APG Asset Management N.V. Cuts Stock Holdings in Rollins, Inc. $ROL

APG Asset Management N.V. reduced its stake in Rollins, Inc. (NYSE:ROL) by 15.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,292,351 shares of the business services provider’s stock after selling 1,331,827 shares during the quarter. Rollins makes up 0.8% of APG Asset Management N.V.’s investment portfolio, making the stock its 14th largest holding. APG Asset Management N.V. owned 1.50% of Rollins worth $428,353,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of the stock. Vanguard Group Inc. grew its stake in shares of Rollins by 4.2% in the 3rd quarter. Vanguard Group Inc. now owns 36,720,282 shares of the business services provider’s stock worth $2,156,949,000 after acquiring an additional 1,480,306 shares in the last quarter. State Street Corp boosted its holdings in Rollins by 2.3% during the second quarter. State Street Corp now owns 12,102,112 shares of the business services provider’s stock worth $682,801,000 after purchasing an additional 274,105 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Rollins by 4.8% in the second quarter. Geode Capital Management LLC now owns 9,379,509 shares of the business services provider’s stock valued at $527,446,000 after acquiring an additional 432,067 shares in the last quarter. Invesco Ltd. grew its stake in Rollins by 41.2% in the 2nd quarter. Invesco Ltd. now owns 5,657,997 shares of the business services provider’s stock valued at $319,224,000 after purchasing an additional 1,649,676 shares during the period. Finally, Norges Bank purchased a new position in Rollins in the second quarter valued at about $218,593,000. 51.79% of the stock is currently owned by institutional investors.

Insider Activity

In other Rollins news, Chairman John F. Wilson sold 7,538 shares of the stock in a transaction on Monday, January 26th. The stock was sold at an average price of $63.26, for a total value of $476,853.88. Following the completion of the transaction, the chairman owned 600,049 shares in the company, valued at approximately $37,959,099.74. This represents a 1.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Chairman Gary W. Rollins sold 19,094 shares of the business’s stock in a transaction on Monday, January 26th. The shares were sold at an average price of $63.26, for a total transaction of $1,207,886.44. Following the sale, the chairman owned 5,322,469 shares in the company, valued at approximately $336,699,388.94. This trade represents a 0.36% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 73,351 shares of company stock worth $4,554,785. Company insiders own 4.47% of the company’s stock.

Rollins Price Performance

Shares of Rollins stock opened at $60.84 on Friday. The business has a 50 day moving average of $61.52 and a 200 day moving average of $59.20. Rollins, Inc. has a 52 week low of $49.73 and a 52 week high of $66.14. The company has a market cap of $29.27 billion, a PE ratio of 55.82, a P/E/G ratio of 3.75 and a beta of 0.78. The company has a quick ratio of 0.55, a current ratio of 0.60 and a debt-to-equity ratio of 0.35.

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

Rollins Dividend Announcement

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

More Rollins News

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.

Wall Street Analysts Forecast Growth

ROL has been the subject of several recent analyst reports. Barclays raised shares of Rollins from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $60.00 to $72.00 in a research note on Friday, December 5th. Bank of America assumed coverage on Rollins in a research note on Tuesday, February 17th. They issued a “buy” rating and a $67.00 target price for the company. Morgan Stanley set a $70.00 price objective on shares of Rollins in a report on Friday, February 13th. Canaccord Genuity Group set a $52.00 price target on shares of Rollins and gave the stock a “hold” rating in a research note on Friday, February 13th. Finally, Wells Fargo & Company set a $56.00 price objective on Rollins and gave the company an “equal weight” rating in a research note on Thursday, February 12th. 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.com, the company has an average rating of “Moderate Buy” and an average 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.