15,713 Shares in Rollins, Inc. $ROL Purchased by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd acquired a new position in Rollins, Inc. (NYSE:ROL) during the third quarter, HoldingsChannel reports. The institutional investor acquired 15,713 shares of the business services provider’s stock, valued at approximately $923,000.

Other large investors have also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of Rollins in the 2nd quarter worth approximately $218,593,000. AMF Tjanstepension AB raised its stake in Rollins by 196.2% during the second quarter. AMF Tjanstepension AB now owns 3,542,898 shares of the business services provider’s stock valued at $199,937,000 after buying an additional 2,346,592 shares during the last quarter. Westfield Capital Management Co. LP grew its stake in shares of Rollins by 1,923.1% in the second quarter. Westfield Capital Management Co. LP now owns 1,878,134 shares of the business services provider’s stock worth $105,964,000 after acquiring an additional 1,785,300 shares during the last quarter. Invesco Ltd. grew its stake in shares of Rollins by 41.2% in the second quarter. Invesco Ltd. now owns 5,657,997 shares of the business services provider’s stock worth $319,224,000 after acquiring an additional 1,649,676 shares during the last quarter. Finally, Marshall Wace LLP increased its holdings in shares of Rollins by 78.0% during the second quarter. Marshall Wace LLP now owns 2,282,659 shares of the business services provider’s stock valued at $128,788,000 after acquiring an additional 1,000,185 shares in the last quarter. 51.79% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Rollins

In other Rollins news, insider Thomas D. Tesh sold 887 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 value of $56,111.62. Following the transaction, the insider owned 28,344 shares of the company’s stock, valued at approximately $1,793,041.44. This represents a 3.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman John F. Wilson sold 5,344 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 $335,763.52. Following the completion of the transaction, the chairman directly owned 594,705 shares in the company, valued at $37,365,315.15. The trade was a 0.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 61,545 shares of company stock valued at $3,850,173 in the last 90 days. 4.47% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. UBS Group set a $65.00 price target on shares of Rollins in a research note on Wednesday, January 21st. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $64.00 target price on shares of Rollins in a report on Thursday, October 30th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $70.00 target price on shares of Rollins in a research note on Tuesday, December 23rd. Wells Fargo & Company raised their price target on shares of Rollins from $65.00 to $68.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Barclays upgraded 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 research note on Friday, December 5th. Eleven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $67.67.

Rollins Stock Up 0.5%

Shares of Rollins stock opened at $63.34 on Friday. Rollins, Inc. has a twelve month low of $49.07 and a twelve month high of $63.84. The company has a quick ratio of 0.71, a current ratio of 0.77 and a debt-to-equity ratio of 0.32. The company’s 50 day moving average is $61.02 and its 200 day moving average is $58.56. The company has a market cap of $30.70 billion, a price-to-earnings ratio of 59.19 and a beta of 0.79.

Rollins (NYSE:ROL) last posted its earnings results on Wednesday, October 29th. The business services provider reported $0.35 EPS for the quarter, topping analysts’ consensus estimates of $0.32 by $0.03. The business had revenue of $1.03 billion during the quarter, compared to the consensus estimate of $1.02 billion. Rollins had a net margin of 14.02% and a return on equity of 37.60%. The firm’s revenue was up 12.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.29 EPS. Research analysts anticipate that Rollins, Inc. will post 1.09 EPS for the current year.

Rollins Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be issued a $0.1825 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $0.73 annualized dividend and a dividend yield of 1.2%. Rollins’s payout ratio is presently 68.22%.

Rollins News Summary

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Recent operating results support valuation — Rollins reported an October‑quarter beat (EPS $0.35 vs. $0.32) with ~12% revenue growth and strong ROE, which underpins investor confidence in recurring service demand. MarketBeat ROL Profile
• Positive Sentiment: Dividend confirmed — Company set a quarterly dividend of $0.1825 ($0.73 annualized), supporting income investors and making the yield (~1.2%) a modest positive for holders ahead of the ex‑dividend date. Dividend notice
• Positive Sentiment: Analyst backing remains favorable — Multiple firms (Morgan Stanley, RBC, Goldman, Bernstein) carry Buy/Outperform views and the average price target (~$67.7) sits above current levels, providing a constructive backdrop. Analyst coverage
• Neutral Sentiment: UBS reassessment ahead of earnings kept a Neutral rating but nudged the price target higher to $65 — suggests the near‑term setup is balanced rather than decisively bullish. UBS article
• Neutral Sentiment: Institutional positioning is mixed — several funds increased stakes in Q4 while institutions still own a majority (~52%), which can stabilize the stock but limits volatility. Institutional holdings
• Neutral Sentiment: Media noise unrelated to the company (references to WWE’s “Rollins”) appeared in feeds — unlikely to affect fundamentals or trading. Example media item
• Negative Sentiment: Clustered insider selling by senior executives and founders — multiple Form 4s on Jan. 26–28 show sizable sales by Gary W. Rollins, John F. Wilson, CEO Jerry Gahlhoff and others. While sales can reflect personal tax/planning, clustered senior‑level disposals often add near‑term supply and are read as a negative by the market. Sample SEC filing (Gary Rollins)

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.