.

Rollins Profile

Rollins, Inc (NYSE: ROL) is a provider of pest and termite control services operating through a network of subsidiaries and franchises. Headquartered in Atlanta, Georgia, the company offers a broad range of pest management solutions for both residential and commercial customers, positioning itself as a specialist in protecting property and public health from pests and vectors.

Its service offerings include general pest control, termite inspection and treatment, bed bug remediation, mosquito and vector control, wildlife exclusion, and related specialty services.