Andra AP fonden Takes $6.68 Million Position in Rollins, Inc. $ROL

Andra AP fonden bought a new position in shares of Rollins, Inc. (NYSE:ROL) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 113,700 shares of the business services provider’s stock, valued at approximately $6,679,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ROL. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Rollins by 5.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,812 shares of the business services provider’s stock valued at $1,663,000 after purchasing an additional 1,620 shares in the last quarter. Empowered Funds LLC lifted its stake in Rollins by 16.7% during the first quarter. Empowered Funds LLC now owns 6,427 shares of the business services provider’s stock valued at $347,000 after purchasing an additional 918 shares during the last quarter. Woodline Partners LP boosted its holdings in Rollins by 40.7% during the first quarter. Woodline Partners LP now owns 23,728 shares of the business services provider’s stock worth $1,282,000 after buying an additional 6,859 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in Rollins by 75.8% during the first quarter. Geneos Wealth Management Inc. now owns 870 shares of the business services provider’s stock worth $47,000 after buying an additional 375 shares in the last quarter. Finally, Brighton Jones LLC acquired a new position in Rollins in the second quarter worth approximately $234,000. 51.79% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

ROL has been the subject of a number of recent research reports. Sanford C. Bernstein reiterated an “outperform” rating on shares of Rollins in a research report on Tuesday, December 2nd. Wells Fargo & Company set a $56.00 target price on Rollins and gave the stock an “equal weight” rating in a research report on Thursday, February 12th. Jefferies Financial Group set a $66.00 target price on Rollins and gave the company a “buy” rating in a report on Monday, November 3rd. Weiss Ratings reissued a “buy (b)” rating on shares of Rollins in a research note on Monday, December 29th. Finally, Bank of America initiated coverage on Rollins in a report on Tuesday, February 17th. They set a “buy” rating and a $67.00 price objective on the stock. Eleven equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, Rollins has an average rating of “Moderate Buy” and an average price target of $66.08.

Rollins News Roundup

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Company declared a quarterly dividend of $0.1825 (annualized $0.73, ~1.2% yield); record/ex-dividend dates were set and a March 10 payout was announced — supports income-oriented holders and steady buy-and-hold demand. Read More.
• Neutral Sentiment: Small institutional inflows and a majority of shares still held by institutions (~52%) — signals continued professional interest but not a large directional push. Analysts’ consensus remains a “Moderate Buy” with an average target near $66 (mixed firm-level views). Read More.
• Negative Sentiment: Insider sale: Director/insider Elizabeth B. Chandler sold 14,201 shares on Feb. 25 at an average ~$59.36 (about $843k), reducing her stake ~20% — insider selling can be read as a near-term negative signal to investors. Read More.
• Negative Sentiment: Recent quarterly report: Q4 EPS of $0.25 missed the $0.27 consensus and revenue of $912.9M slightly missed estimates — while revenue grew ~9.7% year-over-year, the EPS miss and below-consensus revenue temper near-term optimism. Read More.
• Negative Sentiment: Valuation caution: recent commentary (Seeking Alpha) frames Rollins as a high-quality compounder but “priced for perfection,” highlighting limited upside unless execution or margin expansion exceeds expectations — raises sensitivity to any future earnings slips. Read More.

Insider Buying and Selling at Rollins

In other news, insider Thomas D. Tesh sold 2,396 shares of the company’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $60.06, for a total value of $143,903.76. Following the transaction, the insider directly owned 29,231 shares of the company’s stock, valued at approximately $1,755,613.86. This represents a 7.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Chairman John F. Wilson sold 7,538 shares of Rollins 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 sale, the chairman directly owned 600,049 shares of the company’s stock, valued at approximately $37,959,099.74. The trade was a 1.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 73,351 shares of company stock worth $4,554,785 over the last 90 days. 4.47% of the stock is currently owned by insiders.

Rollins Price Performance

Shares of ROL opened at $60.84 on Friday. The business’s 50-day moving average is $61.52 and its 200-day moving average is $59.20. The company has a debt-to-equity ratio of 0.35, a current ratio of 0.60 and a quick ratio of 0.55. The company has a market capitalization of $29.27 billion, a price-to-earnings ratio of 55.82, a P/E/G ratio of 3.75 and a beta of 0.78. Rollins, Inc. has a fifty-two week low of $49.73 and a fifty-two week high of $66.14.

Rollins (NYSE:ROL) last posted its quarterly earnings results on Wednesday, February 11th. The business services provider reported $0.25 EPS for the quarter, missing the consensus estimate of $0.27 by ($0.02). The company had revenue of $912.91 million for the quarter, compared to analyst estimates of $925.08 million. Rollins had a return on equity of 38.16% and a net margin of 14.00%.The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.22 earnings per share. Equities research analysts expect that Rollins, Inc. will post 1.09 EPS for the current fiscal year.

Rollins Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be issued a dividend of $0.1825 per share. This represents a $0.73 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, February 25th. Rollins’s payout ratio is currently 66.97%.

About Rollins

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.