Caprock Group LLC Purchases 11,266 Shares of Rollins, Inc. $ROL

Caprock Group LLC grew its position in shares of Rollins, Inc. (NYSE:ROL) by 28.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,846 shares of the business services provider’s stock after buying an additional 11,266 shares during the period. Caprock Group LLC’s holdings in Rollins were worth $3,052,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. KLP Kapitalforvaltning AS increased its position in Rollins by 18.0% during the 4th quarter. KLP Kapitalforvaltning AS now owns 212,025 shares of the business services provider’s stock worth $12,726,000 after buying an additional 32,400 shares during the period. TABR Capital Management LLC bought a new position in Rollins during the 4th quarter worth $473,000. Ticino Wealth bought a new position in Rollins during the 4th quarter worth $928,000. Evergreen Capital Management LLC bought a new position in Rollins during the 4th quarter worth $1,258,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank increased its position in Rollins by 1.1% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 76,116 shares of the business services provider’s stock worth $4,568,000 after buying an additional 823 shares during the period. Institutional investors own 51.79% of the company’s stock.

Rollins News Roundup

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Revenue beat and solid organic growth — Q1 revenue was $906M, up 10.2% year‑over‑year, with organic revenue +6.6% and management citing a strong acceleration of demand in March, signaling improving end‑market momentum. ROLLINS, INC. REPORTS FIRST QUARTER 2026 FINANCIAL RESULTS
• Positive Sentiment: Segment strength — residential, commercial and termite services all contributed to year‑over‑year revenue gains, supporting margin resilience and the company’s return on equity. Rollins’ Q1 Earnings Match Estimates, Increase Year Over Year
• Positive Sentiment: Dividend maintained — board declared a regular quarterly cash dividend of $0.1825 per share (payable June 10; record May 11), which supports income investors and signals confidence in cash flow. ROLLINS, INC. ANNOUNCES REGULAR QUARTERLY CASH DIVIDEND
• Neutral Sentiment: EPS in line with expectations — Q1 EPS was $0.24, matching consensus (and up from $0.22 a year ago). Meeting estimates reduces downside surprise risk but is not a catalyst for a strong re‑rating on its own. Rollins (ROL) Q1 Earnings Match Estimates
• Neutral Sentiment: Earnings materials available — the earnings call transcript and slide deck were posted, providing detail for investors to parse seasonal trends, pricing, and cost dynamics. Rollins, Inc. (ROL) Q1 2026 Earnings Call Transcript Rollins, Inc. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Government engagement — company representatives informed lawmakers about USDA reorganization and use of tariff funds to offset fertilizer costs, which could affect operating costs for certain service lines but is not an immediate earnings driver. Rollins tells lawmakers: USDA reorganization ‘underway’
• Negative Sentiment: Valuation and technicals may temper upside — shares still trade below the 200‑day moving average and the stock’s P/E is elevated vs. broader market, which could limit near‑term rallies absent guidance lift or continued upside to organic growth. (Background data: P/E ~52; 200‑day MA higher than current price.)

Analyst Upgrades and Downgrades

Several research firms have weighed in on ROL. Weiss Ratings reiterated a “buy (b)” rating on shares of Rollins in a research report on Monday, December 29th. Wells Fargo & Company set a $56.00 price target on Rollins and gave the stock an “equal weight” rating in a research report on Thursday, February 12th. Canaccord Genuity Group set a $52.00 price target on Rollins and gave the stock a “hold” rating in a research report on Friday, February 13th. Royal Bank Of Canada set a $67.00 price target on Rollins and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Finally, Loop Capital initiated coverage on Rollins in a research report on Monday, April 13th. They issued a “hold” rating and a $56.00 price target on the stock. Eleven research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $65.07.

Rollins Stock Up 3.0%

Shares of NYSE ROL opened at $56.96 on Friday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.55 and a current ratio of 0.60. Rollins, Inc. has a 52 week low of $51.77 and a 52 week high of $66.14. The stock has a market capitalization of $27.45 billion, a P/E ratio of 52.25, a PEG ratio of 3.41 and a beta of 0.84. The stock’s fifty day moving average is $56.17 and its 200 day moving average is $58.66.

Rollins (NYSE:ROL) last released its quarterly earnings data on Wednesday, April 22nd. The business services provider reported $0.24 earnings per share for the quarter, meeting the consensus estimate of $0.24. The business had revenue of $906.42 million for the quarter, compared to analyst estimates of $895.17 million. Rollins had a return on equity of 37.91% and a net margin of 13.77%.Rollins’s revenue was up 10.2% compared to the same quarter last year. During the same period last year, the firm posted $0.22 earnings per share. Sell-side analysts forecast that Rollins, Inc. will post 1.24 earnings per share for the current fiscal year.

Rollins Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 11th will be paid a $0.1825 dividend. The ex-dividend date of this dividend is Monday, May 11th. This represents a $0.73 annualized dividend and a yield of 1.3%. Rollins’s dividend payout ratio (DPR) is 66.97%.

Insiders Place Their Bets

In related news, CEO Jerry Jr. Gahlhoff sold 1,307 shares of the firm’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $62.83, for a total value of $82,118.81. Following the sale, the chief executive officer directly owned 327,079 shares of the company’s stock, valued at $20,550,373.57. This trade represents a 0.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Thomas D. Tesh sold 887 shares of the firm’s stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $63.26, for a total value of $56,111.62. Following the completion of the sale, the insider directly owned 28,344 shares in the company, valued at $1,793,041.44. This trade represents a 3.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 67,039 shares of company stock valued at $4,177,480 over the last ninety days. 5.77% of the stock is owned by insiders.

Rollins Company 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.