Caisse Des Depots ET Consignations Has $4.53 Million Stock Holdings in Rollins, Inc. $ROL

Caisse Des Depots ET Consignations trimmed its holdings in Rollins, Inc. (NYSE:ROL) by 26.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,141 shares of the business services provider’s stock after selling 27,201 shares during the period. Caisse Des Depots ET Consignations’ holdings in Rollins were worth $4,531,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Root Financial Partners LLC bought a new position in Rollins in the 3rd quarter valued at about $31,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Rollins in the second quarter worth approximately $30,000. TD Waterhouse Canada Inc. lifted its holdings in shares of Rollins by 58.4% in the second quarter. TD Waterhouse Canada Inc. now owns 730 shares of the business services provider’s stock valued at $41,000 after purchasing an additional 269 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new position in shares of Rollins during the second quarter valued at approximately $42,000. Finally, TruNorth Capital Management LLC bought a new stake in Rollins during the third quarter worth $45,000. 51.79% of the stock is owned by institutional investors.

Insider Activity

In related news, insider Elizabeth B. Chandler sold 2,151 shares of the business’s stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $63.26, for a total value of $136,072.26. Following the sale, the insider directly owned 60,161 shares in the company, valued at approximately $3,805,784.86. The trade was a 3.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Chairman Gary W. Rollins sold 19,094 shares of the stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $63.26, for a total transaction of $1,207,886.44. Following the transaction, the chairman owned 5,322,469 shares of the company’s stock, valued at $336,699,388.94. This represents a 0.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 61,545 shares of company stock worth $3,850,173. 4.47% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Canaccord Genuity Group set a $55.00 price objective on Rollins and gave the company a “hold” rating in a research note on Friday, October 31st. Barclays upgraded shares of Rollins from an “equal weight” rating to an “overweight” rating and increased their target price for the company from $60.00 to $72.00 in a report on Friday, December 5th. Royal Bank Of Canada restated an “outperform” rating and set a $70.00 price target on shares of Rollins in a report on Tuesday, December 23rd. The Goldman Sachs Group reiterated a “buy” rating and issued a $64.00 price objective on shares of Rollins in a research note on Thursday, October 30th. Finally, Morgan Stanley raised shares of Rollins from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $58.00 to $72.00 in a research report on Wednesday, December 17th. Eleven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $67.67.

Rollins Stock Up 1.0%

ROL opened at $65.59 on Thursday. Rollins, Inc. has a twelve month low of $49.16 and a twelve month high of $66.14. The company’s 50-day moving average price is $61.52 and its two-hundred day moving average price is $59.04. The stock has a market cap of $31.79 billion, a price-to-earnings ratio of 61.30 and a beta of 0.78. The company has a quick ratio of 0.71, a current ratio of 0.77 and a debt-to-equity ratio of 0.32.

Rollins (NYSE:ROL) last issued its quarterly earnings results on Wednesday, February 11th. The business services provider reported $0.25 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.27 by ($0.02). Rollins had a return on equity of 37.60% and a net margin of 14.02%.The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.22 EPS. As a group, equities analysts expect that Rollins, Inc. will post 1.09 earnings per share for the current year.

Rollins Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be paid a $0.1825 dividend. The ex-dividend date is Wednesday, February 25th. This represents a $0.73 annualized dividend and a dividend yield of 1.1%. Rollins’s payout ratio is presently 68.22%.

Key Headlines Impacting Rollins

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Company reported continued revenue growth and highlighted 24 consecutive years of revenue increases; management also noted double‑digit revenue, earnings and cash‑flow growth for FY2025 — supports long‑term growth thesis. ROLLINS, INC. REPORTS FOURTH QUARTER AND FULL YEAR 2025 FINANCIAL RESULTS
• Positive Sentiment: William Blair (and other analysts) view the miss as a buying opportunity and have maintained/issued bullish ratings — gives support to the share price as some investors buy the dip. Buy on Weakness: Viewing Rollins’ Rare Miss as a Long-Term Entry Opportunity
• Positive Sentiment: Operational expansion: Rollins and Abbott opened a sterile fly facility in Texas — a strategic, niche business development that can support new revenue streams and municipal/commercial contracts. Rollins, Abbott open sterile fly facility in Texas
• Neutral Sentiment: Quarterly metrics: revenue was $913M (up 9.7%), organic +5.7%; EPS rose year‑over‑year versus 2024 but came in below consensus — the print is mixed (underlying growth but the headline miss creates uncertainty). Rollins press release / earnings report
• Neutral Sentiment: Zacks and other outlets provide deeper metric comparisons and context (cash flow, margins, capex) — useful for investors deciding whether the miss is transitory or indicates a trend. Compared to Estimates, Rollins (ROL) Q4 Earnings: A Look at Key Metrics
• Negative Sentiment: Rollins missed consensus on both EPS ($0.25 vs. ~$0.27) and revenue (~$913M vs. ~$936M) — the earnings miss is the primary driver of the immediate negative price reaction. Rollins (ROL) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Press/market reports cite weaker demand for pest‑control services and cost-of-sales rising faster than revenue, which pressured margins and contributed to the sell‑off. Rollins misses quarterly estimates on weaker demand for pest control services
• Negative Sentiment: Market reaction: headlines and trading picked up as shares fell sharply after the miss (multiple outlets noted a double‑digit intraday decline), amplifying volatility short‑term. Rollins shares plunge after missing fourth quarter expectations

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.